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: 426,496 shares; 2024Q4: 422,048 shares; 2025Q1: 418,149 shares; 2025Q2: 422,419 shares; 2025Q3: 417,747 shares; 2025Q4: 413,101 shares; 2026Q1: 416,744 shares 416,744 $249M 10.85% +3,643 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059,943 shares; 2024Q4: 2,049,294 shares; 2025Q1: 2,045,743 shares; 2025Q2: 2,043,482 shares; 2025Q3: 2,078,207 shares; 2025Q4: 2,026,919 shares; 2026Q1: 2,126,368 shares 2,126,368 $124M 5.42% +99,449 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326,166 shares; 2024Q4: 1,353,301 shares; 2025Q1: 1,319,350 shares; 2025Q2: 1,289,516 shares; 2025Q3: 1,279,126 shares; 2025Q4: 1,268,269 shares; 2026Q1: 1,257,104 shares 1,257,104 $98.5M 4.29% -11,165 Timeline SHY 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: 1,012,332 shares; 2024Q4: 1,046,433 shares; 2025Q1: 1,099,425 shares; 2025Q2: 1,099,630 shares; 2025Q3: 1,107,159 shares; 2025Q4: 1,111,801 shares; 2026Q1: 1,116,682 shares 1,116,682 $92.2M 4.02% +4,881 Timeline VCSH 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: 932,465 shares; 2024Q4: 937,315 shares; 2025Q1: 956,084 shares; 2025Q2: 949,420 shares; 2025Q3: 962,288 shares; 2025Q4: 960,454 shares; 2026Q1: 960,551 shares 960,551 $76.2M 3.32% +97 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,245 shares; 2024Q4: 258,286 shares; 2025Q1: 253,224 shares; 2025Q2: 259,988 shares; 2025Q3: 255,042 shares; 2025Q4: 252,205 shares; 2026Q1: 254,864 shares 254,864 $73.1M 3.18% +2,659 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,138 shares; 2024Q4: 278,073 shares; 2025Q1: 275,909 shares; 2025Q2: 274,279 shares; 2025Q3: 273,595 shares; 2025Q4: 272,320 shares; 2026Q1: 276,230 shares 276,230 $70.1M 3.05% +3,910 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: 263,850 shares; 2024Q4: 257,179 shares; 2025Q1: 251,792 shares; 2025Q2: 258,797 shares; 2025Q3: 257,086 shares; 2025Q4: 254,416 shares; 2026Q1: 258,672 shares 258,672 $67.8M 2.95% +4,256 Timeline VGK 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: 863,960 shares; 2024Q4: 845,073 shares; 2025Q1: 839,508 shares; 2025Q2: 804,414 shares; 2025Q3: 787,959 shares; 2025Q4: 774,900 shares; 2026Q1: 776,110 shares 776,110 $63.9M 2.78% +1,210 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: 393,261 shares; 2024Q4: 386,972 shares; 2025Q1: 387,955 shares; 2025Q2: 403,011 shares; 2025Q3: 395,220 shares; 2025Q4: 390,509 shares; 2026Q1: 396,206 shares 396,206 $58.7M 2.55% +5,697 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,077 shares; 2024Q4: 637,191 shares; 2025Q1: 657,455 shares; 2025Q2: 625,903 shares; 2025Q3: 614,435 shares; 2025Q4: 600,519 shares; 2026Q1: 599,049 shares 599,049 $58.5M 2.55% -1,470 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084,449 shares; 2024Q4: 1,055,351 shares; 2025Q1: 1,065,039 shares; 2025Q2: 1,032,011 shares; 2025Q3: 1,023,779 shares; 2025Q4: 1,005,205 shares; 2026Q1: 1,027,520 shares 1,027,520 $55.5M 2.42% +22,315 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: 92,274 shares; 2024Q4: 89,471 shares; 2025Q1: 87,953 shares; 2025Q2: 87,896 shares; 2025Q3: 86,914 shares; 2025Q4: 86,520 shares; 2026Q1: 84,736 shares 84,736 $55.4M 2.41% -1,784 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: 84,239 shares; 2024Q4: 83,317 shares; 2025Q1: 85,810 shares; 2025Q2: 93,678 shares; 2025Q3: 92,721 shares; 2025Q4: 89,919 shares; 2026Q1: 94,028 shares 94,028 $54.3M 2.37% +4,109 Timeline SGOV 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: 146,153 shares; 2024Q4: 129,877 shares; 2025Q1: 310,480 shares; 2025Q2: 392,505 shares; 2025Q3: 402,456 shares; 2025Q4: 449,958 shares; 2026Q1: 517,655 shares 517,655 $52.1M 2.27% +67,697 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: 278,688 shares; 2024Q4: 280,570 shares; 2025Q1: 310,074 shares; 2025Q2: 323,173 shares; 2025Q3: 367,255 shares; 2025Q4: 394,323 shares; 2026Q1: 418,434 shares 418,434 $41.5M 1.81% +24,111 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: 108,357 shares; 2024Q4: 107,757 shares; 2025Q1: 107,531 shares; 2025Q2: 107,511 shares; 2025Q3: 107,884 shares; 2025Q4: 107,913 shares; 2026Q1: 108,007 shares 108,007 $34.6M 1.51% +94 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: 92,292 shares; 2024Q4: 92,161 shares; 2025Q1: 91,230 shares; 2025Q2: 91,138 shares; 2025Q3: 91,100 shares; 2025Q4: 91,818 shares; 2026Q1: 91,711 shares 91,711 $34M 1.48% -107 Timeline IPAC 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: 310,080 shares; 2024Q4: 313,266 shares; 2025Q1: 314,640 shares; 2025Q2: 352,399 shares; 2025Q3: 350,108 shares; 2025Q4: 342,376 shares; 2026Q1: 345,763 shares 345,763 $26.5M 1.15% +3,387 Timeline IEUR 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: 347,803 shares; 2024Q4: 351,917 shares; 2025Q1: 349,399 shares; 2025Q2: 361,485 shares; 2025Q3: 354,833 shares; 2025Q4: 348,563 shares; 2026Q1: 353,028 shares 353,028 $24.8M 1.08% +4,465 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: 329,420 shares; 2024Q4: 370,910 shares; 2025Q1: 341,633 shares; 2025Q2: 334,688 shares; 2025Q3: 337,381 shares; 2025Q4: 321,815 shares; 2026Q1: 333,211 shares 333,211 $24.5M 1.07% +11,396 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: 324,478 shares; 2024Q4: 320,733 shares; 2025Q1: 319,163 shares; 2025Q2: 347,215 shares; 2025Q3: 340,738 shares; 2025Q4: 335,953 shares; 2026Q1: 339,527 shares 339,527 $23.7M 1.03% +3,574 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: 168,640 shares; 2024Q4: 167,716 shares; 2025Q1: 174,030 shares; 2025Q2: 179,722 shares; 2025Q3: 178,266 shares; 2025Q4: 178,709 shares; 2026Q1: 183,805 shares 183,805 $22.8M 0.99% +5,096 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: 292,044 shares; 2024Q4: 291,038 shares; 2025Q1: 302,188 shares; 2025Q2: 293,179 shares; 2025Q3: 287,779 shares; 2025Q4: 289,301 shares; 2026Q1: 305,512 shares 305,512 $20.6M 0.9% +16,211 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: 86,490 shares; 2024Q4: 84,517 shares; 2025Q1: 80,214 shares; 2025Q2: 79,656 shares; 2025Q3: 79,482 shares; 2025Q4: 80,120 shares; 2026Q1: 79,869 shares 79,869 $19.5M 0.85% -251 Timeline BIV 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: 251,981 shares; 2024Q4: 251,263 shares; 2025Q1: 230,680 shares; 2025Q2: 218,929 shares; 2025Q3: 220,249 shares; 2025Q4: 227,283 shares; 2026Q1: 224,670 shares 224,670 $17.3M 0.76% -2,613 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: 147,786 shares; 2024Q4: 149,706 shares; 2025Q1: 148,800 shares; 2025Q2: 148,447 shares; 2025Q3: 148,091 shares; 2025Q4: 148,117 shares; 2026Q1: 143,506 shares 143,506 $17M 0.74% -4,611 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: 84,330 shares; 2024Q4: 83,555 shares; 2025Q1: 84,751 shares; 2025Q2: 87,296 shares; 2025Q3: 87,783 shares; 2025Q4: 90,782 shares; 2026Q1: 95,210 shares 95,210 $16.6M 0.72% +4,428 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: 208,165 shares; 2024Q4: 227,276 shares; 2025Q1: 227,716 shares; 2025Q2: 218,242 shares; 2025Q3: 274,443 shares; 2025Q4: 288,336 shares; 2026Q1: 330,206 shares 330,206 $16.5M 0.72% +41,870 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,209 shares; 2024Q4: 23,819 shares; 2025Q1: 34,182 shares; 2025Q2: 45,338 shares; 2025Q3: 44,607 shares; 2025Q4: 44,339 shares; 2026Q1: 53,342 shares 53,342 $15.9M 0.69% +9,003 Timeline SHV 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: 151,019 shares; 2024Q4: 162,105 shares; 2025Q1: 157,571 shares; 2025Q2: 143,720 shares; 2025Q3: 138,701 shares; 2025Q4: 132,745 shares; 2026Q1: 134,826 shares 134,826 $14.9M 0.65% +2,081 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,721 shares; 2024Q4: 85,124 shares; 2025Q1: 84,620 shares; 2025Q2: 85,765 shares; 2025Q3: 96,390 shares; 2025Q4: 102,135 shares; 2026Q1: 102,314 shares 102,314 $14.6M 0.63% +179 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 21 shares 21 $14.4M 0.63% -1 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: 27,232 shares; 2024Q4: 27,337 shares; 2025Q1: 27,294 shares; 2025Q2: 28,143 shares; 2025Q3: 27,781 shares; 2025Q4: 27,720 shares; 2026Q1: 28,571 shares 28,571 $13.7M 0.6% +851 Timeline SPSB 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: 511,777 shares; 2024Q4: 502,007 shares; 2025Q1: 481,824 shares; 2025Q2: 453,770 shares; 2025Q3: 456,959 shares; 2025Q4: 459,438 shares; 2026Q1: 450,913 shares 450,913 $13.6M 0.59% -8,525 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: 265,848 shares; 2024Q4: 261,488 shares; 2025Q1: 255,174 shares; 2025Q2: 237,262 shares; 2025Q3: 234,949 shares; 2025Q4: 237,355 shares; 2026Q1: 256,973 shares 256,973 $13.5M 0.59% +19,618 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,530 shares; 2024Q4: 75,367 shares; 2025Q1: 74,781 shares; 2025Q2: 74,245 shares; 2025Q3: 72,960 shares; 2025Q4: 77,176 shares; 2026Q1: 78,431 shares 78,431 $13.3M 0.58% +1,255 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: 42,825 shares; 2024Q4: 43,309 shares; 2025Q1: 43,581 shares; 2025Q2: 45,198 shares; 2025Q3: 44,730 shares; 2025Q4: 44,172 shares; 2026Q1: 45,759 shares 45,759 $13.2M 0.57% +1,587 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,253 shares; 2024Q4: 63,717 shares; 2025Q1: 69,698 shares; 2025Q2: 71,836 shares; 2025Q3: 87,574 shares; 2025Q4: 97,830 shares; 2026Q1: 119,192 shares 119,192 $12.7M 0.55% +21,362 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: 45,240 shares; 2024Q4: 45,340 shares; 2025Q1: 45,009 shares; 2025Q2: 44,652 shares; 2025Q3: 43,694 shares; 2025Q4: 43,415 shares; 2026Q1: 42,057 shares 42,057 $12.1M 0.53% -1,358 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: 52,523 shares; 2024Q4: 52,309 shares; 2025Q1: 52,421 shares; 2025Q2: 51,870 shares; 2025Q3: 51,864 shares; 2025Q4: 52,450 shares; 2026Q1: 55,470 shares 55,470 $11.5M 0.5% +3,020 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: 116,777 shares; 2024Q4: 90,986 shares; 2025Q1: 92,416 shares; 2025Q2: 91,543 shares; 2025Q3: 90,312 shares; 2025Q4: 91,910 shares; 2026Q1: 92,186 shares 92,186 $11.1M 0.48% +276 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: 48,060 shares; 2024Q4: 47,986 shares; 2025Q1: 47,905 shares; 2025Q2: 46,877 shares; 2025Q3: 45,917 shares; 2025Q4: 45,151 shares; 2026Q1: 43,948 shares 43,948 $10.9M 0.47% -1,203 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: 65,098 shares; 2024Q4: 65,038 shares; 2025Q1: 64,988 shares; 2025Q2: 64,988 shares; 2025Q3: 65,679 shares; 2025Q4: 65,539 shares; 2026Q1: 72,001 shares 72,001 $10.6M 0.46% +6,462 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,698 shares; 2024Q4: 69,246 shares; 2025Q1: 65,926 shares; 2025Q2: 67,473 shares; 2025Q3: 67,033 shares; 2025Q4: 75,721 shares; 2026Q1: 75,685 shares 75,685 $10.3M 0.45% -36 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,422 shares; 2024Q4: 85,491 shares; 2025Q1: 87,436 shares; 2025Q2: 94,212 shares; 2025Q3: 104,815 shares; 2025Q4: 111,572 shares; 2026Q1: 113,209 shares 113,209 $9.8M 0.43% +1,637 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: 64,708 shares; 2024Q4: 64,691 shares; 2025Q1: 64,154 shares; 2025Q2: 63,485 shares; 2025Q3: 63,456 shares; 2025Q4: 63,871 shares; 2026Q1: 63,693 shares 63,693 $9.19M 0.4% -178 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,360 shares; 2026Q1: 113,320 shares 113,320 $9.12M 0.4% +35,960 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: 9,253 shares; 2024Q4: 9,228 shares; 2025Q1: 9,134 shares; 2025Q2: 9,134 shares; 2025Q3: 9,131 shares; 2025Q4: 9,432 shares; 2026Q1: 9,591 shares 9,591 $8.83M 0.38% +159 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: 27,544 shares; 2024Q4: 27,547 shares; 2025Q1: 26,887 shares; 2025Q2: 26,692 shares; 2025Q3: 26,463 shares; 2025Q4: 27,946 shares; 2026Q1: 28,553 shares 28,553 $8.4M 0.37% +607 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: 52,766 shares; 2024Q4: 52,829 shares; 2025Q1: 52,629 shares; 2025Q2: 51,839 shares; 2025Q3: 51,650 shares; 2025Q4: 51,386 shares; 2026Q1: 50,743 shares 50,743 $7.67M 0.33% -643 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: 21,691 shares; 2024Q4: 21,784 shares; 2025Q1: 21,634 shares; 2025Q2: 21,634 shares; 2025Q3: 22,400 shares; 2025Q4: 22,419 shares; 2026Q1: 22,419 shares 22,419 $7.66M 0.33% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,636 shares; 2024Q4: 81,636 shares; 2025Q1: 81,636 shares; 2025Q2: 81,636 shares; 2025Q3: 81,272 shares; 2025Q4: 81,272 shares; 2026Q1: 81,272 shares 81,272 $7.3M 0.32% 0 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: 53,887 shares; 2024Q4: 53,318 shares; 2025Q1: 47,968 shares; 2025Q2: 46,393 shares; 2025Q3: 46,001 shares; 2025Q4: 46,026 shares; 2026Q1: 46,493 shares 46,493 $7.23M 0.31% +467 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: 32,976 shares; 2024Q4: 33,054 shares; 2025Q1: 32,776 shares; 2025Q2: 32,576 shares; 2025Q3: 31,983 shares; 2025Q4: 31,938 shares; 2026Q1: 32,099 shares 32,099 $6.98M 0.3% +161 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,840 shares; 2024Q4: 60,198 shares; 2025Q1: 61,847 shares; 2025Q2: 53,184 shares; 2025Q3: 54,466 shares; 2025Q4: 54,616 shares; 2026Q1: 63,987 shares 63,987 $6.79M 0.3% +9,371 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: 10,960 shares; 2024Q4: 11,038 shares; 2025Q1: 10,969 shares; 2025Q2: 10,902 shares; 2025Q3: 10,100 shares; 2025Q4: 10,102 shares; 2026Q1: 10,054 shares 10,054 $6.54M 0.28% -48 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,678 shares; 2024Q4: 21,758 shares; 2025Q1: 21,674 shares; 2025Q2: 21,197 shares; 2025Q3: 20,963 shares; 2025Q4: 20,932 shares; 2026Q1: 20,827 shares 20,827 $6.48M 0.28% -105 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: 94,764 shares; 2024Q4: 94,831 shares; 2025Q1: 94,650 shares; 2025Q2: 93,226 shares; 2025Q3: 89,076 shares; 2025Q4: 88,520 shares; 2026Q1: 95,761 shares 95,761 $6.13M 0.27% +7,241 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,462 shares; 2024Q4: 21,122 shares; 2025Q1: 21,122 shares; 2025Q2: 20,955 shares; 2025Q3: 20,955 shares; 2025Q4: 21,175 shares; 2026Q1: 21,388 shares 21,388 $6.07M 0.26% +213 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: 15,190 shares; 2024Q4: 15,190 shares; 2025Q1: 15,008 shares; 2025Q2: 14,842 shares; 2025Q3: 15,451 shares; 2025Q4: 17,102 shares; 2026Q1: 18,830 shares 18,830 $5.83M 0.25% +1,728 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,583 shares; 2024Q4: 151,749 shares; 2025Q1: 160,910 shares; 2025Q2: 186,259 shares; 2025Q3: 186,972 shares; 2025Q4: 182,941 shares; 2026Q1: 179,883 shares 179,883 $5.51M 0.24% -3,058 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: 42,621 shares; 2024Q4: 41,265 shares; 2025Q1: 39,273 shares; 2025Q2: 38,395 shares; 2025Q3: 37,461 shares; 2025Q4: 42,410 shares; 2026Q1: 43,576 shares 43,576 $5.41M 0.24% +1,166 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 36,253 shares; 2025Q1: 36,253 shares; 2025Q2: 38,118 shares; 2025Q3: 41,347 shares; 2025Q4: 63,277 shares; 2026Q1: 88,670 shares 88,670 $5.28M 0.23% +25,393 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: 20,982 shares; 2024Q4: 21,002 shares; 2025Q1: 20,423 shares; 2025Q2: 20,225 shares; 2025Q3: 19,974 shares; 2025Q4: 24,097 shares; 2026Q1: 24,183 shares 24,183 $5.01M 0.22% +86 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: 51,514 shares; 2024Q4: 48,022 shares; 2025Q1: 47,962 shares; 2025Q2: 44,769 shares; 2025Q3: 44,703 shares; 2025Q4: 35,394 shares; 2026Q1: 34,156 shares 34,156 $4.99M 0.22% -1,238 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,598 shares; 2025Q1: 5,504 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,473 shares; 2026Q1: 5,523 shares 5,523 $4.82M 0.21% +50 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,078 shares; 2024Q4: 15,967 shares; 2025Q1: 15,967 shares; 2025Q2: 15,967 shares; 2025Q3: 16,267 shares; 2025Q4: 16,786 shares; 2026Q1: 16,786 shares 16,786 $4.82M 0.21% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,223 shares; 2024Q4: 17,223 shares; 2025Q1: 16,376 shares; 2025Q2: 15,976 shares; 2025Q3: 15,478 shares; 2025Q4: 18,319 shares; 2026Q1: 77,766 shares 77,766 $4.72M 0.21% +59,447 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: 18,929 shares; 2024Q4: 18,829 shares; 2025Q1: 18,829 shares; 2025Q2: 18,779 shares; 2025Q3: 18,596 shares; 2025Q4: 19,257 shares; 2026Q1: 19,445 shares 19,445 $4.71M 0.21% +188 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: 18,913 shares; 2024Q4: 18,821 shares; 2025Q1: 18,401 shares; 2025Q2: 18,401 shares; 2025Q3: 18,399 shares; 2025Q4: 18,559 shares; 2026Q1: 18,523 shares 18,523 $4.49M 0.2% -36 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,885 shares; 2024Q4: 22,076 shares; 2025Q1: 21,770 shares; 2025Q2: 21,770 shares; 2025Q3: 20,859 shares; 2025Q4: 20,859 shares; 2026Q1: 20,702 shares 20,702 $4.37M 0.19% -157 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: 14,559 shares; 2024Q4: 14,639 shares; 2025Q1: 14,445 shares; 2025Q2: 14,365 shares; 2025Q3: 14,154 shares; 2025Q4: 13,727 shares; 2026Q1: 14,409 shares 14,409 $4.34M 0.19% +682 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: 40,026 shares; 2024Q4: 40,229 shares; 2025Q1: 39,814 shares; 2025Q2: 38,822 shares; 2025Q3: 38,541 shares; 2025Q4: 37,984 shares; 2026Q1: 37,826 shares 37,826 $4.28M 0.19% -158 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: 18,521 shares; 2024Q4: 18,419 shares; 2025Q1: 17,798 shares; 2025Q2: 17,798 shares; 2025Q3: 20,583 shares; 2025Q4: 23,007 shares; 2026Q1: 19,881 shares 19,881 $4.12M 0.18% -3,126 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares; 2026Q1: 76,116 shares 76,116 $3.97M 0.17% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 4,252 shares; 2025Q2: 4,252 shares; 2025Q3: 4,452 shares; 2025Q4: 5,463 shares; 2026Q1: 5,463 shares 5,463 $3.87M 0.17% 0 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: 40,062 shares; 2024Q4: 39,800 shares; 2025Q1: 39,102 shares; 2025Q2: 39,102 shares; 2025Q3: 38,600 shares; 2025Q4: 39,471 shares; 2026Q1: 41,739 shares 41,739 $3.87M 0.17% +2,268 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,725 shares 53,725 $3.79M 0.17% new 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: 124,382 shares; 2024Q4: 121,931 shares; 2025Q1: 121,508 shares; 2025Q2: 121,416 shares; 2025Q3: 121,362 shares; 2025Q4: 34,285 shares; 2026Q1: 34,285 shares 34,285 $3.66M 0.16% 0 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: 7,683 shares; 2024Q4: 7,993 shares; 2025Q1: 7,443 shares; 2025Q2: 7,287 shares; 2025Q3: 7,038 shares; 2025Q4: 7,066 shares; 2026Q1: 7,162 shares 7,162 $3.56M 0.15% +96 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: 5,518 shares; 2024Q4: 5,516 shares; 2025Q1: 5,826 shares; 2025Q2: 5,829 shares; 2025Q3: 5,814 shares; 2025Q4: 5,816 shares; 2026Q1: 6,137 shares 6,137 $3.51M 0.15% +321 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: 9,213 shares; 2024Q4: 9,213 shares; 2025Q1: 9,198 shares; 2025Q2: 9,136 shares; 2025Q3: 9,244 shares; 2025Q4: 9,240 shares; 2026Q1: 10,619 shares 10,619 $3.48M 0.15% +1,379 Timeline SHM 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: 83,646 shares; 2024Q4: 134,738 shares; 2025Q1: 132,669 shares; 2025Q2: 81,131 shares; 2025Q3: 71,365 shares; 2025Q4: 70,927 shares; 2026Q1: 70,927 shares 70,927 $3.4M 0.15% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,388 shares; 2024Q4: 61,295 shares; 2025Q1: 60,470 shares; 2025Q2: 59,642 shares; 2025Q3: 59,911 shares; 2025Q4: 59,785 shares; 2026Q1: 59,712 shares 59,712 $3.39M 0.15% -73 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: 10,313 shares; 2024Q4: 8,782 shares; 2025Q1: 7,483 shares; 2025Q2: 6,340 shares; 2025Q3: 7,584 shares; 2025Q4: 7,398 shares; 2026Q1: 7,425 shares 7,425 $3.25M 0.14% +27 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,011 shares; 2024Q4: 33,016 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,427 shares; 2025Q4: 32,179 shares; 2026Q1: 31,715 shares 31,715 $3.24M 0.14% -464 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,360 shares; 2025Q1: 15,664 shares; 2025Q2: 16,126 shares; 2025Q3: 16,176 shares; 2025Q4: 15,890 shares; 2026Q1: 14,990 shares 14,990 $3.21M 0.14% -900 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: 11,122 shares; 2025Q1: 10,776 shares; 2025Q2: 10,772 shares; 2025Q3: 10,493 shares; 2025Q4: 10,489 shares; 2026Q1: 10,475 shares 10,475 $3.17M 0.14% -14 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: 30,968 shares; 2024Q4: 30,968 shares; 2025Q1: 31,001 shares; 2025Q2: 30,573 shares; 2025Q3: 30,509 shares; 2025Q4: 30,407 shares; 2026Q1: 30,476 shares 30,476 $3.13M 0.14% +69 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 11,557 shares; 2025Q1: 11,557 shares; 2025Q2: 10,157 shares; 2025Q3: 10,157 shares; 2025Q4: 10,059 shares; 2026Q1: 32,778 shares 32,778 $3M 0.13% +22,719 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,195 shares; 2024Q4: 56,195 shares; 2025Q1: 56,195 shares; 2025Q2: 56,195 shares; 2025Q3: 56,195 shares; 2025Q4: 56,195 shares; 2026Q1: 56,195 shares 56,195 $2.96M 0.13% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 6,291 shares; 2025Q1: 5,973 shares; 2025Q2: 5,960 shares; 2025Q3: 6,100 shares; 2025Q4: 7,969 shares; 2026Q1: 5,934 shares 5,934 $2.9M 0.13% -2,035 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: 5,738 shares; 2024Q4: 5,568 shares; 2025Q1: 5,518 shares; 2025Q2: 6,777 shares; 2025Q3: 7,006 shares; 2025Q4: 7,543 shares; 2026Q1: 7,901 shares 7,901 $2.67M 0.12% +358 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: 33,664 shares; 2024Q4: 34,814 shares; 2025Q1: 34,509 shares; 2025Q2: 34,549 shares; 2025Q3: 33,549 shares; 2025Q4: 33,666 shares; 2026Q1: 33,966 shares 33,966 $2.63M 0.11% +300 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: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 4,726 shares; 2025Q4: 4,747 shares; 2026Q1: 4,603 shares 4,603 $2.6M 0.11% -144 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: 20,005 shares; 2024Q4: 19,040 shares; 2025Q1: 18,389 shares; 2025Q2: 18,239 shares; 2025Q3: 18,462 shares; 2025Q4: 18,822 shares; 2026Q1: 34,082 shares 34,082 $2.59M 0.11% +15,260 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,076 shares; 2024Q4: 14,627 shares; 2025Q1: 14,237 shares; 2025Q2: 13,929 shares; 2025Q3: 13,571 shares; 2025Q4: 13,387 shares; 2026Q1: 12,709 shares 12,709 $2.58M 0.11% -678 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,253 shares; 2025Q3: 82,746 shares; 2025Q4: 81,657 shares; 2026Q1: 85,675 shares 85,675 $2.49M 0.11% +4,018 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: 3,668 shares; 2024Q4: 3,788 shares; 2025Q1: 3,640 shares; 2025Q2: 3,604 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 7,039 shares 7,039 $2.47M 0.11% +3,657 Timeline ISTB 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: 54,327 shares; 2024Q4: 54,327 shares; 2025Q1: 54,327 shares; 2025Q2: 54,327 shares; 2025Q3: 54,327 shares; 2025Q4: 49,789 shares; 2026Q1: 49,789 shares 49,789 $2.41M 0.11% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,908 shares; 2024Q4: 10,899 shares; 2025Q1: 10,614 shares; 2025Q2: 10,597 shares; 2025Q3: 10,480 shares; 2025Q4: 10,646 shares; 2026Q1: 10,219 shares 10,219 $2.31M 0.1% -427 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,116 shares; 2024Q4: 76,116 shares; 2025Q1: 76,116 shares; 2025Q2: 76,116 shares; 2025Q3: 76,116 shares; 2025Q4: 76,116 shares; 2026Q1: 76,116 shares 76,116 $2.31M 0.1% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,268 shares; 2025Q1: 4,093 shares; 2025Q2: 4,082 shares; 2025Q3: 4,076 shares; 2025Q4: 4,067 shares; 2026Q1: 3,685 shares 3,685 $2.23M 0.1% -382 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares; 2025Q3: 2,670 shares; 2025Q4: 2,670 shares; 2026Q1: 15,724 shares 15,724 $2.22M 0.1% +13,054 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: 9,268 shares; 2024Q4: 10,133 shares; 2025Q1: 10,307 shares; 2025Q2: 10,280 shares; 2025Q3: 9,978 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares 9,995 $2.19M 0.1% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,615 shares; 2024Q4: 12,525 shares; 2025Q1: 12,094 shares; 2025Q2: 11,931 shares; 2025Q3: 11,751 shares; 2025Q4: 12,322 shares; 2026Q1: 13,093 shares 13,093 $2.17M 0.09% +771 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: 5,390 shares; 2024Q4: 5,390 shares; 2025Q1: 5,390 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares; 2025Q4: 6,018 shares; 2026Q1: 5,991 shares 5,991 $2.14M 0.09% -27 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,778 shares; 2024Q4: 5,778 shares; 2025Q1: 5,778 shares; 2025Q2: 5,778 shares; 2025Q3: 5,778 shares; 2025Q4: 5,771 shares; 2026Q1: 5,967 shares 5,967 $2.13M 0.09% +196 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,026 shares; 2025Q3: 1,995 shares; 2025Q4: 1,998 shares; 2026Q1: 2,096 shares 2,096 $2.09M 0.09% +98 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: 4,868 shares; 2024Q4: 5,068 shares; 2025Q1: 4,503 shares; 2025Q2: 4,353 shares; 2025Q3: 3,982 shares; 2025Q4: 3,952 shares; 2026Q1: 4,125 shares 4,125 $2.03M 0.09% +173 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: 21,176 shares; 2024Q4: 21,368 shares; 2025Q1: 21,368 shares; 2025Q2: 21,274 shares; 2025Q3: 20,860 shares; 2025Q4: 20,860 shares; 2026Q1: 20,735 shares 20,735 $2.02M 0.09% -125 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,729 shares; 2024Q4: 9,729 shares; 2025Q1: 24,442 shares; 2025Q2: 24,742 shares; 2025Q3: 24,742 shares; 2025Q4: 24,805 shares; 2026Q1: 37,402 shares 37,402 $1.97M 0.09% +12,597 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: 9,640 shares; 2024Q4: 9,590 shares; 2025Q1: 9,288 shares; 2025Q2: 9,288 shares; 2025Q3: 9,688 shares; 2025Q4: 9,760 shares; 2026Q1: 10,167 shares 10,167 $1.97M 0.09% +407 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: 38,392 shares; 2024Q4: 38,392 shares; 2025Q1: 36,924 shares; 2025Q2: 36,947 shares; 2025Q3: 38,384 shares; 2025Q4: 40,093 shares; 2026Q1: 40,003 shares 40,003 $1.95M 0.08% -90 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,875 shares; 2026Q1: 6,620 shares 6,620 $1.93M 0.08% +2,745 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,600 shares; 2024Q4: 72,980 shares; 2025Q1: 70,490 shares; 2025Q2: 62,358 shares; 2025Q3: 65,698 shares; 2025Q4: 68,677 shares; 2026Q1: 66,977 shares 66,977 $1.88M 0.08% -1,700 Timeline VEU 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: 65,422 shares; 2024Q4: 30,604 shares; 2025Q1: 26,004 shares; 2025Q2: 26,442 shares; 2025Q3: 24,756 shares; 2025Q4: 24,771 shares; 2026Q1: 24,757 shares 24,757 $1.85M 0.08% -14 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: 19,602 shares; 2024Q4: 21,489 shares; 2025Q1: 21,483 shares; 2025Q2: 22,872 shares; 2025Q3: 22,982 shares; 2025Q4: 22,765 shares; 2026Q1: 20,410 shares 20,410 $1.81M 0.08% -2,355 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: 8,018 shares; 2024Q4: 8,327 shares; 2025Q1: 7,918 shares; 2025Q2: 7,785 shares; 2025Q3: 7,614 shares; 2025Q4: 7,522 shares; 2026Q1: 7,487 shares 7,487 $1.77M 0.08% -35 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: 6,852 shares; 2024Q4: 6,814 shares; 2025Q1: 6,791 shares; 2025Q2: 6,751 shares; 2025Q3: 6,741 shares; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares 6,741 $1.75M 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,296 shares; 2024Q4: 40,236 shares; 2025Q1: 40,746 shares; 2025Q2: 40,746 shares; 2025Q3: 42,191 shares; 2025Q4: 42,270 shares; 2026Q1: 42,246 shares 42,246 $1.73M 0.08% -24 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,233 shares; 2024Q4: 9,374 shares; 2025Q1: 9,124 shares; 2025Q2: 8,754 shares; 2025Q3: 8,192 shares; 2025Q4: 8,192 shares; 2026Q1: 8,184 shares 8,184 $1.7M 0.07% -8 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,152 shares; 2024Q4: 49,152 shares; 2025Q1: 49,152 shares; 2025Q2: 49,152 shares; 2025Q3: 49,152 shares; 2025Q4: 49,152 shares; 2026Q1: 49,152 shares 49,152 $1.7M 0.07% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,451 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,620 shares; 2026Q1: 8,808 shares 8,808 $1.69M 0.07% +4,188 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: 7,215 shares; 2024Q4: 7,146 shares; 2025Q1: 7,051 shares; 2025Q2: 7,076 shares; 2025Q3: 7,626 shares; 2025Q4: 7,681 shares; 2026Q1: 8,281 shares 8,281 $1.68M 0.07% +600 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: 38,699 shares; 2024Q4: 37,989 shares; 2025Q1: 37,213 shares; 2025Q2: 36,453 shares; 2025Q3: 36,862 shares; 2025Q4: 37,003 shares; 2026Q1: 33,069 shares 33,069 $1.66M 0.07% -3,934 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 9,332 shares; 2025Q1: 7,557 shares; 2025Q2: 7,557 shares; 2025Q3: 7,557 shares; 2025Q4: 7,278 shares; 2026Q1: 6,978 shares 6,978 $1.66M 0.07% -300 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: 9,655 shares; 2024Q4: 9,845 shares; 2025Q1: 9,045 shares; 2025Q2: 9,044 shares; 2025Q3: 9,054 shares; 2025Q4: 9,054 shares; 2026Q1: 8,477 shares 8,477 $1.65M 0.07% -577 Timeline ESGV 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: 15,639 shares; 2024Q4: 15,273 shares; 2025Q1: 15,301 shares; 2025Q2: 15,251 shares; 2025Q3: 14,515 shares; 2025Q4: 14,392 shares; 2026Q1: 14,491 shares 14,491 $1.63M 0.07% +99 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,800 shares 19,800 $1.59M 0.07% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 97,200 shares; 2025Q1: 90,250 shares; 2025Q2: 90,250 shares; 2025Q3: 90,250 shares; 2025Q4: 90,250 shares; 2026Q1: 90,250 shares 90,250 $1.54M 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,332 shares; 2025Q1: 11,282 shares; 2025Q2: 10,899 shares; 2025Q3: 10,608 shares; 2025Q4: 10,582 shares; 2026Q1: 10,581 shares 10,581 $1.54M 0.07% -1 Timeline EIS 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: 13,571 shares; 2024Q4: 13,571 shares; 2025Q1: 13,229 shares; 2025Q2: 13,229 shares; 2025Q3: 13,229 shares; 2025Q4: 13,229 shares; 2026Q1: 13,229 shares 13,229 $1.53M 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 2,985 shares; 2025Q3: 2,885 shares; 2025Q4: 2,972 shares; 2026Q1: 11,212 shares 11,212 $1.48M 0.06% +8,240 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,871 shares; 2024Q4: 23,108 shares; 2025Q1: 25,495 shares; 2025Q2: 19,579 shares; 2025Q3: 23,123 shares; 2025Q4: 19,666 shares; 2026Q1: 18,958 shares 18,958 $1.46M 0.06% -708 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 10,721 shares; 2025Q1: 10,721 shares; 2025Q2: 10,721 shares; 2025Q3: 10,721 shares; 2025Q4: 10,721 shares; 2026Q1: 10,721 shares 10,721 $1.45M 0.06% 0 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: 18,869 shares; 2024Q4: 17,541 shares; 2025Q1: 16,461 shares; 2025Q2: 15,311 shares; 2025Q3: 14,701 shares; 2025Q4: 14,608 shares; 2026Q1: 14,608 shares 14,608 $1.4M 0.06% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,362 shares; 2024Q4: 76,364 shares; 2025Q1: 76,364 shares; 2025Q2: 76,364 shares; 2025Q3: 76,364 shares; 2025Q4: 89,638 shares; 2026Q1: 89,638 shares 89,638 $1.4M 0.06% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,766 shares; 2024Q4: 9,766 shares; 2025Q1: 9,766 shares; 2025Q2: 9,766 shares; 2025Q3: 9,766 shares; 2025Q4: 9,766 shares; 2026Q1: 9,766 shares 9,766 $1.32M 0.06% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,618 shares; 2025Q1: 6,618 shares; 2025Q2: 6,349 shares; 2025Q3: 6,172 shares; 2025Q4: 6,170 shares; 2026Q1: 6,325 shares 6,325 $1.32M 0.06% +155 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: 11,206 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,163 shares; 2025Q3: 10,417 shares; 2025Q4: 9,973 shares; 2026Q1: 10,028 shares 10,028 $1.32M 0.06% +55 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,816 shares; 2024Q4: 23,816 shares; 2025Q1: 23,389 shares; 2025Q2: 23,389 shares; 2025Q3: 23,184 shares; 2025Q4: 23,162 shares; 2026Q1: 21,958 shares 21,958 $1.27M 0.06% -1,204 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,919 shares; 2025Q1: 12,919 shares; 2025Q2: 12,920 shares; 2025Q3: 12,920 shares; 2025Q4: 13,388 shares; 2026Q1: 14,218 shares 14,218 $1.25M 0.05% +830 Timeline SJNK 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: 49,036 shares; 2024Q4: 49,036 shares; 2025Q1: 49,036 shares; 2025Q2: 49,036 shares; 2025Q3: 49,036 shares; 2025Q4: 49,036 shares; 2026Q1: 49,036 shares 49,036 $1.23M 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,430 shares; 2024Q4: 28,430 shares; 2025Q1: 26,826 shares; 2025Q2: 25,675 shares; 2025Q3: 22,947 shares; 2025Q4: 21,929 shares; 2026Q1: 42,486 shares 42,486 $1.21M 0.05% +20,557 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: 6,560 shares; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,560 shares; 2025Q3: 6,328 shares; 2025Q4: 6,198 shares; 2026Q1: 6,198 shares 6,198 $1.21M 0.05% 0 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: 7,874 shares; 2024Q4: 7,890 shares; 2025Q1: 7,583 shares; 2025Q2: 7,449 shares; 2025Q3: 7,086 shares; 2025Q4: 6,994 shares; 2026Q1: 7,564 shares 7,564 $1.21M 0.05% +570 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,008 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 830 shares; 2026Q1: 809 shares 809 $1.19M 0.05% -21 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: 2,762 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 7,432 shares 7,432 $1.19M 0.05% +1,282 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 7,300 shares 7,300 $1.18M 0.05% new 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: 864 shares; 2024Q4: 904 shares; 2025Q1: 914 shares; 2025Q2: 890 shares; 2025Q3: 884 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $1.18M 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,551 shares; 2026Q1: 2,667 shares 2,667 $1.17M 0.05% +116 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: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,458 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,396 shares; 2026Q1: 1,286 shares 1,286 $1.15M 0.05% -110 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,974 shares; 2024Q4: 6,680 shares; 2025Q1: 6,322 shares; 2025Q2: 6,322 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,258 shares 6,258 $1.15M 0.05% +58 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,887 shares; 2024Q4: 16,887 shares; 2025Q1: 12,719 shares; 2025Q2: 12,720 shares; 2025Q3: 12,719 shares; 2025Q4: 13,155 shares; 2026Q1: 16,395 shares 16,395 $1.15M 0.05% +3,240 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 10,659 shares; 2025Q1: 11,020 shares; 2025Q2: 10,349 shares; 2025Q3: 9,656 shares; 2025Q4: 9,656 shares; 2026Q1: 7,576 shares 7,576 $1.14M 0.05% -2,080 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: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 6,679 shares; 2025Q2: 6,619 shares; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 6,576 shares 6,576 $1.14M 0.05% -43 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 9,564 shares; 2025Q1: 9,006 shares; 2025Q2: 9,006 shares; 2025Q3: 8,486 shares; 2025Q4: 8,879 shares; 2026Q1: 8,691 shares 8,691 $1.14M 0.05% -188 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $1.11M 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 502 shares; 2025Q2: 502 shares; 2025Q3: 837 shares; 2025Q4: 8,720 shares; 2026Q1: 11,240 shares 11,240 $1.08M 0.05% +2,520 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 7,483 shares; 2025Q1: 7,293 shares; 2025Q2: 7,275 shares; 2025Q3: 7,255 shares; 2025Q4: 7,275 shares; 2026Q1: 7,975 shares 7,975 $1.08M 0.05% +700 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: 5,562 shares; 2024Q4: 5,602 shares; 2025Q1: 5,542 shares; 2025Q2: 5,726 shares; 2025Q3: 5,962 shares; 2025Q4: 5,319 shares; 2026Q1: 5,332 shares 5,332 $1.05M 0.05% +13 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 2,371 shares; 2025Q1: 2,145 shares; 2025Q2: 2,060 shares; 2025Q3: 1,906 shares; 2025Q4: 1,911 shares; 2026Q1: 1,911 shares 1,911 $1.05M 0.05% 0 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: 11,571 shares; 2024Q4: 11,543 shares; 2025Q1: 11,388 shares; 2025Q2: 11,347 shares; 2025Q3: 11,072 shares; 2025Q4: 10,891 shares; 2026Q1: 10,771 shares 10,771 $1.04M 0.05% -120 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,113 shares; 2026Q1: 5,714 shares 5,714 $1.04M 0.05% +4,601 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: 10,084 shares; 2024Q4: 10,084 shares; 2025Q1: 10,084 shares; 2025Q2: 9,584 shares; 2025Q3: 9,089 shares; 2025Q4: 12,474 shares; 2026Q1: 12,152 shares 12,152 $1.04M 0.05% -322 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: 5,852 shares; 2024Q4: 5,734 shares; 2025Q1: 5,228 shares; 2025Q2: 4,930 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,463 shares 4,463 $1.03M 0.04% +165 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 9,930 shares; 2025Q3: 9,930 shares; 2025Q4: 9,930 shares; 2026Q1: 11,055 shares 11,055 $1.02M 0.04% +1,125 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,429 shares; 2026Q1: 37,429 shares 37,429 $1.02M 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,820 shares; 2025Q1: 2,776 shares; 2025Q2: 2,626 shares; 2025Q3: 2,626 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $1.01M 0.04% 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: 6,500 shares; 2024Q4: 5,382 shares; 2025Q1: 5,435 shares; 2025Q2: 4,956 shares; 2025Q3: 4,095 shares; 2025Q4: 3,901 shares; 2026Q1: 3,742 shares 3,742 $1.01M 0.04% -159 Timeline EZU 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: 21,469 shares; 2024Q4: 20,536 shares; 2025Q1: 20,435 shares; 2025Q2: 20,159 shares; 2025Q3: 17,040 shares; 2025Q4: 16,980 shares; 2026Q1: 16,095 shares 16,095 $1.01M 0.04% -885 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 45,129 shares; 2025Q1: 45,129 shares; 2025Q2: 45,129 shares; 2025Q3: 45,129 shares; 2025Q4: 45,129 shares; 2026Q1: 45,129 shares 45,129 $997K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,674 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: 9,674 shares; 2025Q3: 9,674 shares; 2025Q4: 10,524 shares; 2026Q1: 10,524 shares 10,524 $980K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,015 shares; 2025Q1: 3,906 shares; 2025Q2: 3,814 shares; 2025Q3: 3,715 shares; 2025Q4: 3,437 shares; 2026Q1: 3,796 shares 3,796 $978K 0.04% +359 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: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,286 shares; 2025Q4: 1,352 shares; 2026Q1: 3,352 shares 3,352 $976K 0.04% +2,000 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,655 shares; 2024Q4: 28,309 shares; 2025Q1: 24,836 shares; 2025Q2: 23,388 shares; 2025Q3: 20,626 shares; 2025Q4: 20,339 shares; 2026Q1: 21,939 shares 21,939 $969K 0.04% +1,600 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 532 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 499 shares 499 $956K 0.04% -28 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 6,723 shares; 2025Q1: 6,633 shares; 2025Q2: 2,883 shares; 2025Q3: 2,729 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares 2,832 $954K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,937 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,556 shares; 2026Q1: 2,881 shares 2,881 $939K 0.04% +1,325 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,911 shares; 2024Q4: 19,669 shares; 2025Q1: 18,943 shares; 2025Q2: 18,428 shares; 2025Q3: 17,858 shares; 2025Q4: 17,508 shares; 2026Q1: 17,208 shares 17,208 $906K 0.04% -300 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 893 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 887 shares; 2026Q1: 1,062 shares 1,062 $897K 0.04% +175 Timeline VSGX 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: 11,529 shares; 2024Q4: 11,195 shares; 2025Q1: 11,225 shares; 2025Q2: 11,265 shares; 2025Q3: 10,641 shares; 2025Q4: 10,613 shares; 2026Q1: 12,180 shares 12,180 $875K 0.04% +1,567 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,400 shares; 2025Q2: 7,517 shares; 2025Q3: 10,517 shares; 2025Q4: 10,517 shares; 2026Q1: 10,517 shares 10,517 $870K 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,382 shares; 2025Q1: 4,417 shares; 2025Q2: 4,178 shares; 2025Q3: 3,982 shares; 2025Q4: 3,982 shares; 2026Q1: 3,975 shares 3,975 $863K 0.04% -7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,411 shares; 2025Q1: 4,371 shares; 2025Q2: 4,371 shares; 2025Q3: 4,371 shares; 2025Q4: 4,386 shares; 2026Q1: 9,471 shares 9,471 $863K 0.04% +5,085 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,618 shares; 2025Q2: 6,518 shares; 2025Q3: 5,114 shares; 2025Q4: 4,731 shares; 2026Q1: 13,520 shares 13,520 $850K 0.04% +8,789 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: 2,193 shares; 2024Q4: 1,879 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares 1,970 $847K 0.04% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $831K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,426 shares; 2024Q4: 24,969 shares; 2025Q1: 24,969 shares; 2025Q2: 24,796 shares; 2025Q3: 27,436 shares; 2025Q4: 28,359 shares; 2026Q1: 28,466 shares 28,466 $822K 0.04% +107 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,149 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 6,798 shares; 2025Q4: 7,321 shares; 2026Q1: 7,385 shares 7,385 $803K 0.03% +64 Timeline ICLN 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: 37,041 shares; 2024Q4: 34,146 shares; 2025Q1: 40,396 shares; 2025Q2: 43,267 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares; 2026Q1: 43,267 shares 43,267 $792K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,200 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 3,819 shares; 2025Q4: 3,965 shares; 2026Q1: 4,511 shares 4,511 $780K 0.03% +546 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,652 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 3,652 shares; 2025Q4: 3,591 shares; 2026Q1: 3,591 shares 3,591 $772K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,524 shares; 2024Q4: 4,524 shares; 2025Q1: 4,524 shares; 2025Q2: 4,524 shares; 2025Q3: 4,524 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares 4,668 $770K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,567 shares; 2025Q2: 3,205 shares; 2025Q3: 3,462 shares; 2025Q4: 3,463 shares; 2026Q1: 3,147 shares 3,147 $765K 0.03% -316 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 1,728 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $761K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,854 shares; 2024Q4: 5,554 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 6,213 shares; 2025Q4: 9,459 shares; 2026Q1: 9,459 shares 9,459 $754K 0.03% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,662 shares; 2024Q4: 14,749 shares; 2025Q1: 9,579 shares; 2025Q2: 9,064 shares; 2025Q3: 7,943 shares; 2025Q4: 7,686 shares; 2026Q1: 7,294 shares 7,294 $733K 0.03% -392 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: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 1,935 shares; 2025Q4: 3,095 shares; 2026Q1: 3,184 shares 3,184 $731K 0.03% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,387 shares 4,387 $728K 0.03% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,830 shares; 2025Q1: 1,431 shares; 2025Q2: 1,293 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 7,154 shares 7,154 $705K 0.03% +5,200 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,849 shares; 2025Q1: 9,849 shares; 2025Q2: 9,849 shares; 2025Q3: 9,849 shares; 2025Q4: 13,899 shares; 2026Q1: 13,899 shares 13,899 $704K 0.03% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,269 shares; 2025Q3: 17,269 shares; 2025Q4: 17,269 shares; 2026Q1: 17,269 shares 17,269 $696K 0.03% 0 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: 9,443 shares; 2024Q4: 9,443 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,443 shares; 2025Q4: 9,443 shares; 2026Q1: 10,162 shares 10,162 $692K 0.03% +719 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 4,354 shares; 2025Q1: 4,354 shares; 2025Q2: 4,354 shares; 2025Q3: 4,354 shares; 2025Q4: 4,354 shares; 2026Q1: 4,354 shares 4,354 $690K 0.03% 0 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: 7,603 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares 6,940 $671K 0.03% 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: 2,281 shares; 2024Q4: 1,986 shares; 2025Q1: 2,053 shares; 2025Q2: 2,263 shares; 2025Q3: 2,363 shares; 2025Q4: 2,086 shares; 2026Q1: 2,226 shares 2,226 $668K 0.03% +140 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: 5,220 shares; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,248 shares; 2025Q4: 5,281 shares; 2026Q1: 5,281 shares 5,281 $666K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,479 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,466 shares; 2026Q1: 1,526 shares 1,526 $657K 0.03% +60 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 597 shares; 2026Q1: 1,434 shares 1,434 $657K 0.03% +837 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: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $657K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 13,800 shares; 2025Q3: 13,580 shares; 2025Q4: 13,580 shares; 2026Q1: 14,086 shares 14,086 $654K 0.03% +506 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 1,915 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,415 shares; 2025Q4: 6,440 shares; 2026Q1: 6,750 shares 6,750 $651K 0.03% +310 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 4,622 shares; 2025Q1: 4,468 shares; 2025Q2: 4,454 shares; 2025Q3: 3,859 shares; 2025Q4: 3,700 shares; 2026Q1: 3,477 shares 3,477 $642K 0.03% -223 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: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,562 shares; 2026Q1: 1,897 shares 1,897 $618K 0.03% +335 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 4,221 shares; 2025Q1: 4,129 shares; 2025Q2: 3,946 shares; 2025Q3: 3,880 shares; 2025Q4: 3,738 shares; 2026Q1: 3,738 shares 3,738 $613K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,494 shares; 2026Q1: 2,494 shares 2,494 $610K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 8,615 shares; 2025Q3: 9,985 shares; 2025Q4: 9,998 shares; 2026Q1: 11,758 shares 11,758 $605K 0.03% +1,760 Timeline SPYV 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: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares 10,600 $600K 0.03% 0 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: 893 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,720 shares; 2025Q3: 1,828 shares; 2025Q4: 1,828 shares; 2026Q1: 3,128 shares 3,128 $599K 0.03% +1,300 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 2,415 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,368 shares 2,368 $591K 0.03% +10 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $587K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,359 shares; 2025Q4: 984 shares; 2026Q1: 955 shares 955 $586K 0.03% -29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 508 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 677 shares 677 $586K 0.03% +50 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: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,119 shares; 2026Q1: 3,694 shares 3,694 $581K 0.03% +575 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: 4,559 shares; 2024Q4: 3,934 shares; 2025Q1: 3,920 shares; 2025Q2: 3,810 shares; 2025Q3: 4,491 shares; 2025Q4: 4,559 shares; 2026Q1: 4,534 shares 4,534 $578K 0.03% -25 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 2,042 shares; 2025Q2: 2,062 shares; 2025Q3: 2,063 shares; 2025Q4: 2,056 shares; 2026Q1: 2,121 shares 2,121 $575K 0.03% +65 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 23,979 shares; 2025Q1: 23,979 shares; 2025Q2: 23,979 shares; 2025Q3: 23,979 shares; 2025Q4: 24,034 shares; 2026Q1: 24,034 shares 24,034 $574K 0.02% 0 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: 5,190 shares; 2024Q4: 5,190 shares; 2025Q1: 5,165 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,165 shares; 2026Q1: 4,944 shares 4,944 $569K 0.02% -221 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $553K 0.02% 0 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: 7,488 shares; 2024Q4: 7,488 shares; 2025Q1: 7,418 shares; 2025Q2: 6,868 shares; 2025Q3: 6,202 shares; 2025Q4: 6,147 shares; 2026Q1: 6,142 shares 6,142 $550K 0.02% -5 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: 879 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 1,473 shares; 2025Q4: 2,756 shares; 2026Q1: 2,650 shares 2,650 $550K 0.02% -106 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,513 shares; 2025Q3: 3,446 shares; 2025Q4: 3,530 shares; 2026Q1: 3,521 shares 3,521 $549K 0.02% -9 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,064 shares; 2025Q1: 6,064 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares 6,512 $546K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,288 shares; 2025Q1: 1,498 shares; 2025Q2: 1,419 shares; 2025Q3: 1,585 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $544K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,915 shares 1,915 $532K 0.02% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 1,944 shares; 2025Q3: 1,914 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares 1,914 $526K 0.02% 0 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: 8,075 shares; 2024Q4: 7,787 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 7,289 shares; 2025Q4: 7,315 shares; 2026Q1: 7,365 shares 7,365 $524K 0.02% +50 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: 3,946 shares; 2024Q4: 4,056 shares; 2025Q1: 3,861 shares; 2025Q2: 3,756 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,290 shares 3,290 $523K 0.02% -60 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,183 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $523K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,770 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,425 shares; 2026Q1: 2,500 shares 2,500 $519K 0.02% +75 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 2,199 shares; 2025Q3: 2,938 shares; 2025Q4: 2,935 shares; 2026Q1: 2,795 shares 2,795 $508K 0.02% -140 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,886 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,611 shares 1,611 $505K 0.02% -50 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $500K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 8,067 shares; 2026Q1: 7,967 shares 7,967 $493K 0.02% -100 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: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: 2,497 shares; 2025Q2: 1,350 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,650 shares 1,650 $489K 0.02% -100 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,543 shares; 2025Q4: 2,534 shares; 2026Q1: 2,564 shares 2,564 $488K 0.02% +30 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,435 shares; 2025Q4: 1,724 shares; 2026Q1: 1,517 shares 1,517 $482K 0.02% -207 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,588 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares; 2026Q1: 2,367 shares 2,367 $481K 0.02% -1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,224 shares 2,224 $480K 0.02% +101 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,065 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 1,342 shares; 2025Q4: 3,365 shares; 2026Q1: 3,865 shares 3,865 $476K 0.02% +500 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 24,809 shares; 2025Q1: 24,809 shares; 2025Q2: 24,809 shares; 2025Q3: 24,669 shares; 2025Q4: 24,669 shares; 2026Q1: 24,669 shares 24,669 $475K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,828 shares; 2026Q1: 8,828 shares 8,828 $467K 0.02% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,956 shares; 2025Q3: 1,861 shares; 2025Q4: 1,574 shares; 2026Q1: 1,544 shares 1,544 $466K 0.02% -30 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 118 shares; 2026Q1: 110 shares 110 $461K 0.02% -8 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 3,850 shares; 2025Q1: 4,710 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,775 shares; 2026Q1: 6,775 shares 6,775 $461K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,770 shares; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,331 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares 3,398 $451K 0.02% 0 Timeline ESGU 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: 3,180 shares; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares 3,149 $446K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares; 2026Q1: 3,856 shares 3,856 $445K 0.02% +50 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 13,140 shares; 2025Q1: 13,140 shares; 2025Q2: 13,140 shares; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares; 2026Q1: 13,140 shares 13,140 $437K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares; 2026Q1: 5,413 shares 5,413 $436K 0.02% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,021 shares; 2024Q4: 28,590 shares; 2025Q1: 24,307 shares; 2025Q2: 11,730 shares; 2025Q3: 10,091 shares; 2025Q4: 10,091 shares; 2026Q1: 8,471 shares 8,471 $431K 0.02% -1,620 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,700 shares 16,700 $428K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 1,342 shares; 2025Q3: 1,651 shares; 2025Q4: 1,671 shares; 2026Q1: 1,815 shares 1,815 $425K 0.02% +144 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,800 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,955 shares; 2026Q1: 5,955 shares 5,955 $424K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,528 shares; 2026Q1: 6,429 shares 6,429 $423K 0.02% -1,099 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 843 shares; 2025Q2: 869 shares; 2025Q3: 1,668 shares; 2025Q4: 1,565 shares; 2026Q1: 1,591 shares 1,591 $423K 0.02% +26 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 7,425 shares; 2025Q3: 7,425 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $420K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 6,902 shares; 2025Q1: 6,854 shares; 2025Q2: 6,876 shares; 2025Q3: 6,889 shares; 2025Q4: 630 shares; 2026Q1: 616 shares 616 $420K 0.02% -14 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: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,321 shares; 2025Q2: 1,246 shares; 2025Q3: 1,218 shares; 2025Q4: 918 shares; 2026Q1: 979 shares 979 $414K 0.02% +61 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,117 shares 2,117 $409K 0.02% new 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: 4,563 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 4,932 shares; 2025Q3: 4,932 shares; 2025Q4: 4,932 shares; 2026Q1: 4,932 shares 4,932 $399K 0.02% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 7,215 shares; 2025Q2: 10,715 shares; 2025Q3: 10,715 shares; 2025Q4: 10,840 shares; 2026Q1: 11,000 shares 11,000 $396K 0.02% +160 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 3,663 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 3,486 shares; 2026Q1: 4,186 shares 4,186 $395K 0.02% +700 Timeline MTUM 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: 685 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,389 shares; 2025Q3: 1,459 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares 1,636 $394K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,399 shares; 2025Q4: 5,399 shares; 2026Q1: 8,799 shares 8,799 $394K 0.02% +3,400 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,230 shares; 2024Q4: 6,318 shares; 2025Q1: 6,318 shares; 2025Q2: 6,318 shares; 2025Q3: 6,318 shares; 2025Q4: 6,318 shares; 2026Q1: 5,541 shares 5,541 $392K 0.02% -777 Timeline VLUE 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: 1,221 shares; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,542 shares; 2025Q4: 2,536 shares; 2026Q1: 2,761 shares 2,761 $391K 0.02% +225 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: 3,417 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares 3,417 $388K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 878 shares; 2025Q4: 4,393 shares; 2026Q1: 3,678 shares 3,678 $385K 0.02% -715 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,586 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares 4,131 $385K 0.02% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 3,820 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares 3,271 $383K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,607 shares; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 2,156 shares; 2025Q4: 2,731 shares; 2026Q1: 2,900 shares 2,900 $380K 0.02% +169 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $373K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 23,315 shares; 2025Q4: 23,315 shares; 2026Q1: 23,315 shares 23,315 $370K 0.02% 0 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 386 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $358K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,784 shares 1,784 $354K 0.02% +100 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: 3,276 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 3,276 shares; 2025Q3: 3,276 shares; 2025Q4: 3,443 shares; 2026Q1: 3,989 shares 3,989 $352K 0.02% +546 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 571 shares; 2026Q1: 4,671 shares 4,671 $352K 0.02% +4,100 Timeline PHYS 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: 2,500 shares; 2025Q1: 6,172 shares; 2025Q2: 8,347 shares; 2025Q3: 8,347 shares; 2025Q4: 8,347 shares; 2026Q1: 9,800 shares 9,800 $347K 0.02% +1,453 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 1,729 shares; 2026Q1: 2,624 shares 2,624 $345K 0.02% +895 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: 2,966 shares; 2024Q4: 2,974 shares; 2025Q1: 2,879 shares; 2025Q2: 2,489 shares; 2025Q3: 2,430 shares; 2025Q4: 2,277 shares; 2026Q1: 1,827 shares 1,827 $344K 0.01% -450 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 396 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 346 shares; 2025Q4: 347 shares; 2026Q1: 347 shares 347 $342K 0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 82 shares; 2025Q1: 60 shares; 2025Q2: 1,807 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,796 shares 1,796 $341K 0.01% +30 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,894 shares; 2025Q1: 5,894 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares 5,394 $337K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,239 shares; 2025Q1: 11,239 shares; 2025Q2: 11,239 shares; 2025Q3: 11,239 shares; 2025Q4: 11,239 shares; 2026Q1: 11,239 shares 11,239 $337K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 3,529 shares; 2025Q1: 3,529 shares; 2025Q2: 3,529 shares; 2025Q3: 3,686 shares; 2025Q4: 3,678 shares; 2026Q1: 3,648 shares 3,648 $335K 0.01% -30 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 4,325 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 5,199 shares 5,199 $334K 0.01% 0 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: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares 1,609 $333K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,418 shares; 2026Q1: 1,500 shares 1,500 $326K 0.01% +82 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,570 shares; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 8,570 shares 8,570 $325K 0.01% -9,000 Timeline FNB F N B CORP More: the full row for F N B 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: 19,533 shares; 2026Q1: 19,533 shares 19,533 $325K 0.01% 0 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 1,051 shares; 2026Q1: 1,558 shares 1,558 $322K 0.01% +507 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,589 shares; 2026Q1: 5,585 shares 5,585 $320K 0.01% -4 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,738 shares; 2026Q1: 2,739 shares 2,739 $318K 0.01% +1 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,107 shares; 2026Q1: 8,107 shares 8,107 $316K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $315K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,073 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 1,097 shares; 2026Q1: 1,178 shares 1,178 $314K 0.01% +81 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 11,478 shares; 2025Q1: 11,478 shares; 2025Q2: 11,478 shares; 2025Q3: 11,478 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares 12,178 $311K 0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares 3,376 $306K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,535 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $304K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 303 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 283 shares; 2026Q1: 315 shares 315 $296K 0.01% +32 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $286K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,404 shares; 2024Q4: 5,190 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,851 shares; 2025Q4: 4,786 shares; 2026Q1: 3,954 shares 3,954 $285K 0.01% -832 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $281K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares 1,041 $276K 0.01% 0 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: 139 shares; 2024Q4: 139 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,956 shares; 2025Q4: 4,114 shares; 2026Q1: 5,284 shares 5,284 $275K 0.01% +1,170 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: 9,786 shares; 2024Q4: 10,156 shares; 2025Q1: 9,687 shares; 2025Q2: 9,773 shares; 2025Q3: 9,322 shares; 2025Q4: 5,401 shares; 2026Q1: 4,913 shares 4,913 $274K 0.01% -488 Timeline FMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $271K 0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 432 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $269K 0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,575 shares; 2024Q4: 4,575 shares; 2025Q1: 5,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,475 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $269K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,164 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,202 shares; 2025Q4: 2,294 shares; 2026Q1: 2,294 shares 2,294 $268K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $268K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 1,411 shares 1,411 $268K 0.01% +684 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 9,540 shares; 2025Q1: 9,540 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,540 shares; 2026Q1: 9,540 shares 9,540 $265K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,301 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares 3,301 $263K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 928 shares; 2025Q4: 1,093 shares; 2026Q1: 1,176 shares 1,176 $259K 0.01% +83 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares; 2026Q1: 721 shares 721 $258K 0.01% +189 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: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares 1,382 $258K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,983 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares 1,877 $256K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 123 shares; 2025Q3: 345 shares; 2025Q4: 355 shares; 2026Q1: 332 shares 332 $256K 0.01% -23 Timeline PDBA 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: not reported; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $255K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 608 shares 608 $253K 0.01% -32 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,971 shares; 2025Q1: 4,971 shares; 2025Q2: 4,886 shares; 2025Q3: 4,886 shares; 2025Q4: 5,386 shares; 2026Q1: 5,386 shares 5,386 $248K 0.01% 0 Timeline SPYX 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: 4,647 shares; 2024Q4: 4,647 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares; 2025Q4: 4,647 shares; 2026Q1: 4,647 shares 4,647 $247K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 848 shares; 2025Q2: 848 shares; 2025Q3: 848 shares; 2025Q4: 893 shares; 2026Q1: 1,017 shares 1,017 $243K 0.01% +124 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 274 shares; 2025Q1: 583 shares; 2025Q2: 691 shares; 2025Q3: 1,369 shares; 2025Q4: 1,335 shares; 2026Q1: 1,413 shares 1,413 $241K 0.01% +78 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: 4,190 shares; 2024Q4: 2,900 shares; 2025Q1: 2,651 shares; 2025Q2: 2,651 shares; 2025Q3: 2,651 shares; 2025Q4: 2,651 shares; 2026Q1: 2,651 shares 2,651 $240K 0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 610 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 723 shares 723 $233K 0.01% -287 Timeline DSI 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: 1,875 shares; 2024Q4: 1,855 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,049 shares; 2025Q4: 1,025 shares; 2026Q1: 1,920 shares 1,920 $232K 0.01% +895 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $230K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,146 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 5,960 shares; 2026Q1: 5,960 shares 5,960 $229K 0.01% 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 785 shares; 2025Q2: 930 shares; 2025Q3: 850 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $229K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 4,938 shares; 2026Q1: 4,938 shares 4,938 $227K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $226K 0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $225K 0.01% 0 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 7,560 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 9,305 shares 9,305 $225K 0.01% +1,745 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $224K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $224K 0.01% 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: 1,161 shares; 2024Q4: 1,107 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares; 2025Q3: 1,198 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $221K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,606 shares; 2025Q1: 2,453 shares; 2025Q2: 2,337 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 1,871 shares 1,871 $219K 0.01% -274 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,480 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,480 shares; 2026Q1: 4,403 shares 4,403 $219K 0.01% -77 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $218K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 2,300 shares; 2026Q1: 2,300 shares 2,300 $217K 0.01% 0 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 380 shares; 2025Q2: 335 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares 2,182 $216K 0.01% 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: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346 $216K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $214K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,861 shares 1,861 $214K 0.01% -40 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 8,996 shares; 2025Q1: 8,996 shares; 2025Q2: 8,576 shares; 2025Q3: 8,889 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares 6,855 $213K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 370 shares; 2026Q1: 450 shares 450 $212K 0.01% +80 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,602 shares; 2025Q1: 2,558 shares; 2025Q2: 2,558 shares; 2025Q3: 2,558 shares; 2025Q4: 2,558 shares; 2026Q1: 2,558 shares 2,558 $212K 0.01% 0 Timeline FIW 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: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,274 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $212K 0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,476 shares; 2025Q1: 7,856 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares; 2026Q1: 7,890 shares 7,890 $207K 0.01% 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: 1,518 shares; 2025Q1: 1,500 shares; 2025Q2: 1,800 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $207K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $205K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 1,740 shares; 2025Q4: 1,705 shares; 2026Q1: 1,821 shares 1,821 $203K 0.01% +116 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: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 820 shares 820 $201K 0.01% -21 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 5,928 shares 5,928 $201K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,023 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares 1,018 $199K 0.01% 0 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: 465 shares; 2024Q4: 456 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 459 shares; 2025Q4: 666 shares; 2026Q1: 664 shares 664 $197K 0.01% -2 Timeline FNDF 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: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares 4,040 $197K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares; 2026Q1: 1,402 shares 1,402 $196K 0.01% +142 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,983 shares 2,983 $196K 0.01% +483 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 187 shares; 2026Q1: 368 shares 368 $193K 0.01% +181 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 4,002 shares; 2025Q2: 4,194 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares; 2026Q1: 4,002 shares 4,002 $192K 0.01% 0 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: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $188K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares 3,325 $188K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,266 shares; 2025Q2: 1,319 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $186K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 2,422 shares 2,422 $186K 0.01% -234 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares 2,285 $184K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 345 shares; 2026Q1: 332 shares 332 $180K 0.01% -13 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,721 shares; 2025Q1: 9,025 shares; 2025Q2: 9,025 shares; 2025Q3: 9,025 shares; 2025Q4: 9,025 shares; 2026Q1: 9,025 shares 9,025 $180K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $178K 0.01% 0 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $174K 0.01% 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: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares 1,284 $174K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,685 shares; 2025Q1: 3,685 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675 $172K 0.01% 0 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $172K 0.01% 0 Timeline FRDM 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: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 3,133 shares 3,133 $172K 0.01% +1,805 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 914 shares 914 $169K 0.01% +349 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: 568 shares; 2024Q4: 556 shares; 2025Q1: 541 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $169K 0.01% 0 Timeline FPX 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $169K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares 3,664 $168K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares 1,135 $166K 0.01% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares 1,484 $166K 0.01% 0 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: 937 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 2,457 shares 2,457 $165K 0.01% +1,520 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,471 shares; 2025Q2: 1,434 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares 1,365 $165K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 660 shares; 2025Q4: 181 shares; 2026Q1: 831 shares 831 $164K 0.01% +650 Timeline RDVY 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,383 shares; 2026Q1: 2,383 shares 2,383 $163K 0.01% 0 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: not reported; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares 2,822 $160K 0.01% 0 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 327 shares; 2025Q3: 533 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $160K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 1,835 shares; 2025Q4: 1,871 shares; 2026Q1: 1,871 shares 1,871 $160K 0.01% 0 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: 504 shares; 2024Q4: 704 shares; 2025Q1: 720 shares; 2025Q2: 704 shares; 2025Q3: 1,104 shares; 2025Q4: 704 shares; 2026Q1: 714 shares 714 $159K 0.01% +10 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: 7,515 shares; 2024Q4: 7,158 shares; 2025Q1: 6,163 shares; 2025Q2: 8,767 shares; 2025Q3: 5,108 shares; 2025Q4: 4,320 shares; 2026Q1: 3,810 shares 3,810 $159K 0.01% -510 Timeline XJR 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: 1,046 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,124 shares; 2026Q1: 3,682 shares 3,682 $159K 0.01% +2,558 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,042 shares 6,042 $158K 0.01% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares 1,461 $157K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $156K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares 1,693 $156K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares 2,725 $155K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,489 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $155K 0.01% 0 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: 600 shares; 2024Q4: 592 shares; 2025Q1: 524 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 727 shares; 2026Q1: 1,050 shares 1,050 $154K 0.01% +323 Timeline FNDA 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: 2,369 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares; 2026Q1: 4,738 shares 4,738 $154K 0.01% 0 Timeline IWP 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: 2,495 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares 1,197 $153K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 2,430 shares 2,430 $151K 0.01% +2,350 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $150K 0.01% 0 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 3,133 shares; 2025Q4: 3,074 shares; 2026Q1: 3,074 shares 3,074 $149K 0.01% 0 Timeline XVV 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: 203 shares; 2024Q4: 203 shares; 2025Q1: 258 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 790 shares; 2026Q1: 3,023 shares 3,023 $149K 0.01% +2,233 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 895 shares; 2025Q3: 1,028 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $148K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $148K 0.01% 0 Timeline SPLV 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: 1,778 shares; 2024Q4: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares 2,053 $148K 0.01% 0 Timeline IVLU 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: 1,252 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,546 shares; 2025Q3: 3,777 shares; 2025Q4: 3,674 shares; 2026Q1: 3,674 shares 3,674 $147K 0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST 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: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: 3,520 shares 3,520 $146K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $145K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,637 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $142K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $141K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 4,232 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 5,382 shares; 2025Q4: 5,707 shares; 2026Q1: 5,707 shares 5,707 $140K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares 1,386 $138K 0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 3,271 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,243 shares; 2026Q1: 2,653 shares 2,653 $138K 0.01% -590 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $137K 0.01% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 816 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $136K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 980 shares; 2025Q2: 1,024 shares; 2025Q3: 774 shares; 2025Q4: 863 shares; 2026Q1: 892 shares 892 $135K 0.01% +29 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 254 shares; 2026Q1: 406 shares 406 $135K 0.01% +152 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: 12,341 shares; 2024Q4: 11,231 shares; 2025Q1: 11,171 shares; 2025Q2: 11,108 shares; 2025Q3: 11,108 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $134K 0.01% 0 Timeline VT 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: 1,281 shares; 2024Q4: 1,225 shares; 2025Q1: 1,274 shares; 2025Q2: 1,149 shares; 2025Q3: 1,010 shares; 2025Q4: 994 shares; 2026Q1: 994 shares 994 $133K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,460 shares 1,460 $133K 0.01% +60 Timeline IWY 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: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $133K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,720 shares; 2025Q4: 2,727 shares; 2026Q1: 2,725 shares 2,725 $133K 0.01% -2 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares 1,101 $132K 0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares 1,328 $131K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $128K 0.01% 0 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $127K 0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $126K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $125K 0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 550 shares; 2026Q1: 3,100 shares 3,100 $125K 0.01% +2,550 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $125K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 1,150 shares; 2025Q4: 1,070 shares; 2026Q1: 1,172 shares 1,172 $124K 0.01% +102 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,373 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,452 shares; 2026Q1: 1,429 shares 1,429 $123K 0.01% -23 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $122K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares 1,509 $122K 0.01% 0 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: 2,161 shares; 2024Q4: 2,161 shares; 2025Q1: 2,161 shares; 2025Q2: 2,149 shares; 2025Q3: 1,865 shares; 2025Q4: 1,899 shares; 2026Q1: 1,883 shares 1,883 $122K 0.01% -16 Timeline PIO 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: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $122K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $121K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 942 shares; 2025Q4: 722 shares; 2026Q1: 484 shares 484 $121K 0.01% -238 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares 1,779 $118K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $117K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $117K 0.01% 0 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: 1,673 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,673 shares 1,673 $116K 0.01% 0 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $115K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $115K 0.01% 0 Timeline CUT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $115K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares 678 $114K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 3,195 shares; 2025Q4: 3,215 shares; 2026Q1: 1,585 shares 1,585 $114K <0.01% -1,630 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 191 shares; 2025Q1: 341 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 1,700 shares 1,700 $114K <0.01% +936 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,031 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares 2,898 $114K <0.01% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares 557 $114K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares 1,716 $112K <0.01% 0 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $112K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares 1,447 $111K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 452 shares; 2025Q1: 281 shares; 2025Q2: 1,324 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares 1,668 $111K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,774 shares; 2025Q1: 1,377 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares 1,377 $111K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,168 shares; 2025Q4: 2,168 shares; 2026Q1: 2,168 shares 2,168 $110K <0.01% 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: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 920 shares; 2025Q3: 885 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares 1,770 $108K <0.01% 0 Timeline XAR 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $108K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares 1,676 $107K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares 3,646 $106K <0.01% 0 Timeline VYMI 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 1,127 shares 1,127 $106K <0.01% +666 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $105K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 581 shares; 2025Q1: 581 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $104K <0.01% 0 Timeline IEV 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: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,533 shares; 2025Q2: 1,533 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares 1,533 $104K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $103K <0.01% 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: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares 1,570 $103K <0.01% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 960 shares 960 $102K <0.01% -139 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $101K <0.01% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $100K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $100K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $97K <0.01% 0 Timeline VTHR 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: 13,391 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 341 shares 341 $97K <0.01% +1 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares 2,081 $95K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $95K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,553 shares; 2024Q4: 1,995 shares; 2025Q1: 1,995 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709 $95K <0.01% 0 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 9,713 shares; 2025Q3: 9,713 shares; 2025Q4: 9,713 shares; 2026Q1: 9,713 shares 9,713 $95K <0.01% 0 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: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $95K <0.01% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $94K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares 2,099 $93K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares 847 $93K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,582 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares 1,760 $93K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares 554 $91K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 914 shares; 2026Q1: 914 shares 914 $91K <0.01% 0 Timeline