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: 72,386 shares; 2024Q4: 71,548 shares; 2025Q1: 71,236 shares; 2025Q2: 71,998 shares; 2025Q3: 75,487 shares; 2025Q4: 74,738 shares; 2026Q1: 73,385 shares 73,385 $18.6M 2.77% -1,353 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,035 shares; 2024Q4: 155,398 shares; 2025Q1: 139,708 shares; 2025Q2: 146,574 shares; 2025Q3: 141,932 shares; 2025Q4: 218,218 shares; 2026Q1: 219,580 shares 219,580 $13.1M 1.95% +1,362 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: 120,297 shares; 2024Q4: 120,597 shares; 2025Q1: 127,391 shares; 2025Q2: 130,291 shares; 2025Q3: 131,760 shares; 2025Q4: 132,300 shares; 2026Q1: 130,623 shares 130,623 $12.1M 1.8% -1,677 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: 44,082 shares; 2024Q4: 44,081 shares; 2025Q1: 39,129 shares; 2025Q2: 39,151 shares; 2025Q3: 38,432 shares; 2025Q4: 38,599 shares; 2026Q1: 39,144 shares 39,144 $11.5M 1.71% +545 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: 51,111 shares; 2024Q4: 50,052 shares; 2025Q1: 39,517 shares; 2025Q2: 41,569 shares; 2025Q3: 36,919 shares; 2025Q4: 36,402 shares; 2026Q1: 35,399 shares 35,399 $11M 1.63% -1,003 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: 22,334 shares; 2024Q4: 22,469 shares; 2025Q1: 28,900 shares; 2025Q2: 29,890 shares; 2025Q3: 31,029 shares; 2025Q4: 31,299 shares; 2026Q1: 30,968 shares 30,968 $10.9M 1.62% -331 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,426 shares; 2024Q4: 244,105 shares; 2025Q1: 251,348 shares; 2025Q2: 260,870 shares; 2025Q3: 279,787 shares; 2025Q4: 287,083 shares; 2026Q1: 266,815 shares 266,815 $10.7M 1.59% -20,268 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: 170,982 shares; 2024Q4: 171,262 shares; 2025Q1: 164,061 shares; 2025Q2: 161,208 shares; 2025Q3: 147,886 shares; 2025Q4: 143,183 shares; 2026Q1: 117,815 shares 117,815 $10.4M 1.54% -25,368 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: 217,963 shares; 2024Q4: 225,517 shares; 2025Q1: 238,910 shares; 2025Q2: 247,607 shares; 2025Q3: 267,638 shares; 2025Q4: 268,706 shares; 2026Q1: 339,843 shares 339,843 $10.3M 1.53% +71,137 Timeline TIP 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: 63,404 shares; 2024Q4: 64,407 shares; 2025Q1: 66,558 shares; 2025Q2: 65,210 shares; 2025Q3: 69,746 shares; 2025Q4: 72,497 shares; 2026Q1: 88,228 shares 88,228 $9.74M 1.45% +15,731 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: 39,207 shares; 2024Q4: 39,838 shares; 2025Q1: 40,046 shares; 2025Q2: 41,137 shares; 2025Q3: 43,615 shares; 2025Q4: 44,259 shares; 2026Q1: 44,682 shares 44,682 $9.24M 1.37% +423 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: 106,029 shares; 2024Q4: 107,833 shares; 2025Q1: 115,882 shares; 2025Q2: 117,249 shares; 2025Q3: 114,980 shares; 2025Q4: 116,673 shares; 2026Q1: 121,507 shares 121,507 $9.24M 1.37% +4,834 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: 46,794 shares; 2024Q4: 46,150 shares; 2025Q1: 42,917 shares; 2025Q2: 42,883 shares; 2025Q3: 42,992 shares; 2025Q4: 43,169 shares; 2026Q1: 43,475 shares 43,475 $9.05M 1.35% +306 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: 43,019 shares; 2024Q4: 43,739 shares; 2025Q1: 47,328 shares; 2025Q2: 47,648 shares; 2025Q3: 47,879 shares; 2025Q4: 48,389 shares; 2026Q1: 48,615 shares 48,615 $8.86M 1.32% +226 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,734 shares 215,734 $8.74M 1.3% new 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: 23,119 shares; 2024Q4: 22,729 shares; 2025Q1: 22,786 shares; 2025Q2: 22,681 shares; 2025Q3: 22,037 shares; 2025Q4: 22,144 shares; 2026Q1: 22,991 shares 22,991 $8.51M 1.27% +847 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211,583 shares 211,583 $8.41M 1.25% new 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: 13,015 shares; 2024Q4: 13,081 shares; 2025Q1: 13,608 shares; 2025Q2: 13,958 shares; 2025Q3: 14,871 shares; 2025Q4: 15,058 shares; 2026Q1: 13,838 shares 13,838 $8.36M 1.24% -1,220 Timeline VWOB 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: 41,096 shares; 2024Q4: 39,523 shares; 2025Q1: 53,748 shares; 2025Q2: 53,940 shares; 2025Q3: 57,004 shares; 2025Q4: 58,693 shares; 2026Q1: 127,287 shares 127,287 $8.36M 1.24% +68,594 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: 259,557 shares; 2024Q4: 262,384 shares; 2025Q1: 245,939 shares; 2025Q2: 248,178 shares; 2025Q3: 226,702 shares; 2025Q4: 231,803 shares; 2026Q1: 277,237 shares 277,237 $8.04M 1.19% +45,434 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: 49,442 shares; 2024Q4: 50,623 shares; 2025Q1: 60,438 shares; 2025Q2: 61,369 shares; 2025Q3: 70,629 shares; 2025Q4: 71,437 shares; 2026Q1: 66,669 shares 66,669 $8.02M 1.19% -4,768 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: 79,215 shares; 2024Q4: 78,651 shares; 2025Q1: 65,536 shares; 2025Q2: 66,442 shares; 2025Q3: 67,205 shares; 2025Q4: 67,790 shares; 2026Q1: 63,435 shares 63,435 $7.88M 1.17% -4,355 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: 28,904 shares; 2024Q4: 29,346 shares; 2025Q1: 28,812 shares; 2025Q2: 28,735 shares; 2025Q3: 29,025 shares; 2025Q4: 28,973 shares; 2026Q1: 26,931 shares 26,931 $7.74M 1.15% -2,042 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: 123,679 shares; 2024Q4: 115,884 shares; 2025Q1: 132,484 shares; 2025Q2: 134,435 shares; 2025Q3: 136,868 shares; 2025Q4: 130,583 shares; 2026Q1: 154,137 shares 154,137 $7.74M 1.15% +23,554 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: 35,723 shares; 2024Q4: 36,182 shares; 2025Q1: 41,009 shares; 2025Q2: 42,157 shares; 2025Q3: 46,866 shares; 2025Q4: 46,153 shares; 2026Q1: 48,224 shares 48,224 $7.49M 1.11% +2,071 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,094 shares; 2024Q4: 33,465 shares; 2025Q1: 34,693 shares; 2025Q2: 35,338 shares; 2025Q3: 35,595 shares; 2025Q4: 35,252 shares; 2026Q1: 29,757 shares 29,757 $7.27M 1.08% -5,495 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,593 shares; 2024Q4: 205,870 shares; 2025Q1: 176,931 shares; 2025Q2: 183,132 shares; 2025Q3: 205,422 shares; 2025Q4: 203,824 shares; 2026Q1: 215,197 shares 215,197 $7.22M 1.07% +11,373 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: 41,996 shares; 2024Q4: 42,147 shares; 2025Q1: 41,841 shares; 2025Q2: 42,385 shares; 2025Q3: 45,842 shares; 2025Q4: 44,471 shares; 2026Q1: 49,625 shares 49,625 $7.17M 1.07% +5,154 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: 21,349 shares; 2024Q4: 21,450 shares; 2025Q1: 20,475 shares; 2025Q2: 20,762 shares; 2025Q3: 21,001 shares; 2025Q4: 21,373 shares; 2026Q1: 22,652 shares 22,652 $7.04M 1.05% +1,279 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: 117,760 shares; 2024Q4: 119,661 shares; 2025Q1: 124,518 shares; 2025Q2: 127,306 shares; 2025Q3: 131,461 shares; 2025Q4: 133,023 shares; 2026Q1: 133,638 shares 133,638 $6.77M 1.01% +615 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,190 shares 319,190 $6.71M 1% new 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: 98,498 shares; 2024Q4: 98,736 shares; 2025Q1: 84,090 shares; 2025Q2: 85,633 shares; 2025Q3: 83,853 shares; 2025Q4: 84,096 shares; 2026Q1: 84,870 shares 84,870 $6.59M 0.98% +774 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 94,516 shares; 2025Q1: 85,129 shares; 2025Q2: 87,949 shares; 2025Q3: 91,048 shares; 2025Q4: 92,538 shares; 2026Q1: 93,404 shares 93,404 $6.48M 0.96% +866 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: 64,791 shares; 2024Q4: 65,689 shares; 2025Q1: 67,666 shares; 2025Q2: 69,272 shares; 2025Q3: 70,892 shares; 2025Q4: 70,835 shares; 2026Q1: 73,137 shares 73,137 $6.34M 0.94% +2,302 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: 85,849 shares; 2024Q4: 76,741 shares; 2025Q1: 98,316 shares; 2025Q2: 99,410 shares; 2025Q3: 91,861 shares; 2025Q4: 91,951 shares; 2026Q1: 88,169 shares 88,169 $6.33M 0.94% -3,782 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,596 shares; 2024Q4: 53,975 shares; 2025Q1: 71,310 shares; 2025Q2: 73,419 shares; 2025Q3: 86,174 shares; 2025Q4: 83,425 shares; 2026Q1: 83,783 shares 83,783 $6.13M 0.91% +358 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: 39,178 shares; 2024Q4: 39,416 shares; 2025Q1: 31,315 shares; 2025Q2: 32,166 shares; 2025Q3: 31,668 shares; 2025Q4: 32,235 shares; 2026Q1: 32,997 shares 32,997 $6.02M 0.9% +762 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: 104,404 shares; 2024Q4: 99,564 shares; 2025Q1: 120,796 shares; 2025Q2: 123,294 shares; 2025Q3: 118,609 shares; 2025Q4: 118,493 shares; 2026Q1: 108,849 shares 108,849 $6.01M 0.89% -9,644 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: 39,800 shares; 2024Q4: 40,104 shares; 2025Q1: 40,458 shares; 2025Q2: 41,260 shares; 2025Q3: 40,580 shares; 2025Q4: 41,075 shares; 2026Q1: 44,826 shares 44,826 $5.87M 0.87% +3,751 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: 69,281 shares; 2024Q4: 64,950 shares; 2025Q1: 84,075 shares; 2025Q2: 86,390 shares; 2025Q3: 88,662 shares; 2025Q4: 86,522 shares; 2026Q1: 94,516 shares 94,516 $5.84M 0.87% +7,994 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: 46,887 shares; 2024Q4: 44,294 shares; 2025Q1: 58,693 shares; 2025Q2: 60,352 shares; 2025Q3: 57,005 shares; 2025Q4: 53,791 shares; 2026Q1: 71,396 shares 71,396 $5.81M 0.86% +17,605 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,009 shares; 2024Q4: 72,870 shares; 2025Q1: 76,831 shares; 2025Q2: 77,955 shares; 2025Q3: 68,007 shares; 2025Q4: 68,148 shares; 2026Q1: 61,423 shares 61,423 $5.73M 0.85% -6,725 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: 135,588 shares; 2024Q4: 131,871 shares; 2025Q1: 161,120 shares; 2025Q2: 166,735 shares; 2025Q3: 182,839 shares; 2025Q4: 165,928 shares; 2026Q1: 198,246 shares 198,246 $5.57M 0.83% +32,318 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: 92,678 shares; 2026Q1: 97,229 shares 97,229 $5.54M 0.82% +4,551 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: 10,800 shares; 2024Q4: 10,559 shares; 2025Q1: 10,335 shares; 2025Q2: 10,262 shares; 2025Q3: 10,124 shares; 2025Q4: 10,047 shares; 2026Q1: 9,635 shares 9,635 $5.51M 0.82% -412 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: 28,344 shares; 2024Q4: 28,870 shares; 2025Q1: 32,359 shares; 2025Q2: 33,282 shares; 2025Q3: 37,668 shares; 2025Q4: 37,936 shares; 2026Q1: 42,544 shares 42,544 $5.48M 0.81% +4,608 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: 36,797 shares; 2024Q4: 34,611 shares; 2025Q1: 35,631 shares; 2025Q2: 32,827 shares; 2025Q3: 29,793 shares; 2025Q4: 29,008 shares; 2026Q1: 29,015 shares 29,015 $5.06M 0.75% +7 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: 108,661 shares; 2024Q4: 108,960 shares; 2025Q1: 103,712 shares; 2025Q2: 106,815 shares; 2025Q3: 108,937 shares; 2025Q4: 110,541 shares; 2026Q1: 108,395 shares 108,395 $5.04M 0.75% -2,146 Timeline IEF 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: 23,186 shares; 2024Q4: 26,434 shares; 2025Q1: 35,323 shares; 2025Q2: 37,974 shares; 2025Q3: 47,587 shares; 2025Q4: 51,992 shares; 2026Q1: 51,953 shares 51,953 $4.96M 0.74% -39 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,070 shares; 2024Q4: 57,317 shares; 2025Q1: 52,033 shares; 2025Q2: 53,433 shares; 2025Q3: 60,002 shares; 2025Q4: 60,001 shares; 2026Q1: 67,478 shares 67,478 $4.77M 0.71% +7,477 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: 21,629 shares; 2024Q4: 21,710 shares; 2025Q1: 22,106 shares; 2025Q2: 22,237 shares; 2025Q3: 22,347 shares; 2025Q4: 22,524 shares; 2026Q1: 21,886 shares 21,886 $4.76M 0.71% -638 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 67,577 shares 67,577 $4.75M 0.71% new 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: 19,640 shares; 2024Q4: 19,523 shares; 2025Q1: 18,667 shares; 2025Q2: 18,612 shares; 2025Q3: 19,136 shares; 2025Q4: 18,850 shares; 2026Q1: 22,317 shares 22,317 $4.69M 0.7% +3,467 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: 28,608 shares; 2024Q4: 29,078 shares; 2025Q1: 33,688 shares; 2025Q2: 34,145 shares; 2025Q3: 35,488 shares; 2025Q4: 28,498 shares; 2026Q1: 44,705 shares 44,705 $4.31M 0.64% +16,207 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: 17,038 shares; 2024Q4: 19,018 shares; 2025Q1: 18,917 shares; 2025Q2: 18,235 shares; 2025Q3: 17,935 shares; 2025Q4: 20,547 shares; 2026Q1: 19,955 shares 19,955 $4.29M 0.64% -592 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: 26,922 shares; 2024Q4: 27,234 shares; 2025Q1: 27,233 shares; 2025Q2: 27,409 shares; 2025Q3: 26,982 shares; 2025Q4: 26,979 shares; 2026Q1: 26,132 shares 26,132 $4.17M 0.62% -847 Timeline FVD 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: 75,227 shares; 2024Q4: 93,538 shares; 2025Q1: 80,842 shares; 2025Q2: 79,997 shares; 2025Q3: 80,314 shares; 2025Q4: 129,212 shares; 2026Q1: 87,952 shares 87,952 $4.14M 0.61% -41,260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,979 shares 40,979 $4.03M 0.6% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,482 shares; 2024Q4: 51,652 shares; 2025Q1: 50,666 shares; 2025Q2: 51,905 shares; 2025Q3: 40,677 shares; 2025Q4: 39,873 shares; 2026Q1: 10,289 shares 10,289 $4.03M 0.6% -29,584 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,588 shares 14,588 $3.95M 0.59% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,609 shares; 2024Q4: 37,128 shares; 2025Q1: 34,980 shares; 2025Q2: 35,265 shares; 2025Q3: 35,972 shares; 2025Q4: 36,550 shares; 2026Q1: 31,679 shares 31,679 $3.64M 0.54% -4,871 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: 12,213 shares; 2024Q4: 12,662 shares; 2025Q1: 13,072 shares; 2025Q2: 13,416 shares; 2025Q3: 12,222 shares; 2025Q4: 12,144 shares; 2026Q1: 10,282 shares 10,282 $3.47M 0.52% -1,862 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: 54,064 shares; 2024Q4: 52,479 shares; 2025Q1: 53,445 shares; 2025Q2: 53,642 shares; 2025Q3: 53,123 shares; 2025Q4: 53,329 shares; 2026Q1: 56,190 shares 56,190 $3.4M 0.5% +2,861 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: 3,694 shares; 2024Q4: 3,611 shares; 2025Q1: 3,334 shares; 2025Q2: 3,110 shares; 2025Q3: 2,883 shares; 2025Q4: 28,971 shares; 2026Q1: 34,611 shares 34,611 $3.33M 0.49% +5,640 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: 5,886 shares; 2024Q4: 6,092 shares; 2025Q1: 5,497 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares; 2025Q4: 5,703 shares; 2026Q1: 5,753 shares 5,753 $3.24M 0.48% +50 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: 27,848 shares; 2024Q4: 28,225 shares; 2025Q1: 26,822 shares; 2025Q2: 25,864 shares; 2025Q3: 24,631 shares; 2025Q4: 24,969 shares; 2026Q1: 23,221 shares 23,221 $3.24M 0.48% -1,748 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: 46,241 shares; 2024Q4: 45,783 shares; 2025Q1: 46,673 shares; 2025Q2: 45,431 shares; 2025Q3: 43,037 shares; 2025Q4: 43,056 shares; 2026Q1: 44,992 shares 44,992 $3.24M 0.48% +1,936 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: 9,676 shares; 2024Q4: 9,793 shares; 2025Q1: 8,664 shares; 2025Q2: 8,586 shares; 2025Q3: 9,217 shares; 2025Q4: 9,030 shares; 2026Q1: 8,612 shares 8,612 $3.2M 0.48% -418 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: 18,400 shares; 2024Q4: 18,420 shares; 2025Q1: 17,906 shares; 2025Q2: 17,924 shares; 2025Q3: 17,133 shares; 2025Q4: 17,115 shares; 2026Q1: 16,139 shares 16,139 $3.11M 0.46% -976 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,441 shares; 2024Q4: 21,542 shares; 2025Q1: 22,635 shares; 2025Q2: 23,351 shares; 2025Q3: 20,573 shares; 2025Q4: 21,113 shares; 2026Q1: 20,742 shares 20,742 $3.05M 0.45% -371 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: 39,404 shares; 2024Q4: 40,803 shares; 2025Q1: 47,382 shares; 2025Q2: 47,714 shares; 2025Q3: 48,573 shares; 2025Q4: 48,751 shares; 2026Q1: 52,834 shares 52,834 $3.05M 0.45% +4,083 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: 10,708 shares; 2024Q4: 10,721 shares; 2025Q1: 11,102 shares; 2025Q2: 11,395 shares; 2025Q3: 11,399 shares; 2025Q4: 11,321 shares; 2026Q1: 10,607 shares 10,607 $3.04M 0.45% -714 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,212 shares; 2025Q1: 3,355 shares; 2025Q2: 3,276 shares; 2025Q3: 3,367 shares; 2025Q4: 3,320 shares; 2026Q1: 3,293 shares 3,293 $3.03M 0.45% -27 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: 16,110 shares; 2024Q4: 17,698 shares; 2025Q1: 16,036 shares; 2025Q2: 16,169 shares; 2025Q3: 16,249 shares; 2025Q4: 33,006 shares; 2026Q1: 20,685 shares 20,685 $3.02M 0.45% -12,321 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: 29,427 shares; 2024Q4: 30,003 shares; 2025Q1: 28,339 shares; 2025Q2: 28,799 shares; 2025Q3: 30,910 shares; 2025Q4: 30,579 shares; 2026Q1: 32,772 shares 32,772 $2.94M 0.44% +2,193 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: 15,252 shares; 2024Q4: 15,520 shares; 2025Q1: 14,977 shares; 2025Q2: 14,774 shares; 2025Q3: 14,750 shares; 2025Q4: 14,765 shares; 2026Q1: 14,626 shares 14,626 $2.87M 0.43% -139 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: 1,832 shares; 2024Q4: 2,235 shares; 2025Q1: 3,764 shares; 2025Q2: 3,921 shares; 2025Q3: 4,302 shares; 2025Q4: 4,428 shares; 2026Q1: 4,887 shares 4,887 $2.82M 0.42% +459 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,462 shares; 2024Q4: 297,157 shares; 2025Q1: 225,890 shares; 2025Q2: 222,628 shares; 2025Q3: 233,588 shares; 2025Q4: 238,708 shares; 2026Q1: 57,596 shares 57,596 $2.81M 0.42% -181,112 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: 11,807 shares; 2024Q4: 11,699 shares; 2025Q1: 11,942 shares; 2025Q2: 11,222 shares; 2025Q3: 11,421 shares; 2025Q4: 11,293 shares; 2026Q1: 11,219 shares 11,219 $2.77M 0.41% -74 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: 31,897 shares; 2024Q4: 33,251 shares; 2025Q1: 45,452 shares; 2025Q2: 46,532 shares; 2025Q3: 51,500 shares; 2025Q4: 53,214 shares; 2026Q1: 57,329 shares 57,329 $2.77M 0.41% +4,115 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: 3,307 shares; 2024Q4: 3,301 shares; 2025Q1: 3,235 shares; 2025Q2: 3,348 shares; 2025Q3: 3,439 shares; 2025Q4: 3,377 shares; 2026Q1: 3,067 shares 3,067 $2.75M 0.41% -310 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: 21,662 shares; 2024Q4: 21,442 shares; 2025Q1: 20,894 shares; 2025Q2: 21,262 shares; 2025Q3: 21,611 shares; 2025Q4: 21,750 shares; 2026Q1: 23,227 shares 23,227 $2.63M 0.39% +1,477 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: 9,317 shares; 2024Q4: 9,551 shares; 2025Q1: 9,922 shares; 2025Q2: 10,334 shares; 2025Q3: 12,160 shares; 2025Q4: 12,306 shares; 2026Q1: 11,016 shares 11,016 $2.6M 0.39% -1,290 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: 16,534 shares; 2024Q4: 17,309 shares; 2025Q1: 17,489 shares; 2025Q2: 17,789 shares; 2025Q3: 19,032 shares; 2025Q4: 19,243 shares; 2026Q1: 19,238 shares 19,238 $2.54M 0.38% -5 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: 7,074 shares; 2024Q4: 7,084 shares; 2025Q1: 7,394 shares; 2025Q2: 7,477 shares; 2025Q3: 7,781 shares; 2025Q4: 7,773 shares; 2026Q1: 8,740 shares 8,740 $2.51M 0.37% +967 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,055 shares; 2025Q1: 4,864 shares; 2025Q2: 4,938 shares; 2025Q3: 5,172 shares; 2025Q4: 5,197 shares; 2026Q1: 5,181 shares 5,181 $2.39M 0.36% -16 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: 36,713 shares; 2024Q4: 36,117 shares; 2025Q1: 31,688 shares; 2025Q2: 31,902 shares; 2025Q3: 32,606 shares; 2025Q4: 32,246 shares; 2026Q1: 32,140 shares 32,140 $2.34M 0.35% -106 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: 6,153 shares; 2024Q4: 6,060 shares; 2025Q1: 6,035 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,566 shares; 2026Q1: 5,565 shares 5,565 $2.32M 0.34% -1 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: 24,040 shares; 2024Q4: 22,265 shares; 2025Q1: 21,159 shares; 2025Q2: 20,186 shares; 2025Q3: 19,700 shares; 2025Q4: 19,137 shares; 2026Q1: 13,519 shares 13,519 $2.29M 0.34% -5,618 Timeline SPDW 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: 40,518 shares; 2024Q4: 40,615 shares; 2025Q1: 42,708 shares; 2025Q2: 44,779 shares; 2025Q3: 44,284 shares; 2025Q4: 45,768 shares; 2026Q1: 49,722 shares 49,722 $2.27M 0.34% +3,954 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: 7,188 shares; 2024Q4: 7,256 shares; 2025Q1: 6,888 shares; 2025Q2: 6,820 shares; 2025Q3: 6,825 shares; 2025Q4: 6,812 shares; 2026Q1: 7,366 shares 7,366 $2.23M 0.33% +554 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: 20,236 shares; 2024Q4: 20,696 shares; 2025Q1: 20,426 shares; 2025Q2: 20,650 shares; 2025Q3: 20,864 shares; 2025Q4: 21,066 shares; 2026Q1: 21,583 shares 21,583 $2.22M 0.33% +517 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: 10,742 shares 10,742 $2.12M 0.31% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,698 shares; 2025Q1: 8,249 shares; 2025Q2: 8,566 shares; 2025Q3: 8,208 shares; 2025Q4: 8,194 shares; 2026Q1: 6,155 shares 6,155 $2.1M 0.31% -2,039 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: 14,578 shares; 2024Q4: 14,651 shares; 2025Q1: 12,706 shares; 2025Q2: 13,035 shares; 2025Q3: 13,459 shares; 2025Q4: 13,645 shares; 2026Q1: 14,014 shares 14,014 $2.03M 0.3% +369 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: 13,427 shares; 2024Q4: 13,272 shares; 2025Q1: 12,938 shares; 2025Q2: 12,799 shares; 2025Q3: 10,839 shares; 2025Q4: 10,808 shares; 2026Q1: 13,226 shares 13,226 $1.95M 0.29% +2,418 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: 2,375 shares; 2024Q4: 2,461 shares; 2025Q1: 2,425 shares; 2025Q2: 2,439 shares; 2025Q3: 2,253 shares; 2025Q4: 2,258 shares; 2026Q1: 2,238 shares 2,238 $1.94M 0.29% -20 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,526 shares; 2024Q4: 16,936 shares; 2025Q1: 18,521 shares; 2025Q2: 19,057 shares; 2025Q3: 20,434 shares; 2025Q4: 20,520 shares; 2026Q1: 19,762 shares 19,762 $1.92M 0.29% -758 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: 9,974 shares; 2024Q4: 9,426 shares; 2025Q1: 11,554 shares; 2025Q2: 12,502 shares; 2025Q3: 11,157 shares; 2025Q4: 11,161 shares; 2026Q1: 9,417 shares 9,417 $1.92M 0.28% -1,744 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 5,068 shares; 2025Q1: 5,163 shares; 2025Q2: 5,245 shares; 2025Q3: 5,418 shares; 2025Q4: 5,491 shares; 2026Q1: 5,774 shares 5,774 $1.88M 0.28% +283 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: 6,989 shares; 2024Q4: 6,991 shares; 2025Q1: 6,244 shares; 2025Q2: 6,439 shares; 2025Q3: 6,450 shares; 2025Q4: 6,183 shares; 2026Q1: 6,177 shares 6,177 $1.87M 0.28% -6 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: 3,933 shares; 2024Q4: 3,798 shares; 2025Q1: 3,896 shares; 2025Q2: 3,904 shares; 2025Q3: 4,241 shares; 2025Q4: 4,226 shares; 2026Q1: 3,780 shares 3,780 $1.86M 0.28% -446 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,776 shares; 2025Q1: 4,992 shares; 2025Q2: 4,700 shares; 2025Q3: 4,414 shares; 2025Q4: 4,362 shares; 2026Q1: 4,758 shares 4,758 $1.86M 0.28% +396 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,594 shares; 2025Q4: 19,832 shares; 2026Q1: 29,177 shares 29,177 $1.86M 0.28% +9,345 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: 9,644 shares; 2024Q4: 10,035 shares; 2025Q1: 11,409 shares; 2025Q2: 11,645 shares; 2025Q3: 11,910 shares; 2025Q4: 11,810 shares; 2026Q1: 10,046 shares 10,046 $1.81M 0.27% -1,764 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 5,743 shares; 2025Q1: 8,371 shares; 2025Q2: 8,804 shares; 2025Q3: 8,888 shares; 2025Q4: 8,987 shares; 2026Q1: 8,965 shares 8,965 $1.81M 0.27% -22 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: not reported; 2024Q4: 6,762 shares; 2025Q1: 10,477 shares; 2025Q2: 11,626 shares; 2025Q3: 11,729 shares; 2025Q4: 11,648 shares; 2026Q1: 5,351 shares 5,351 $1.81M 0.27% -6,297 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 3,801 shares 3,801 $1.8M 0.27% new Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,033 shares; 2024Q4: 23,394 shares; 2025Q1: 23,032 shares; 2025Q2: 23,726 shares; 2025Q3: 24,167 shares; 2025Q4: 24,434 shares; 2026Q1: 23,176 shares 23,176 $1.74M 0.26% -1,258 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: 5,080 shares; 2024Q4: 5,277 shares; 2025Q1: 5,249 shares; 2025Q2: 5,423 shares; 2025Q3: 5,892 shares; 2025Q4: 5,248 shares; 2026Q1: 5,974 shares 5,974 $1.74M 0.26% +726 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 9,155 shares; 2026Q1: 29,550 shares 29,550 $1.72M 0.26% +20,395 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: 23,840 shares; 2024Q4: 25,960 shares; 2025Q1: 32,830 shares; 2025Q2: 34,282 shares; 2025Q3: 40,184 shares; 2025Q4: 38,884 shares; 2026Q1: 33,454 shares 33,454 $1.72M 0.26% -5,430 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 9,490 shares; 2025Q1: 6,633 shares; 2025Q2: 6,689 shares; 2025Q3: 5,916 shares; 2025Q4: 6,221 shares; 2026Q1: 9,842 shares 9,842 $1.72M 0.26% +3,621 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: 32,035 shares; 2024Q4: 31,885 shares; 2025Q1: 37,135 shares; 2025Q2: 27,160 shares; 2025Q3: 28,325 shares; 2025Q4: 24,055 shares; 2026Q1: 25,174 shares 25,174 $1.72M 0.26% +1,119 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 589 shares; 2025Q4: not reported; 2026Q1: 1,940 shares 1,940 $1.69M 0.25% new 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: 17,149 shares; 2024Q4: 17,956 shares; 2025Q1: 19,067 shares; 2025Q2: 19,324 shares; 2025Q3: 19,605 shares; 2025Q4: 19,922 shares; 2026Q1: 22,133 shares 22,133 $1.67M 0.25% +2,211 Timeline FEZ 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: 30,992 shares; 2024Q4: 31,625 shares; 2025Q1: 23,863 shares; 2025Q2: 23,700 shares; 2025Q3: 24,019 shares; 2025Q4: 24,813 shares; 2026Q1: 26,753 shares 26,753 $1.66M 0.25% +1,940 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: 5,015 shares; 2024Q4: 6,763 shares; 2025Q1: 11,884 shares; 2025Q2: 12,555 shares; 2025Q3: 13,474 shares; 2025Q4: 13,558 shares; 2026Q1: 14,279 shares 14,279 $1.65M 0.25% +721 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: 72,674 shares; 2024Q4: 76,244 shares; 2025Q1: 76,180 shares; 2025Q2: 80,936 shares; 2025Q3: 86,721 shares; 2025Q4: 85,422 shares; 2026Q1: 85,426 shares 85,426 $1.65M 0.25% +4 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,215 shares; 2024Q4: 14,301 shares; 2025Q1: 15,456 shares; 2025Q2: 15,499 shares; 2025Q3: 14,205 shares; 2025Q4: 14,177 shares; 2026Q1: 13,134 shares 13,134 $1.65M 0.24% -1,043 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: 29,842 shares; 2024Q4: 30,407 shares; 2025Q1: 31,115 shares; 2025Q2: 32,377 shares; 2025Q3: 33,142 shares; 2025Q4: 33,514 shares; 2026Q1: 31,377 shares 31,377 $1.63M 0.24% -2,137 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,893 shares; 2024Q4: 25,063 shares; 2025Q1: 26,945 shares; 2025Q2: 27,573 shares; 2025Q3: 30,388 shares; 2025Q4: 29,243 shares; 2026Q1: 33,412 shares 33,412 $1.61M 0.24% +4,169 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: 1,470 shares; 2024Q4: 968 shares; 2025Q1: 950 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 911 shares; 2026Q1: 4,861 shares 4,861 $1.6M 0.24% +3,950 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,490 shares; 2025Q2: 39,569 shares; 2025Q3: 41,829 shares; 2025Q4: 44,869 shares; 2026Q1: 50,583 shares 50,583 $1.6M 0.24% +5,714 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: 4,278 shares; 2024Q4: 4,342 shares; 2025Q1: 4,491 shares; 2025Q2: 4,563 shares; 2025Q3: 4,774 shares; 2025Q4: 4,788 shares; 2026Q1: 4,941 shares 4,941 $1.58M 0.24% +153 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,916 shares 7,916 $1.57M 0.23% new 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: not reported; 2026Q1: 20,154 shares 20,154 $1.53M 0.23% new 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: 12,598 shares; 2024Q4: 12,298 shares; 2025Q1: 12,318 shares; 2025Q2: 13,328 shares; 2025Q3: 13,328 shares; 2025Q4: 13,435 shares; 2026Q1: 13,285 shares 13,285 $1.48M 0.22% -150 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: 4,154 shares; 2024Q4: 8,160 shares; 2025Q1: 8,530 shares; 2025Q2: 7,883 shares; 2025Q3: 8,074 shares; 2025Q4: 8,207 shares; 2026Q1: 9,115 shares 9,115 $1.46M 0.22% +908 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: 7,871 shares; 2024Q4: 7,912 shares; 2025Q1: 8,060 shares; 2025Q2: 8,220 shares; 2025Q3: 8,450 shares; 2025Q4: 8,436 shares; 2026Q1: 8,767 shares 8,767 $1.45M 0.22% +331 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: 9,520 shares; 2024Q4: 9,520 shares; 2025Q1: 9,651 shares; 2025Q2: 9,651 shares; 2025Q3: 9,651 shares; 2025Q4: 9,706 shares; 2026Q1: 9,859 shares 9,859 $1.44M 0.21% +153 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: 36,045 shares; 2024Q4: 39,486 shares; 2025Q1: 44,962 shares; 2025Q2: 46,015 shares; 2025Q3: 50,633 shares; 2025Q4: 37,194 shares; 2026Q1: 49,485 shares 49,485 $1.42M 0.21% +12,291 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: 1,313 shares; 2025Q1: 1,297 shares; 2025Q2: 1,317 shares; 2025Q3: 1,312 shares; 2025Q4: 1,298 shares; 2026Q1: 1,434 shares 1,434 $1.38M 0.21% +136 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: 5,455 shares; 2024Q4: 4,356 shares; 2025Q1: 4,224 shares; 2025Q2: 3,488 shares; 2025Q3: 5,066 shares; 2025Q4: 4,632 shares; 2026Q1: 4,951 shares 4,951 $1.34M 0.2% +319 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: 1,513 shares; 2024Q4: 1,325 shares; 2025Q1: 1,327 shares; 2025Q2: 1,319 shares; 2025Q3: 1,304 shares; 2025Q4: 1,305 shares; 2026Q1: 1,324 shares 1,324 $1.32M 0.2% +19 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,197 shares; 2024Q4: 7,229 shares; 2025Q1: 5,815 shares; 2025Q2: 5,898 shares; 2025Q3: 5,900 shares; 2025Q4: 5,980 shares; 2026Q1: 7,702 shares 7,702 $1.32M 0.2% +1,722 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: not reported; 2024Q4: 913 shares; 2025Q1: 1,915 shares; 2025Q2: 2,077 shares; 2025Q3: 2,240 shares; 2025Q4: 2,170 shares; 2026Q1: 2,203 shares 2,203 $1.3M 0.19% +33 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: 1,551 shares; 2024Q4: 1,506 shares; 2025Q1: 1,349 shares; 2025Q2: 1,396 shares; 2025Q3: 1,531 shares; 2025Q4: 7,778 shares; 2026Q1: 12,400 shares 12,400 $1.3M 0.19% +4,622 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,001 shares; 2025Q1: 7,341 shares; 2025Q2: 7,438 shares; 2025Q3: 8,172 shares; 2025Q4: 7,260 shares; 2026Q1: 8,495 shares 8,495 $1.27M 0.19% +1,235 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: 5,258 shares; 2024Q4: 5,308 shares; 2025Q1: 5,302 shares; 2025Q2: 5,224 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,201 shares 5,201 $1.26M 0.19% -49 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,062 shares; 2025Q1: 17,595 shares; 2025Q2: 18,734 shares; 2025Q3: 17,952 shares; 2025Q4: 18,313 shares; 2026Q1: 25,671 shares 25,671 $1.26M 0.19% +7,358 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: 2,800 shares; 2024Q4: 2,700 shares; 2025Q1: 2,722 shares; 2025Q2: 2,702 shares; 2025Q3: 2,642 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares 2,612 $1.25M 0.19% 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: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,558 shares; 2025Q3: 2,540 shares; 2025Q4: 2,543 shares; 2026Q1: 2,493 shares 2,493 $1.25M 0.19% -50 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: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,494 shares; 2025Q2: 7,491 shares; 2025Q3: 7,368 shares; 2025Q4: 7,310 shares; 2026Q1: 7,518 shares 7,518 $1.24M 0.18% +208 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: 2,396 shares; 2024Q4: 2,398 shares; 2025Q1: 2,483 shares; 2025Q2: 2,708 shares; 2025Q3: 2,603 shares; 2025Q4: 2,857 shares; 2026Q1: 2,830 shares 2,830 $1.24M 0.18% -27 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: 6,189 shares; 2024Q4: 6,179 shares; 2025Q1: 5,988 shares; 2025Q2: 6,133 shares; 2025Q3: 5,595 shares; 2025Q4: 5,593 shares; 2026Q1: 6,616 shares 6,616 $1.24M 0.18% +1,023 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: 30,418 shares; 2024Q4: 30,418 shares; 2025Q1: 30,418 shares; 2025Q2: 30,418 shares; 2025Q3: 32,162 shares; 2025Q4: 31,898 shares; 2026Q1: 31,898 shares 31,898 $1.21M 0.18% 0 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: 9,313 shares; 2025Q1: 9,329 shares; 2025Q2: 9,406 shares; 2025Q3: 9,631 shares; 2025Q4: 9,640 shares; 2026Q1: 9,640 shares 9,640 $1.18M 0.18% 0 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: 12,345 shares; 2024Q4: 12,486 shares; 2025Q1: 12,229 shares; 2025Q2: 12,677 shares; 2025Q3: 12,237 shares; 2025Q4: 12,349 shares; 2026Q1: 12,448 shares 12,448 $1.17M 0.17% +99 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,538 shares; 2024Q4: 20,282 shares; 2025Q1: 24,770 shares; 2025Q2: 23,827 shares; 2025Q3: 22,921 shares; 2025Q4: 23,042 shares; 2026Q1: 21,044 shares 21,044 $1.13M 0.17% -1,998 Timeline FXL 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: 6,670 shares; 2024Q4: 6,729 shares; 2025Q1: 5,642 shares; 2025Q2: 5,788 shares; 2025Q3: 6,176 shares; 2025Q4: 6,356 shares; 2026Q1: 7,103 shares 7,103 $1.13M 0.17% +747 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,662 shares 11,662 $1.13M 0.17% new 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: 43,371 shares; 2024Q4: 44,281 shares; 2025Q1: 21,151 shares; 2025Q2: 21,416 shares; 2025Q3: 20,947 shares; 2025Q4: 20,440 shares; 2026Q1: 20,830 shares 20,830 $1.13M 0.17% +390 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,396 shares; 2024Q4: 118,774 shares; 2025Q1: 140,111 shares; 2025Q2: 150,244 shares; 2025Q3: 163,747 shares; 2025Q4: 180,256 shares; 2026Q1: 48,173 shares 48,173 $1.12M 0.17% -132,083 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 6,454 shares; 2025Q1: 10,757 shares; 2025Q2: 12,094 shares; 2025Q3: 14,497 shares; 2025Q4: 12,645 shares; 2026Q1: 17,374 shares 17,374 $1.12M 0.17% +4,729 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,266 shares; 2025Q3: 4,676 shares; 2025Q4: 4,903 shares; 2026Q1: 7,332 shares 7,332 $1.1M 0.16% +2,429 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: 13,423 shares; 2024Q4: 13,277 shares; 2025Q1: 11,906 shares; 2025Q2: 11,854 shares; 2025Q3: 10,912 shares; 2025Q4: 11,236 shares; 2026Q1: 11,809 shares 11,809 $1M 0.15% +573 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 6,765 shares 6,765 $990K 0.15% new Timeline FBT 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: 5,832 shares; 2024Q4: 6,058 shares; 2025Q1: 4,338 shares; 2025Q2: 4,468 shares; 2025Q3: 4,872 shares; 2025Q4: 4,980 shares; 2026Q1: 4,929 shares 4,929 $990K 0.15% -51 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,031 shares; 2025Q2: 17,559 shares; 2025Q3: 18,806 shares; 2025Q4: 19,610 shares; 2026Q1: 22,462 shares 22,462 $956K 0.14% +2,852 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 12,068 shares; 2025Q1: 18,798 shares; 2025Q2: 20,066 shares; 2025Q3: 24,003 shares; 2025Q4: 20,551 shares; 2026Q1: 25,250 shares 25,250 $928K 0.14% +4,699 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,481 shares; 2024Q4: 38,922 shares; 2025Q1: 46,422 shares; 2025Q2: 34,172 shares; 2025Q3: 34,222 shares; 2025Q4: 26,801 shares; 2026Q1: 32,001 shares 32,001 $919K 0.14% +5,200 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 79,499 shares; 2025Q4: 93,452 shares; 2026Q1: 177,657 shares 177,657 $918K 0.14% +84,205 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,644 shares; 2024Q4: 8,698 shares; 2025Q1: 8,728 shares; 2025Q2: 9,120 shares; 2025Q3: 9,053 shares; 2025Q4: 9,164 shares; 2026Q1: 9,351 shares 9,351 $856K 0.13% +187 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: 6,966 shares; 2024Q4: 6,466 shares; 2025Q1: 5,932 shares; 2025Q2: 5,035 shares; 2025Q3: 4,669 shares; 2025Q4: 4,297 shares; 2026Q1: 3,838 shares 3,838 $790K 0.12% -459 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,542 shares; 2025Q2: 2,557 shares; 2025Q3: 2,555 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares 2,460 $783K 0.12% 0 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: 5,304 shares; 2024Q4: 5,448 shares; 2025Q1: 5,350 shares; 2025Q2: 5,833 shares; 2025Q3: 7,266 shares; 2025Q4: 7,508 shares; 2026Q1: 9,445 shares 9,445 $782K 0.12% +1,937 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: 4,969 shares; 2024Q4: 5,102 shares; 2025Q1: 5,174 shares; 2025Q2: 5,140 shares; 2025Q3: 7,654 shares; 2025Q4: 7,747 shares; 2026Q1: 8,737 shares 8,737 $775K 0.12% +990 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 11,015 shares 11,015 $763K 0.11% new 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,203 shares; 2026Q1: 1,980 shares 1,980 $705K 0.1% -223 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: 4,487 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,587 shares; 2025Q3: 4,572 shares; 2025Q4: 4,491 shares; 2026Q1: 4,530 shares 4,530 $692K 0.1% +39 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 13,377 shares; 2025Q1: 13,177 shares; 2025Q2: 14,560 shares; 2025Q3: 14,562 shares; 2025Q4: 14,178 shares; 2026Q1: 14,177 shares 14,177 $686K 0.1% -1 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,618 shares 29,618 $662K 0.1% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,125 shares; 2026Q1: 1,538 shares 1,538 $662K 0.1% +413 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: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 4,203 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,176 shares; 2026Q1: 4,183 shares 4,183 $650K 0.1% +7 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,649 shares; 2025Q1: 3,771 shares; 2025Q2: 3,126 shares; 2025Q3: 3,196 shares; 2025Q4: 3,208 shares; 2026Q1: 3,097 shares 3,097 $603K 0.09% -111 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,169 shares; 2026Q1: 7,093 shares 7,093 $568K 0.08% -76 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,708 shares; 2025Q1: 1,666 shares; 2025Q2: 1,673 shares; 2025Q3: 2,174 shares; 2025Q4: 2,473 shares; 2026Q1: 2,656 shares 2,656 $568K 0.08% +183 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: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,201 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $557K 0.08% 0 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 825 shares; 2025Q2: 679 shares; 2025Q3: 633 shares; 2025Q4: 629 shares; 2026Q1: 656 shares 656 $555K 0.08% +27 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,449 shares; 2025Q2: 2,426 shares; 2025Q3: 2,426 shares; 2025Q4: 2,498 shares; 2026Q1: 2,399 shares 2,399 $551K 0.08% -99 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: 899 shares; 2024Q4: 911 shares; 2025Q1: 849 shares; 2025Q2: 855 shares; 2025Q3: 864 shares; 2025Q4: 914 shares; 2026Q1: 857 shares 857 $529K 0.08% -57 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: 7,822 shares; 2024Q4: 8,322 shares; 2025Q1: 7,802 shares; 2025Q2: 7,803 shares; 2025Q3: 7,802 shares; 2025Q4: 7,886 shares; 2026Q1: 7,802 shares 7,802 $515K 0.08% -84 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: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,195 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,376 shares; 2026Q1: 2,592 shares 2,592 $503K 0.07% +216 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 422 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 424 shares; 2026Q1: 425 shares 425 $493K 0.07% +1 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 10,582 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares; 2026Q1: 11,229 shares 11,229 $478K 0.07% +647 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: 6,969 shares; 2024Q4: 6,777 shares; 2025Q1: 6,645 shares; 2025Q2: 6,562 shares; 2025Q3: 6,710 shares; 2025Q4: 7,134 shares; 2026Q1: 8,380 shares 8,380 $475K 0.07% +1,246 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 589 shares; 2026Q1: 724 shares 724 $473K 0.07% +135 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: 6,403 shares; 2024Q4: 7,203 shares; 2025Q1: 6,796 shares; 2025Q2: 6,713 shares; 2025Q3: 8,205 shares; 2025Q4: 8,283 shares; 2026Q1: 8,283 shares 8,283 $473K 0.07% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,125 shares; 2024Q4: 19,125 shares; 2025Q1: 19,125 shares; 2025Q2: 19,125 shares; 2025Q3: 20,610 shares; 2025Q4: 21,110 shares; 2026Q1: 21,110 shares 21,110 $471K 0.07% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,478 shares; 2025Q4: 8,876 shares; 2026Q1: 9,548 shares 9,548 $469K 0.07% +672 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: 2,451 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares 2,251 $468K 0.07% 0 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: 8,508 shares; 2024Q4: 8,033 shares; 2025Q1: 9,120 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,384 shares; 2026Q1: 9,348 shares 9,348 $456K 0.07% +964 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: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 1,391 shares; 2025Q3: 1,412 shares; 2025Q4: 1,381 shares; 2026Q1: 1,383 shares 1,383 $454K 0.07% +2 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: 10,887 shares; 2024Q4: 10,457 shares; 2025Q1: 12,809 shares; 2025Q2: 13,640 shares; 2025Q3: 16,696 shares; 2025Q4: 13,376 shares; 2026Q1: 3,688 shares 3,688 $447K 0.07% -9,688 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: 5,933 shares; 2024Q4: 5,933 shares; 2025Q1: 6,133 shares; 2025Q2: 6,133 shares; 2025Q3: 5,933 shares; 2025Q4: 5,933 shares; 2026Q1: 5,933 shares 5,933 $442K 0.07% 0 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: 1,416 shares; 2024Q4: 1,499 shares; 2025Q1: 1,500 shares; 2025Q2: 1,487 shares; 2025Q3: 1,486 shares; 2025Q4: 1,500 shares; 2026Q1: 1,375 shares 1,375 $441K 0.07% -125 Timeline HYMB 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: 21,730 shares; 2024Q4: 20,925 shares; 2025Q1: 20,301 shares; 2025Q2: 19,204 shares; 2025Q3: 19,056 shares; 2025Q4: 16,226 shares; 2026Q1: 17,554 shares 17,554 $435K 0.06% +1,328 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,814 shares; 2024Q4: 1,803 shares; 2025Q1: 1,703 shares; 2025Q2: 1,866 shares; 2025Q3: 1,927 shares; 2025Q4: 2,026 shares; 2026Q1: 1,892 shares 1,892 $428K 0.06% -134 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,213 shares; 2024Q4: 9,120 shares; 2025Q1: 17,364 shares; 2025Q2: 17,474 shares; 2025Q3: 13,688 shares; 2025Q4: 13,668 shares; 2026Q1: 3,585 shares 3,585 $426K 0.06% -10,083 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: 4,768 shares; 2024Q4: 4,673 shares; 2025Q1: 4,481 shares; 2025Q2: 4,318 shares; 2025Q3: 3,945 shares; 2025Q4: 3,782 shares; 2026Q1: 4,001 shares 4,001 $425K 0.06% +219 Timeline TFI 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: 11,999 shares; 2024Q4: 11,381 shares; 2025Q1: 11,229 shares; 2025Q2: 10,548 shares; 2025Q3: 10,285 shares; 2025Q4: 8,617 shares; 2026Q1: 9,268 shares 9,268 $420K 0.06% +651 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: 6,877 shares; 2024Q4: 6,677 shares; 2025Q1: 6,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,725 shares; 2025Q4: 4,200 shares; 2026Q1: 3,700 shares 3,700 $420K 0.06% -500 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,810 shares; 2024Q4: 21,921 shares; 2025Q1: 9,257 shares; 2025Q2: 8,695 shares; 2025Q3: 5,484 shares; 2025Q4: 5,379 shares; 2026Q1: 6,072 shares 6,072 $410K 0.06% +693 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 7,390 shares; 2025Q3: 10,515 shares; 2025Q4: 10,515 shares; 2026Q1: 10,515 shares 10,515 $409K 0.06% 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: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,291 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 2,046 shares; 2026Q1: 2,010 shares 2,010 $394K 0.06% -36 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $394K 0.06% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,379 shares; 2024Q4: 12,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,255 shares; 2025Q4: not reported; 2026Q1: 34,475 shares 34,475 $387K 0.06% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 7,941 shares; 2025Q1: 7,253 shares; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,486 shares; 2026Q1: 6,424 shares 6,424 $380K 0.06% -62 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: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,123 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares; 2026Q1: 3,123 shares 3,123 $370K 0.06% -25 Timeline EFAV 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: 5,156 shares; 2024Q4: 5,149 shares; 2025Q1: 5,036 shares; 2025Q2: 4,920 shares; 2025Q3: 4,684 shares; 2025Q4: 4,078 shares; 2026Q1: 3,995 shares 3,995 $365K 0.05% -83 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: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 2,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $338K 0.05% 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: 11,230 shares; 2024Q4: 9,994 shares; 2025Q1: 9,716 shares; 2025Q2: 8,026 shares; 2025Q3: 7,875 shares; 2025Q4: 6,854 shares; 2026Q1: 3,446 shares 3,446 $332K 0.05% -3,408 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: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,745 shares; 2025Q2: 1,859 shares; 2025Q3: 1,854 shares; 2025Q4: 1,177 shares; 2026Q1: 1,136 shares 1,136 $322K 0.05% -41 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: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,591 shares; 2025Q2: 1,598 shares; 2025Q3: 1,591 shares; 2025Q4: 1,598 shares; 2026Q1: 1,620 shares 1,620 $321K 0.05% +22 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: 51,642 shares; 2024Q4: 52,926 shares; 2025Q1: 64,111 shares; 2025Q2: 67,125 shares; 2025Q3: 80,848 shares; 2025Q4: 63,821 shares; 2026Q1: 3,868 shares 3,868 $312K 0.05% -59,953 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 74 shares 74 $312K 0.05% -19 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,638 shares; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,545 shares; 2026Q1: 1,632 shares 1,632 $309K 0.05% +87 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 231 shares; 2026Q1: 234 shares 234 $309K 0.05% +3 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares 2,589 $307K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $306K 0.05% new 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: 4,324 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares; 2026Q1: 4,274 shares 4,274 $296K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,066 shares; 2025Q1: 3,626 shares; 2025Q2: 3,701 shares; 2025Q3: 3,440 shares; 2025Q4: 2,832 shares; 2026Q1: 2,755 shares 2,755 $292K 0.04% -77 Timeline KFY KORN FERRY More: the full row for KORN FERRY 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: 4,997 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares 4,497 $283K 0.04% 0 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: 1,537 shares; 2024Q4: 1,466 shares; 2025Q1: 1,380 shares; 2025Q2: 1,353 shares; 2025Q3: 1,275 shares; 2025Q4: 1,147 shares; 2026Q1: 1,140 shares 1,140 $283K 0.04% -7 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 656 shares; 2026Q1: 656 shares 656 $279K 0.04% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,550 shares; 2025Q4: 10,604 shares; 2026Q1: 8,550 shares 8,550 $274K 0.04% -2,054 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $269K 0.04% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,308 shares 5,308 $269K 0.04% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,770 shares; 2025Q1: 10,770 shares; 2025Q2: 11,270 shares; 2025Q3: 12,211 shares; 2025Q4: 12,211 shares; 2026Q1: 12,122 shares 12,122 $269K 0.04% -89 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares 2,434 $267K 0.04% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,810 shares 2,810 $267K 0.04% new Timeline DWX 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: 7,604 shares; 2024Q4: 7,551 shares; 2025Q1: 7,449 shares; 2025Q2: 7,342 shares; 2025Q3: 7,270 shares; 2025Q4: 5,952 shares; 2026Q1: 5,848 shares 5,848 $267K 0.04% -104 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 2,552 shares; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,092 shares 2,092 $265K 0.04% -100 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,628 shares 2,628 $265K 0.04% new 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: 2,190 shares; 2024Q4: 589 shares; 2025Q1: 472 shares; 2025Q2: 425 shares; 2025Q3: 404 shares; 2025Q4: 389 shares; 2026Q1: 384 shares 384 $262K 0.04% -5 Timeline CIBR 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: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,121 shares 4,121 $258K 0.04% -140 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares 709 $254K 0.04% new Timeline EWJ 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: 3,735 shares; 2024Q4: 3,577 shares; 2025Q1: 3,366 shares; 2025Q2: 3,174 shares; 2025Q3: 3,174 shares; 2025Q4: 3,007 shares; 2026Q1: 2,978 shares 2,978 $251K 0.04% -29 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,059 shares 10,059 $244K 0.04% new Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,173 shares; 2024Q4: 10,033 shares; 2025Q1: 10,481 shares; 2025Q2: 9,775 shares; 2025Q3: 8,671 shares; 2025Q4: 8,081 shares; 2026Q1: 7,988 shares 7,988 $242K 0.04% -93 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares 1,441 $236K 0.04% 0 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 reported; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,091 shares; 2026Q1: 1,796 shares 1,796 $235K 0.03% -295 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: 1,833 shares; 2024Q4: 1,844 shares; 2025Q1: 1,956 shares; 2025Q2: 1,969 shares; 2025Q3: 1,892 shares; 2025Q4: 1,931 shares; 2026Q1: 1,848 shares 1,848 $230K 0.03% -83 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares 2,507 $227K 0.03% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: 15,114 shares; 2025Q4: 15,114 shares; 2026Q1: 15,114 shares 15,114 $226K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 3,129 shares; 2025Q4: 3,172 shares; 2026Q1: 3,341 shares 3,341 $226K 0.03% +169 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares; 2026Q1: 4,310 shares 4,310 $225K 0.03% +376 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: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 900 shares 900 $224K 0.03% -200 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $221K 0.03% new 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: 1,890 shares; 2024Q4: 1,402 shares; 2025Q1: 1,402 shares; 2025Q2: 1,408 shares; 2025Q3: 1,390 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares 1,380 $217K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,012 shares; 2025Q1: 11,112 shares; 2025Q2: 11,135 shares; 2025Q3: 11,336 shares; 2025Q4: 11,396 shares; 2026Q1: 11,396 shares 11,396 $205K 0.03% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,748 shares; 2024Q4: 24,748 shares; 2025Q1: 25,748 shares; 2025Q2: 27,360 shares; 2025Q3: 29,700 shares; 2025Q4: 27,032 shares; 2026Q1: 27,032 shares 27,032 $204K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,968 shares 4,968 $204K 0.03% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,702 shares; 2024Q4: 12,702 shares; 2025Q1: 13,202 shares; 2025Q2: 13,202 shares; 2025Q3: 12,562 shares; 2025Q4: 12,562 shares; 2026Q1: 12,038 shares 12,038 $173K 0.03% -524 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,229 shares 19,229 $172K 0.03% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 11,500 shares 11,500 $166K 0.02% +1,500 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,540 shares; 2024Q4: 12,890 shares; 2025Q1: 12,890 shares; 2025Q2: 11,751 shares; 2025Q3: 11,751 shares; 2025Q4: 11,609 shares; 2026Q1: 11,239 shares 11,239 $152K 0.02% -370 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 12,030 shares; 2025Q1: 13,063 shares; 2025Q2: 12,425 shares; 2025Q3: 12,425 shares; 2025Q4: 12,370 shares; 2026Q1: 12,870 shares 12,870 $149K 0.02% +500 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 11,000 shares; 2026Q1: 15,000 shares 15,000 $66.3K 0.01% +4,000 Timeline