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: not loaded; 2024Q4: 136,538 shares; 2025Q1: 137,869 shares; 2025Q2: 135,067 shares; 2025Q3: 142,868 shares; 2025Q4: 143,378 shares; 2026Q1: 159,382 shares 159,382 $14.4M 8.39% +16,004 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: not loaded; 2024Q4: 21,859 shares; 2025Q1: 23,247 shares; 2025Q2: 24,723 shares; 2025Q3: 26,703 shares; 2025Q4: 27,711 shares; 2026Q1: 27,485 shares 27,485 $6.98M 4.06% -226 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: not loaded; 2024Q4: 88,620 shares; 2025Q1: 87,869 shares; 2025Q2: 88,139 shares; 2025Q3: 95,064 shares; 2025Q4: 94,162 shares; 2026Q1: 96,605 shares 96,605 $6.52M 3.79% +2,443 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: not loaded; 2024Q4: 17,404 shares; 2025Q1: 18,652 shares; 2025Q2: 19,919 shares; 2025Q3: 21,609 shares; 2025Q4: 20,771 shares; 2026Q1: 19,576 shares 19,576 $5.63M 3.27% -1,195 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: not loaded; 2024Q4: 10,775 shares; 2025Q1: 11,766 shares; 2025Q2: 12,342 shares; 2025Q3: 13,392 shares; 2025Q4: 13,901 shares; 2026Q1: 14,951 shares 14,951 $5.53M 3.22% +1,050 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,550 shares; 2025Q1: 25,381 shares; 2025Q2: 26,483 shares; 2025Q3: 28,148 shares; 2025Q4: 29,555 shares; 2026Q1: 31,051 shares 31,051 $5.42M 3.15% +1,496 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: not loaded; 2024Q4: 48,179 shares; 2025Q1: 49,551 shares; 2025Q2: 71,625 shares; 2025Q3: 59,906 shares; 2025Q4: 60,184 shares; 2026Q1: 72,055 shares 72,055 $5.03M 2.92% +11,871 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: not loaded; 2024Q4: 6,163 shares; 2025Q1: 6,340 shares; 2025Q2: 6,481 shares; 2025Q3: 6,579 shares; 2025Q4: 6,816 shares; 2026Q1: 7,134 shares 7,134 $4.66M 2.71% +318 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: not loaded; 2024Q4: 14,455 shares; 2025Q1: 15,525 shares; 2025Q2: 16,671 shares; 2025Q3: 18,094 shares; 2025Q4: 18,979 shares; 2026Q1: 19,668 shares 19,668 $4.1M 2.38% +689 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: not loaded; 2024Q4: 52,803 shares; 2025Q1: 52,047 shares; 2025Q2: 55,579 shares; 2025Q3: 56,376 shares; 2025Q4: 53,921 shares; 2026Q1: 55,318 shares 55,318 $3.24M 1.88% +1,397 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,022 shares; 2025Q1: 31,992 shares; 2025Q2: 31,992 shares; 2025Q3: 31,992 shares; 2025Q4: 31,992 shares; 2026Q1: 32,353 shares 32,353 $3.14M 1.83% +361 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,621 shares; 2025Q1: 4,326 shares; 2025Q2: 5,183 shares; 2025Q3: 7,294 shares; 2025Q4: 7,646 shares; 2026Q1: 9,649 shares 9,649 $2.99M 1.74% +2,003 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,610 shares; 2025Q1: 9,336 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 12,411 shares; 2026Q1: 37,554 shares 37,554 $2.77M 1.61% +25,143 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: not loaded; 2024Q4: 7,428 shares; 2025Q1: 7,406 shares; 2025Q2: 7,381 shares; 2025Q3: 7,632 shares; 2025Q4: 7,632 shares; 2026Q1: 7,769 shares 7,769 $2.23M 1.3% +137 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: not loaded; 2024Q4: 14,627 shares; 2025Q1: 14,731 shares; 2025Q2: 15,476 shares; 2025Q3: 15,425 shares; 2025Q4: 15,425 shares; 2026Q1: 17,657 shares 17,657 $2.19M 1.28% +2,232 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: not loaded; 2024Q4: 5,981 shares; 2025Q1: 6,075 shares; 2025Q2: 6,148 shares; 2025Q3: 6,708 shares; 2025Q4: 7,110 shares; 2026Q1: 7,400 shares 7,400 $2.18M 1.27% +290 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: not loaded; 2024Q4: 6,225 shares; 2025Q1: 6,229 shares; 2025Q2: 6,326 shares; 2025Q3: 6,662 shares; 2025Q4: 6,738 shares; 2026Q1: 6,845 shares 6,845 $2.07M 1.2% +107 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,726 shares; 2025Q1: 39,065 shares; 2025Q2: 37,827 shares; 2025Q3: 37,472 shares; 2025Q4: 37,194 shares; 2026Q1: 36,914 shares 36,914 $1.99M 1.16% -280 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: not loaded; 2024Q4: 9,948 shares; 2025Q1: 11,599 shares; 2025Q2: 12,961 shares; 2025Q3: 15,446 shares; 2025Q4: 15,535 shares; 2026Q1: 15,845 shares 15,845 $1.91M 1.11% +310 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,490 shares; 2025Q1: 11,607 shares; 2025Q2: 12,202 shares; 2025Q3: 13,297 shares; 2025Q4: 14,404 shares; 2026Q1: 14,812 shares 14,812 $1.84M 1.07% +408 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: not loaded; 2024Q4: 10,069 shares; 2025Q1: 8,672 shares; 2025Q2: 8,625 shares; 2025Q3: 8,215 shares; 2025Q4: 8,536 shares; 2026Q1: 7,427 shares 7,427 $1.82M 1.06% -1,109 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,933 shares; 2025Q1: 31,272 shares; 2025Q2: 33,814 shares; 2025Q3: 35,625 shares; 2025Q4: 34,082 shares; 2026Q1: 30,462 shares 30,462 $1.81M 1.05% -3,620 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: not loaded; 2024Q4: 5,293 shares; 2025Q1: 5,155 shares; 2025Q2: 5,886 shares; 2025Q3: 8,239 shares; 2025Q4: 9,421 shares; 2026Q1: 9,720 shares 9,720 $1.65M 0.96% +299 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: not loaded; 2024Q4: 1,660 shares; 2025Q1: 1,658 shares; 2025Q2: 1,981 shares; 2025Q3: 2,257 shares; 2025Q4: 2,186 shares; 2026Q1: 2,309 shares 2,309 $1.64M 0.95% +123 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: not loaded; 2024Q4: 2,169 shares; 2025Q1: 2,267 shares; 2025Q2: 2,320 shares; 2025Q3: 2,417 shares; 2025Q4: 2,611 shares; 2026Q1: 2,830 shares 2,830 $1.62M 0.94% +219 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: not loaded; 2024Q4: 2,266 shares; 2025Q1: 2,668 shares; 2025Q2: 3,597 shares; 2025Q3: 3,825 shares; 2025Q4: 3,961 shares; 2026Q1: 4,324 shares 4,324 $1.61M 0.93% +363 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,664 shares; 2025Q1: 19,216 shares; 2025Q2: 18,696 shares; 2025Q3: 18,615 shares; 2025Q4: 18,585 shares; 2026Q1: 18,060 shares 18,060 $1.6M 0.93% -525 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 4,916 shares; 2025Q2: 6,970 shares; 2025Q3: 7,743 shares; 2025Q4: 7,768 shares; 2026Q1: 8,303 shares 8,303 $1.6M 0.93% +535 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,275 shares; 2025Q1: 24,275 shares; 2025Q2: 24,275 shares; 2025Q3: 24,064 shares; 2025Q4: 24,064 shares; 2026Q1: 24,433 shares 24,433 $1.57M 0.91% +369 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: not loaded; 2024Q4: 8,164 shares; 2025Q1: 7,379 shares; 2025Q2: 7,366 shares; 2025Q3: 7,465 shares; 2025Q4: 7,435 shares; 2026Q1: 7,423 shares 7,423 $1.54M 0.89% -12 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: not loaded; 2024Q4: 28,419 shares; 2025Q1: 28,419 shares; 2025Q2: 31,534 shares; 2025Q3: 31,534 shares; 2025Q4: 31,534 shares; 2026Q1: 31,534 shares 31,534 $1.53M 0.89% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 13,365 shares; 2025Q3: 13,365 shares; 2025Q4: 13,365 shares; 2026Q1: 13,365 shares 13,365 $1.51M 0.88% 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: not loaded; 2024Q4: 7,953 shares; 2025Q1: 8,847 shares; 2025Q2: 9,093 shares; 2025Q3: 9,712 shares; 2025Q4: 9,756 shares; 2026Q1: 9,734 shares 9,734 $1.51M 0.88% -22 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,812 shares; 2025Q1: 5,962 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 7,016 shares; 2026Q1: 7,016 shares 7,016 $1.48M 0.86% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,346 shares; 2025Q1: 5,640 shares; 2025Q2: 5,845 shares; 2025Q3: 6,217 shares; 2025Q4: 6,474 shares; 2026Q1: 6,504 shares 6,504 $1.41M 0.82% +30 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: not loaded; 2024Q4: 9,007 shares; 2025Q1: 8,679 shares; 2025Q2: 8,666 shares; 2025Q3: 9,094 shares; 2025Q4: 9,467 shares; 2026Q1: 9,772 shares 9,772 $1.41M 0.82% +305 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: not loaded; 2024Q4: 6,280 shares; 2025Q1: 5,743 shares; 2025Q2: 5,926 shares; 2025Q3: 6,071 shares; 2025Q4: 6,197 shares; 2026Q1: 6,211 shares 6,211 $1.4M 0.82% +14 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 867 shares; 2025Q1: 1,002 shares; 2025Q2: 1,909 shares; 2025Q3: 2,328 shares; 2025Q4: 2,368 shares; 2026Q1: 2,782 shares 2,782 $1.33M 0.78% +414 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: not loaded; 2024Q4: 2,522 shares; 2025Q1: 2,511 shares; 2025Q2: 2,511 shares; 2025Q3: 2,486 shares; 2025Q4: 2,476 shares; 2026Q1: 2,411 shares 2,411 $1.3M 0.75% -65 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: not loaded; 2024Q4: 8,082 shares; 2025Q1: 7,861 shares; 2025Q2: 7,366 shares; 2025Q3: 7,400 shares; 2025Q4: 7,956 shares; 2026Q1: 7,780 shares 7,780 $1.28M 0.74% -176 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: not loaded; 2024Q4: 10,109 shares; 2025Q1: 10,109 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 12,160 shares; 2026Q1: 12,808 shares 12,808 $1.27M 0.74% +648 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: not loaded; 2024Q4: 798 shares; 2025Q1: 1,066 shares; 2025Q2: 1,414 shares; 2025Q3: 1,891 shares; 2025Q4: 2,120 shares; 2026Q1: 3,519 shares 3,519 $1.26M 0.73% +1,399 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,013 shares; 2025Q1: 3,912 shares; 2025Q2: 3,764 shares; 2025Q3: 3,689 shares; 2025Q4: 3,679 shares; 2026Q1: 3,609 shares 3,609 $1.24M 0.72% -70 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: not loaded; 2024Q4: 493 shares; 2025Q1: 675 shares; 2025Q2: 1,851 shares; 2025Q3: 2,274 shares; 2025Q4: 2,300 shares; 2026Q1: 2,507 shares 2,507 $1.23M 0.72% +207 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 loaded; 2024Q4: 1,434 shares; 2025Q1: 1,417 shares; 2025Q2: 1,351 shares; 2025Q3: 1,238 shares; 2025Q4: 1,277 shares; 2026Q1: 1,232 shares 1,232 $1.18M 0.69% -45 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: not loaded; 2024Q4: 1,991 shares; 2025Q1: 1,832 shares; 2025Q2: 1,805 shares; 2025Q3: 1,815 shares; 2025Q4: 1,951 shares; 2026Q1: 1,970 shares 1,970 $1.11M 0.65% +19 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: not loaded; 2024Q4: 1,584 shares; 2025Q1: 2,750 shares; 2025Q2: 4,208 shares; 2025Q3: 4,633 shares; 2025Q4: 4,734 shares; 2026Q1: 5,101 shares 5,101 $1.06M 0.62% +367 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: not loaded; 2024Q4: 24,798 shares; 2025Q1: 24,319 shares; 2025Q2: 22,565 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,948 shares 20,948 $1.02M 0.59% +28 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: not loaded; 2024Q4: 3,519 shares; 2025Q1: 3,493 shares; 2025Q2: 3,595 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,400 shares 3,400 $945K 0.55% -105 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: not loaded; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 1,289 shares; 2026Q1: 1,434 shares 1,434 $933K 0.54% +145 Timeline SCHO 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 loaded; 2024Q4: 35,218 shares; 2025Q1: 35,218 shares; 2025Q2: 35,218 shares; 2025Q3: 35,436 shares; 2025Q4: 35,436 shares; 2026Q1: 37,535 shares 37,535 $911K 0.53% +2,099 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: not loaded; 2024Q4: 896 shares; 2025Q1: 1,239 shares; 2025Q2: 1,643 shares; 2025Q3: 3,585 shares; 2025Q4: 3,630 shares; 2026Q1: 4,847 shares 4,847 $905K 0.53% +1,217 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: not loaded; 2024Q4: 3,170 shares; 2025Q1: 3,092 shares; 2025Q2: 2,915 shares; 2025Q3: 2,800 shares; 2025Q4: 2,976 shares; 2026Q1: 2,760 shares 2,760 $903K 0.52% -216 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: not loaded; 2024Q4: 18,727 shares; 2025Q1: 18,727 shares; 2025Q2: 18,727 shares; 2025Q3: 12,127 shares; 2025Q4: 12,127 shares; 2026Q1: 12,363 shares 12,363 $879K 0.51% +236 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: not loaded; 2024Q4: not reported; 2025Q1: 3,119 shares; 2025Q2: 8,324 shares; 2025Q3: 8,454 shares; 2025Q4: 8,514 shares; 2026Q1: 8,709 shares 8,709 $863K 0.5% +195 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,174 shares; 2025Q1: 8,414 shares; 2025Q2: 9,514 shares; 2025Q3: 11,145 shares; 2025Q4: 10,280 shares; 2026Q1: 10,670 shares 10,670 $828K 0.48% +390 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $821K 0.48% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,147 shares; 2025Q1: 6,168 shares; 2025Q2: 5,983 shares; 2025Q3: 5,813 shares; 2025Q4: 5,788 shares; 2026Q1: 5,666 shares 5,666 $819K 0.48% -122 Timeline SCHR 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 loaded; 2024Q4: 33,480 shares; 2025Q1: 33,480 shares; 2025Q2: 33,480 shares; 2025Q3: 33,644 shares; 2025Q4: 33,644 shares; 2026Q1: 32,613 shares 32,613 $812K 0.47% -1,031 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: not loaded; 2024Q4: 5,659 shares; 2025Q1: 5,589 shares; 2025Q2: 5,429 shares; 2025Q3: 5,189 shares; 2025Q4: 5,572 shares; 2026Q1: 5,159 shares 5,159 $811K 0.47% -413 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: not loaded; 2024Q4: 1,532 shares; 2025Q1: 1,789 shares; 2025Q2: 2,017 shares; 2025Q3: 2,407 shares; 2025Q4: 2,429 shares; 2026Q1: 2,602 shares 2,602 $809K 0.47% +173 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: not loaded; 2024Q4: 521 shares; 2025Q1: 544 shares; 2025Q2: 540 shares; 2025Q3: 682 shares; 2025Q4: 738 shares; 2026Q1: 788 shares 788 $785K 0.46% +50 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: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,756 shares; 2025Q2: 1,915 shares; 2025Q3: 2,195 shares; 2025Q4: 2,225 shares; 2026Q1: 2,362 shares 2,362 $777K 0.45% +137 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,180 shares; 2025Q1: 4,498 shares; 2025Q2: 4,773 shares; 2025Q3: 4,823 shares; 2025Q4: 4,823 shares; 2026Q1: 4,798 shares 4,798 $769K 0.45% -25 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,514 shares; 2025Q1: 5,751 shares; 2025Q2: 5,879 shares; 2025Q3: 6,241 shares; 2025Q4: 6,267 shares; 2026Q1: 6,471 shares 6,471 $765K 0.44% +204 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: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,715 shares; 2025Q4: 2,685 shares; 2026Q1: 2,445 shares 2,445 $701K 0.41% -240 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: not loaded; 2024Q4: 1,995 shares; 2025Q1: 2,019 shares; 2025Q2: 2,029 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,069 shares 2,069 $680K 0.4% +20 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: not loaded; 2024Q4: 1,318 shares; 2025Q1: 2,277 shares; 2025Q2: 3,385 shares; 2025Q3: 4,740 shares; 2025Q4: 5,080 shares; 2026Q1: 5,146 shares 5,146 $679K 0.4% +66 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 627 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 1,756 shares; 2025Q4: 1,751 shares; 2026Q1: 2,782 shares 2,782 $674K 0.39% +1,031 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 520 shares; 2026Q1: 732 shares 732 $673K 0.39% +212 Timeline AVEM 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 loaded; 2024Q4: not reported; 2025Q1: 681 shares; 2025Q2: 1,098 shares; 2025Q3: 9,012 shares; 2025Q4: 8,282 shares; 2026Q1: 8,329 shares 8,329 $671K 0.39% +47 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: not loaded; 2024Q4: 6,694 shares; 2025Q1: 6,751 shares; 2025Q2: 6,737 shares; 2025Q3: 6,789 shares; 2025Q4: 7,395 shares; 2026Q1: 7,198 shares 7,198 $669K 0.39% -197 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,410 shares; 2025Q1: 2,384 shares; 2025Q2: 2,388 shares; 2025Q3: 2,408 shares; 2025Q4: 2,398 shares; 2026Q1: 2,438 shares 2,438 $660K 0.38% +40 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: not loaded; 2024Q4: 5,137 shares; 2025Q1: 9,955 shares; 2025Q2: 9,489 shares; 2025Q3: 13,969 shares; 2025Q4: 14,351 shares; 2026Q1: 15,726 shares 15,726 $655K 0.38% +1,375 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: not loaded; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $652K 0.38% 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: not loaded; 2024Q4: 434 shares; 2025Q1: 595 shares; 2025Q2: 722 shares; 2025Q3: 880 shares; 2025Q4: 896 shares; 2026Q1: 937 shares 937 $639K 0.37% +41 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: not loaded; 2024Q4: 68 shares; 2025Q1: 86 shares; 2025Q2: 103 shares; 2025Q3: 125 shares; 2025Q4: 126 shares; 2026Q1: 149 shares 149 $627K 0.36% +23 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: not loaded; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares 2,856 $614K 0.36% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 877 shares; 2025Q1: 1,007 shares; 2025Q2: 1,419 shares; 2025Q3: 2,179 shares; 2025Q4: 2,230 shares; 2026Q1: 2,486 shares 2,486 $603K 0.35% +256 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: not loaded; 2024Q4: 7,853 shares; 2025Q1: 8,553 shares; 2025Q2: 8,553 shares; 2025Q3: 8,553 shares; 2025Q4: 8,553 shares; 2026Q1: 8,553 shares 8,553 $601K 0.35% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,880 shares; 2025Q1: 7,253 shares; 2025Q2: 7,708 shares; 2025Q3: 7,973 shares; 2025Q4: 7,953 shares; 2026Q1: 8,093 shares 8,093 $582K 0.34% +140 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: not loaded; 2024Q4: 3,586 shares; 2025Q1: 3,569 shares; 2025Q2: 3,610 shares; 2025Q3: 4,124 shares; 2025Q4: 4,609 shares; 2026Q1: 4,264 shares 4,264 $564K 0.33% -345 Timeline DEM 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: not loaded; 2024Q4: 11,042 shares; 2025Q1: 11,042 shares; 2025Q2: 11,042 shares; 2025Q3: 11,042 shares; 2025Q4: 11,042 shares; 2026Q1: 11,042 shares 11,042 $549K 0.32% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 5,705 shares 5,705 $549K 0.32% +5,355 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: not loaded; 2024Q4: 733 shares; 2025Q1: 969 shares; 2025Q2: 1,179 shares; 2025Q3: 1,567 shares; 2025Q4: 1,601 shares; 2026Q1: 1,682 shares 1,682 $548K 0.32% +81 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,407 shares; 2025Q1: 7,145 shares; 2025Q2: 6,773 shares; 2025Q3: 5,719 shares; 2025Q4: 5,669 shares; 2026Q1: 5,639 shares 5,639 $543K 0.32% -30 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: not loaded; 2024Q4: 3,953 shares; 2025Q1: 3,970 shares; 2025Q2: 3,878 shares; 2025Q3: 3,958 shares; 2025Q4: 3,838 shares; 2026Q1: 3,595 shares 3,595 $529K 0.31% -243 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: not loaded; 2024Q4: 12,703 shares; 2025Q1: 14,123 shares; 2025Q2: 14,152 shares; 2025Q3: 14,152 shares; 2025Q4: 15,129 shares; 2026Q1: 17,116 shares 17,116 $514K 0.3% +1,987 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: not loaded; 2024Q4: 2,160 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,068 shares 2,068 $513K 0.3% -2 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 loaded; 2024Q4: 1,248 shares; 2025Q1: 1,795 shares; 2025Q2: 2,218 shares; 2025Q3: 2,665 shares; 2025Q4: 2,243 shares; 2026Q1: 2,396 shares 2,396 $501K 0.29% +153 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: not loaded; 2024Q4: 396 shares; 2025Q1: 518 shares; 2025Q2: 697 shares; 2025Q3: 921 shares; 2025Q4: 1,001 shares; 2026Q1: 1,116 shares 1,116 $496K 0.29% +115 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: not loaded; 2024Q4: 149 shares; 2025Q1: 19 shares; 2025Q2: 919 shares; 2025Q3: 2,415 shares; 2025Q4: 2,465 shares; 2026Q1: 3,743 shares 3,743 $490K 0.29% +1,278 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,267 shares; 2026Q1: 2,132 shares 2,132 $448K 0.26% +865 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 2,510 shares; 2025Q4: 2,585 shares; 2026Q1: 3,727 shares 3,727 $429K 0.25% +1,142 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: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 1,895 shares; 2025Q4: 1,945 shares; 2026Q1: 4,035 shares 4,035 $414K 0.24% +2,090 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: not loaded; 2024Q4: 696 shares; 2025Q1: 940 shares; 2025Q2: 1,127 shares; 2025Q3: 1,427 shares; 2025Q4: 1,458 shares; 2026Q1: 1,540 shares 1,540 $410K 0.24% +82 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares 3,845 $408K 0.24% 0 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: not loaded; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares 3,796 $404K 0.24% 0 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: not loaded; 2024Q4: 16,378 shares; 2025Q1: 14,849 shares; 2025Q2: 14,849 shares; 2025Q3: 14,849 shares; 2025Q4: 14,799 shares; 2026Q1: 14,247 shares 14,247 $400K 0.23% -552 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 291 shares; 2026Q1: 536 shares 536 $390K 0.23% +245 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: not loaded; 2024Q4: 2,455 shares; 2025Q1: 2,545 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares 2,805 $381K 0.22% 0 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: not loaded; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 5,345 shares; 2025Q3: 5,345 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares 5,345 $375K 0.22% 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: not loaded; 2024Q4: 2,956 shares; 2025Q1: 3,384 shares; 2025Q2: 3,339 shares; 2025Q3: 3,033 shares; 2025Q4: 3,046 shares; 2026Q1: 1,508 shares 1,508 $367K 0.21% -1,538 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares 1,780 $362K 0.21% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,905 shares 7,905 $358K 0.21% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 26 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 353 shares; 2026Q1: 405 shares 405 $343K 0.2% +52 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,279 shares 2,279 $333K 0.19% new 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: not loaded; 2024Q4: 4,874 shares; 2025Q1: 5,266 shares; 2025Q2: 5,298 shares; 2025Q3: 6,675 shares; 2025Q4: 6,746 shares; 2026Q1: 7,311 shares 7,311 $331K 0.19% +565 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,038 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 4,247 shares; 2026Q1: 4,047 shares 4,047 $322K 0.19% -200 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,831 shares; 2025Q1: 5,033 shares; 2025Q2: 4,863 shares; 2025Q3: 3,047 shares; 2025Q4: 2,792 shares; 2026Q1: 930 shares 930 $318K 0.18% -1,862 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: not loaded; 2024Q4: 607 shares; 2025Q1: 848 shares; 2025Q2: 1,109 shares; 2025Q3: 1,433 shares; 2025Q4: 1,456 shares; 2026Q1: 1,581 shares 1,581 $300K 0.17% +125 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: not loaded; 2024Q4: 447 shares; 2025Q1: 461 shares; 2025Q2: 514 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 490 shares 490 $296K 0.17% -52 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: not loaded; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares; 2025Q4: 1,523 shares; 2026Q1: 1,260 shares 1,260 $290K 0.17% -263 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: not loaded; 2024Q4: 2,038 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 1,788 shares; 2026Q1: 1,788 shares 1,788 $271K 0.16% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,368 shares 1,368 $268K 0.16% +358 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: not loaded; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765 $255K 0.15% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,107 shares; 2025Q1: 1,573 shares; 2025Q2: 2,089 shares; 2025Q3: 3,963 shares; 2025Q4: 4,053 shares; 2026Q1: 4,349 shares 4,349 $240K 0.14% +296 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,578 shares; 2025Q1: 12,112 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 12,414 shares; 2026Q1: 12,414 shares 12,414 $234K 0.14% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,377 shares; 2025Q3: 2,377 shares; 2025Q4: 4,754 shares; 2026Q1: 4,504 shares 4,504 $225K 0.13% -250 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: not loaded; 2024Q4: 543 shares; 2025Q1: 728 shares; 2025Q2: 868 shares; 2025Q3: 1,108 shares; 2025Q4: 1,139 shares; 2026Q1: 1,281 shares 1,281 $221K 0.13% +142 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: not loaded; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 728 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $214K 0.12% 0 Timeline HYG 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 loaded; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,759 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $207K 0.12% 0 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: not loaded; 2024Q4: 2,100 shares; 2025Q1: 2,173 shares; 2025Q2: 2,456 shares; 2025Q3: 2,554 shares; 2025Q4: 2,524 shares; 2026Q1: 2,326 shares 2,326 $202K 0.12% -198 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,427 shares; 2025Q1: 2,343 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares 4,392 $202K 0.12% 0 Timeline GOVT 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 loaded; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares 8,500 $195K 0.11% 0 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: not loaded; 2024Q4: 1,477 shares; 2025Q1: 1,177 shares; 2025Q2: 1,430 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares; 2026Q1: 1,483 shares 1,483 $194K 0.11% +19 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: not loaded; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares 2,970 $192K 0.11% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,480 shares; 2025Q1: 7,435 shares; 2025Q2: 7,028 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 3,228 shares 3,228 $190K 0.11% -2,620 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32 shares; 2025Q1: 151 shares; 2025Q2: 1,117 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,473 shares 1,473 $190K 0.11% +288 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: not loaded; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,644 shares; 2026Q1: 1,447 shares 1,447 $190K 0.11% -197 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: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $184K 0.11% 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: not loaded; 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 $176K 0.1% 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: not loaded; 2024Q4: 4,493 shares; 2025Q1: 3,844 shares; 2025Q2: 3,230 shares; 2025Q3: 3,219 shares; 2025Q4: 3,408 shares; 2026Q1: 1,943 shares 1,943 $174K 0.1% -1,465 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 698 shares; 2026Q1: 758 shares 758 $162K 0.09% +60 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: not loaded; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares 4,175 $158K 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,374 shares; 2025Q1: 5,194 shares; 2025Q2: 2,305 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 1,605 shares 1,605 $155K 0.09% -400 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: not loaded; 2024Q4: 401 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 466 shares; 2026Q1: 516 shares 516 $152K 0.09% +50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $151K 0.09% 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: not loaded; 2024Q4: 4,305 shares; 2025Q1: 2,207 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares 2,207 $146K 0.08% 0 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,956 shares; 2025Q1: 6,263 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328 $139K 0.08% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $133K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares 1,720 $133K 0.08% new 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: not loaded; 2024Q4: 7,617 shares; 2025Q1: 4,846 shares; 2025Q2: 2,803 shares; 2025Q3: 2,799 shares; 2025Q4: 2,774 shares; 2026Q1: 2,637 shares 2,637 $132K 0.08% -137 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: not loaded; 2024Q4: 2,410 shares; 2025Q1: 2,277 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,373 shares; 2026Q1: 1,373 shares 1,373 $121K 0.07% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $121K 0.07% 0 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,122 shares 1,122 $120K 0.07% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,025 shares; 2025Q1: 1,062 shares; 2025Q2: 1,199 shares; 2025Q3: 1,203 shares; 2025Q4: 1,188 shares; 2026Q1: 1,213 shares 1,213 $118K 0.07% +25 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $116K 0.07% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 1,047 shares; 2025Q4: 670 shares; 2026Q1: 948 shares 948 $112K 0.07% +278 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: not loaded; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $109K 0.06% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,590 shares; 2025Q1: 1,667 shares; 2025Q2: 1,887 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,979 shares 1,979 $107K 0.06% -7 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: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,410 shares 1,410 $101K 0.06% +35 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 608 shares; 2025Q3: 840 shares; 2025Q4: 1,107 shares; 2026Q1: 1,375 shares 1,375 $100K 0.06% +268 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: not loaded; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 3,341 shares 3,341 $95.9K 0.06% +515 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,975 shares; 2025Q1: 2,045 shares; 2025Q2: 2,315 shares; 2025Q3: 2,476 shares; 2025Q4: 2,436 shares; 2026Q1: 2,060 shares 2,060 $94.7K 0.06% -376 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: not loaded; 2024Q4: 465 shares; 2025Q1: 439 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 596 shares; 2026Q1: 393 shares 393 $92.9K 0.05% -203 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: not loaded; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,830 shares; 2026Q1: 1,785 shares 1,785 $92.8K 0.05% -45 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,354 shares; 2025Q1: 4,054 shares; 2025Q2: 1,646 shares; 2025Q3: 1,346 shares; 2025Q4: 2,201 shares; 2026Q1: 1,232 shares 1,232 $91.8K 0.05% -969 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 825 shares; 2026Q1: 775 shares 775 $82K 0.05% -50 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $76.3K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $74.3K 0.04% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $71.2K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 515 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 534 shares; 2026Q1: 534 shares 534 $71K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18 shares; 2025Q1: 44 shares; 2025Q2: 118 shares; 2025Q3: 167 shares; 2025Q4: 365 shares; 2026Q1: 341 shares 341 $70.7K 0.04% -24 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 156 shares; 2025Q3: 218 shares; 2025Q4: 274 shares; 2026Q1: 302 shares 302 $54.4K 0.03% +28 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,778 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares 2,778 $53.6K 0.03% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 655 shares; 2025Q1: 704 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 670 shares; 2026Q1: 645 shares 645 $52.4K 0.03% -25 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $51.7K 0.03% 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: not loaded; 2024Q4: 412 shares; 2025Q1: 111 shares; 2025Q2: 213 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 309 shares 309 $51.1K 0.03% +27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 272 shares; 2025Q3: 334 shares; 2025Q4: 238 shares; 2026Q1: 373 shares 373 $50.7K 0.03% +135 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 52 shares 52 $46.5K 0.03% -11 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: not loaded; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 195 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 296 shares 296 $45.2K 0.03% +25 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $44.9K 0.03% 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: not loaded; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 132 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 198 shares 198 $38.8K 0.02% +20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares 188 $37.1K 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464 shares; 2025Q1: 97 shares; 2025Q2: 363 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 542 shares 542 $33.9K 0.02% +52 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119 shares 119 $33.8K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 467 shares 467 $31.8K 0.02% -85 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 116 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 259 shares 259 $31.4K 0.02% +22 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: not loaded; 2024Q4: 47 shares; 2025Q1: 107 shares; 2025Q2: 474 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 665 shares 665 $30.9K 0.02% +61 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,160 shares; 2025Q1: 16,969 shares; 2025Q2: 4,754 shares; 2025Q3: 3,684 shares; 2025Q4: 3,365 shares; 2026Q1: 307 shares 307 $28.6K 0.02% -3,058 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: not loaded; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 66 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 97 shares 97 $28.2K 0.02% +12 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: not loaded; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 710 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,735 shares 1,735 $27.2K 0.02% +199 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $25.4K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $24K 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,770 shares; 2025Q1: 37,064 shares; 2025Q2: 7,762 shares; 2025Q3: 6,767 shares; 2025Q4: 6,767 shares; 2026Q1: 996 shares 996 $23.2K 0.01% -5,771 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $21.2K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 340 shares 340 $20.5K 0.01% -330 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: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $19.5K 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 100 shares 100 $18K 0.01% -350 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: not loaded; 2024Q4: 2,944 shares; 2025Q1: 2,319 shares; 2025Q2: 2,411 shares; 2025Q3: 1,607 shares; 2025Q4: 1,482 shares; 2026Q1: 66 shares 66 $17.9K 0.01% -1,416 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 118 shares; 2025Q2: 268 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 177 shares 177 $16.6K 0.01% +17 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: not loaded; 2024Q4: 2,783 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 213 shares 213 $16.2K 0.01% +155 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 41 shares 41 $14.9K 0.01% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $14.8K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $13.8K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $13.3K 0.01% 0 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: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $13K 0.01% 0 Timeline DES 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares 339 $12.2K 0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $11.9K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $11.1K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $9.48K 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 loaded; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $9.45K 0.01% 0 Timeline IYZ 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 loaded; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $8.45K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $8.12K <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: not loaded; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $7.53K <0.01% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145 shares 145 $7.45K <0.01% new 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: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $7.1K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $7.07K <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: not loaded; 2024Q4: 155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 47 shares 47 $6.55K <0.01% -371 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $6.14K <0.01% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares 257 $6.12K <0.01% new 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: not loaded; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $6.04K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $5.36K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $5.34K <0.01% 0 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: not loaded; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $5.27K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $5.21K <0.01% 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: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 105 shares; 2026Q1: 12 shares 12 $5.19K <0.01% -93 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: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $4.57K <0.01% 0 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: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 91 shares; 2026Q1: 10 shares 10 $4.25K <0.01% -81 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $4.06K <0.01% 0 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: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $3.85K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.17K <0.01% 0 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: not loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $2.66K <0.01% 0 Timeline