AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,692 shares; 2024Q4: 635,471 shares; 2025Q1: 620,913 shares; 2025Q2: 607,181 shares; 2025Q3: 593,974 shares; 2025Q4: 574,770 shares; 2026Q1: 559,986 shares 559,986 $142M 4.42% -14,784 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,053 shares; 2024Q4: 469,824 shares; 2025Q1: 472,855 shares; 2025Q2: 478,989 shares; 2025Q3: 478,388 shares; 2025Q4: 467,033 shares; 2026Q1: 461,731 shares 461,731 $133M 4.13% -5,302 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,660 shares; 2024Q4: 352,478 shares; 2025Q1: 349,860 shares; 2025Q2: 348,064 shares; 2025Q3: 345,317 shares; 2025Q4: 344,600 shares; 2026Q1: 356,026 shares 356,026 $132M 4.1% +11,426 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,054 shares; 2024Q4: 151,001 shares; 2025Q1: 155,241 shares; 2025Q2: 164,383 shares; 2025Q3: 170,359 shares; 2025Q4: 175,745 shares; 2026Q1: 187,139 shares 187,139 $122M 3.8% +11,394 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,244 shares; 2024Q4: 110,376 shares; 2025Q1: 110,957 shares; 2025Q2: 110,170 shares; 2025Q3: 111,367 shares; 2025Q4: 114,691 shares; 2026Q1: 115,579 shares 115,579 $106M 3.31% +888 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,305 shares; 2024Q4: 378,841 shares; 2025Q1: 356,319 shares; 2025Q2: 361,583 shares; 2025Q3: 354,677 shares; 2025Q4: 351,496 shares; 2026Q1: 346,491 shares 346,491 $102M 3.17% -5,005 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159,313 shares; 2024Q4: 1,125,089 shares; 2025Q1: 1,035,913 shares; 2025Q2: 995,766 shares; 2025Q3: 971,902 shares; 2025Q4: 1,338,377 shares; 2026Q1: 1,318,644 shares 1,318,644 $87.4M 2.72% -19,733 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,713 shares; 2024Q4: 291,612 shares; 2025Q1: 294,791 shares; 2025Q2: 291,564 shares; 2025Q3: 285,293 shares; 2025Q4: 282,737 shares; 2026Q1: 282,406 shares 282,406 $87.4M 2.72% -331 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715,307 shares; 2024Q4: 712,486 shares; 2025Q1: 714,348 shares; 2025Q2: 712,635 shares; 2025Q3: 736,495 shares; 2025Q4: 771,704 shares; 2026Q1: 847,346 shares 847,346 $82.3M 2.56% +75,642 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386,165 shares; 2024Q4: 383,501 shares; 2025Q1: 380,148 shares; 2025Q2: 376,866 shares; 2025Q3: 376,792 shares; 2025Q4: 380,350 shares; 2026Q1: 384,068 shares 384,068 $80M 2.49% +3,718 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,924 shares; 2024Q4: 362,391 shares; 2025Q1: 393,000 shares; 2025Q2: 399,532 shares; 2025Q3: 406,512 shares; 2025Q4: 409,251 shares; 2026Q1: 437,899 shares 437,899 $76.4M 2.38% +28,648 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,599 shares; 2024Q4: 52,729 shares; 2025Q1: 55,807 shares; 2025Q2: 56,767 shares; 2025Q3: 58,674 shares; 2025Q4: 58,427 shares; 2026Q1: 51,265 shares 51,265 $67.7M 2.11% -7,162 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,010 shares; 2024Q4: 222,785 shares; 2025Q1: 216,372 shares; 2025Q2: 212,276 shares; 2025Q3: 211,713 shares; 2025Q4: 210,666 shares; 2026Q1: 208,838 shares 208,838 $63.1M 1.96% -1,828 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,375 shares; 2024Q4: 102,862 shares; 2025Q1: 96,635 shares; 2025Q2: 94,884 shares; 2025Q3: 91,593 shares; 2025Q4: 90,162 shares; 2026Q1: 90,129 shares 90,129 $58.6M 1.82% -33 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,542 shares; 2024Q4: 478,331 shares; 2025Q1: 488,541 shares; 2025Q2: 501,728 shares; 2025Q3: 510,511 shares; 2025Q4: 517,524 shares; 2026Q1: 553,628 shares 553,628 $53.8M 1.67% +36,104 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,046 shares; 2024Q4: 53,264 shares; 2025Q1: 52,225 shares; 2025Q2: 50,364 shares; 2025Q3: 49,761 shares; 2025Q4: 49,870 shares; 2026Q1: 50,471 shares 50,471 $50.3M 1.56% +601 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,003 shares; 2024Q4: 496,464 shares; 2025Q1: 489,523 shares; 2025Q2: 493,891 shares; 2025Q3: 500,797 shares; 2025Q4: 542,500 shares; 2026Q1: 537,624 shares 537,624 $49.9M 1.55% -4,876 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,572 shares; 2024Q4: 177,293 shares; 2025Q1: 174,157 shares; 2025Q2: 175,320 shares; 2025Q3: 182,938 shares; 2025Q4: 188,336 shares; 2026Q1: 198,597 shares 198,597 $49.3M 1.53% +10,261 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 727,208 shares; 2024Q4: 886,901 shares; 2025Q1: 876,266 shares; 2025Q2: 891,461 shares; 2025Q3: 943,634 shares; 2025Q4: 908,043 shares; 2026Q1: 907,031 shares 907,031 $45.9M 1.43% -1,012 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,116 shares; 2024Q4: 58,532 shares; 2025Q1: 59,561 shares; 2025Q2: 60,185 shares; 2025Q3: 60,614 shares; 2025Q4: 62,209 shares; 2026Q1: 62,142 shares 62,142 $45.9M 1.43% -67 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; 2024Q2: restricted; 2024Q3: 216,685 shares; 2024Q4: 213,096 shares; 2025Q1: 192,486 shares; 2025Q2: 181,199 shares; 2025Q3: 180,672 shares; 2025Q4: 177,595 shares; 2026Q1: 180,324 shares 180,324 $41.6M 1.3% +2,729 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,996 shares; 2024Q4: 319,273 shares; 2025Q1: 325,097 shares; 2025Q2: 329,839 shares; 2025Q3: 301,411 shares; 2025Q4: 282,164 shares; 2026Q1: 278,267 shares 278,267 $40.9M 1.27% -3,897 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,744 shares; 2024Q4: 268,258 shares; 2025Q1: 266,517 shares; 2025Q2: 258,378 shares; 2025Q3: 246,146 shares; 2025Q4: 243,355 shares; 2026Q1: 234,131 shares 234,131 $39.7M 1.24% -9,224 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,387 shares; 2025Q2: 58,353 shares; 2025Q3: 60,573 shares; 2025Q4: 68,485 shares; 2026Q1: 71,472 shares 71,472 $39.2M 1.22% +2,987 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,193 shares; 2024Q4: 292,461 shares; 2025Q1: 285,681 shares; 2025Q2: 282,492 shares; 2025Q3: 273,095 shares; 2025Q4: 271,459 shares; 2026Q1: 186,946 shares 186,946 $38.7M 1.2% -84,513 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514,381 shares; 2025Q4: 936,915 shares; 2026Q1: 1,326,001 shares 1,326,001 $38.1M 1.18% +389,086 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,645 shares; 2024Q4: 156,128 shares; 2025Q1: 152,173 shares; 2025Q2: 150,023 shares; 2025Q3: 152,531 shares; 2025Q4: 167,763 shares; 2026Q1: 164,573 shares 164,573 $37.8M 1.18% -3,190 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,341 shares; 2024Q4: 117,020 shares; 2025Q1: 115,968 shares; 2025Q2: 113,731 shares; 2025Q3: 109,274 shares; 2025Q4: 108,110 shares; 2026Q1: 107,928 shares 107,928 $35.5M 1.1% -182 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,121 shares; 2024Q4: 17,999 shares; 2025Q1: 37,879 shares; 2025Q2: 49,600 shares; 2025Q3: 55,451 shares; 2025Q4: 58,161 shares; 2026Q1: 60,246 shares 60,246 $34.5M 1.07% +2,085 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,956 shares; 2024Q4: 128,516 shares; 2025Q1: 130,264 shares; 2025Q2: 178,496 shares; 2025Q3: 192,396 shares; 2025Q4: 195,721 shares; 2026Q1: 211,951 shares 211,951 $34M 1.06% +16,230 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,837 shares; 2025Q1: 36,325 shares; 2025Q2: 35,707 shares; 2025Q3: 35,244 shares; 2025Q4: 34,567 shares; 2026Q1: 34,302 shares 34,302 $33M 1.03% -265 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,775 shares; 2024Q4: 318,404 shares; 2025Q1: 313,157 shares; 2025Q2: 307,843 shares; 2025Q3: 309,254 shares; 2025Q4: 310,304 shares; 2026Q1: 312,310 shares 312,310 $32.1M 1% +2,006 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,801 shares; 2024Q4: 65,591 shares; 2025Q1: 64,937 shares; 2025Q2: 63,811 shares; 2025Q3: 63,762 shares; 2025Q4: 63,613 shares; 2026Q1: 63,289 shares 63,289 $31.4M 0.98% -324 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,309 shares; 2024Q4: 19,186 shares; 2025Q1: 265,485 shares; 2025Q2: 275,305 shares; 2025Q3: 285,672 shares; 2025Q4: 289,447 shares; 2026Q1: 290,417 shares 290,417 $28.2M 0.88% +970 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,924 shares; 2024Q4: 251,547 shares; 2025Q1: 252,153 shares; 2025Q2: 361,940 shares; 2025Q3: 358,658 shares; 2025Q4: 296,371 shares; 2026Q1: 295,156 shares 295,156 $26.5M 0.82% -1,215 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,679 shares; 2024Q4: 156,349 shares; 2025Q1: 122,995 shares; 2025Q2: 112,266 shares; 2025Q3: 108,615 shares; 2025Q4: 107,810 shares; 2026Q1: 106,204 shares 106,204 $26M 0.81% -1,606 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,556 shares; 2024Q4: 107,006 shares; 2025Q1: 107,978 shares; 2025Q2: 104,563 shares; 2025Q3: 106,782 shares; 2025Q4: 147,787 shares; 2026Q1: 153,130 shares 153,130 $25.3M 0.79% +5,343 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,046 shares; 2024Q4: 193,121 shares; 2025Q1: 181,241 shares; 2025Q2: 176,361 shares; 2025Q3: 162,175 shares; 2025Q4: 162,094 shares; 2026Q1: 160,822 shares 160,822 $23.2M 0.72% -1,272 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,317 shares; 2024Q4: 123,395 shares; 2025Q1: 122,598 shares; 2025Q2: 137,283 shares; 2025Q3: 136,493 shares; 2025Q4: 133,179 shares; 2026Q1: 129,126 shares 129,126 $22.4M 0.7% -4,053 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,684 shares; 2024Q4: 14,853 shares; 2025Q1: 14,708 shares; 2025Q2: 14,846 shares; 2025Q3: 22,809 shares; 2025Q4: 22,729 shares; 2026Q1: 22,602 shares 22,602 $22.2M 0.69% -127 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 29 shares 29 $20.8M 0.65% -1 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,044 shares; 2024Q4: 169,812 shares; 2025Q1: 181,643 shares; 2025Q2: 168,591 shares; 2025Q3: 169,525 shares; 2025Q4: 175,425 shares; 2026Q1: 182,196 shares 182,196 $20.1M 0.63% +6,771 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,727 shares; 2025Q2: 3,485 shares; 2025Q3: 9,885 shares; 2025Q4: 33,549 shares; 2026Q1: 70,340 shares 70,340 $20M 0.62% +36,791 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,121 shares; 2024Q4: 394,857 shares; 2025Q1: 445,344 shares; 2025Q2: 410,091 shares; 2025Q3: 391,809 shares; 2025Q4: 351,618 shares; 2026Q1: 359,925 shares 359,925 $18.5M 0.58% +8,307 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,746 shares; 2024Q4: 100,071 shares; 2025Q1: 81,788 shares; 2025Q2: 54,190 shares; 2025Q3: 45,760 shares; 2025Q4: 42,747 shares; 2026Q1: 37,617 shares 37,617 $18M 0.56% -5,130 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 276 shares; 2025Q1: 496 shares; 2025Q2: 832 shares; 2025Q3: 2,300 shares; 2025Q4: 61,127 shares; 2026Q1: 170,468 shares 170,468 $17.8M 0.55% +109,341 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,674 shares; 2024Q4: 71,597 shares; 2025Q1: 69,105 shares; 2025Q2: 66,984 shares; 2025Q3: 64,691 shares; 2025Q4: 63,115 shares; 2026Q1: 61,663 shares 61,663 $17.7M 0.55% -1,452 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,553 shares; 2024Q4: 248,661 shares; 2025Q1: 244,961 shares; 2025Q2: 239,821 shares; 2025Q3: 225,627 shares; 2025Q4: 224,346 shares; 2026Q1: 223,633 shares 223,633 $17M 0.53% -713 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,026 shares; 2024Q4: 75,597 shares; 2025Q1: 77,022 shares; 2025Q2: 75,996 shares; 2025Q3: 65,771 shares; 2025Q4: 62,341 shares; 2026Q1: 60,191 shares 60,191 $16.3M 0.51% -2,150 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,341 shares; 2024Q4: 112,540 shares; 2025Q1: 104,255 shares; 2025Q2: 100,777 shares; 2025Q3: 98,301 shares; 2025Q4: 93,236 shares; 2026Q1: 88,541 shares 88,541 $15.3M 0.48% -4,695 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,096 shares; 2024Q4: 30,108 shares; 2025Q1: 30,706 shares; 2025Q2: 32,625 shares; 2025Q3: 32,573 shares; 2025Q4: 34,134 shares; 2026Q1: 35,211 shares 35,211 $15.2M 0.47% +1,077 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,998 shares; 2025Q3: 124,708 shares; 2025Q4: 131,085 shares; 2026Q1: 131,452 shares 131,452 $14.6M 0.46% +367 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,098 shares; 2024Q4: 110,473 shares; 2025Q1: 104,497 shares; 2025Q2: 104,474 shares; 2025Q3: 97,210 shares; 2025Q4: 96,764 shares; 2026Q1: 93,607 shares 93,607 $14.5M 0.45% -3,157 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,831 shares; 2024Q4: 266,541 shares; 2025Q1: 225,661 shares; 2025Q2: 217,439 shares; 2025Q3: 223,754 shares; 2025Q4: 238,268 shares; 2026Q1: 255,047 shares 255,047 $14.5M 0.45% +16,779 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,870 shares; 2024Q4: 50,895 shares; 2025Q1: 48,713 shares; 2025Q2: 48,351 shares; 2025Q3: 47,419 shares; 2025Q4: 46,726 shares; 2026Q1: 45,578 shares 45,578 $14.2M 0.44% -1,148 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,046 shares; 2024Q4: 85,428 shares; 2025Q1: 84,611 shares; 2025Q2: 80,769 shares; 2025Q3: 81,541 shares; 2025Q4: 49,186 shares; 2026Q1: 40,286 shares 40,286 $13.2M 0.41% -8,900 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,500 shares; 2024Q4: 316,580 shares; 2025Q1: 323,430 shares; 2025Q2: 318,451 shares; 2025Q3: 313,714 shares; 2025Q4: 266,286 shares; 2026Q1: 223,439 shares 223,439 $12.9M 0.4% -42,847 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 16,285 shares; 2025Q1: 17,554 shares; 2025Q2: 17,198 shares; 2025Q3: 18,052 shares; 2025Q4: 20,278 shares; 2026Q1: 21,118 shares 21,118 $12.6M 0.39% +840 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,015 shares; 2024Q4: 64,672 shares; 2025Q1: 62,243 shares; 2025Q2: 62,815 shares; 2025Q3: 61,203 shares; 2025Q4: 60,921 shares; 2026Q1: 57,876 shares 57,876 $12.6M 0.39% -3,045 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,324 shares; 2024Q4: 74,627 shares; 2025Q1: 22,821 shares; 2025Q2: 18,680 shares; 2025Q3: 17,663 shares; 2025Q4: 16,769 shares; 2026Q1: 17,249 shares 17,249 $12.2M 0.38% +480 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,441 shares; 2024Q4: 53,488 shares; 2025Q1: 43,178 shares; 2025Q2: 41,628 shares; 2025Q3: 38,830 shares; 2025Q4: 38,502 shares; 2026Q1: 37,822 shares 37,822 $12M 0.37% -680 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,584 shares; 2024Q4: 89,504 shares; 2025Q1: 86,566 shares; 2025Q2: 86,785 shares; 2025Q3: 85,354 shares; 2025Q4: 84,728 shares; 2026Q1: 82,667 shares 82,667 $10.3M 0.32% -2,061 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,760 shares; 2024Q4: 86,676 shares; 2025Q1: 101,552 shares; 2025Q2: 102,662 shares; 2025Q3: 87,726 shares; 2025Q4: 72,193 shares; 2026Q1: 66,914 shares 66,914 $10M 0.31% -5,279 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,307 shares; 2024Q4: 20,446 shares; 2025Q1: 20,919 shares; 2025Q2: 20,601 shares; 2025Q3: 21,073 shares; 2025Q4: 22,688 shares; 2026Q1: 23,244 shares 23,244 $9.91M 0.31% +556 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,310 shares; 2024Q4: 97,291 shares; 2025Q1: 97,567 shares; 2025Q2: 95,292 shares; 2025Q3: 88,634 shares; 2025Q4: 85,386 shares; 2026Q1: 82,209 shares 82,209 $9.89M 0.31% -3,177 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,657 shares; 2024Q4: 12,178 shares; 2025Q1: 58,075 shares; 2025Q2: 33,648 shares; 2025Q3: 33,517 shares; 2025Q4: 29,015 shares; 2026Q1: 29,441 shares 29,441 $9.45M 0.29% +426 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,072 shares; 2024Q4: 30,400 shares; 2025Q1: 30,441 shares; 2025Q2: 31,153 shares; 2025Q3: 31,374 shares; 2025Q4: 30,089 shares; 2026Q1: 28,513 shares 28,513 $9.07M 0.28% -1,576 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,772 shares; 2024Q4: 60,736 shares; 2025Q1: 61,653 shares; 2025Q2: 61,653 shares; 2025Q3: 65,688 shares; 2025Q4: 64,776 shares; 2026Q1: 67,103 shares 67,103 $8.6M 0.27% +2,327 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,474 shares; 2024Q4: 106,406 shares; 2025Q1: 109,683 shares; 2025Q2: 109,359 shares; 2025Q3: 108,500 shares; 2025Q4: 107,816 shares; 2026Q1: 107,718 shares 107,718 $8.36M 0.26% -98 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,028 shares; 2024Q4: 87,007 shares; 2025Q1: 105,325 shares; 2025Q2: 101,561 shares; 2025Q3: 90,657 shares; 2025Q4: 77,222 shares; 2026Q1: 66,813 shares 66,813 $7.9M 0.25% -10,409 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,546 shares; 2024Q4: 48,053 shares; 2025Q1: 44,185 shares; 2025Q2: 43,550 shares; 2025Q3: 39,200 shares; 2025Q4: 38,516 shares; 2026Q1: 37,924 shares 37,924 $7.89M 0.25% -592 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,938 shares; 2024Q4: 118,883 shares; 2025Q1: 104,017 shares; 2025Q2: 98,004 shares; 2025Q3: 95,395 shares; 2025Q4: 90,201 shares; 2026Q1: 84,546 shares 84,546 $7.84M 0.24% -5,655 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 11,782 shares; 2025Q1: 11,909 shares; 2025Q2: 11,947 shares; 2025Q3: 11,884 shares; 2025Q4: 11,639 shares; 2026Q1: 12,160 shares 12,160 $7.02M 0.22% +521 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,398 shares; 2024Q4: 22,785 shares; 2025Q1: 22,433 shares; 2025Q2: 22,366 shares; 2025Q3: 20,718 shares; 2025Q4: 18,759 shares; 2026Q1: 18,907 shares 18,907 $6.76M 0.21% +148 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,851 shares; 2024Q4: 24,478 shares; 2025Q1: 25,334 shares; 2025Q2: 26,279 shares; 2025Q3: 27,152 shares; 2025Q4: 26,510 shares; 2026Q1: 27,100 shares 27,100 $6.57M 0.2% +590 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 9,888 shares; 2025Q1: 9,300 shares; 2025Q2: 9,845 shares; 2025Q3: 10,513 shares; 2025Q4: 10,354 shares; 2026Q1: 11,509 shares 11,509 $6.48M 0.2% +1,155 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,289 shares; 2024Q4: 67,097 shares; 2025Q1: 60,270 shares; 2025Q2: 55,307 shares; 2025Q3: 103,835 shares; 2025Q4: 175,617 shares; 2026Q1: 274,295 shares 274,295 $6.4M 0.2% +98,678 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,195 shares; 2024Q4: 42,009 shares; 2025Q1: 41,629 shares; 2025Q2: 43,306 shares; 2025Q3: 42,394 shares; 2025Q4: 40,498 shares; 2026Q1: 39,437 shares 39,437 $6.3M 0.2% -1,061 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,118 shares; 2024Q4: 14,271 shares; 2025Q1: 12,562 shares; 2025Q2: 13,701 shares; 2025Q3: 13,148 shares; 2025Q4: 12,653 shares; 2026Q1: 12,600 shares 12,600 $6.3M 0.2% -53 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,613 shares; 2024Q4: 41,951 shares; 2025Q1: 42,081 shares; 2025Q2: 49,711 shares; 2025Q3: 55,283 shares; 2025Q4: 62,405 shares; 2026Q1: 82,046 shares 82,046 $6.1M 0.19% +19,641 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 10,352 shares; 2025Q1: 10,357 shares; 2025Q2: 10,719 shares; 2025Q3: 10,394 shares; 2025Q4: 10,245 shares; 2026Q1: 10,045 shares 10,045 $6.07M 0.19% -200 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,282 shares; 2024Q4: 17,630 shares; 2025Q1: 17,085 shares; 2025Q2: 16,835 shares; 2025Q3: 16,888 shares; 2025Q4: 17,018 shares; 2026Q1: 17,002 shares 17,002 $5.98M 0.19% -16 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,146 shares; 2024Q4: 110,422 shares; 2025Q1: 51,534 shares; 2025Q2: 42,301 shares; 2025Q3: 35,623 shares; 2025Q4: 33,417 shares; 2026Q1: 31,539 shares 31,539 $5.98M 0.19% -1,878 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,609 shares; 2024Q4: 13,149 shares; 2025Q1: 12,995 shares; 2025Q2: 15,227 shares; 2025Q3: 14,840 shares; 2025Q4: 14,605 shares; 2026Q1: 13,602 shares 13,602 $5.9M 0.18% -1,003 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,513 shares; 2024Q4: 38,993 shares; 2025Q1: 37,997 shares; 2025Q2: 39,108 shares; 2025Q3: 38,985 shares; 2025Q4: 36,881 shares; 2026Q1: 35,686 shares 35,686 $5.87M 0.18% -1,195 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,931 shares; 2024Q4: 136,916 shares; 2025Q1: 57,195 shares; 2025Q2: 49,179 shares; 2025Q3: 45,272 shares; 2025Q4: 43,241 shares; 2026Q1: 41,817 shares 41,817 $5.69M 0.18% -1,424 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,327 shares; 2024Q4: 79,906 shares; 2025Q1: 77,582 shares; 2025Q2: 74,942 shares; 2025Q3: 69,311 shares; 2025Q4: 62,355 shares; 2026Q1: 59,922 shares 59,922 $5.37M 0.17% -2,433 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,278 shares; 2024Q4: 37,327 shares; 2025Q1: 35,739 shares; 2025Q2: 32,365 shares; 2025Q3: 30,260 shares; 2025Q4: 25,515 shares; 2026Q1: 21,933 shares 21,933 $5.33M 0.17% -3,582 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,869 shares; 2024Q4: 13,786 shares; 2025Q1: 14,179 shares; 2025Q2: 14,082 shares; 2025Q3: 14,979 shares; 2025Q4: 15,393 shares; 2026Q1: 16,521 shares 16,521 $5.18M 0.16% +1,128 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,515 shares; 2024Q4: 33,561 shares; 2025Q1: 40,483 shares; 2025Q2: 41,730 shares; 2025Q3: 43,323 shares; 2025Q4: 47,000 shares; 2026Q1: 57,096 shares 57,096 $5.17M 0.16% +10,096 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,966 shares; 2024Q4: 24,624 shares; 2025Q1: 27,177 shares; 2025Q2: 24,784 shares; 2025Q3: 22,843 shares; 2025Q4: 22,910 shares; 2026Q1: 23,062 shares 23,062 $4.93M 0.15% +152 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 10,836 shares; 2025Q1: 11,625 shares; 2025Q2: 12,037 shares; 2025Q3: 11,409 shares; 2025Q4: 11,378 shares; 2026Q1: 17,155 shares 17,155 $4.87M 0.15% +5,777 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,863 shares; 2024Q4: 36,630 shares; 2025Q1: 34,676 shares; 2025Q2: 38,489 shares; 2025Q3: 38,200 shares; 2025Q4: 39,577 shares; 2026Q1: 36,485 shares 36,485 $4.82M 0.15% -3,092 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,003 shares; 2024Q4: 63,687 shares; 2025Q1: 60,217 shares; 2025Q2: 65,710 shares; 2025Q3: 70,001 shares; 2025Q4: 72,246 shares; 2026Q1: 74,399 shares 74,399 $4.77M 0.15% +2,153 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,615 shares; 2024Q4: 100,548 shares; 2025Q1: 89,354 shares; 2025Q2: 79,770 shares; 2025Q3: 77,820 shares; 2025Q4: 75,718 shares; 2026Q1: 71,963 shares 71,963 $4.76M 0.15% -3,755 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,315 shares; 2024Q4: 92,752 shares; 2025Q1: 87,739 shares; 2025Q2: 84,712 shares; 2025Q3: 77,860 shares; 2025Q4: 75,655 shares; 2026Q1: 73,499 shares 73,499 $4.46M 0.14% -2,156 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,239 shares; 2024Q4: 9,459 shares; 2025Q1: 11,002 shares; 2025Q2: 13,432 shares; 2025Q3: 14,396 shares; 2025Q4: 16,613 shares; 2026Q1: 29,209 shares 29,209 $4.42M 0.14% +12,596 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,925 shares; 2024Q4: 97,673 shares; 2025Q1: 95,065 shares; 2025Q2: 87,836 shares; 2025Q3: 94,197 shares; 2025Q4: 91,267 shares; 2026Q1: 86,322 shares 86,322 $4.33M 0.13% -4,945 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,408 shares; 2024Q4: 15,917 shares; 2025Q1: 17,940 shares; 2025Q2: 16,770 shares; 2025Q3: 18,746 shares; 2025Q4: 28,493 shares; 2026Q1: 38,861 shares 38,861 $4.33M 0.13% +10,368 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,083 shares; 2024Q4: 35,296 shares; 2025Q1: 34,367 shares; 2025Q2: 31,937 shares; 2025Q3: 31,220 shares; 2025Q4: 32,342 shares; 2026Q1: 33,047 shares 33,047 $4.33M 0.13% +705 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,596 shares; 2024Q4: 21,859 shares; 2025Q1: 20,036 shares; 2025Q2: 19,352 shares; 2025Q3: 18,361 shares; 2025Q4: 17,933 shares; 2026Q1: 18,899 shares 18,899 $4.27M 0.13% +966 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,445 shares; 2024Q4: 74,415 shares; 2025Q1: 74,164 shares; 2025Q2: 68,760 shares; 2025Q3: 66,320 shares; 2025Q4: 65,884 shares; 2026Q1: 64,673 shares 64,673 $4.27M 0.13% -1,211 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,865 shares; 2024Q4: 24,621 shares; 2025Q1: 25,953 shares; 2025Q2: 25,775 shares; 2025Q3: 26,526 shares; 2025Q4: 24,769 shares; 2026Q1: 37,001 shares 37,001 $4.25M 0.13% +12,232 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 19,670 shares; 2025Q1: 17,585 shares; 2025Q2: 18,338 shares; 2025Q3: 18,243 shares; 2025Q4: 36,524 shares; 2026Q1: 31,724 shares 31,724 $4.22M 0.13% -4,800 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,558 shares; 2024Q4: 69,427 shares; 2025Q1: 70,966 shares; 2025Q2: 72,770 shares; 2025Q3: 76,920 shares; 2025Q4: 76,259 shares; 2026Q1: 77,849 shares 77,849 $4.21M 0.13% +1,590 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,800 shares; 2024Q4: 86,251 shares; 2025Q1: 109,613 shares; 2025Q2: 85,409 shares; 2025Q3: 72,139 shares; 2025Q4: 62,266 shares; 2026Q1: 50,756 shares 50,756 $4.19M 0.13% -11,510 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,520 shares; 2024Q4: 34,527 shares; 2025Q1: 33,628 shares; 2025Q2: 33,440 shares; 2025Q3: 33,080 shares; 2025Q4: 32,934 shares; 2026Q1: 32,155 shares 32,155 $4.14M 0.13% -779 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 12,742 shares; 2025Q2: 13,993 shares; 2025Q3: 31,229 shares; 2025Q4: 32,676 shares; 2026Q1: 33,577 shares 33,577 $4.12M 0.13% +901 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,030 shares; 2024Q4: 18,065 shares; 2025Q1: 17,569 shares; 2025Q2: 18,030 shares; 2025Q3: 17,736 shares; 2025Q4: 17,278 shares; 2026Q1: 15,539 shares 15,539 $4.04M 0.13% -1,739 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 17,412 shares; 2025Q1: 16,997 shares; 2025Q2: 16,764 shares; 2025Q3: 16,769 shares; 2025Q4: 17,176 shares; 2026Q1: 16,633 shares 16,633 $4.04M 0.13% -543 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,770 shares; 2025Q1: 3,087 shares; 2025Q2: 3,619 shares; 2025Q3: 6,212 shares; 2025Q4: 7,076 shares; 2026Q1: 8,683 shares 8,683 $4M 0.12% +1,607 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,275 shares; 2024Q4: 46,033 shares; 2025Q1: 37,862 shares; 2025Q2: 31,942 shares; 2025Q3: 31,430 shares; 2025Q4: 30,486 shares; 2026Q1: 39,973 shares 39,973 $3.97M 0.12% +9,487 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 23,867 shares; 2025Q1: 22,066 shares; 2025Q2: 22,511 shares; 2025Q3: 21,521 shares; 2025Q4: 20,565 shares; 2026Q1: 19,737 shares 19,737 $3.81M 0.12% -828 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 9,112 shares; 2025Q1: 9,209 shares; 2025Q2: 9,782 shares; 2025Q3: 9,762 shares; 2025Q4: 10,052 shares; 2026Q1: 10,198 shares 10,198 $3.79M 0.12% +146 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,464 shares; 2025Q1: 2,681 shares; 2025Q2: 2,844 shares; 2025Q3: 2,711 shares; 2025Q4: 2,725 shares; 2026Q1: 4,280 shares 4,280 $3.74M 0.12% +1,555 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,605 shares; 2025Q1: 2,507 shares; 2025Q2: 2,402 shares; 2025Q3: 2,341 shares; 2025Q4: 29,074 shares; 2026Q1: 38,613 shares 38,613 $3.71M 0.12% +9,539 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,870 shares; 2024Q4: 151,992 shares; 2025Q1: 146,733 shares; 2025Q2: 144,477 shares; 2025Q3: 150,380 shares; 2025Q4: 138,692 shares; 2026Q1: 126,860 shares 126,860 $3.68M 0.11% -11,832 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: 19,771 shares; 2025Q1: 20,305 shares; 2025Q2: 22,083 shares; 2025Q3: 20,924 shares; 2025Q4: 21,010 shares; 2026Q1: 19,110 shares 19,110 $3.67M 0.11% -1,900 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 15,535 shares; 2025Q1: 14,778 shares; 2025Q2: 13,709 shares; 2025Q3: 13,390 shares; 2025Q4: 12,907 shares; 2026Q1: 12,679 shares 12,679 $3.64M 0.11% -228 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,601 shares; 2024Q4: 13,207 shares; 2025Q1: 12,433 shares; 2025Q2: 12,570 shares; 2025Q3: 13,514 shares; 2025Q4: 12,597 shares; 2026Q1: 12,473 shares 12,473 $3.58M 0.11% -124 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,419 shares; 2025Q2: 35,672 shares; 2025Q3: 42,095 shares; 2025Q4: 44,519 shares; 2026Q1: 50,850 shares 50,850 $3.55M 0.11% +6,331 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,597 shares; 2024Q4: 21,166 shares; 2025Q1: 21,139 shares; 2025Q2: 20,555 shares; 2025Q3: 20,545 shares; 2025Q4: 20,345 shares; 2026Q1: 16,975 shares 16,975 $3.54M 0.11% -3,370 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,502 shares; 2024Q4: 99,103 shares; 2025Q1: 99,658 shares; 2025Q2: 97,135 shares; 2025Q3: 28,599 shares; 2025Q4: 20,791 shares; 2026Q1: 17,129 shares 17,129 $3.4M 0.11% -3,662 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,244 shares; 2024Q4: 22,826 shares; 2025Q1: 22,136 shares; 2025Q2: 20,020 shares; 2025Q3: 20,627 shares; 2025Q4: 20,764 shares; 2026Q1: 22,371 shares 22,371 $3.25M 0.1% +1,607 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,472 shares; 2024Q4: 27,212 shares; 2025Q1: 25,702 shares; 2025Q2: 25,026 shares; 2025Q3: 23,446 shares; 2025Q4: 22,359 shares; 2026Q1: 20,358 shares 20,358 $3.17M 0.1% -2,001 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,816 shares; 2024Q4: 21,438 shares; 2025Q1: 20,785 shares; 2025Q2: 20,846 shares; 2025Q3: 20,883 shares; 2025Q4: 20,253 shares; 2026Q1: 21,568 shares 21,568 $3.14M 0.1% +1,315 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,233 shares; 2025Q1: 14,402 shares; 2025Q2: 14,007 shares; 2025Q3: 14,147 shares; 2025Q4: 13,782 shares; 2026Q1: 13,228 shares 13,228 $3.13M 0.1% -554 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,900 shares; 2024Q4: 53,532 shares; 2025Q1: 49,833 shares; 2025Q2: 45,477 shares; 2025Q3: 44,221 shares; 2025Q4: 42,333 shares; 2026Q1: 42,418 shares 42,418 $3.09M 0.1% +85 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 12,729 shares; 2025Q1: 11,832 shares; 2025Q2: 12,659 shares; 2025Q3: 13,772 shares; 2025Q4: 14,605 shares; 2026Q1: 15,660 shares 15,660 $2.97M 0.09% +1,055 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,768 shares; 2024Q4: 19,410 shares; 2025Q1: 18,656 shares; 2025Q2: 18,880 shares; 2025Q3: 16,945 shares; 2025Q4: 16,987 shares; 2026Q1: 16,285 shares 16,285 $2.97M 0.09% -702 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,089 shares; 2024Q4: 5,464 shares; 2025Q1: 5,454 shares; 2025Q2: 5,893 shares; 2025Q3: 5,917 shares; 2025Q4: 5,916 shares; 2026Q1: 5,511 shares 5,511 $2.97M 0.09% -405 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,261 shares; 2024Q4: 11,572 shares; 2025Q1: 11,512 shares; 2025Q2: 12,212 shares; 2025Q3: 12,916 shares; 2025Q4: 12,413 shares; 2026Q1: 13,392 shares 13,392 $2.88M 0.09% +979 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,666 shares; 2024Q4: 4,330 shares; 2025Q1: 6,480 shares; 2025Q2: 7,025 shares; 2025Q3: 7,273 shares; 2025Q4: 7,798 shares; 2026Q1: 8,191 shares 8,191 $2.77M 0.09% +393 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,599 shares; 2024Q4: 6,998 shares; 2025Q1: 6,840 shares; 2025Q2: 7,698 shares; 2025Q3: 7,698 shares; 2025Q4: 8,048 shares; 2026Q1: 8,071 shares 8,071 $2.76M 0.09% +23 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 13,287 shares; 2025Q1: 13,176 shares; 2025Q2: 12,042 shares; 2025Q3: 12,177 shares; 2025Q4: 12,216 shares; 2026Q1: 15,080 shares 15,080 $2.74M 0.09% +2,864 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,524 shares; 2024Q4: 9,753 shares; 2025Q1: 8,688 shares; 2025Q2: 9,090 shares; 2025Q3: 10,307 shares; 2025Q4: 10,252 shares; 2026Q1: 10,356 shares 10,356 $2.71M 0.08% +104 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 10,127 shares; 2025Q1: 9,209 shares; 2025Q2: 8,768 shares; 2025Q3: 8,609 shares; 2025Q4: 8,453 shares; 2026Q1: 7,564 shares 7,564 $2.61M 0.08% -889 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,719 shares; 2024Q4: 40,032 shares; 2025Q1: 39,708 shares; 2025Q2: 34,997 shares; 2025Q3: 35,513 shares; 2025Q4: 37,791 shares; 2026Q1: 38,449 shares 38,449 $2.6M 0.08% +658 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 12,418 shares; 2025Q1: 12,155 shares; 2025Q2: 11,419 shares; 2025Q3: 11,091 shares; 2025Q4: 10,123 shares; 2026Q1: 8,047 shares 8,047 $2.58M 0.08% -2,076 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; 2024Q2: restricted; 2024Q3: 5,212 shares; 2024Q4: 4,683 shares; 2025Q1: 4,683 shares; 2025Q2: 4,138 shares; 2025Q3: 21,099 shares; 2025Q4: 28,600 shares; 2026Q1: 27,053 shares 27,053 $2.52M 0.08% -1,547 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,229 shares; 2024Q4: 82,506 shares; 2025Q1: 60,349 shares; 2025Q2: 69,787 shares; 2025Q3: 63,283 shares; 2025Q4: 67,988 shares; 2026Q1: 69,212 shares 69,212 $2.49M 0.08% +1,224 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,174 shares; 2024Q4: 20,039 shares; 2025Q1: 18,296 shares; 2025Q2: 19,012 shares; 2025Q3: 19,235 shares; 2025Q4: 18,939 shares; 2026Q1: 18,733 shares 18,733 $2.45M 0.08% -206 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,169 shares; 2024Q4: 129,215 shares; 2025Q1: 120,646 shares; 2025Q2: 38,720 shares; 2025Q3: 29,967 shares; 2025Q4: 27,125 shares; 2026Q1: 25,350 shares 25,350 $2.44M 0.08% -1,775 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,416 shares; 2024Q4: 91,661 shares; 2025Q1: 90,902 shares; 2025Q2: 90,263 shares; 2025Q3: 90,284 shares; 2025Q4: 89,584 shares; 2026Q1: 89,584 shares 89,584 $2.4M 0.07% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,162 shares; 2024Q4: 21,307 shares; 2025Q1: 25,612 shares; 2025Q2: 25,530 shares; 2025Q3: 25,805 shares; 2025Q4: 26,908 shares; 2026Q1: 26,970 shares 26,970 $2.38M 0.07% +62 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,038 shares; 2024Q4: 10,802 shares; 2025Q1: 10,466 shares; 2025Q2: 9,242 shares; 2025Q3: 9,037 shares; 2025Q4: 9,567 shares; 2026Q1: 9,656 shares 9,656 $2.36M 0.07% +89 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,977 shares; 2025Q2: 23,493 shares; 2025Q3: 22,807 shares; 2025Q4: 24,962 shares; 2026Q1: 33,094 shares 33,094 $2.27M 0.07% +8,132 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,379 shares; 2024Q4: 64,315 shares; 2025Q1: 59,577 shares; 2025Q2: 59,138 shares; 2025Q3: 53,404 shares; 2025Q4: 49,695 shares; 2026Q1: 45,890 shares 45,890 $2.24M 0.07% -3,805 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,268 shares; 2024Q4: 25,811 shares; 2025Q1: 23,270 shares; 2025Q2: 23,270 shares; 2025Q3: 23,047 shares; 2025Q4: 22,467 shares; 2026Q1: 21,739 shares 21,739 $2.22M 0.07% -728 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,978 shares; 2024Q4: 54,895 shares; 2025Q1: 42,394 shares; 2025Q2: 44,563 shares; 2025Q3: 54,513 shares; 2025Q4: 52,833 shares; 2026Q1: 50,178 shares 50,178 $2.21M 0.07% -2,655 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,994 shares; 2024Q4: 15,631 shares; 2025Q1: 13,566 shares; 2025Q2: 13,830 shares; 2025Q3: 12,696 shares; 2025Q4: 12,695 shares; 2026Q1: 12,141 shares 12,141 $2.19M 0.07% -554 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,256 shares; 2024Q4: 22,079 shares; 2025Q1: 21,160 shares; 2025Q2: 20,632 shares; 2025Q3: 21,253 shares; 2025Q4: 21,753 shares; 2026Q1: 21,876 shares 21,876 $2.11M 0.07% +123 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,455 shares; 2024Q4: 32,985 shares; 2025Q1: 25,521 shares; 2025Q2: 23,946 shares; 2025Q3: 25,738 shares; 2025Q4: 27,082 shares; 2026Q1: 26,771 shares 26,771 $2.1M 0.07% -311 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,041 shares; 2024Q4: 62,292 shares; 2025Q1: 55,895 shares; 2025Q2: 52,230 shares; 2025Q3: 48,965 shares; 2025Q4: 46,540 shares; 2026Q1: 45,530 shares 45,530 $2.09M 0.07% -1,010 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,402 shares; 2024Q4: 54,876 shares; 2025Q1: 43,796 shares; 2025Q2: 41,741 shares; 2025Q3: 41,416 shares; 2025Q4: 40,594 shares; 2026Q1: 39,728 shares 39,728 $2.09M 0.06% -866 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,517 shares; 2024Q4: 29,597 shares; 2025Q1: 27,089 shares; 2025Q2: 28,889 shares; 2025Q3: 28,941 shares; 2025Q4: 28,830 shares; 2026Q1: 28,751 shares 28,751 $2.08M 0.06% -79 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,260 shares; 2024Q4: 21,160 shares; 2025Q1: 21,123 shares; 2025Q2: 21,423 shares; 2025Q3: 20,047 shares; 2025Q4: 19,947 shares; 2026Q1: 20,020 shares 20,020 $2.07M 0.06% +73 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,577 shares; 2024Q4: 46,481 shares; 2025Q1: 45,918 shares; 2025Q2: 41,473 shares; 2025Q3: 39,008 shares; 2025Q4: 38,793 shares; 2026Q1: 39,750 shares 39,750 $2.07M 0.06% +957 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,406 shares; 2024Q4: 21,467 shares; 2025Q1: 19,875 shares; 2025Q2: 16,962 shares; 2025Q3: 15,888 shares; 2025Q4: 16,788 shares; 2026Q1: 16,999 shares 16,999 $2.06M 0.06% +211 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,166 shares; 2024Q4: 31,648 shares; 2025Q1: 26,239 shares; 2025Q2: 34,955 shares; 2025Q3: 29,935 shares; 2025Q4: 28,890 shares; 2026Q1: 28,622 shares 28,622 $2.06M 0.06% -268 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 25,220 shares; 2025Q3: 24,770 shares; 2025Q4: 14,635 shares; 2026Q1: 14,633 shares 14,633 $2.04M 0.06% -2 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,664 shares; 2024Q4: 19,503 shares; 2025Q1: 19,503 shares; 2025Q2: 19,523 shares; 2025Q3: 18,703 shares; 2025Q4: 18,541 shares; 2026Q1: 18,041 shares 18,041 $1.98M 0.06% -500 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,552 shares; 2024Q4: 102,381 shares; 2025Q1: 92,503 shares; 2025Q2: 93,054 shares; 2025Q3: 85,673 shares; 2025Q4: 71,237 shares; 2026Q1: 68,196 shares 68,196 $1.91M 0.06% -3,041 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,175 shares; 2024Q4: 12,267 shares; 2025Q1: 13,718 shares; 2025Q2: 10,161 shares; 2025Q3: 10,005 shares; 2025Q4: 11,225 shares; 2026Q1: 12,917 shares 12,917 $1.91M 0.06% +1,692 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,227 shares; 2024Q4: 7,786 shares; 2025Q1: 7,401 shares; 2025Q2: 7,106 shares; 2025Q3: 7,045 shares; 2025Q4: 6,925 shares; 2026Q1: 6,292 shares 6,292 $1.9M 0.06% -633 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,446 shares; 2025Q1: 1,428 shares; 2025Q2: 20,295 shares; 2025Q3: 20,295 shares; 2025Q4: 20,377 shares; 2026Q1: 20,338 shares 20,338 $1.88M 0.06% -39 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 8,667 shares; 2025Q1: 8,445 shares; 2025Q2: 7,937 shares; 2025Q3: 7,478 shares; 2025Q4: 7,431 shares; 2026Q1: 6,428 shares 6,428 $1.87M 0.06% -1,003 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,413 shares; 2024Q4: 11,193 shares; 2025Q1: 11,019 shares; 2025Q2: 10,838 shares; 2025Q3: 10,883 shares; 2025Q4: 10,492 shares; 2026Q1: 8,934 shares 8,934 $1.82M 0.06% -1,558 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,199 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 3,135 shares 3,135 $1.76M 0.05% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,663 shares; 2024Q4: 91,960 shares; 2025Q1: 76,566 shares; 2025Q2: 73,590 shares; 2025Q3: 72,002 shares; 2025Q4: 66,664 shares; 2026Q1: 65,172 shares 65,172 $1.72M 0.05% -1,492 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,351 shares; 2025Q3: 24,539 shares; 2025Q4: 24,804 shares; 2026Q1: 24,301 shares 24,301 $1.71M 0.05% -503 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,305 shares; 2024Q4: 27,060 shares; 2025Q1: 34,819 shares; 2025Q2: 19,385 shares; 2025Q3: 19,755 shares; 2025Q4: 19,778 shares; 2026Q1: 31,368 shares 31,368 $1.7M 0.05% +11,590 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,933 shares; 2024Q4: 12,451 shares; 2025Q1: 12,157 shares; 2025Q2: 11,527 shares; 2025Q3: 11,219 shares; 2025Q4: 10,944 shares; 2026Q1: 10,683 shares 10,683 $1.68M 0.05% -261 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,722 shares; 2024Q4: 7,419 shares; 2025Q1: 7,269 shares; 2025Q2: 6,192 shares; 2025Q3: 6,299 shares; 2025Q4: 6,253 shares; 2026Q1: 8,106 shares 8,106 $1.65M 0.05% +1,853 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,865 shares; 2024Q4: 10,879 shares; 2025Q1: 11,124 shares; 2025Q2: 9,950 shares; 2025Q3: 10,006 shares; 2025Q4: 11,330 shares; 2026Q1: 12,851 shares 12,851 $1.6M 0.05% +1,521 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,062 shares; 2025Q4: 1,821 shares; 2026Q1: 2,256 shares 2,256 $1.57M 0.05% +435 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,541 shares; 2026Q1: 18,569 shares 18,569 $1.57M 0.05% +9,028 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,618 shares; 2024Q4: 44,190 shares; 2025Q1: 35,233 shares; 2025Q2: 32,599 shares; 2025Q3: 31,456 shares; 2025Q4: 30,440 shares; 2026Q1: 29,635 shares 29,635 $1.57M 0.05% -805 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 12,682 shares; 2025Q1: 11,706 shares; 2025Q2: 11,641 shares; 2025Q3: 11,368 shares; 2025Q4: 11,243 shares; 2026Q1: 10,027 shares 10,027 $1.53M 0.05% -1,216 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,880 shares; 2024Q4: 12,789 shares; 2025Q1: 13,029 shares; 2025Q2: 12,957 shares; 2025Q3: 12,558 shares; 2025Q4: 12,983 shares; 2026Q1: 13,202 shares 13,202 $1.53M 0.05% +219 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 14,867 shares; 2025Q1: 14,730 shares; 2025Q2: 14,236 shares; 2025Q3: 13,964 shares; 2025Q4: 13,846 shares; 2026Q1: 13,846 shares 13,846 $1.48M 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 20,517 shares; 2025Q1: 19,443 shares; 2025Q2: 15,663 shares; 2025Q3: 11,491 shares; 2025Q4: 12,601 shares; 2026Q1: 13,927 shares 13,927 $1.48M 0.05% +1,326 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,871 shares; 2025Q2: 3,452 shares; 2025Q3: 5,850 shares; 2025Q4: 5,813 shares; 2026Q1: 5,763 shares 5,763 $1.44M 0.04% -50 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 19,564 shares; 2025Q1: 19,451 shares; 2025Q2: 19,223 shares; 2025Q3: 18,189 shares; 2025Q4: 17,126 shares; 2026Q1: 15,386 shares 15,386 $1.42M 0.04% -1,740 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,844 shares; 2024Q4: 54,039 shares; 2025Q1: 51,689 shares; 2025Q2: 49,864 shares; 2025Q3: 40,289 shares; 2025Q4: 40,046 shares; 2026Q1: 37,448 shares 37,448 $1.42M 0.04% -2,598 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 2,226 shares; 2025Q2: 2,254 shares; 2025Q3: 3,765 shares; 2025Q4: 3,818 shares; 2026Q1: 3,572 shares 3,572 $1.42M 0.04% -246 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 9,019 shares; 2025Q3: 8,627 shares; 2025Q4: 7,976 shares; 2026Q1: 7,589 shares 7,589 $1.38M 0.04% -387 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,845 shares; 2024Q4: 35,343 shares; 2025Q1: 31,031 shares; 2025Q2: 29,974 shares; 2025Q3: 22,638 shares; 2025Q4: 25,575 shares; 2026Q1: 27,212 shares 27,212 $1.38M 0.04% +1,637 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 6,374 shares; 2025Q1: 6,389 shares; 2025Q2: 6,994 shares; 2025Q3: 7,087 shares; 2025Q4: 6,998 shares; 2026Q1: 6,600 shares 6,600 $1.37M 0.04% -398 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,139 shares; 2025Q1: 2,934 shares; 2025Q2: 4,222 shares; 2025Q3: 4,363 shares; 2025Q4: 4,071 shares; 2026Q1: 4,105 shares 4,105 $1.34M 0.04% +34 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,388 shares; 2025Q2: 3,079 shares; 2025Q3: 3,093 shares; 2025Q4: 3,095 shares; 2026Q1: 3,073 shares 3,073 $1.33M 0.04% -22 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,578 shares; 2024Q4: 55,591 shares; 2025Q1: 45,158 shares; 2025Q2: 45,558 shares; 2025Q3: 37,197 shares; 2025Q4: 35,950 shares; 2026Q1: 32,278 shares 32,278 $1.33M 0.04% -3,672 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,378 shares; 2024Q4: 69,972 shares; 2025Q1: 65,372 shares; 2025Q2: 58,737 shares; 2025Q3: 54,987 shares; 2025Q4: 8,502 shares; 2026Q1: 6,751 shares 6,751 $1.32M 0.04% -1,751 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,654 shares; 2025Q1: 1,635 shares; 2025Q2: 1,668 shares; 2025Q3: 1,634 shares; 2025Q4: 1,550 shares; 2026Q1: 1,554 shares 1,554 $1.31M 0.04% +4 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,404 shares; 2024Q4: 24,570 shares; 2025Q1: 22,141 shares; 2025Q2: 20,414 shares; 2025Q3: 14,846 shares; 2025Q4: 13,086 shares; 2026Q1: 13,330 shares 13,330 $1.31M 0.04% +244 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 5,412 shares; 2025Q1: 5,290 shares; 2025Q2: 5,072 shares; 2025Q3: 5,052 shares; 2025Q4: 5,052 shares; 2026Q1: 5,052 shares 5,052 $1.26M 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,623 shares; 2025Q2: 3,428 shares; 2025Q3: 3,496 shares; 2025Q4: 3,597 shares; 2026Q1: 3,696 shares 3,696 $1.25M 0.04% +99 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 2,651 shares; 2025Q1: 2,471 shares; 2025Q2: 2,539 shares; 2025Q3: 2,547 shares; 2025Q4: 2,522 shares; 2026Q1: 2,023 shares 2,023 $1.25M 0.04% -499 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,362 shares; 2024Q4: 9,067 shares; 2025Q1: 8,332 shares; 2025Q2: 8,069 shares; 2025Q3: 7,908 shares; 2025Q4: 7,331 shares; 2026Q1: 7,096 shares 7,096 $1.23M 0.04% -235 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 4,259 shares; 2025Q1: 4,425 shares; 2025Q2: 4,781 shares; 2025Q3: 4,531 shares; 2025Q4: 4,431 shares; 2026Q1: 4,171 shares 4,171 $1.22M 0.04% -260 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,205 shares; 2025Q1: 11,860 shares; 2025Q2: 24,402 shares; 2025Q3: 25,402 shares; 2025Q4: 24,996 shares; 2026Q1: 26,096 shares 26,096 $1.21M 0.04% +1,100 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 16,690 shares; 2025Q1: 16,415 shares; 2025Q2: 14,123 shares; 2025Q3: 14,162 shares; 2025Q4: 15,005 shares; 2026Q1: 14,009 shares 14,009 $1.19M 0.04% -996 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 363 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 342 shares 342 $1.16M 0.04% +1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,101 shares; 2024Q4: 36,518 shares; 2025Q1: 37,349 shares; 2025Q2: 37,941 shares; 2025Q3: 26,115 shares; 2025Q4: 24,635 shares; 2026Q1: 24,417 shares 24,417 $1.15M 0.04% -218 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,596 shares; 2025Q1: 29,838 shares; 2025Q2: 36,384 shares; 2025Q3: 36,384 shares; 2025Q4: 36,728 shares; 2026Q1: 39,695 shares 39,695 $1.11M 0.03% +2,967 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 11,792 shares; 2025Q1: 18,151 shares; 2025Q2: 16,447 shares; 2025Q3: 16,681 shares; 2025Q4: 14,767 shares; 2026Q1: 13,578 shares 13,578 $1.1M 0.03% -1,189 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,112 shares; 2024Q4: 21,032 shares; 2025Q1: 19,592 shares; 2025Q2: 18,786 shares; 2025Q3: 18,186 shares; 2025Q4: 17,549 shares; 2026Q1: 17,364 shares 17,364 $1.07M 0.03% -185 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,911 shares; 2024Q4: 99,911 shares; 2025Q1: 99,911 shares; 2025Q2: 105,716 shares; 2025Q3: 105,716 shares; 2025Q4: 103,402 shares; 2026Q1: 103,402 shares 103,402 $1.07M 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,161 shares; 2024Q4: 12,201 shares; 2025Q1: 12,172 shares; 2025Q2: 11,420 shares; 2025Q3: 11,977 shares; 2025Q4: 12,308 shares; 2026Q1: 13,095 shares 13,095 $1.04M 0.03% +787 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,070 shares; 2025Q1: 6,038 shares; 2025Q2: 3,210 shares; 2025Q3: 5,544 shares; 2025Q4: 6,518 shares; 2026Q1: 10,941 shares 10,941 $1.03M 0.03% +4,423 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,229 shares; 2024Q4: 22,229 shares; 2025Q1: 21,996 shares; 2025Q2: 21,404 shares; 2025Q3: 21,299 shares; 2025Q4: 20,199 shares; 2026Q1: 19,978 shares 19,978 $1.01M 0.03% -221 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,204 shares; 2025Q1: 10,146 shares; 2025Q2: 10,046 shares; 2025Q3: 9,996 shares; 2025Q4: 9,596 shares; 2026Q1: 10,059 shares 10,059 $1000K 0.03% +463 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,497 shares; 2024Q4: 13,375 shares; 2025Q1: 13,070 shares; 2025Q2: 13,070 shares; 2025Q3: 13,070 shares; 2025Q4: 12,595 shares; 2026Q1: 12,595 shares 12,595 $991K 0.03% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 7,817 shares; 2025Q1: 7,467 shares; 2025Q2: 13,033 shares; 2025Q3: 14,101 shares; 2025Q4: 11,666 shares; 2026Q1: 12,105 shares 12,105 $990K 0.03% +439 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 8,499 shares; 2025Q1: 7,885 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares; 2025Q4: 7,504 shares; 2026Q1: 7,495 shares 7,495 $983K 0.03% -9 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 7,150 shares; 2025Q1: 5,922 shares; 2025Q2: 5,227 shares; 2025Q3: 4,853 shares; 2025Q4: 4,761 shares; 2026Q1: 4,702 shares 4,702 $977K 0.03% -59 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 11,569 shares; 2025Q1: 11,289 shares; 2025Q2: 13,334 shares; 2025Q3: 13,487 shares; 2025Q4: 12,695 shares; 2026Q1: 11,168 shares 11,168 $968K 0.03% -1,527 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 14,700 shares; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares; 2026Q1: 14,700 shares 14,700 $952K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 6,090 shares; 2025Q1: 6,390 shares; 2025Q2: 6,879 shares; 2025Q3: 7,028 shares; 2025Q4: 14,756 shares; 2026Q1: 15,301 shares 15,301 $937K 0.03% +545 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,012 shares; 2025Q4: 33,834 shares; 2026Q1: 33,681 shares 33,681 $917K 0.03% -153 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 3,907 shares; 2025Q1: 2,969 shares; 2025Q2: 2,541 shares; 2025Q3: 1,936 shares; 2025Q4: 1,910 shares; 2026Q1: 1,850 shares 1,850 $909K 0.03% -60 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 4,904 shares; 2025Q1: 4,764 shares; 2025Q2: 4,758 shares; 2025Q3: 4,761 shares; 2025Q4: 4,647 shares; 2026Q1: 4,657 shares 4,657 $904K 0.03% +10 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,093 shares; 2025Q1: 7,259 shares; 2025Q2: 8,906 shares; 2025Q3: 9,007 shares; 2025Q4: 18,310 shares; 2026Q1: 19,545 shares 19,545 $897K 0.03% +1,235 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 9,753 shares; 2025Q1: 8,946 shares; 2025Q2: 8,908 shares; 2025Q3: 8,586 shares; 2025Q4: 8,116 shares; 2026Q1: 8,116 shares 8,116 $896K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,415 shares; 2024Q4: 5,194 shares; 2025Q1: 4,750 shares; 2025Q2: 3,936 shares; 2025Q3: 3,320 shares; 2025Q4: 3,067 shares; 2026Q1: 3,052 shares 3,052 $893K 0.03% -15 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 26,620 shares; 2025Q1: 30,550 shares; 2025Q2: 30,550 shares; 2025Q3: 30,550 shares; 2025Q4: 36,135 shares; 2026Q1: 38,535 shares 38,535 $892K 0.03% +2,400 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 9,321 shares; 2025Q1: 8,921 shares; 2025Q2: 8,846 shares; 2025Q3: 8,371 shares; 2025Q4: 8,229 shares; 2026Q1: 7,798 shares 7,798 $882K 0.03% -431 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,847 shares; 2024Q4: 1,909 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,771 shares; 2026Q1: 1,979 shares 1,979 $864K 0.03% +208 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,657 shares; 2024Q4: 20,446 shares; 2025Q1: 17,455 shares; 2025Q2: 12,900 shares; 2025Q3: 16,489 shares; 2025Q4: 10,464 shares; 2026Q1: 9,595 shares 9,595 $851K 0.03% -869 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,217 shares; 2024Q4: 27,293 shares; 2025Q1: 23,224 shares; 2025Q2: 21,775 shares; 2025Q3: 15,775 shares; 2025Q4: 13,945 shares; 2026Q1: 13,496 shares 13,496 $826K 0.03% -449 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172 $805K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,405 shares; 2024Q4: 9,525 shares; 2025Q1: 9,339 shares; 2025Q2: 11,093 shares; 2025Q3: 10,014 shares; 2025Q4: 7,876 shares; 2026Q1: 8,566 shares 8,566 $797K 0.02% +690 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 5,776 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,982 shares; 2025Q4: 6,982 shares; 2026Q1: 7,087 shares 7,087 $796K 0.02% +105 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 35,844 shares; 2025Q1: 31,619 shares; 2025Q2: 33,865 shares; 2025Q3: 27,607 shares; 2025Q4: 26,137 shares; 2026Q1: 27,610 shares 27,610 $793K 0.02% +1,473 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,187 shares; 2026Q1: 12,378 shares 12,378 $788K 0.02% +3,191 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 7,736 shares; 2025Q1: 7,299 shares; 2025Q2: 6,972 shares; 2025Q3: 6,611 shares; 2025Q4: 5,379 shares; 2026Q1: 5,998 shares 5,998 $785K 0.02% +619 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 10,900 shares; 2025Q1: 10,857 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares 10,850 $779K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 14,581 shares; 2025Q1: 7,486 shares; 2025Q2: 8,293 shares; 2025Q3: 8,244 shares; 2025Q4: 8,079 shares; 2026Q1: 8,519 shares 8,519 $778K 0.02% +440 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,705 shares; 2024Q4: 12,010 shares; 2025Q1: 13,835 shares; 2025Q2: 13,835 shares; 2025Q3: 13,835 shares; 2025Q4: 15,285 shares; 2026Q1: 15,905 shares 15,905 $756K 0.02% +620 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 9,392 shares; 2025Q1: 8,882 shares; 2025Q2: 9,221 shares; 2025Q3: 6,621 shares; 2025Q4: 4,895 shares; 2026Q1: 5,787 shares 5,787 $751K 0.02% +892 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,526 shares; 2024Q4: 9,617 shares; 2025Q1: 7,498 shares; 2025Q2: 6,957 shares; 2025Q3: 6,758 shares; 2025Q4: 6,093 shares; 2026Q1: 5,930 shares 5,930 $750K 0.02% -163 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 2,471 shares; 2025Q1: 1,978 shares; 2025Q2: 2,126 shares; 2025Q3: 2,201 shares; 2025Q4: 2,148 shares; 2026Q1: 2,182 shares 2,182 $749K 0.02% +34 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,161 shares; 2024Q4: 22,661 shares; 2025Q1: 22,661 shares; 2025Q2: 21,561 shares; 2025Q3: 21,561 shares; 2025Q4: 18,861 shares; 2026Q1: 18,861 shares 18,861 $735K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,386 shares; 2024Q4: 6,046 shares; 2025Q1: 5,957 shares; 2025Q2: 5,684 shares; 2025Q3: 5,575 shares; 2025Q4: 5,170 shares; 2026Q1: 4,995 shares 4,995 $729K 0.02% -175 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,276 shares; 2025Q1: 6,270 shares; 2025Q2: 6,618 shares; 2025Q3: 6,546 shares; 2025Q4: 6,396 shares; 2026Q1: 6,404 shares 6,404 $726K 0.02% +8 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 3,193 shares; 2025Q3: 2,793 shares; 2025Q4: 2,645 shares; 2026Q1: 2,695 shares 2,695 $717K 0.02% +50 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,594 shares 3,594 $709K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 2,700 shares; 2026Q1: 3,069 shares 3,069 $707K 0.02% +369 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 4,510 shares; 2025Q1: 4,510 shares; 2025Q2: 4,620 shares; 2025Q3: 4,795 shares; 2025Q4: 4,805 shares; 2026Q1: 5,375 shares 5,375 $705K 0.02% +570 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,073 shares; 2025Q1: 2,364 shares; 2025Q2: 3,294 shares; 2025Q3: 3,298 shares; 2025Q4: 3,732 shares; 2026Q1: 4,315 shares 4,315 $698K 0.02% +583 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 3,836 shares; 2025Q1: 3,377 shares; 2025Q2: 3,377 shares; 2025Q3: 2,977 shares; 2025Q4: 3,377 shares; 2026Q1: 3,295 shares 3,295 $696K 0.02% -82 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,209 shares; 2025Q1: 2,212 shares; 2025Q2: 2,202 shares; 2025Q3: 2,083 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902 $692K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 857 shares; 2025Q1: 852 shares; 2025Q2: 1,001 shares; 2025Q3: 1,040 shares; 2025Q4: 1,011 shares; 2026Q1: 1,014 shares 1,014 $692K 0.02% +3 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 977 shares; 2025Q1: 794 shares; 2025Q2: 619 shares; 2025Q3: 561 shares; 2025Q4: 472 shares; 2026Q1: 468 shares 468 $689K 0.02% -4 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,644 shares; 2025Q2: 13,953 shares; 2025Q3: 13,953 shares; 2025Q4: 13,953 shares; 2026Q1: 15,028 shares 15,028 $686K 0.02% +1,075 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,925 shares; 2024Q4: 1,285 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,257 shares; 2025Q4: 1,199 shares; 2026Q1: 861 shares 861 $680K 0.02% -338 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 3,449 shares; 2025Q1: 3,097 shares; 2025Q2: 2,936 shares; 2025Q3: 2,770 shares; 2025Q4: 2,446 shares; 2026Q1: 1,904 shares 1,904 $678K 0.02% -542 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,246 shares; 2025Q1: 2,171 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 2,201 shares; 2026Q1: 2,232 shares 2,232 $665K 0.02% +31 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 527 shares 527 $665K 0.02% +1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,686 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 5,518 shares; 2025Q3: 5,263 shares; 2025Q4: 5,205 shares; 2026Q1: 5,975 shares 5,975 $662K 0.02% +770 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,083 shares; 2024Q4: 10,807 shares; 2025Q1: 9,850 shares; 2025Q2: 8,418 shares; 2025Q3: 8,148 shares; 2025Q4: 7,530 shares; 2026Q1: 6,806 shares 6,806 $657K 0.02% -724 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,060 shares; 2025Q1: 2,037 shares; 2025Q2: 2,030 shares; 2025Q3: 1,938 shares; 2025Q4: 1,863 shares; 2026Q1: 1,806 shares 1,806 $639K 0.02% -57 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 27,692 shares; 2025Q1: 27,492 shares; 2025Q2: 26,282 shares; 2025Q3: 26,042 shares; 2025Q4: 26,042 shares; 2026Q1: 26,042 shares 26,042 $633K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,550 shares 43,550 $626K 0.02% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,578 shares; 2025Q4: 12,268 shares; 2026Q1: 11,853 shares 11,853 $620K 0.02% -415 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,346 shares; 2024Q4: 15,328 shares; 2025Q1: 12,749 shares; 2025Q2: 12,665 shares; 2025Q3: 12,290 shares; 2025Q4: 12,265 shares; 2026Q1: 8,635 shares 8,635 $616K 0.02% -3,630 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 1,652 shares; 2025Q1: 1,870 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares; 2025Q4: 1,774 shares; 2026Q1: 1,721 shares 1,721 $614K 0.02% -53 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 10,058 shares; 2025Q1: 10,058 shares; 2025Q2: 10,058 shares; 2025Q3: 10,058 shares; 2025Q4: 10,058 shares; 2026Q1: 10,058 shares 10,058 $611K 0.02% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,139 shares; 2025Q1: 6,164 shares; 2025Q2: 10,068 shares; 2025Q3: 10,318 shares; 2025Q4: 10,318 shares; 2026Q1: 10,318 shares 10,318 $603K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 2,866 shares; 2025Q1: 3,194 shares; 2025Q2: 2,488 shares; 2025Q3: 2,654 shares; 2025Q4: 2,194 shares; 2026Q1: 2,960 shares 2,960 $589K 0.02% +766 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $581K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 265 shares; 2026Q1: 335 shares 335 $579K 0.02% +70 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,977 shares; 2024Q4: 25,977 shares; 2025Q1: 25,977 shares; 2025Q2: 24,223 shares; 2025Q3: 24,223 shares; 2025Q4: 24,223 shares; 2026Q1: 20,223 shares 20,223 $564K 0.02% -4,000 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 2,183 shares; 2025Q1: 2,269 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,588 shares; 2026Q1: 2,588 shares 2,588 $561K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 3,074 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,824 shares 2,824 $558K 0.02% +11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 4,374 shares; 2025Q1: 3,299 shares; 2025Q2: 4,247 shares; 2025Q3: 3,557 shares; 2025Q4: 3,342 shares; 2026Q1: 3,788 shares 3,788 $555K 0.02% +446 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,678 shares; 2025Q1: 1,914 shares; 2025Q2: 2,543 shares; 2025Q3: 2,416 shares; 2025Q4: 4,530 shares; 2026Q1: 4,999 shares 4,999 $545K 0.02% +469 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,048 shares; 2025Q2: 13,048 shares; 2025Q3: 13,063 shares; 2025Q4: 16,048 shares; 2026Q1: 16,048 shares 16,048 $542K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,824 shares; 2025Q1: 3,925 shares; 2025Q2: 3,810 shares; 2025Q3: 3,510 shares; 2025Q4: 3,485 shares; 2026Q1: 3,642 shares 3,642 $533K 0.02% +157 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,467 shares; 2025Q4: 2,653 shares; 2026Q1: 2,503 shares 2,503 $529K 0.02% -150 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,130 shares; 2025Q3: 1,131 shares; 2025Q4: 1,125 shares; 2026Q1: 1,101 shares 1,101 $521K 0.02% -24 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,752 shares; 2026Q1: 9,752 shares 9,752 $515K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 7,630 shares; 2025Q1: 6,743 shares; 2025Q2: 6,356 shares; 2025Q3: 5,279 shares; 2025Q4: 4,579 shares; 2026Q1: 5,337 shares 5,337 $515K 0.02% +758 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,863 shares; 2025Q3: 3,646 shares; 2025Q4: 3,984 shares; 2026Q1: 3,764 shares 3,764 $512K 0.02% -220 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,175 shares 13,175 $510K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 3,610 shares; 2025Q2: 3,649 shares; 2025Q3: 3,911 shares; 2025Q4: 2,321 shares; 2026Q1: 2,355 shares 2,355 $503K 0.02% +34 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,304 shares; 2025Q1: 6,463 shares; 2025Q2: 7,101 shares; 2025Q3: 7,101 shares; 2025Q4: 7,065 shares; 2026Q1: 7,079 shares 7,079 $501K 0.02% +14 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,142 shares; 2026Q1: 9,142 shares 9,142 $499K 0.02% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,622 shares; 2025Q1: 2,622 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares 2,609 $495K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,959 shares; 2025Q2: 3,027 shares; 2025Q3: 3,293 shares; 2025Q4: 3,416 shares; 2026Q1: 5,850 shares 5,850 $482K 0.02% +2,434 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 6,377 shares; 2025Q1: 6,377 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $482K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,772 shares; 2026Q1: 4,143 shares 4,143 $478K 0.01% -629 Timeline VWID ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares; 2026Q1: 12,800 shares 12,800 $476K 0.01% -2,700 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 13,124 shares; 2025Q1: 12,329 shares; 2025Q2: 8,892 shares; 2025Q3: 8,013 shares; 2025Q4: 8,751 shares; 2026Q1: 7,316 shares 7,316 $473K 0.01% -1,435 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares 2,478 $470K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,269 shares; 2025Q1: 3,269 shares; 2025Q2: 3,192 shares; 2025Q3: 3,192 shares; 2025Q4: 3,192 shares; 2026Q1: 3,257 shares 3,257 $461K 0.01% +65 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 1,994 shares; 2025Q1: 1,840 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 2,698 shares 2,698 $456K 0.01% -362 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,770 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares; 2025Q4: 9,835 shares; 2026Q1: 9,742 shares 9,742 $453K 0.01% -93 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,323 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,406 shares 1,406 $442K 0.01% +19 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 5,090 shares; 2025Q1: 4,680 shares; 2025Q2: 5,130 shares; 2025Q3: 4,705 shares; 2025Q4: 4,204 shares; 2026Q1: 4,025 shares 4,025 $442K 0.01% -179 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 318 shares 318 $439K 0.01% -4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: 526 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 1,111 shares 1,111 $434K 0.01% +525 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,238 shares; 2025Q1: 5,238 shares; 2025Q2: 5,238 shares; 2025Q3: 5,238 shares; 2025Q4: 5,238 shares; 2026Q1: 5,267 shares 5,267 $426K 0.01% +29 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,560 shares; 2025Q4: 3,469 shares; 2026Q1: 3,701 shares 3,701 $419K 0.01% +232 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 6,933 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 5,933 shares; 2026Q1: 5,933 shares 5,933 $419K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 2,836 shares; 2025Q1: 2,881 shares; 2025Q2: 2,756 shares; 2025Q3: 2,906 shares; 2025Q4: 2,706 shares; 2026Q1: 2,621 shares 2,621 $412K 0.01% -85 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,130 shares; 2024Q4: 12,130 shares; 2025Q1: 12,130 shares; 2025Q2: 12,130 shares; 2025Q3: 12,130 shares; 2025Q4: 12,130 shares; 2026Q1: 12,130 shares 12,130 $412K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,689 shares; 2025Q1: 7,364 shares; 2025Q2: 7,229 shares; 2025Q3: 7,229 shares; 2025Q4: 7,361 shares; 2026Q1: 7,229 shares 7,229 $410K 0.01% -132 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,558 shares; 2025Q3: 1,559 shares; 2025Q4: 2,098 shares; 2026Q1: 2,061 shares 2,061 $404K 0.01% -37 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 464 shares; 2026Q1: 467 shares 467 $404K 0.01% +3 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 4,019 shares; 2025Q1: 3,958 shares; 2025Q2: 4,714 shares; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares 4,298 $401K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 5,984 shares; 2025Q1: 6,009 shares; 2025Q2: 5,171 shares; 2025Q3: 5,171 shares; 2025Q4: 5,046 shares; 2026Q1: 5,046 shares 5,046 $401K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 1,251 shares; 2025Q1: 1,164 shares; 2025Q2: 943 shares; 2025Q3: 932 shares; 2025Q4: 935 shares; 2026Q1: 942 shares 942 $401K 0.01% +7 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,491 shares; 2024Q4: 7,085 shares; 2025Q1: 7,698 shares; 2025Q2: 7,652 shares; 2025Q3: 7,704 shares; 2025Q4: 8,981 shares; 2026Q1: 8,579 shares 8,579 $393K 0.01% -402 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 4,232 shares; 2025Q3: 4,083 shares; 2025Q4: 3,690 shares; 2026Q1: 4,759 shares 4,759 $390K 0.01% +1,069 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 8,628 shares; 2025Q1: 8,628 shares; 2025Q2: 8,937 shares; 2025Q3: 7,977 shares; 2025Q4: 7,977 shares; 2026Q1: 7,977 shares 7,977 $389K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 3,714 shares; 2026Q1: 3,914 shares 3,914 $383K 0.01% +200 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 8,907 shares; 2025Q1: 8,907 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,270 shares; 2026Q1: 8,270 shares 8,270 $370K 0.01% 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; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 5,164 shares; 2025Q1: 5,144 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 3,689 shares; 2026Q1: 3,027 shares 3,027 $366K 0.01% -662 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,357 shares; 2025Q2: 3,333 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares 3,033 $362K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares 3,235 $355K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 758 shares; 2025Q1: 763 shares; 2025Q2: 766 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 823 shares 823 $343K 0.01% +9 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,696 shares; 2025Q1: 2,506 shares; 2025Q2: 3,332 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,857 shares 2,857 $339K 0.01% +31 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 22,066 shares; 2025Q4: 4,495 shares; 2026Q1: 4,495 shares 4,495 $338K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,853 shares; 2024Q4: 6,788 shares; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,830 shares; 2025Q4: 5,693 shares; 2026Q1: 5,685 shares 5,685 $334K 0.01% -8 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 3,606 shares; 2025Q2: 3,506 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares; 2026Q1: 2,814 shares 2,814 $333K 0.01% -106 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares; 2026Q1: 4,645 shares 4,645 $326K 0.01% +522 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $323K 0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,670 shares; 2025Q2: 3,685 shares; 2025Q3: 3,685 shares; 2025Q4: 3,615 shares; 2026Q1: 3,705 shares 3,705 $314K 0.01% +90 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: 7,390 shares; 2025Q4: 7,405 shares; 2026Q1: 6,920 shares 6,920 $313K 0.01% -485 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: 514 shares; 2025Q2: 809 shares; 2025Q3: 789 shares; 2025Q4: 691 shares; 2026Q1: 701 shares 701 $313K 0.01% +10 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 12,254 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,568 shares; 2026Q1: 9,883 shares 9,883 $312K 0.01% -2,685 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 4,238 shares; 2025Q1: 4,174 shares; 2025Q2: 2,491 shares; 2025Q3: 2,466 shares; 2025Q4: 1,755 shares; 2026Q1: 1,580 shares 1,580 $311K 0.01% -175 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 744 shares; 2025Q1: 737 shares; 2025Q2: 688 shares; 2025Q3: 738 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $310K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,420 shares; 2025Q1: 2,415 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $308K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 2,869 shares 2,869 $306K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 5,517 shares; 2025Q1: 4,574 shares; 2025Q2: 7,904 shares; 2025Q3: 8,356 shares; 2025Q4: 5,684 shares; 2026Q1: 6,070 shares 6,070 $300K 0.01% +386 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $297K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,187 shares 1,187 $297K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,826 shares; 2025Q4: 2,206 shares; 2026Q1: 2,223 shares 2,223 $294K 0.01% +17 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $290K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,553 shares; 2025Q4: 3,791 shares; 2026Q1: 3,887 shares 3,887 $290K 0.01% +96 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 3,798 shares 3,798 $289K 0.01% -328 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,118 shares 4,118 $289K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 5,699 shares; 2026Q1: 5,159 shares 5,159 $285K 0.01% -540 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,624 shares; 2025Q1: 6,953 shares; 2025Q2: 6,624 shares; 2025Q3: 6,924 shares; 2025Q4: 6,924 shares; 2026Q1: 7,411 shares 7,411 $283K 0.01% +487 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,779 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,455 shares; 2026Q1: 3,352 shares 3,352 $281K 0.01% -103 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,247 shares 1,247 $280K 0.01% +36 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,640 shares; 2026Q1: 5,640 shares 5,640 $278K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $277K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,493 shares; 2025Q2: 1,487 shares; 2025Q3: 1,387 shares; 2025Q4: 1,089 shares; 2026Q1: 1,087 shares 1,087 $272K 0.01% -2 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 12,800 shares; 2025Q1: 11,800 shares; 2025Q2: 9,700 shares; 2025Q3: 9,450 shares; 2025Q4: 9,450 shares; 2026Q1: 8,200 shares 8,200 $271K 0.01% -1,250 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,816 shares; 2025Q1: 4,145 shares; 2025Q2: 3,975 shares; 2025Q3: 3,875 shares; 2025Q4: 3,868 shares; 2026Q1: 3,768 shares 3,768 $271K 0.01% -100 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,149 shares; 2025Q3: 1,099 shares; 2025Q4: 1,064 shares; 2026Q1: 1,339 shares 1,339 $265K 0.01% +275 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,398 shares; 2026Q1: 2,928 shares 2,928 $265K 0.01% -470 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,804 shares; 2025Q2: 3,275 shares; 2025Q3: 3,570 shares; 2025Q4: not reported; 2026Q1: 6,878 shares 6,878 $264K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,366 shares 5,366 $259K 0.01% +111 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,090 shares; 2026Q1: 5,366 shares 5,366 $257K 0.01% -1,724 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,356 shares; 2025Q1: 5,081 shares; 2025Q2: 4,996 shares; 2025Q3: 4,746 shares; 2025Q4: 4,616 shares; 2026Q1: 4,527 shares 4,527 $255K 0.01% -89 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 771 shares 771 $253K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,264 shares; 2025Q1: 2,170 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902 $252K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,536 shares 3,536 $252K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,930 shares; 2025Q1: 2,692 shares; 2025Q2: 1,892 shares; 2025Q3: 1,689 shares; 2025Q4: 1,410 shares; 2026Q1: 1,016 shares 1,016 $251K 0.01% -394 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,620 shares; 2025Q4: 4,822 shares; 2026Q1: 5,022 shares 5,022 $249K 0.01% +200 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 9,643 shares; 2025Q1: 7,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,926 shares 5,926 $247K 0.01% new Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $246K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 456 shares; 2026Q1: 470 shares 470 $246K 0.01% +14 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,254 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,154 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares 1,479 $244K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: not reported; 2026Q1: 3,256 shares 3,256 $237K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $236K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,934 shares; 2025Q2: 2,133 shares; 2025Q3: 1,338 shares; 2025Q4: 1,664 shares; 2026Q1: 1,109 shares 1,109 $229K 0.01% -555 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 1,777 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,226 shares; 2026Q1: 1,450 shares 1,450 $228K 0.01% +224 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,414 shares; 2026Q1: 2,414 shares 2,414 $225K 0.01% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $225K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,961 shares; 2024Q4: 29,601 shares; 2025Q1: 24,043 shares; 2025Q2: 16,980 shares; 2025Q3: 14,572 shares; 2025Q4: 13,600 shares; 2026Q1: 19,233 shares 19,233 $222K 0.01% +5,633 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,892 shares 2,892 $221K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,343 shares 2,343 $220K 0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: not reported; 2026Q1: 201 shares 201 $219K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,807 shares 2,807 $218K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,889 shares; 2025Q1: 4,957 shares; 2025Q2: 4,770 shares; 2025Q3: 3,805 shares; 2025Q4: 2,885 shares; 2026Q1: 1,810 shares 1,810 $215K 0.01% -1,075 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,684 shares; 2025Q1: 1,580 shares; 2025Q2: 1,583 shares; 2025Q3: 1,298 shares; 2025Q4: 1,198 shares; 2026Q1: 1,150 shares 1,150 $215K 0.01% -48 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $214K 0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,799 shares 6,799 $212K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 486 shares; 2025Q1: 499 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $208K 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; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,031 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,228 shares 2,228 $206K 0.01% +200 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares 995 $205K 0.01% new 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; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,688 shares; 2025Q1: 2,633 shares; 2025Q2: 2,841 shares; 2025Q3: 2,821 shares; 2025Q4: 2,544 shares; 2026Q1: 2,236 shares 2,236 $202K 0.01% -308 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 51 shares; 2025Q4: 48 shares; 2026Q1: 48 shares 48 $202K 0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares; 2026Q1: 4,550 shares 4,550 $202K 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; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,063 shares; 2025Q1: 2,968 shares; 2025Q2: 2,901 shares; 2025Q3: 2,387 shares; 2025Q4: 2,063 shares; 2026Q1: 2,063 shares 2,063 $202K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,603 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,223 shares; 2025Q3: 5,223 shares; 2025Q4: not reported; 2026Q1: 4,916 shares 4,916 $201K 0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $200K 0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,877 shares; 2024Q4: 14,927 shares; 2025Q1: 14,927 shares; 2025Q2: 18,927 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $105K <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 31,624 shares; 2025Q1: 20,907 shares; 2025Q2: 20,859 shares; 2025Q3: 12,849 shares; 2025Q4: 12,849 shares; 2026Q1: 12,849 shares 12,849 $93.3K <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,904 shares; 2025Q4: 10,904 shares; 2026Q1: 12,304 shares 12,304 $92.8K <0.01% +1,400 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $29.3K <0.01% 0 Timeline