JAVA 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; 2024Q3: restricted; 2024Q4: 731,502 shares; 2025Q1: 723,153 shares; 2025Q2: 732,726 shares; 2025Q3: 751,859 shares; 2025Q4: 822,317 shares; 2026Q1: 914,389 shares; 2026Q2: 912,599 shares 912,599 $72.5M 18.35% -1,790 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,849 shares; 2025Q1: 76,197 shares; 2025Q2: 76,263 shares; 2025Q3: 76,347 shares; 2025Q4: 75,772 shares; 2026Q1: 85,810 shares; 2026Q2: 90,235 shares 90,235 $62M 15.69% +4,425 Timeline JGRO 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; 2024Q3: restricted; 2024Q4: 482,258 shares; 2025Q1: 477,067 shares; 2025Q2: 480,283 shares; 2025Q3: 478,513 shares; 2025Q4: 498,188 shares; 2026Q1: 517,947 shares; 2026Q2: 522,553 shares 522,553 $51.5M 13.04% +4,606 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,458 shares; 2026Q1: 320,835 shares; 2026Q2: 320,420 shares 320,420 $12.9M 3.26% -415 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 136,508 shares; 2025Q1: 125,026 shares; 2025Q2: 128,882 shares; 2025Q3: 129,870 shares; 2025Q4: 131,580 shares; 2026Q1: 111,846 shares; 2026Q2: 114,666 shares 114,666 $12.6M 3.2% +2,820 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,287 shares; 2025Q1: 29,727 shares; 2025Q2: 35,226 shares; 2025Q3: 36,562 shares; 2025Q4: 38,439 shares; 2026Q1: 44,202 shares; 2026Q2: 45,326 shares 45,326 $12.4M 3.14% +1,124 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 211,934 shares; 2025Q1: 199,048 shares; 2025Q2: 234,892 shares; 2025Q3: 251,978 shares; 2025Q4: 270,381 shares; 2026Q1: 235,154 shares; 2026Q2: 248,913 shares 248,913 $11.3M 2.87% +13,759 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 105,493 shares; 2025Q1: 98,151 shares; 2025Q2: 116,992 shares; 2025Q3: 125,256 shares; 2025Q4: 134,031 shares; 2026Q1: 114,755 shares; 2026Q2: 122,003 shares 122,003 $11.2M 2.85% +7,248 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; 2024Q3: restricted; 2024Q4: 35,742 shares; 2025Q1: 32,917 shares; 2025Q2: 32,890 shares; 2025Q3: 23,514 shares; 2025Q4: 23,302 shares; 2026Q1: 25,215 shares; 2026Q2: 25,307 shares 25,307 $9.36M 2.37% +92 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 210,610 shares; 2025Q1: 207,880 shares; 2025Q2: 216,296 shares; 2025Q3: 214,864 shares; 2025Q4: 208,188 shares; 2026Q1: 189,148 shares; 2026Q2: 187,506 shares 187,506 $9.24M 2.34% -1,642 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67,789 shares; 2025Q1: 66,034 shares; 2025Q2: 66,439 shares; 2025Q3: 104,145 shares; 2025Q4: 109,492 shares; 2026Q1: 121,655 shares; 2026Q2: 125,540 shares 125,540 $8.94M 2.26% +3,885 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,674 shares; 2025Q1: 9,667 shares; 2025Q2: 10,047 shares; 2025Q3: 10,037 shares; 2025Q4: 10,164 shares; 2026Q1: 11,591 shares; 2026Q2: 11,616 shares 11,616 $8.7M 2.2% +25 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,334 shares; 2025Q1: 35,392 shares; 2025Q2: 35,491 shares; 2025Q3: 35,449 shares; 2025Q4: 34,369 shares; 2026Q1: 29,555 shares; 2026Q2: 28,319 shares 28,319 $8.58M 2.17% -1,236 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; 2024Q3: restricted; 2024Q4: 24,015 shares; 2025Q1: 24,746 shares; 2025Q2: 25,369 shares; 2025Q3: 25,691 shares; 2025Q4: 24,615 shares; 2026Q1: 21,207 shares; 2026Q2: 87,875 shares 87,875 $7.08M 1.79% +66,668 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,135 shares; 2025Q1: 18,265 shares; 2025Q2: 20,393 shares; 2025Q3: 20,851 shares; 2025Q4: 21,332 shares; 2026Q1: 18,506 shares; 2026Q2: 19,262 shares 19,262 $5.79M 1.47% +756 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,349 shares; 2025Q1: 7,264 shares; 2025Q2: 6,704 shares; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares; 2026Q1: 6,871 shares; 2026Q2: 7,099 shares 7,099 $5.3M 1.34% +228 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 61,585 shares; 2025Q1: 58,302 shares; 2025Q2: 58,713 shares; 2025Q3: 58,511 shares; 2025Q4: 58,710 shares; 2026Q1: 63,688 shares; 2026Q2: 66,138 shares 66,138 $4.24M 1.07% +2,450 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; 2024Q3: restricted; 2024Q4: 83,977 shares; 2025Q1: 79,100 shares; 2025Q2: 100,831 shares; 2025Q3: 85,227 shares; 2025Q4: 85,644 shares; 2026Q1: 69,329 shares; 2026Q2: 69,826 shares 69,826 $3.67M 0.93% +497 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,284 shares; 2025Q1: 4,276 shares; 2025Q2: 12,652 shares; 2025Q3: 12,605 shares; 2025Q4: 12,816 shares; 2026Q1: 11,957 shares; 2026Q2: 11,722 shares 11,722 $3.59M 0.91% -235 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; 2024Q3: restricted; 2024Q4: 6,310 shares; 2025Q1: 5,561 shares; 2025Q2: 5,547 shares; 2025Q3: 5,405 shares; 2025Q4: 5,375 shares; 2026Q1: 4,800 shares; 2026Q2: 4,733 shares 4,733 $3.33M 0.84% -67 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,619 shares; 2025Q1: 11,317 shares; 2025Q2: 11,243 shares; 2025Q3: 11,600 shares; 2025Q4: 11,104 shares; 2026Q1: 11,140 shares; 2026Q2: 10,906 shares 10,906 $3.16M 0.8% -234 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,048 shares; 2025Q1: 67,489 shares; 2025Q2: 80,889 shares; 2025Q3: 68,456 shares; 2025Q4: 68,060 shares; 2026Q1: 59,500 shares; 2026Q2: 59,993 shares 59,993 $3.03M 0.77% +493 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,565 shares; 2025Q1: 17,666 shares; 2025Q2: 17,492 shares; 2025Q3: 23,566 shares; 2025Q4: 23,125 shares; 2026Q1: 28,080 shares; 2026Q2: 28,416 shares 28,416 $2.95M 0.75% +336 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,059 shares; 2025Q1: 22,145 shares; 2025Q2: 23,789 shares; 2025Q3: 23,647 shares; 2025Q4: 22,615 shares; 2026Q1: 22,832 shares; 2026Q2: 22,127 shares 22,127 $2.83M 0.72% -705 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,573 shares; 2025Q1: 9,561 shares; 2025Q2: 10,116 shares; 2025Q3: 9,474 shares; 2025Q4: 9,623 shares; 2026Q1: 9,527 shares; 2026Q2: 9,405 shares 9,405 $2.28M 0.58% -122 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,888 shares; 2025Q1: 17,094 shares; 2025Q2: 18,294 shares; 2025Q3: 18,294 shares; 2025Q4: 18,281 shares; 2026Q1: 14,677 shares; 2026Q2: 14,477 shares 14,477 $2.15M 0.54% -200 Timeline GNR 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; 2024Q3: restricted; 2024Q4: 49,889 shares; 2025Q1: 43,119 shares; 2025Q2: 36,576 shares; 2025Q3: 35,329 shares; 2025Q4: 35,045 shares; 2026Q1: 29,825 shares; 2026Q2: 30,029 shares 30,029 $2.02M 0.51% +204 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,060 shares; 2025Q1: 10,290 shares; 2025Q2: 9,540 shares; 2025Q3: 9,540 shares; 2025Q4: 9,040 shares; 2026Q1: 8,840 shares; 2026Q2: 8,840 shares 8,840 $1.46M 0.37% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 12,657 shares; 2025Q3: 12,734 shares; 2025Q4: 12,084 shares; 2026Q1: 14,487 shares; 2026Q2: 14,063 shares 14,063 $1.44M 0.36% -424 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares; 2026Q2: 11,484 shares 11,484 $1.43M 0.36% +8,623 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; 2024Q3: restricted; 2024Q4: 5,217 shares; 2025Q1: 5,062 shares; 2025Q2: 4,984 shares; 2025Q3: 4,563 shares; 2025Q4: 4,024 shares; 2026Q1: 4,027 shares; 2026Q2: 4,220 shares 4,220 $1.38M 0.35% +193 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,575 shares; 2025Q1: 10,018 shares; 2025Q2: 10,027 shares; 2025Q3: 8,435 shares; 2025Q4: 7,651 shares; 2026Q1: 7,718 shares; 2026Q2: 8,698 shares 8,698 $1.22M 0.31% +980 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; 2024Q3: restricted; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares; 2026Q1: 6,923 shares; 2026Q2: 9,981 shares 9,981 $1.17M 0.3% +3,058 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; 2024Q3: restricted; 2024Q4: 13,841 shares; 2025Q1: 13,500 shares; 2025Q2: 13,347 shares; 2025Q3: 10,096 shares; 2025Q4: 9,294 shares; 2026Q1: 9,159 shares; 2026Q2: 9,521 shares 9,521 $1.12M 0.28% +362 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,583 shares; 2025Q1: 5,964 shares; 2025Q2: 5,893 shares; 2025Q3: 4,999 shares; 2025Q4: 3,345 shares; 2026Q1: 3,348 shares; 2026Q2: 3,734 shares 3,734 $948K 0.24% +386 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; 2024Q3: restricted; 2024Q4: 8,467 shares; 2025Q1: 6,422 shares; 2025Q2: 5,967 shares; 2025Q3: 5,417 shares; 2025Q4: 4,686 shares; 2026Q1: 4,701 shares; 2026Q2: 5,223 shares 5,223 $945K 0.24% +522 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; 2024Q3: restricted; 2024Q4: 7,308 shares; 2025Q1: 6,994 shares; 2025Q2: 6,943 shares; 2025Q3: 6,243 shares; 2025Q4: 5,886 shares; 2026Q1: 5,918 shares; 2026Q2: 6,344 shares 6,344 $930K 0.24% +426 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: 2,564 shares; 2025Q2: 2,563 shares; 2025Q3: 2,637 shares; 2025Q4: 2,551 shares; 2026Q1: 2,602 shares; 2026Q2: 2,461 shares 2,461 $900K 0.23% -141 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; 2024Q3: restricted; 2024Q4: 8,790 shares; 2025Q1: 8,095 shares; 2025Q2: 8,013 shares; 2025Q3: 6,755 shares; 2025Q4: 5,950 shares; 2026Q1: 5,904 shares; 2026Q2: 6,746 shares 6,746 $854K 0.22% +842 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,128 shares; 2025Q1: 17,941 shares; 2025Q2: 16,958 shares; 2025Q3: 14,638 shares; 2025Q4: 12,788 shares; 2026Q1: 12,868 shares; 2026Q2: 13,935 shares 13,935 $842K 0.21% +1,067 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; 2024Q3: restricted; 2024Q4: 4,802 shares; 2025Q1: 4,419 shares; 2025Q2: 4,378 shares; 2025Q3: 3,688 shares; 2025Q4: 3,235 shares; 2026Q1: 3,253 shares; 2026Q2: 3,896 shares 3,896 $826K 0.21% +643 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,016 shares; 2025Q1: 1,079 shares; 2025Q2: 1,000 shares; 2025Q3: 1,238 shares; 2025Q4: 1,333 shares; 2026Q1: 1,165 shares; 2026Q2: 2,175 shares 2,175 $811K 0.21% +1,010 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,248 shares; 2025Q1: 10,248 shares; 2025Q2: 10,248 shares; 2025Q3: 9,848 shares; 2025Q4: 9,848 shares; 2026Q1: 9,488 shares; 2026Q2: 9,488 shares 9,488 $784K 0.2% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,651 shares; 2025Q1: 6,967 shares; 2025Q2: 11,889 shares; 2025Q3: 10,488 shares; 2025Q4: 9,440 shares; 2026Q1: 7,747 shares; 2026Q2: 5,272 shares 5,272 $736K 0.19% -2,475 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; 2024Q3: restricted; 2024Q4: 5,275 shares; 2025Q1: 5,305 shares; 2025Q2: 5,305 shares; 2025Q3: 5,591 shares; 2025Q4: 5,665 shares; 2026Q1: 5,670 shares; 2026Q2: 5,379 shares 5,379 $735K 0.19% -291 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,937 shares; 2025Q3: 4,989 shares; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares; 2026Q2: 4,332 shares 4,332 $735K 0.19% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,832 shares; 2025Q1: 3,648 shares; 2025Q2: 3,410 shares; 2025Q3: 2,891 shares; 2025Q4: 2,585 shares; 2026Q1: 2,578 shares; 2026Q2: 2,958 shares 2,958 $728K 0.18% +380 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,752 shares; 2025Q1: 4,923 shares; 2025Q2: 5,181 shares; 2025Q3: 4,658 shares; 2025Q4: 3,387 shares; 2026Q1: 3,107 shares; 2026Q2: 3,054 shares 3,054 $727K 0.18% -53 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,066 shares; 2025Q1: 2,903 shares; 2025Q2: 3,014 shares; 2025Q3: 2,604 shares; 2025Q4: 2,299 shares; 2026Q1: 2,308 shares; 2026Q2: 2,612 shares 2,612 $710K 0.18% +304 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,859 shares; 2025Q1: 2,076 shares; 2025Q2: 1,965 shares; 2025Q3: 2,615 shares; 2025Q4: 4,033 shares; 2026Q1: 4,124 shares; 2026Q2: 3,384 shares 3,384 $677K 0.17% -740 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; 2024Q3: restricted; 2024Q4: 1,459 shares; 2025Q1: 1,368 shares; 2025Q2: 1,646 shares; 2025Q3: 643 shares; 2025Q4: 1,294 shares; 2026Q1: 1,306 shares; 2026Q2: 1,612 shares 1,612 $670K 0.17% +306 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,379 shares; 2025Q1: 5,066 shares; 2025Q2: 5,015 shares; 2025Q3: 4,189 shares; 2025Q4: 3,711 shares; 2026Q1: 3,205 shares; 2026Q2: 4,021 shares 4,021 $667K 0.17% +816 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,384 shares; 2025Q1: 9,154 shares; 2025Q2: 11,443 shares; 2025Q3: 10,520 shares; 2025Q4: 2,805 shares; 2026Q1: 9,334 shares; 2026Q2: 11,707 shares 11,707 $660K 0.17% +2,373 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,294 shares 38,294 $644K 0.16% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,327 shares; 2025Q1: 24,893 shares; 2025Q2: 24,619 shares; 2025Q3: 22,272 shares; 2025Q4: 21,726 shares; 2026Q1: 21,942 shares; 2026Q2: 25,254 shares 25,254 $640K 0.16% +3,312 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,767 shares; 2025Q1: 15,809 shares; 2025Q2: 15,647 shares; 2025Q3: 13,381 shares; 2025Q4: 11,974 shares; 2026Q1: 11,936 shares; 2026Q2: 13,460 shares 13,460 $628K 0.16% +1,524 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; 2024Q3: restricted; 2024Q4: 17,233 shares; 2025Q1: 16,334 shares; 2025Q2: 16,173 shares; 2025Q3: 13,803 shares; 2025Q4: 12,236 shares; 2026Q1: 12,299 shares; 2026Q2: 14,088 shares 14,088 $596K 0.15% +1,789 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,973 shares; 2025Q1: 4,473 shares; 2025Q2: 4,453 shares; 2025Q3: 3,775 shares; 2025Q4: 3,203 shares; 2026Q1: 3,808 shares; 2026Q2: 4,323 shares 4,323 $561K 0.14% +515 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: 6,578 shares; 2025Q4: 6,732 shares; 2026Q1: 6,774 shares; 2026Q2: 8,201 shares 8,201 $538K 0.14% +1,427 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,523 shares; 2025Q1: 2,644 shares; 2025Q2: 2,665 shares; 2025Q3: 2,769 shares; 2025Q4: 2,810 shares; 2026Q1: 2,825 shares; 2026Q2: 2,738 shares 2,738 $519K 0.13% -87 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares; 2025Q4: 5,816 shares; 2026Q1: 5,816 shares; 2026Q2: 5,816 shares 5,816 $515K 0.13% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,539 shares; 2025Q1: 20,069 shares; 2025Q2: 19,845 shares; 2025Q3: 16,791 shares; 2025Q4: 15,891 shares; 2026Q1: 16,835 shares; 2026Q2: 19,381 shares 19,381 $515K 0.13% +2,546 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,249 shares; 2026Q1: 5,827 shares; 2026Q2: 6,841 shares 6,841 $508K 0.13% +1,014 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; 2024Q3: restricted; 2024Q4: 4,157 shares; 2025Q1: 5,432 shares; 2025Q2: 5,106 shares; 2025Q3: 3,519 shares; 2025Q4: 4,053 shares; 2026Q1: 3,817 shares; 2026Q2: 4,366 shares 4,366 $503K 0.13% +549 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; 2024Q3: restricted; 2024Q4: 7,431 shares; 2025Q1: 6,900 shares; 2025Q2: 6,529 shares; 2025Q3: 3,896 shares; 2025Q4: 3,254 shares; 2026Q1: 3,285 shares; 2026Q2: 3,799 shares 3,799 $480K 0.12% +514 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares; 2025Q4: 3,982 shares; 2026Q1: 4,020 shares; 2026Q2: 3,287 shares 3,287 $472K 0.12% -733 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,296 shares; 2025Q1: 10,747 shares; 2025Q2: 10,628 shares; 2025Q3: 5,093 shares; 2025Q4: 7,215 shares; 2026Q1: 7,353 shares; 2026Q2: 8,045 shares 8,045 $464K 0.12% +692 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,450 shares; 2025Q1: 9,890 shares; 2025Q2: 9,779 shares; 2025Q3: 8,279 shares; 2025Q4: 7,286 shares; 2026Q1: 7,541 shares; 2026Q2: 8,552 shares 8,552 $459K 0.12% +1,011 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; 2024Q3: restricted; 2024Q4: 7,197 shares; 2025Q1: 6,771 shares; 2025Q2: 6,687 shares; 2025Q3: 5,588 shares; 2025Q4: 4,927 shares; 2026Q1: 4,977 shares; 2026Q2: 5,689 shares 5,689 $424K 0.11% +712 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 3,009 shares; 2026Q1: 3,009 shares; 2026Q2: 3,009 shares 3,009 $414K 0.1% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,010 shares; 2025Q2: 2,181 shares; 2025Q3: 2,188 shares; 2025Q4: 2,072 shares; 2026Q1: 1,907 shares; 2026Q2: 1,824 shares 1,824 $403K 0.1% -83 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,017 shares; 2025Q4: 4,007 shares; 2026Q1: 3,602 shares; 2026Q2: 4,145 shares 4,145 $393K 0.1% +543 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 765 shares; 2025Q1: 915 shares; 2025Q2: 801 shares; 2025Q3: 819 shares; 2025Q4: 559 shares; 2026Q1: 533 shares; 2026Q2: 494 shares 494 $393K 0.1% -39 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,272 shares; 2025Q1: 3,232 shares; 2025Q2: 3,232 shares; 2025Q3: 3,209 shares; 2025Q4: 3,118 shares; 2026Q1: 2,813 shares; 2026Q2: 2,650 shares 2,650 $388K 0.1% -163 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,340 shares; 2025Q1: 4,587 shares; 2025Q2: 4,831 shares; 2025Q3: 4,831 shares; 2025Q4: 5,075 shares; 2026Q1: 4,889 shares; 2026Q2: 4,901 shares 4,901 $380K 0.1% +12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 751 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 793 shares; 2025Q4: 1,144 shares; 2026Q1: 1,162 shares; 2026Q2: 992 shares 992 $351K 0.09% -170 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,054 shares; 2026Q1: 3,054 shares; 2026Q2: 3,054 shares 3,054 $346K 0.09% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,370 shares; 2025Q1: 8,190 shares; 2025Q2: 8,190 shares; 2025Q3: 8,145 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares; 2026Q2: 6,273 shares 6,273 $339K 0.09% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,332 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares; 2025Q3: 4,332 shares; 2025Q4: 4,332 shares; 2026Q1: 4,332 shares; 2026Q2: 4,332 shares 4,332 $332K 0.08% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,719 shares 11,719 $322K 0.08% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $315K 0.08% 0 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; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 618 shares; 2025Q2: 798 shares; 2025Q3: 717 shares; 2025Q4: 669 shares; 2026Q1: 691 shares; 2026Q2: 712 shares 712 $303K 0.08% +21 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; 2024Q3: restricted; 2024Q4: 73 shares; 2025Q1: 189 shares; 2025Q2: 187 shares; 2025Q3: 523 shares; 2025Q4: 704 shares; 2026Q1: 662 shares; 2026Q2: 513 shares 513 $298K 0.08% -149 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 778 shares; 2025Q1: 724 shares; 2025Q2: 567 shares; 2025Q3: 618 shares; 2025Q4: 325 shares; 2026Q1: 321 shares; 2026Q2: 388 shares 388 $259K 0.07% +67 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 2,565 shares; 2026Q1: 3,895 shares; 2026Q2: 5,204 shares 5,204 $255K 0.06% +1,309 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 2,709 shares; 2025Q2: 2,171 shares; 2025Q3: 2,247 shares; 2025Q4: 2,262 shares; 2026Q1: 2,271 shares; 2026Q2: 2,513 shares 2,513 $244K 0.06% +242 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 871 shares; 2025Q2: 869 shares; 2025Q3: 875 shares; 2025Q4: 861 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $244K 0.06% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,968 shares; 2025Q3: 2,151 shares; 2025Q4: 2,858 shares; 2026Q1: 2,492 shares; 2026Q2: 3,422 shares 3,422 $241K 0.06% +930 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,903 shares; 2025Q1: 3,903 shares; 2025Q2: 4,062 shares; 2025Q3: 3,942 shares; 2025Q4: 3,888 shares; 2026Q1: 3,924 shares; 2026Q2: 4,754 shares 4,754 $238K 0.06% +830 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,046 shares; 2025Q3: 3,352 shares; 2025Q4: 4,276 shares; 2026Q1: 4,096 shares; 2026Q2: 4,080 shares 4,080 $232K 0.06% -16 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; 2024Q3: restricted; 2024Q4: 1,056 shares; 2025Q1: 972 shares; 2025Q2: 1,554 shares; 2025Q3: 1,616 shares; 2025Q4: 1,761 shares; 2026Q1: 2,143 shares; 2026Q2: 1,072 shares 1,072 $228K 0.06% -1,071 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,650 shares; 2025Q1: 1,271 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 322 shares; 2026Q1: 782 shares; 2026Q2: 855 shares 855 $219K 0.06% +73 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,170 shares; 2025Q1: 9,435 shares; 2025Q2: 7,848 shares; 2025Q3: 11,771 shares; 2025Q4: 5,106 shares; 2026Q1: 5,106 shares; 2026Q2: 5,106 shares 5,106 $216K 0.05% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 250 shares; 2025Q4: 425 shares; 2026Q1: 438 shares; 2026Q2: 584 shares 584 $208K 0.05% +146 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; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 789 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 418 shares; 2026Q2: 389 shares 389 $195K 0.05% -29 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,447 shares; 2025Q1: 1,137 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 281 shares; 2026Q1: 589 shares; 2026Q2: 1,063 shares 1,063 $195K 0.05% +474 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 528 shares; 2025Q2: 520 shares; 2025Q3: 989 shares; 2025Q4: 931 shares; 2026Q1: 949 shares; 2026Q2: 543 shares 543 $194K 0.05% -406 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567 shares; 2026Q1: 1,634 shares; 2026Q2: 1,838 shares 1,838 $192K 0.05% +204 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 713 shares; 2025Q4: 2,185 shares; 2026Q1: 1,995 shares; 2026Q2: 2,313 shares 2,313 $188K 0.05% +318 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 2,860 shares; 2025Q4: 7,060 shares; 2026Q1: 6,600 shares; 2026Q2: 6,711 shares 6,711 $188K 0.05% +111 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424 shares; 2025Q3: 553 shares; 2025Q4: 1,162 shares; 2026Q1: 962 shares; 2026Q2: 422 shares 422 $188K 0.05% -540 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,774 shares; 2025Q1: 10,304 shares; 2025Q2: 13,408 shares; 2025Q3: 12,795 shares; 2025Q4: 5,660 shares; 2026Q1: 4,657 shares; 2026Q2: 4,613 shares 4,613 $186K 0.05% -44 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,523 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,759 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares; 2026Q2: 2,523 shares 2,523 $185K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,984 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares; 2026Q2: 2,116 shares 2,116 $181K 0.05% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 358 shares; 2025Q3: 402 shares; 2025Q4: 393 shares; 2026Q1: 366 shares; 2026Q2: 495 shares 495 $180K 0.05% +129 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,137 shares; 2025Q1: 4,038 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 3,860 shares; 2026Q1: 3,672 shares; 2026Q2: 3,672 shares 3,672 $175K 0.04% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 195 shares; 2025Q4: 189 shares; 2026Q1: 423 shares; 2026Q2: 658 shares 658 $173K 0.04% +235 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 645 shares; 2025Q4: 1,431 shares; 2026Q1: 1,283 shares; 2026Q2: 801 shares 801 $171K 0.04% -482 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,249 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $170K 0.04% 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; 2024Q3: restricted; 2024Q4: 2,227 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,522 shares; 2026Q1: 2,194 shares; 2026Q2: 2,194 shares 2,194 $169K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,832 shares 1,832 $168K 0.04% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 209 shares; 2025Q3: 232 shares; 2025Q4: 351 shares; 2026Q1: not reported; 2026Q2: 442 shares 442 $166K 0.04% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 248 shares; 2025Q4: 1,573 shares; 2026Q1: 1,586 shares; 2026Q2: 1,367 shares 1,367 $154K 0.04% -219 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 1,196 shares; 2026Q2: 1,485 shares 1,485 $152K 0.04% +289 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,002 shares; 2025Q3: 617 shares; 2025Q4: 3,249 shares; 2026Q1: 3,201 shares; 2026Q2: 2,737 shares 2,737 $149K 0.04% -464 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 544 shares; 2025Q3: 597 shares; 2025Q4: 1,097 shares; 2026Q1: 1,153 shares; 2026Q2: 573 shares 573 $148K 0.04% -580 Timeline JTEK 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $145K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,729 shares; 2025Q1: 1,773 shares; 2025Q2: 1,768 shares; 2025Q3: 1,852 shares; 2025Q4: 1,638 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $142K 0.04% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 841 shares; 2026Q1: 808 shares; 2026Q2: 726 shares 726 $139K 0.04% -82 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,185 shares; 2025Q3: 1,394 shares; 2025Q4: 4,016 shares; 2026Q1: 4,001 shares; 2026Q2: 3,505 shares 3,505 $139K 0.04% -496 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 655 shares; 2026Q2: 788 shares 788 $138K 0.03% +133 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,713 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,913 shares; 2025Q4: 1,853 shares; 2026Q1: 1,853 shares; 2026Q2: 1,713 shares 1,713 $138K 0.03% -140 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,116 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $137K 0.03% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,649 shares; 2025Q1: 6,257 shares; 2025Q2: 6,189 shares; 2025Q3: 6,054 shares; 2025Q4: 1,930 shares; 2026Q1: 6,618 shares; 2026Q2: 2,688 shares 2,688 $136K 0.03% -3,930 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,171 shares; 2025Q1: 4,451 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 1,930 shares; 2026Q1: 1,155 shares; 2026Q2: 1,136 shares 1,136 $127K 0.03% -19 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 399 shares; 2025Q2: 395 shares; 2025Q3: 706 shares; 2025Q4: 848 shares; 2026Q1: 912 shares; 2026Q2: 850 shares 850 $125K 0.03% -62 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 29 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 58 shares 58 $120K 0.03% +9 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 628 shares; 2026Q2: 1,410 shares 1,410 $118K 0.03% +782 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 641 shares; 2025Q4: 998 shares; 2026Q1: 871 shares; 2026Q2: 932 shares 932 $117K 0.03% +61 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,684 shares; 2025Q4: not reported; 2026Q1: 3,726 shares; 2026Q2: 4,603 shares 4,603 $116K 0.03% +877 Timeline HAYW HAYWARD HLDGS INC More: the full row for HAYWARD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,710 shares; 2025Q4: 2,611 shares; 2026Q1: 6,131 shares; 2026Q2: 6,690 shares 6,690 $116K 0.03% +559 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 1,758 shares; 2025Q4: 2,421 shares; 2026Q1: 1,314 shares; 2026Q2: 1,790 shares 1,790 $115K 0.03% +476 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $115K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,184 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,379 shares; 2025Q4: 1,423 shares; 2026Q1: 1,445 shares; 2026Q2: 1,284 shares 1,284 $113K 0.03% -161 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $112K 0.03% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $111K 0.03% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 526 shares; 2025Q4: 198 shares; 2026Q1: 368 shares; 2026Q2: 226 shares 226 $109K 0.03% -142 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $108K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 378 shares; 2025Q2: 364 shares; 2025Q3: 635 shares; 2025Q4: 779 shares; 2026Q1: 858 shares; 2026Q2: 451 shares 451 $107K 0.03% -407 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 638 shares; 2026Q1: 1,238 shares; 2026Q2: 1,552 shares 1,552 $107K 0.03% +314 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $107K 0.03% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $104K 0.03% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,792 shares; 2026Q1: 2,792 shares; 2026Q2: 2,792 shares 2,792 $103K 0.03% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: 1,754 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 383 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $101K 0.03% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 302 shares; 2025Q4: 142 shares; 2026Q1: 196 shares; 2026Q2: 346 shares 346 $98.3K 0.02% +150 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $96.6K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 227 shares 227 $96.6K 0.02% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,261 shares; 2025Q1: 1,261 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares 1,261 $90.3K 0.02% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 155 shares; 2025Q4: 75 shares; 2026Q1: not reported; 2026Q2: 153 shares 153 $87.7K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,523 shares; 2025Q1: 1,818 shares; 2025Q2: 1,165 shares; 2025Q3: 1,112 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $87.3K 0.02% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 153 shares; 2025Q3: 164 shares; 2025Q4: 275 shares; 2026Q1: 199 shares; 2026Q2: 296 shares 296 $86.6K 0.02% +97 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; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $86.3K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares 1,123 $85.4K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: not reported; 2026Q2: 43 shares 43 $85.2K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,480 shares; 2025Q1: 6,990 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares; 2025Q4: 1,868 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $84.9K 0.02% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,221 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 354 shares 354 $84K 0.02% -116 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,755 shares; 2025Q1: 10,289 shares; 2025Q2: 8,472 shares; 2025Q3: 8,135 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares; 2026Q2: 2,238 shares 2,238 $81.4K 0.02% -2,932 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 214 shares; 2025Q3: 231 shares; 2025Q4: 98 shares; 2026Q1: 158 shares; 2026Q2: 174 shares 174 $80.6K 0.02% +16 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $80.6K 0.02% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 1,019 shares; 2026Q2: 663 shares 663 $78.9K 0.02% -356 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,582 shares; 2025Q1: 2,418 shares; 2025Q2: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 621 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $78.7K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 82 shares; 2025Q4: 152 shares; 2026Q1: 305 shares; 2026Q2: 206 shares 206 $77.8K 0.02% -99 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: 1,460 shares; 2025Q4: 2,248 shares; 2026Q1: 2,239 shares; 2026Q2: 1,253 shares 1,253 $76.4K 0.02% -986 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $75.5K 0.02% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares; 2026Q2: 257 shares 257 $72K 0.02% +16 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $70.6K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,130 shares; 2025Q1: 1,201 shares; 2025Q2: 1,109 shares; 2025Q3: 1,311 shares; 2025Q4: 1,368 shares; 2026Q1: 1,378 shares; 2026Q2: 1,174 shares 1,174 $67.9K 0.02% -204 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $67.2K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $65.8K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $64.8K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $64K 0.02% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 68 shares; 2025Q2: 692 shares; 2025Q3: 750 shares; 2025Q4: 1,150 shares; 2026Q1: 1,008 shares; 2026Q2: 437 shares 437 $61.5K 0.02% -571 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $61K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 83 shares; 2025Q2: 77 shares; 2025Q3: 149 shares; 2025Q4: 180 shares; 2026Q1: 186 shares; 2026Q2: 106 shares 106 $59.7K 0.02% -80 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 83 shares; 2025Q2: 81 shares; 2025Q3: 122 shares; 2025Q4: 165 shares; 2026Q1: 194 shares; 2026Q2: 116 shares 116 $59.6K 0.02% -78 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; 2024Q3: restricted; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $58.2K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $55.6K 0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 21 shares; 2026Q1: 36 shares; 2026Q2: 26 shares 26 $54.1K 0.01% -10 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 1,279 shares; 2026Q2: 885 shares 885 $53.8K 0.01% -394 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $53.7K 0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $49.7K 0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $49.7K 0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 638 shares 638 $49.7K 0.01% new 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; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 90 shares; 2026Q1: 92 shares; 2026Q2: 53 shares 53 $49.6K 0.01% -39 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; 2024Q3: restricted; 2024Q4: 1,549 shares; 2025Q1: 1,441 shares; 2025Q2: 1,114 shares; 2025Q3: 1,072 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $49.4K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 160 shares 160 $48.3K 0.01% +135 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,727 shares; 2025Q1: 1,365 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 472 shares; 2026Q1: 425 shares; 2026Q2: 297 shares 297 $47.1K 0.01% -128 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 331 shares; 2026Q2: 276 shares 276 $46.7K 0.01% -55 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; 2024Q3: restricted; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $43.9K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,671 shares; 2025Q1: 2,493 shares; 2025Q2: 2,514 shares; 2025Q3: 2,419 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 392 shares 392 $43.8K 0.01% -1,315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32 shares; 2025Q3: 36 shares; 2025Q4: 76 shares; 2026Q1: 74 shares; 2026Q2: 41 shares 41 $43.7K 0.01% -33 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,004 shares; 2025Q1: 2,229 shares; 2025Q2: 1,529 shares; 2025Q3: 1,564 shares; 2025Q4: 2,063 shares; 2026Q1: 2,120 shares; 2026Q2: 1,695 shares 1,695 $40.8K 0.01% -425 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 2,935 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 3,133 shares; 2026Q1: 1,756 shares; 2026Q2: 427 shares 427 $38.9K 0.01% -1,329 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $38.7K 0.01% new 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; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 68 shares; 2025Q2: 66 shares; 2025Q3: 68 shares; 2025Q4: 192 shares; 2026Q1: 169 shares; 2026Q2: 97 shares 97 $38.5K 0.01% -72 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 66 shares; 2026Q2: 54 shares 54 $38.5K 0.01% -12 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; 2024Q3: restricted; 2024Q4: 108 shares; 2025Q1: 279 shares; 2025Q2: 271 shares; 2025Q3: 377 shares; 2025Q4: 446 shares; 2026Q1: 545 shares; 2026Q2: 367 shares 367 $38K 0.01% -178 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $36K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $33.7K 0.01% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 657 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $33.3K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 92 shares; 2025Q1: 76 shares; 2025Q2: 74 shares; 2025Q3: 76 shares; 2025Q4: 143 shares; 2026Q1: 153 shares; 2026Q2: 96 shares 96 $32.7K 0.01% -57 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 67 shares; 2025Q4: 226 shares; 2026Q1: 239 shares; 2026Q2: 151 shares 151 $32.7K 0.01% -88 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $32.5K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $32.3K 0.01% new 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; 2024Q3: restricted; 2024Q4: 126 shares; 2025Q1: 161 shares; 2025Q2: 157 shares; 2025Q3: 168 shares; 2025Q4: 349 shares; 2026Q1: 366 shares; 2026Q2: 209 shares 209 $31.7K 0.01% -157 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,318 shares; 2025Q1: 1,237 shares; 2025Q2: 1,079 shares; 2025Q3: 1,113 shares; 2025Q4: 626 shares; 2026Q1: 974 shares; 2026Q2: 234 shares 234 $31.4K 0.01% -740 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248 shares; 2026Q1: 272 shares; 2026Q2: 218 shares 218 $31.2K 0.01% -54 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; 2024Q3: restricted; 2024Q4: 179 shares; 2025Q1: 227 shares; 2025Q2: 221 shares; 2025Q3: 386 shares; 2025Q4: 444 shares; 2026Q1: 503 shares; 2026Q2: 336 shares 336 $31K 0.01% -167 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 26 shares; 2025Q4: 454 shares; 2026Q1: 621 shares; 2026Q2: 395 shares 395 $28.2K 0.01% -226 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 327 shares; 2025Q1: 417 shares; 2025Q2: 404 shares; 2025Q3: 438 shares; 2025Q4: 817 shares; 2026Q1: 847 shares; 2026Q2: 527 shares 527 $27.6K 0.01% -320 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 402 shares; 2026Q1: 615 shares; 2026Q2: 346 shares 346 $27.1K 0.01% -269 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $27K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares; 2026Q2: 110 shares 110 $26K 0.01% +31 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,909 shares; 2025Q1: 11,902 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 1,511 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $25.9K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $25.7K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 171 shares; 2025Q2: 164 shares; 2025Q3: 169 shares; 2025Q4: 324 shares; 2026Q1: 352 shares; 2026Q2: 217 shares 217 $25.5K 0.01% -135 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 25 shares 25 $25.3K 0.01% -7 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; 2024Q3: restricted; 2024Q4: 181 shares; 2025Q1: 233 shares; 2025Q2: 227 shares; 2025Q3: 245 shares; 2025Q4: 477 shares; 2026Q1: 504 shares; 2026Q2: 305 shares 305 $24.8K 0.01% -199 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $24.5K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $24.4K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $24K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 63 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 178 shares; 2025Q4: 159 shares; 2026Q1: 235 shares; 2026Q2: 153 shares 153 $24K 0.01% -82 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23.6K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $23.4K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118 $23.1K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 113 shares; 2025Q4: 384 shares; 2026Q1: 413 shares; 2026Q2: 250 shares 250 $22.9K 0.01% -163 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 141 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 199 shares; 2025Q4: 343 shares; 2026Q1: 493 shares; 2026Q2: 356 shares 356 $22.4K 0.01% -137 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58 shares; 2025Q1: 75 shares; 2025Q2: 73 shares; 2025Q3: 79 shares; 2025Q4: 136 shares; 2026Q1: 168 shares; 2026Q2: 78 shares 78 $22.1K 0.01% -90 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 291 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 404 shares; 2025Q4: 798 shares; 2026Q1: 809 shares; 2026Q2: 468 shares 468 $21.8K 0.01% -341 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 101 shares; 2025Q4: 231 shares; 2026Q1: 246 shares; 2026Q2: 146 shares 146 $21.4K 0.01% -100 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 79 shares; 2025Q4: 137 shares; 2026Q1: 145 shares; 2026Q2: 97 shares 97 $21K 0.01% -48 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 305 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $20.5K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.8K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 67 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 76 shares; 2026Q1: 78 shares; 2026Q2: 55 shares 55 $19.5K <0.01% -23 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 94 shares; 2025Q4: 176 shares; 2026Q1: 186 shares; 2026Q2: 117 shares 117 $19.1K <0.01% -69 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 374 shares; 2025Q1: 348 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $18.6K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 490 shares; 2026Q2: 331 shares 331 $17.4K <0.01% -159 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; 2024Q3: restricted; 2024Q4: 39 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 66 shares; 2026Q1: 68 shares; 2026Q2: 47 shares 47 $16.6K <0.01% -21 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $16.1K <0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 166 shares; 2026Q2: 100 shares 100 $16K <0.01% -66 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 133 shares 133 $16K <0.01% -117 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; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 68 shares; 2025Q4: 133 shares; 2026Q1: 186 shares; 2026Q2: 104 shares 104 $15.7K <0.01% -82 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,411 shares; 2025Q1: 6,283 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $15.6K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $15.5K <0.01% 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; 2024Q3: restricted; 2024Q4: 95 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 132 shares; 2025Q4: 162 shares; 2026Q1: 253 shares; 2026Q2: 153 shares 153 $14.7K <0.01% -100 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $14.6K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 100 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $14.3K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,422 shares; 2025Q1: 12,209 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $14.1K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $13.4K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 458 shares; 2025Q1: 1,159 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 68 shares 68 $12.7K <0.01% -435 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84 shares; 2025Q1: 82 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 174 shares; 2026Q1: 181 shares; 2026Q2: 103 shares 103 $12.7K <0.01% -78 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $12.3K <0.01% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 292 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 417 shares; 2025Q4: 517 shares; 2026Q1: 937 shares; 2026Q2: 531 shares 531 $12.3K <0.01% -406 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; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 29 shares; 2026Q1: 20 shares; 2026Q2: 10 shares 10 $12K <0.01% -10 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 95 shares; 2026Q1: 60 shares; 2026Q2: 56 shares 56 $11.5K <0.01% -4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 13 shares; 2025Q4: 58 shares; 2026Q1: 55 shares; 2026Q2: 40 shares 40 $10.4K <0.01% -15 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $10.4K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $10.3K <0.01% 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; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 363 shares; 2026Q2: 169 shares 169 $9.63K <0.01% -194 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,103 shares; 2025Q1: 3,720 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $9.57K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,536 shares; 2025Q1: 2,439 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 318 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $9.41K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 138 shares; 2025Q4: 269 shares; 2026Q1: 280 shares; 2026Q2: 108 shares 108 $9.3K <0.01% -172 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 94 shares; 2026Q2: 37 shares 37 $8.99K <0.01% -57 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $8.85K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 1,926 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 925 shares; 2026Q1: 845 shares; 2026Q2: 112 shares 112 $8.51K <0.01% -733 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $8.23K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 53 shares; 2025Q4: 110 shares; 2026Q1: 112 shares; 2026Q2: 63 shares 63 $7.84K <0.01% -49 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; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.71K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 352 shares; 2025Q1: 598 shares; 2025Q2: 331 shares; 2025Q3: 506 shares; 2025Q4: 36 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.31K <0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 65 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 26 shares 26 $7.03K <0.01% -43 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $6.85K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $6.73K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 521 shares; 2025Q1: 604 shares; 2025Q2: 593 shares; 2025Q3: 623 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $5.89K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 692 shares; 2025Q3: 760 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.12K <0.01% 0 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $4.9K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.42K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $4.09K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $3.69K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $3.54K <0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $2.84K <0.01% 0 Timeline GORO GOLD RESOURCE CORP More: the full row for GOLD RESOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,917 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,917 shares; 2025Q4: 942 shares; 2026Q1: 942 shares; 2026Q2: 942 shares 942 $1.19K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $191 <0.01% 0 Timeline ABIOMED INC - CVR ABIOMED INC - CVR More: the full row for ABIOMED INC - CVR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $1 <0.01% 0