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: 133,336 shares; 2024Q4: 127,286 shares; 2025Q1: 124,522 shares; 2025Q2: 105,176 shares; 2025Q3: 93,960 shares; 2025Q4: 94,130 shares; 2026Q1: 83,947 shares 83,947 $26M 4.26% -10,183 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: 83,788 shares; 2024Q4: 82,137 shares; 2025Q1: 82,071 shares; 2025Q2: 82,326 shares; 2025Q3: 82,197 shares; 2025Q4: 84,008 shares; 2026Q1: 79,334 shares 79,334 $22.8M 3.74% -4,674 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: 71,330 shares; 2024Q4: 70,313 shares; 2025Q1: 65,921 shares; 2025Q2: 66,448 shares; 2025Q3: 66,652 shares; 2025Q4: 70,620 shares; 2026Q1: 69,460 shares 69,460 $20.4M 3.35% -1,160 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: 51,120 shares; 2024Q4: 51,046 shares; 2025Q1: 51,162 shares; 2025Q2: 52,029 shares; 2025Q3: 50,976 shares; 2025Q4: 55,086 shares; 2026Q1: 54,488 shares 54,488 $20.2M 3.31% -598 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: 15,929 shares; 2024Q4: 15,818 shares; 2025Q1: 14,795 shares; 2025Q2: 15,316 shares; 2025Q3: 18,527 shares; 2025Q4: 20,012 shares; 2026Q1: 19,781 shares 19,781 $18.2M 2.99% -231 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: 57,484 shares; 2024Q4: 57,606 shares; 2025Q1: 58,180 shares; 2025Q2: 60,620 shares; 2025Q3: 61,909 shares; 2025Q4: 71,221 shares; 2026Q1: 74,073 shares 74,073 $18.1M 2.97% +2,852 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: 24,701 shares; 2024Q4: 24,755 shares; 2025Q1: 25,076 shares; 2025Q2: 25,428 shares; 2025Q3: 25,137 shares; 2025Q4: 28,782 shares; 2026Q1: 28,626 shares 28,626 $17.3M 2.84% -156 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: 170,465 shares; 2024Q4: 172,297 shares; 2025Q1: 181,457 shares; 2025Q2: 183,454 shares; 2025Q3: 194,753 shares; 2025Q4: 212,143 shares; 2026Q1: 209,705 shares 209,705 $16.3M 2.67% -2,438 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,281 shares; 2024Q4: 58,582 shares; 2025Q1: 57,269 shares; 2025Q2: 57,206 shares; 2025Q3: 56,750 shares; 2025Q4: 58,014 shares; 2026Q1: 56,005 shares 56,005 $14.2M 2.33% -2,009 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: 88,589 shares; 2024Q4: 88,371 shares; 2025Q1: 90,014 shares; 2025Q2: 91,622 shares; 2025Q3: 92,169 shares; 2025Q4: 103,970 shares; 2026Q1: 100,494 shares 100,494 $13.2M 2.16% -3,476 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: 48,538 shares; 2024Q4: 46,498 shares; 2025Q1: 46,544 shares; 2025Q2: 51,378 shares; 2025Q3: 52,603 shares; 2025Q4: 63,520 shares; 2026Q1: 62,389 shares 62,389 $12.9M 2.12% -1,131 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,426 shares; 2025Q1: 305,692 shares; 2025Q2: 316,063 shares; 2025Q3: 321,787 shares; 2025Q4: 361,644 shares; 2026Q1: 348,639 shares 348,639 $11.7M 1.92% -13,005 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: 75,713 shares; 2024Q4: 75,170 shares; 2025Q1: 90,469 shares; 2025Q2: 93,178 shares; 2025Q3: 93,857 shares; 2025Q4: 95,302 shares; 2026Q1: 84,973 shares 84,973 $11.6M 1.9% -10,329 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: 18,675 shares; 2024Q4: 18,803 shares; 2025Q1: 20,329 shares; 2025Q2: 20,636 shares; 2025Q3: 21,237 shares; 2025Q4: 23,688 shares; 2026Q1: 23,290 shares 23,290 $11.2M 1.83% -398 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,768 shares; 2024Q4: 43,946 shares; 2025Q1: 38,470 shares; 2025Q2: 37,279 shares; 2025Q3: 38,121 shares; 2025Q4: 40,302 shares; 2026Q1: 39,745 shares 39,745 $11.1M 1.82% -557 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: 95,150 shares; 2024Q4: 93,282 shares; 2025Q1: 95,100 shares; 2025Q2: 94,908 shares; 2025Q3: 96,783 shares; 2025Q4: 99,444 shares; 2026Q1: 86,200 shares 86,200 $10.7M 1.76% -13,244 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: 23,208 shares; 2024Q4: 23,282 shares; 2025Q1: 23,828 shares; 2025Q2: 24,242 shares; 2025Q3: 24,367 shares; 2025Q4: 27,521 shares; 2026Q1: 27,065 shares 27,065 $9.29M 1.52% -456 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,799 shares; 2024Q4: 100,942 shares; 2025Q1: 96,351 shares; 2025Q2: 98,520 shares; 2025Q3: 100,336 shares; 2025Q4: 118,357 shares; 2026Q1: 118,036 shares 118,036 $8.59M 1.41% -321 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: 34,114 shares; 2024Q4: 34,068 shares; 2025Q1: 32,423 shares; 2025Q2: 32,471 shares; 2025Q3: 32,624 shares; 2025Q4: 35,975 shares; 2026Q1: 35,732 shares 35,732 $8.08M 1.33% -243 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: 11,429 shares; 2024Q4: 10,818 shares; 2025Q1: 9,842 shares; 2025Q2: 9,444 shares; 2025Q3: 9,891 shares; 2025Q4: 11,731 shares; 2026Q1: 11,996 shares 11,996 $7.84M 1.29% +265 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: 36,720 shares; 2024Q4: 37,199 shares; 2025Q1: 37,250 shares; 2025Q2: 37,872 shares; 2025Q3: 42,337 shares; 2025Q4: 47,185 shares; 2026Q1: 47,323 shares 47,323 $7.82M 1.28% +138 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: 1,898 shares; 2024Q4: 1,997 shares; 2025Q1: 2,067 shares; 2025Q2: 2,074 shares; 2025Q3: 2,099 shares; 2025Q4: 2,602 shares; 2026Q1: 4,483 shares 4,483 $7.75M 1.27% +1,881 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: 21,166 shares; 2024Q4: 21,141 shares; 2025Q1: 19,512 shares; 2025Q2: 19,826 shares; 2025Q3: 20,123 shares; 2025Q4: 20,806 shares; 2026Q1: 20,715 shares 20,715 $7.41M 1.22% -91 Timeline IDV 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: 23,620 shares; 2025Q3: 22,965 shares; 2025Q4: 24,555 shares; 2026Q1: 171,288 shares 171,288 $7.29M 1.2% +146,733 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: 42,165 shares; 2024Q4: 42,381 shares; 2025Q1: 39,646 shares; 2025Q2: 39,930 shares; 2025Q3: 43,955 shares; 2025Q4: 50,870 shares; 2026Q1: 46,002 shares 46,002 $7.24M 1.19% -4,868 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 19,175 shares; 2025Q1: 19,085 shares; 2025Q2: 19,151 shares; 2025Q3: 19,337 shares; 2025Q4: 22,512 shares; 2026Q1: 21,983 shares 21,983 $7.1M 1.16% -529 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: 12,991 shares; 2024Q4: 12,653 shares; 2025Q1: 12,292 shares; 2025Q2: 12,861 shares; 2025Q3: 12,292 shares; 2025Q4: 11,999 shares; 2026Q1: 11,893 shares 11,893 $6.86M 1.13% -106 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: 32,561 shares; 2024Q4: 32,708 shares; 2025Q1: 32,961 shares; 2025Q2: 33,021 shares; 2025Q3: 33,144 shares; 2025Q4: 35,139 shares; 2026Q1: 35,288 shares 35,288 $6.85M 1.12% +149 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: 25,971 shares; 2024Q4: 26,273 shares; 2025Q1: 26,140 shares; 2025Q2: 26,636 shares; 2025Q3: 27,063 shares; 2025Q4: 28,786 shares; 2026Q1: 29,725 shares 29,725 $6.83M 1.12% +939 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: 12,218 shares; 2024Q4: 14,836 shares; 2025Q1: 12,098 shares; 2025Q2: 12,312 shares; 2025Q3: 10,923 shares; 2025Q4: 10,849 shares; 2026Q1: 10,161 shares 10,161 $6.61M 1.08% -688 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: 51,902 shares; 2024Q4: 52,307 shares; 2025Q1: 53,160 shares; 2025Q2: 50,832 shares; 2025Q3: 34,870 shares; 2025Q4: 38,518 shares; 2026Q1: 37,330 shares 37,330 $6.51M 1.07% -1,188 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: 83,007 shares; 2024Q4: 81,772 shares; 2025Q1: 82,736 shares; 2025Q2: 81,276 shares; 2025Q3: 81,970 shares; 2025Q4: 100,223 shares; 2026Q1: 100,015 shares 100,015 $6.46M 1.06% -208 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: 30,672 shares; 2024Q4: 30,302 shares; 2025Q1: 29,263 shares; 2025Q2: 29,933 shares; 2025Q3: 28,776 shares; 2025Q4: 29,603 shares; 2026Q1: 29,720 shares 29,720 $6.44M 1.06% +117 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: 50,914 shares; 2024Q4: 51,115 shares; 2025Q1: 50,995 shares; 2025Q2: 52,839 shares; 2025Q3: 54,907 shares; 2025Q4: 65,575 shares; 2026Q1: 65,001 shares 65,001 $6.26M 1.03% -574 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: 34,791 shares; 2024Q4: 35,181 shares; 2025Q1: 36,065 shares; 2025Q2: 40,891 shares; 2025Q3: 41,386 shares; 2025Q4: 44,579 shares; 2026Q1: 44,623 shares 44,623 $5.84M 0.96% +44 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,725 shares; 2024Q4: 20,992 shares; 2025Q1: 20,748 shares; 2025Q2: 28,220 shares; 2025Q3: 28,415 shares; 2025Q4: 29,026 shares; 2026Q1: 28,885 shares 28,885 $5.73M 0.94% -141 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: 15,956 shares; 2024Q4: 15,895 shares; 2025Q1: 16,042 shares; 2025Q2: 16,210 shares; 2025Q3: 16,353 shares; 2025Q4: 16,918 shares; 2026Q1: 16,776 shares 16,776 $5.52M 0.91% -142 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: 54,888 shares; 2024Q4: 54,866 shares; 2025Q1: 86,943 shares; 2025Q2: 88,548 shares; 2025Q3: 89,788 shares; 2025Q4: 93,141 shares; 2026Q1: 80,526 shares 80,526 $5.31M 0.87% -12,615 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: 16,575 shares; 2024Q4: 16,402 shares; 2025Q1: 14,660 shares; 2025Q2: 16,359 shares; 2025Q3: 7,141 shares; 2025Q4: 8,168 shares; 2026Q1: 8,451 shares 8,451 $4.83M 0.79% +283 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,295 shares; 2025Q1: 17,463 shares; 2025Q2: 18,121 shares; 2025Q3: 18,322 shares; 2025Q4: 18,631 shares; 2026Q1: 12,327 shares 12,327 $4.79M 0.79% -6,304 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: 35,435 shares; 2024Q4: 36,849 shares; 2025Q1: 31,445 shares; 2025Q2: 25,887 shares; 2025Q3: 24,083 shares; 2025Q4: 24,559 shares; 2026Q1: 24,863 shares 24,863 $4.77M 0.78% +304 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: 36,005 shares; 2024Q4: 34,113 shares; 2025Q1: 32,526 shares; 2025Q2: 33,321 shares; 2025Q3: 32,768 shares; 2025Q4: 36,444 shares; 2026Q1: 35,910 shares 35,910 $4.32M 0.71% -534 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,547 shares; 2024Q4: 31,872 shares; 2025Q1: 38,956 shares; 2025Q2: 40,378 shares; 2025Q3: 41,443 shares; 2025Q4: 47,843 shares; 2026Q1: 47,549 shares 47,549 $4.02M 0.66% -294 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: 17,641 shares; 2024Q4: 17,112 shares; 2025Q1: 17,786 shares; 2025Q2: 18,481 shares; 2025Q3: 18,152 shares; 2025Q4: 20,084 shares; 2026Q1: 19,008 shares 19,008 $3.96M 0.65% -1,076 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: 15,289 shares; 2024Q4: 16,103 shares; 2025Q1: 21,866 shares; 2025Q2: 19,755 shares; 2025Q3: 38,531 shares; 2025Q4: 48,378 shares; 2026Q1: 52,164 shares 52,164 $3.64M 0.6% +3,786 Timeline IUSB 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: 73,708 shares; 2024Q4: 65,948 shares; 2025Q1: 68,097 shares; 2025Q2: 13,264 shares; 2025Q3: 52,160 shares; 2025Q4: 69,879 shares; 2026Q1: 75,959 shares 75,959 $3.51M 0.58% +6,080 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: 16,371 shares; 2024Q4: 15,774 shares; 2025Q1: 15,203 shares; 2025Q2: 16,116 shares; 2025Q3: 16,148 shares; 2025Q4: 34,396 shares; 2026Q1: 34,830 shares 34,830 $3.38M 0.56% +434 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: 4,302 shares; 2024Q4: 4,266 shares; 2025Q1: 3,980 shares; 2025Q2: 4,209 shares; 2025Q3: 3,217 shares; 2025Q4: 3,417 shares; 2026Q1: 3,311 shares 3,311 $3.3M 0.54% -106 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,101 shares; 2025Q3: 23,433 shares; 2025Q4: 24,352 shares; 2026Q1: 24,710 shares 24,710 $3.29M 0.54% +358 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: 24,913 shares; 2024Q4: 22,585 shares; 2025Q1: 35,765 shares; 2025Q2: 35,135 shares; 2025Q3: 18,267 shares; 2025Q4: 18,252 shares; 2026Q1: 21,908 shares 21,908 $3.2M 0.53% +3,656 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: 19,887 shares; 2024Q4: 16,050 shares; 2025Q1: 20,512 shares; 2025Q2: 18,981 shares; 2025Q3: 31,828 shares; 2025Q4: 33,191 shares; 2026Q1: 35,299 shares 35,299 $3.2M 0.52% +2,108 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,974 shares; 2024Q4: 25,770 shares; 2025Q1: 27,487 shares; 2025Q2: 27,824 shares; 2025Q3: 27,623 shares; 2025Q4: 27,919 shares; 2026Q1: 29,062 shares 29,062 $3M 0.49% +1,143 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: 9,089 shares; 2024Q4: 9,116 shares; 2025Q1: 9,298 shares; 2025Q2: 9,684 shares; 2025Q3: 9,914 shares; 2025Q4: 10,578 shares; 2026Q1: 9,677 shares 9,677 $2.81M 0.46% -901 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,181 shares 149,181 $2.68M 0.44% new 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: 17,784 shares; 2024Q4: 24,140 shares; 2025Q1: 18,657 shares; 2025Q2: 18,110 shares; 2025Q3: 18,345 shares; 2025Q4: 38,365 shares; 2026Q1: 38,865 shares 38,865 $2.38M 0.39% +500 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: 6,322 shares; 2024Q4: 6,208 shares; 2025Q1: 6,227 shares; 2025Q2: 6,227 shares; 2025Q3: 5,391 shares; 2025Q4: 6,522 shares; 2026Q1: 8,265 shares 8,265 $2.37M 0.39% +1,743 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 7,478 shares; 2025Q2: 7,763 shares; 2025Q3: 7,858 shares; 2025Q4: 7,941 shares; 2026Q1: 7,828 shares 7,828 $2.37M 0.39% -113 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,348 shares; 2024Q4: 21,232 shares; 2025Q1: 27,890 shares; 2025Q2: 30,505 shares; 2025Q3: 20,749 shares; 2025Q4: 21,422 shares; 2026Q1: 21,054 shares 21,054 $2.32M 0.38% -368 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: 9,056 shares; 2024Q4: 9,784 shares; 2025Q1: 10,060 shares; 2025Q2: 8,603 shares; 2025Q3: 8,157 shares; 2025Q4: 16,893 shares; 2026Q1: 17,323 shares 17,323 $2.3M 0.38% +430 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,661 shares; 2024Q4: 41,694 shares; 2025Q1: 42,864 shares; 2025Q2: 44,232 shares; 2025Q3: 42,207 shares; 2025Q4: 42,503 shares; 2026Q1: 43,328 shares 43,328 $2.2M 0.36% +825 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 4,547 shares; 2025Q3: 4,939 shares; 2025Q4: 4,980 shares; 2026Q1: 4,942 shares 4,942 $2.13M 0.35% -38 Timeline IFRA 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: 31,839 shares; 2024Q4: 31,361 shares; 2025Q1: 33,497 shares; 2025Q2: 33,754 shares; 2025Q3: 34,535 shares; 2025Q4: 36,431 shares; 2026Q1: 37,162 shares 37,162 $2.13M 0.35% +731 Timeline LQD 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: 9,372 shares; 2024Q4: 9,184 shares; 2025Q1: 10,236 shares; 2025Q2: 10,253 shares; 2025Q3: 17,013 shares; 2025Q4: 18,225 shares; 2026Q1: 19,460 shares 19,460 $2.12M 0.35% +1,235 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: 18,758 shares; 2024Q4: 17,942 shares; 2025Q1: 18,688 shares; 2025Q2: 18,790 shares; 2025Q3: 18,637 shares; 2025Q4: 19,348 shares; 2026Q1: 19,668 shares 19,668 $1.82M 0.3% +320 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,698 shares; 2024Q4: 26,238 shares; 2025Q1: 24,407 shares; 2025Q2: 24,292 shares; 2025Q3: 17,729 shares; 2025Q4: 19,636 shares; 2026Q1: 19,485 shares 19,485 $1.81M 0.3% -151 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 15,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,423 shares; 2026Q1: 15,764 shares 15,764 $1.71M 0.28% +341 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: 358 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 366 shares; 2025Q4: 373 shares; 2026Q1: 402 shares 402 $1.69M 0.28% +29 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: 1,016 shares; 2024Q4: 1,125 shares; 2025Q1: 1,076 shares; 2025Q2: 640 shares; 2025Q3: 1,808 shares; 2025Q4: 1,775 shares; 2026Q1: 1,930 shares 1,930 $1.68M 0.28% +155 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: 3,254 shares; 2024Q4: 3,236 shares; 2025Q1: 4,483 shares; 2025Q2: 4,511 shares; 2025Q3: 3,460 shares; 2025Q4: 3,619 shares; 2026Q1: 3,569 shares 3,569 $1.65M 0.27% -50 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,784 shares; 2024Q4: 11,832 shares; 2025Q1: 11,795 shares; 2025Q2: 13,059 shares; 2025Q3: 12,900 shares; 2025Q4: 12,642 shares; 2026Q1: 10,828 shares 10,828 $1.58M 0.26% -1,814 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 8,720 shares; 2025Q1: 6,164 shares; 2025Q2: 6,943 shares; 2025Q3: 8,049 shares; 2025Q4: 7,808 shares; 2026Q1: 12,199 shares 12,199 $1.54M 0.25% +4,391 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,558 shares; 2025Q2: 9,292 shares; 2025Q3: 9,215 shares; 2025Q4: 9,091 shares; 2026Q1: 10,789 shares 10,789 $1.52M 0.25% +1,698 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 21,087 shares; 2025Q1: 21,869 shares; 2025Q2: 10,787 shares; 2025Q3: 16,231 shares; 2025Q4: 16,006 shares; 2026Q1: 15,845 shares 15,845 $1.5M 0.25% -161 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: 6,499 shares; 2024Q4: 6,492 shares; 2025Q1: 6,780 shares; 2025Q2: 6,341 shares; 2025Q3: 6,474 shares; 2025Q4: 9,464 shares; 2026Q1: 9,631 shares 9,631 $1.5M 0.25% +167 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,147 shares; 2025Q4: 18,046 shares; 2026Q1: 18,459 shares 18,459 $1.49M 0.24% +413 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: 2,709 shares; 2024Q4: 2,614 shares; 2025Q1: 2,843 shares; 2025Q2: 2,942 shares; 2025Q3: 2,993 shares; 2025Q4: 3,191 shares; 2026Q1: 3,164 shares 3,164 $1.41M 0.23% -27 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: 5,065 shares; 2025Q2: 4,916 shares; 2025Q3: 4,913 shares; 2025Q4: 4,919 shares; 2026Q1: 6,004 shares 6,004 $1.38M 0.23% +1,085 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,969 shares; 2024Q4: 24,377 shares; 2025Q1: 25,114 shares; 2025Q2: 25,288 shares; 2025Q3: 24,053 shares; 2025Q4: 24,161 shares; 2026Q1: 26,080 shares 26,080 $1.37M 0.23% +1,919 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,499 shares; 2025Q1: 5,554 shares; 2025Q2: 5,631 shares; 2025Q3: 5,355 shares; 2025Q4: 5,312 shares; 2026Q1: 5,401 shares 5,401 $1.37M 0.23% +89 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,380 shares; 2025Q3: 6,725 shares; 2025Q4: 6,788 shares; 2026Q1: 6,715 shares 6,715 $1.3M 0.21% -73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares; 2026Q1: 6,100 shares 6,100 $1.29M 0.21% +1,159 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: 262 shares; 2025Q4: 253 shares; 2026Q1: 912 shares 912 $1.26M 0.21% +659 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: 4,528 shares; 2024Q4: 4,507 shares; 2025Q1: 4,511 shares; 2025Q2: 4,373 shares; 2025Q3: 4,341 shares; 2025Q4: 4,391 shares; 2026Q1: 4,394 shares 4,394 $1.25M 0.2% +3 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: 1,355 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 1,306 shares; 2025Q3: 1,427 shares; 2025Q4: 1,432 shares; 2026Q1: 1,418 shares 1,418 $1.2M 0.2% -14 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 1,667 shares; 2025Q2: 1,631 shares; 2025Q3: 3,814 shares; 2025Q4: 3,866 shares; 2026Q1: 3,806 shares 3,806 $1.2M 0.2% -60 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: 701 shares; 2024Q4: 1,521 shares; 2025Q1: 1,515 shares; 2025Q2: 1,509 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares; 2026Q1: 7,209 shares 7,209 $1.16M 0.19% +5,744 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares; 2025Q4: 4,760 shares; 2026Q1: 10,585 shares 10,585 $1.15M 0.19% +5,825 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 21,494 shares 21,494 $1.14M 0.19% new 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: 3,399 shares; 2024Q4: 3,312 shares; 2025Q1: 3,260 shares; 2025Q2: 3,268 shares; 2025Q3: 3,242 shares; 2025Q4: 3,664 shares; 2026Q1: 3,641 shares 3,641 $1.13M 0.19% -23 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,497 shares 4,497 $1.11M 0.18% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 10,095 shares; 2025Q1: 10,113 shares; 2025Q2: 18,208 shares; 2025Q3: 18,208 shares; 2025Q4: 35,157 shares; 2026Q1: 35,166 shares 35,166 $1.08M 0.18% +9 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: 7,961 shares; 2024Q4: 7,549 shares; 2025Q1: 7,447 shares; 2025Q2: 7,622 shares; 2025Q3: 7,473 shares; 2025Q4: 7,366 shares; 2026Q1: 7,537 shares 7,537 $1.07M 0.17% +171 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: 2,962 shares; 2024Q4: 2,977 shares; 2025Q1: 3,013 shares; 2025Q2: 3,038 shares; 2025Q3: 3,028 shares; 2025Q4: 3,042 shares; 2026Q1: 3,008 shares 3,008 $1.06M 0.17% -34 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: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,937 shares; 2025Q3: 8,934 shares; 2025Q4: 8,773 shares; 2026Q1: 8,781 shares 8,781 $1.04M 0.17% +8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 7,056 shares; 2025Q1: 7,108 shares; 2025Q2: 7,586 shares; 2025Q3: 7,140 shares; 2025Q4: 7,156 shares; 2026Q1: 7,352 shares 7,352 $1.02M 0.17% +196 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: 4,923 shares; 2024Q4: 4,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,370 shares; 2026Q1: 2,858 shares 2,858 $966K 0.16% +1,488 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,105 shares 7,105 $931K 0.15% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,224 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 8,904 shares; 2026Q1: 9,139 shares 9,139 $920K 0.15% +235 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 7,085 shares; 2025Q1: 15,733 shares; 2025Q2: 15,862 shares; 2025Q3: 16,423 shares; 2025Q4: 17,203 shares; 2026Q1: 17,301 shares 17,301 $909K 0.15% +98 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: 6,386 shares; 2024Q4: 6,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,638 shares 5,638 $900K 0.15% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,614 shares 10,614 $896K 0.15% new 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: 4,257 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 5,002 shares; 2026Q1: 5,136 shares 5,136 $871K 0.14% +134 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: 12,049 shares; 2024Q4: 12,902 shares; 2025Q1: 10,693 shares; 2025Q2: 16,114 shares; 2025Q3: 5,006 shares; 2025Q4: 5,032 shares; 2026Q1: 10,442 shares 10,442 $862K 0.14% +5,410 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 4,160 shares; 2026Q1: 4,229 shares 4,229 $853K 0.14% +69 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,401 shares; 2026Q1: 6,465 shares 6,465 $847K 0.14% +64 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: 6,929 shares; 2024Q4: 6,889 shares; 2025Q1: 7,261 shares; 2025Q2: 7,555 shares; 2025Q3: 4,240 shares; 2025Q4: 4,372 shares; 2026Q1: 4,029 shares 4,029 $846K 0.14% -343 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,030 shares; 2025Q2: 3,889 shares; 2025Q3: 11,426 shares; 2025Q4: 14,804 shares; 2026Q1: 16,191 shares 16,191 $841K 0.14% +1,387 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: not reported; 2024Q4: not reported; 2025Q1: 7,187 shares; 2025Q2: 7,415 shares; 2025Q3: 7,016 shares; 2025Q4: 7,004 shares; 2026Q1: 7,360 shares 7,360 $816K 0.13% +356 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: 3,010 shares; 2026Q1: 3,057 shares 3,057 $812K 0.13% +47 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 5,307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares 2,055 $805K 0.13% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 6,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares 2,940 $795K 0.13% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 6,429 shares; 2025Q1: 5,797 shares; 2025Q2: 5,848 shares; 2025Q3: 5,700 shares; 2025Q4: 11,617 shares; 2026Q1: 11,617 shares 11,617 $793K 0.13% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,380 shares 8,380 $784K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,762 shares 17,762 $784K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,457 shares 9,457 $773K 0.13% new 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: 1,059 shares; 2024Q4: 632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares 523 $770K 0.13% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $752K 0.12% 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: not reported; 2025Q4: not reported; 2026Q1: 10,062 shares 10,062 $750K 0.12% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 6,571 shares; 2026Q1: 6,616 shares 6,616 $748K 0.12% +45 Timeline PWB 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares; 2026Q1: 5,847 shares 5,847 $736K 0.12% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $736K 0.12% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares 844 $730K 0.12% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $725K 0.12% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,189 shares; 2025Q3: 3,315 shares; 2025Q4: 3,473 shares; 2026Q1: 2,977 shares 2,977 $722K 0.12% -496 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,234 shares 6,234 $707K 0.12% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 3,338 shares 3,338 $705K 0.12% +701 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 12,595 shares; 2026Q1: 12,064 shares 12,064 $702K 0.12% -531 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: 4,718 shares; 2024Q4: 4,642 shares; 2025Q1: 4,615 shares; 2025Q2: 4,881 shares; 2025Q3: 4,842 shares; 2025Q4: 4,556 shares; 2026Q1: 4,840 shares 4,840 $699K 0.11% +284 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: not reported; 2024Q4: not reported; 2025Q1: 3,589 shares; 2025Q2: 3,447 shares; 2025Q3: 3,443 shares; 2025Q4: 3,480 shares; 2026Q1: 3,516 shares 3,516 $695K 0.11% +36 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: 1,842 shares; 2024Q4: 556 shares; 2025Q1: 1,075 shares; 2025Q2: 1,825 shares; 2025Q3: 1,648 shares; 2025Q4: 1,896 shares; 2026Q1: 1,864 shares 1,864 $693K 0.11% -32 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,414 shares; 2025Q2: 13,017 shares; 2025Q3: 13,021 shares; 2025Q4: 12,906 shares; 2026Q1: 12,927 shares 12,927 $686K 0.11% +21 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 19,426 shares; 2025Q1: 19,825 shares; 2025Q2: 19,716 shares; 2025Q3: 19,483 shares; 2025Q4: 20,010 shares; 2026Q1: 10,876 shares 10,876 $682K 0.11% -9,134 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: 1,402 shares; 2024Q4: 1,180 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,180 shares; 2025Q4: 1,167 shares; 2026Q1: 1,131 shares 1,131 $676K 0.11% -36 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: 2,571 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,090 shares 4,090 $673K 0.11% 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: 6,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares 3,149 $673K 0.11% new 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: 892 shares; 2024Q4: 911 shares; 2025Q1: 1,286 shares; 2025Q2: 1,577 shares; 2025Q3: 1,689 shares; 2025Q4: 1,609 shares; 2026Q1: 1,324 shares 1,324 $662K 0.11% -285 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,083 shares 3,083 $644K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares 8,944 $642K 0.11% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665 $633K 0.1% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: not reported; 2026Q1: 8,677 shares 8,677 $629K 0.1% new 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: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,134 shares; 2025Q2: 2,090 shares; 2025Q3: 2,077 shares; 2025Q4: 1,972 shares; 2026Q1: 1,883 shares 1,883 $619K 0.1% -89 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 3,834 shares; 2025Q4: 6,686 shares; 2026Q1: 7,009 shares 7,009 $618K 0.1% +323 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: 1,302 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares 1,419 $605K 0.1% 0 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: 6,459 shares; 2024Q4: 5,375 shares; 2025Q1: 3,246 shares; 2025Q2: 2,837 shares; 2025Q3: 3,067 shares; 2025Q4: 3,233 shares; 2026Q1: 3,307 shares 3,307 $602K 0.1% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,450 shares 5,450 $597K 0.1% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,775 shares 4,775 $567K 0.09% new 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: 605 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 571 shares 571 $549K 0.09% +9 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares 1,354 $539K 0.09% new 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: 5,340 shares; 2024Q4: 5,593 shares; 2025Q1: 5,634 shares; 2025Q2: 4,947 shares; 2025Q3: 5,170 shares; 2025Q4: 5,806 shares; 2026Q1: 5,703 shares 5,703 $530K 0.09% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,073 shares; 2026Q1: 7,072 shares 7,072 $526K 0.09% -1,001 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares 3,362 $518K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 4,855 shares 4,855 $515K 0.08% -153 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,668 shares; 2025Q1: 1,692 shares; 2025Q2: 1,682 shares; 2025Q3: 1,636 shares; 2025Q4: 1,773 shares; 2026Q1: 1,617 shares 1,617 $514K 0.08% -156 Timeline IAGG 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: 5,490 shares; 2025Q4: 8,645 shares; 2026Q1: 10,234 shares 10,234 $512K 0.08% +1,589 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: 1,586 shares; 2024Q4: 1,611 shares; 2025Q1: 1,774 shares; 2025Q2: 1,818 shares; 2025Q3: 1,670 shares; 2025Q4: 1,584 shares; 2026Q1: 1,470 shares 1,470 $507K 0.08% -114 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,592 shares; 2024Q4: 8,737 shares; 2025Q1: 9,318 shares; 2025Q2: 9,130 shares; 2025Q3: 9,313 shares; 2025Q4: 9,211 shares; 2026Q1: 9,234 shares 9,234 $507K 0.08% +23 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 4,554 shares; 2025Q3: 9,474 shares; 2025Q4: 10,377 shares; 2026Q1: 10,172 shares 10,172 $503K 0.08% -205 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 1,357 shares; 2025Q4: 1,275 shares; 2026Q1: 1,266 shares 1,266 $499K 0.08% -9 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: 3,817 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,379 shares; 2025Q3: 3,355 shares; 2025Q4: 2,809 shares; 2026Q1: 2,745 shares 2,745 $498K 0.08% -64 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: 1,643 shares; 2024Q4: 1,538 shares; 2025Q1: 1,556 shares; 2025Q2: 1,846 shares; 2025Q3: 1,945 shares; 2025Q4: 2,276 shares; 2026Q1: 2,271 shares 2,271 $494K 0.08% -5 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 3,642 shares; 2025Q2: 3,585 shares; 2025Q3: 1,590 shares; 2025Q4: 1,624 shares; 2026Q1: 1,601 shares 1,601 $484K 0.08% -23 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: 2,635 shares; 2024Q4: 2,619 shares; 2025Q1: 2,471 shares; 2025Q2: 2,586 shares; 2025Q3: 2,541 shares; 2025Q4: 2,379 shares; 2026Q1: 2,358 shares 2,358 $479K 0.08% -21 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: 12,267 shares; 2024Q4: 12,258 shares; 2025Q1: 12,395 shares; 2025Q2: 12,734 shares; 2025Q3: 12,411 shares; 2025Q4: 14,152 shares; 2026Q1: 2,371 shares 2,371 $470K 0.08% -11,781 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,734 shares 6,734 $467K 0.08% new 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: 2,676 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,503 shares; 2025Q3: 2,486 shares; 2025Q4: 2,493 shares; 2026Q1: 2,471 shares 2,471 $457K 0.07% -22 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: 3,363 shares; 2024Q4: 3,328 shares; 2025Q1: 3,438 shares; 2025Q2: 2,407 shares; 2025Q3: 908 shares; 2025Q4: 815 shares; 2026Q1: 812 shares 812 $446K 0.07% -3 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: 1,689 shares; 2024Q4: 1,694 shares; 2025Q1: 1,721 shares; 2025Q2: 1,847 shares; 2025Q3: 1,881 shares; 2025Q4: 1,892 shares; 2026Q1: 1,838 shares 1,838 $434K 0.07% -54 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,324 shares; 2025Q1: 1,339 shares; 2025Q2: 1,378 shares; 2025Q3: 1,356 shares; 2025Q4: 1,363 shares; 2026Q1: 1,325 shares 1,325 $432K 0.07% -38 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: 20,332 shares; 2024Q4: 19,383 shares; 2025Q1: 19,790 shares; 2025Q2: 20,826 shares; 2025Q3: 20,355 shares; 2025Q4: 2,997 shares; 2026Q1: 2,955 shares 2,955 $431K 0.07% -42 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,573 shares; 2026Q1: 1,791 shares 1,791 $430K 0.07% +218 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: 1,320 shares 1,320 $420K 0.07% -39 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: 5,122 shares; 2024Q4: 5,224 shares; 2025Q1: 5,359 shares; 2025Q2: 5,262 shares; 2025Q3: 5,133 shares; 2025Q4: 5,117 shares; 2026Q1: 5,388 shares 5,388 $418K 0.07% +271 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: 838 shares; 2024Q4: 811 shares; 2025Q1: 834 shares; 2025Q2: 910 shares; 2025Q3: 903 shares; 2025Q4: 810 shares; 2026Q1: 839 shares 839 $416K 0.07% +29 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: 3,262 shares; 2024Q4: 3,308 shares; 2025Q1: 3,601 shares; 2025Q2: 3,459 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares; 2026Q1: 3,435 shares 3,435 $410K 0.07% +1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,445 shares; 2025Q3: 1,400 shares; 2025Q4: 1,560 shares; 2026Q1: 1,541 shares 1,541 $410K 0.07% -19 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: 1,426 shares; 2024Q4: 1,449 shares; 2025Q1: 1,523 shares; 2025Q2: 1,499 shares; 2025Q3: 1,478 shares; 2025Q4: 1,536 shares; 2026Q1: 1,567 shares 1,567 $408K 0.07% +31 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 2,954 shares; 2025Q1: 3,316 shares; 2025Q2: 2,272 shares; 2025Q3: 2,730 shares; 2025Q4: 2,752 shares; 2026Q1: 3,051 shares 3,051 $403K 0.07% +299 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: 9,392 shares; 2024Q4: 3,868 shares; 2025Q1: 3,515 shares; 2025Q2: 3,418 shares; 2025Q3: 3,335 shares; 2025Q4: 3,602 shares; 2026Q1: 3,908 shares 3,908 $401K 0.07% +306 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: 8,526 shares; 2024Q4: 7,448 shares; 2025Q1: 7,710 shares; 2025Q2: 7,605 shares; 2025Q3: 6,956 shares; 2025Q4: 5,287 shares; 2026Q1: 6,895 shares 6,895 $397K 0.07% +1,608 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: 576 shares; 2024Q4: 592 shares; 2025Q1: 575 shares; 2025Q2: 564 shares; 2025Q3: 350 shares; 2025Q4: 353 shares; 2026Q1: 363 shares 363 $396K 0.07% +10 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: 2,329 shares; 2024Q4: 2,332 shares; 2025Q1: 2,689 shares; 2025Q2: 2,613 shares; 2025Q3: 2,597 shares; 2025Q4: 2,576 shares; 2026Q1: 2,902 shares 2,902 $395K 0.06% +326 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,746 shares; 2025Q1: 3,419 shares; 2025Q2: 3,345 shares; 2025Q3: 3,390 shares; 2025Q4: 3,424 shares; 2026Q1: 3,402 shares 3,402 $394K 0.06% -22 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: 4,764 shares; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,499 shares; 2025Q3: 3,540 shares; 2025Q4: 3,520 shares; 2026Q1: 3,558 shares 3,558 $390K 0.06% +38 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 749 shares; 2025Q2: 750 shares; 2025Q3: 758 shares; 2025Q4: 872 shares; 2026Q1: 910 shares 910 $387K 0.06% +38 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 599 shares; 2025Q1: 550 shares; 2025Q2: 492 shares; 2025Q3: 466 shares; 2025Q4: 474 shares; 2026Q1: 431 shares 431 $386K 0.06% -43 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: 888 shares; 2024Q4: 685 shares; 2025Q1: 655 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 523 shares; 2026Q1: 520 shares 520 $384K 0.06% -3 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: 1,632 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,091 shares; 2026Q1: 1,984 shares 1,984 $381K 0.06% -1,107 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: 12,231 shares; 2024Q4: 12,203 shares; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,372 shares; 2025Q4: 4,790 shares; 2026Q1: 4,729 shares 4,729 $376K 0.06% -61 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,901 shares; 2025Q3: 4,816 shares; 2025Q4: not reported; 2026Q1: 3,645 shares 3,645 $367K 0.06% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 9,638 shares; 2025Q1: 4,483 shares; 2025Q2: 4,390 shares; 2025Q3: 4,328 shares; 2025Q4: 3,793 shares; 2026Q1: 4,298 shares 4,298 $366K 0.06% +505 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 1,313 shares; 2025Q2: 1,459 shares; 2025Q3: 1,274 shares; 2025Q4: 11,131 shares; 2026Q1: 3,778 shares 3,778 $363K 0.06% -7,353 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,620 shares; 2025Q4: 13,635 shares; 2026Q1: 15,807 shares 15,807 $362K 0.06% +2,172 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: 5,489 shares; 2024Q4: 4,934 shares; 2025Q1: 6,802 shares; 2025Q2: 5,308 shares; 2025Q3: 5,443 shares; 2025Q4: 5,539 shares; 2026Q1: 5,862 shares 5,862 $359K 0.06% +323 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,153 shares; 2026Q1: 5,165 shares 5,165 $357K 0.06% +12 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,434 shares; 2025Q2: 5,321 shares; 2025Q3: 12,362 shares; 2025Q4: 12,239 shares; 2026Q1: 5,352 shares 5,352 $355K 0.06% -6,887 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: 7,567 shares; 2024Q4: 7,570 shares; 2025Q1: 7,333 shares; 2025Q2: 7,116 shares; 2025Q3: 7,077 shares; 2025Q4: 7,298 shares; 2026Q1: 7,267 shares 7,267 $354K 0.06% -31 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,407 shares; 2025Q1: 3,708 shares; 2025Q2: 2,526 shares; 2025Q3: 2,966 shares; 2025Q4: 3,039 shares; 2026Q1: 3,320 shares 3,320 $353K 0.06% +281 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: 3,275 shares; 2024Q4: 3,300 shares; 2025Q1: 3,511 shares; 2025Q2: 3,439 shares; 2025Q3: 3,445 shares; 2025Q4: 3,042 shares; 2026Q1: 3,740 shares 3,740 $349K 0.06% +698 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 957 shares; 2026Q1: 1,070 shares 1,070 $343K 0.06% +113 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,831 shares; 2024Q4: 13,652 shares; 2025Q1: 13,305 shares; 2025Q2: 13,590 shares; 2025Q3: 9,851 shares; 2025Q4: 9,765 shares; 2026Q1: 7,115 shares 7,115 $335K 0.05% -2,650 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: 1,061 shares; 2024Q4: 1,063 shares; 2025Q1: 1,051 shares; 2025Q2: 1,026 shares; 2025Q3: 1,022 shares; 2025Q4: 998 shares; 2026Q1: 1,041 shares 1,041 $334K 0.05% +43 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: 2,020 shares; 2024Q4: 2,018 shares; 2025Q1: 1,858 shares; 2025Q2: 1,823 shares; 2025Q3: 1,768 shares; 2025Q4: 1,794 shares; 2026Q1: 1,924 shares 1,924 $325K 0.05% +130 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: 1,198 shares; 2024Q4: 6,060 shares; 2025Q1: 6,594 shares; 2025Q2: 6,230 shares; 2025Q3: 6,346 shares; 2025Q4: 6,504 shares; 2026Q1: 7,126 shares 7,126 $323K 0.05% +622 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: 2,474 shares; 2024Q4: 1,950 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,939 shares; 2025Q4: 1,942 shares; 2026Q1: 1,945 shares 1,945 $315K 0.05% +3 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares 920 $314K 0.05% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 3,392 shares; 2025Q1: 3,283 shares; 2025Q2: 3,101 shares; 2025Q3: 3,285 shares; 2025Q4: 3,282 shares; 2026Q1: 3,280 shares 3,280 $313K 0.05% -2 Timeline PDP 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: 3,852 shares; 2024Q4: 3,852 shares; 2025Q1: 3,738 shares; 2025Q2: 3,681 shares; 2025Q3: 2,640 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares 2,590 $313K 0.05% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,704 shares; 2025Q1: 5,768 shares; 2025Q2: 5,743 shares; 2025Q3: 5,630 shares; 2025Q4: 5,659 shares; 2026Q1: 6,348 shares 6,348 $312K 0.05% +689 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: 937 shares; 2024Q4: 957 shares; 2025Q1: 932 shares; 2025Q2: 461 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 445 shares 445 $311K 0.05% -17 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,885 shares; 2025Q1: 2,054 shares; 2025Q2: 1,960 shares; 2025Q3: 1,929 shares; 2025Q4: 1,795 shares; 2026Q1: 1,961 shares 1,961 $310K 0.05% +166 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: 3,705 shares; 2024Q4: 3,503 shares; 2025Q1: 2,552 shares; 2025Q2: 2,297 shares; 2025Q3: 2,366 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares 2,470 $307K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 950 shares; 2026Q1: 898 shares 898 $303K 0.05% -52 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: 2,997 shares; 2024Q4: 3,027 shares; 2025Q1: 2,792 shares; 2025Q2: 2,749 shares; 2025Q3: 2,828 shares; 2025Q4: 2,529 shares; 2026Q1: 3,281 shares 3,281 $302K 0.05% +752 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: 36,933 shares; 2024Q4: 3,830 shares; 2025Q1: 4,174 shares; 2025Q2: 3,455 shares; 2025Q3: 3,439 shares; 2025Q4: 3,465 shares; 2026Q1: 3,443 shares 3,443 $298K 0.05% -22 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: 1,822 shares; 2024Q4: 1,812 shares; 2025Q1: 2,092 shares; 2025Q2: 1,663 shares; 2025Q3: 1,873 shares; 2025Q4: 1,611 shares; 2026Q1: 2,519 shares 2,519 $298K 0.05% +908 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: 4,514 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,747 shares; 2025Q4: 3,941 shares; 2026Q1: 3,914 shares 3,914 $298K 0.05% -27 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: 453 shares; 2025Q4: 623 shares; 2026Q1: 619 shares 619 $297K 0.05% -4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $296K 0.05% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 5,902 shares; 2025Q1: 11,135 shares; 2025Q2: 10,848 shares; 2025Q3: 3,551 shares; 2025Q4: 3,664 shares; 2026Q1: 4,450 shares 4,450 $290K 0.05% +786 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: 9,755 shares; 2024Q4: 9,171 shares; 2025Q1: 9,533 shares; 2025Q2: 798 shares; 2025Q3: 1,054 shares; 2025Q4: 770 shares; 2026Q1: 1,070 shares 1,070 $289K 0.05% +300 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,706 shares; 2025Q1: 1,615 shares; 2025Q2: 1,628 shares; 2025Q3: 1,622 shares; 2025Q4: 1,620 shares; 2026Q1: 1,777 shares 1,777 $289K 0.05% +157 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,330 shares; 2026Q1: 14,330 shares 14,330 $286K 0.05% 0 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: 4,005 shares; 2024Q4: 3,493 shares; 2025Q1: 5,318 shares; 2025Q2: 3,406 shares; 2025Q3: 4,058 shares; 2025Q4: 3,771 shares; 2026Q1: 5,345 shares 5,345 $282K 0.05% +1,574 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: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $282K 0.05% new 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: 3,281 shares; 2024Q4: 3,222 shares; 2025Q1: 3,305 shares; 2025Q2: not reported; 2025Q3: 3,655 shares; 2025Q4: 4,406 shares; 2026Q1: 2,990 shares 2,990 $281K 0.05% -1,416 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 1,483 shares 1,483 $280K 0.05% -6 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,209 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,395 shares 3,395 $277K 0.05% -300 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: 2,531 shares; 2024Q4: 2,616 shares; 2025Q1: 2,575 shares; 2025Q2: 2,519 shares; 2025Q3: 792 shares; 2025Q4: 762 shares; 2026Q1: 663 shares 663 $276K 0.05% -99 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: 5,558 shares; 2024Q4: 5,228 shares; 2025Q1: 4,195 shares; 2025Q2: 3,718 shares; 2025Q3: 3,800 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares 4,045 $273K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,802 shares 4,802 $273K 0.04% new 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: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,591 shares; 2025Q4: 2,458 shares; 2026Q1: 2,447 shares 2,447 $270K 0.04% -11 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP 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: 1,317 shares; 2026Q1: 1,308 shares 1,308 $264K 0.04% -9 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares 723 $263K 0.04% 0 Timeline IXN 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: 3,530 shares; 2024Q4: 3,068 shares; 2025Q1: 2,919 shares; 2025Q2: 2,762 shares; 2025Q3: 2,614 shares; 2025Q4: 2,622 shares; 2026Q1: 2,575 shares 2,575 $257K 0.04% -47 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: 16,259 shares; 2024Q4: 16,080 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,164 shares; 2026Q1: 1,633 shares 1,633 $257K 0.04% +469 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: 2,232 shares; 2024Q4: 2,126 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: not reported; 2026Q1: 2,394 shares 2,394 $256K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: 581 shares 581 $251K 0.04% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,959 shares; 2026Q1: 6,924 shares 6,924 $251K 0.04% -35 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: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 707 shares 707 $250K 0.04% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,125 shares; 2025Q1: 2,074 shares; 2025Q2: 2,045 shares; 2025Q3: 2,079 shares; 2025Q4: 1,932 shares; 2026Q1: 1,824 shares 1,824 $246K 0.04% -108 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,135 shares; 2024Q4: 23,307 shares; 2025Q1: 21,007 shares; 2025Q2: 21,207 shares; 2025Q3: 21,410 shares; 2025Q4: 21,619 shares; 2026Q1: 21,797 shares 21,797 $243K 0.04% +178 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,898 shares; 2025Q4: 4,872 shares; 2026Q1: 3,550 shares 3,550 $242K 0.04% -1,322 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,074 shares; 2026Q1: 7,219 shares 7,219 $238K 0.04% +145 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 6,210 shares; 2026Q1: 6,170 shares 6,170 $238K 0.04% -40 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: 735 shares; 2024Q4: 746 shares; 2025Q1: 790 shares; 2025Q2: 760 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 1,093 shares 1,093 $237K 0.04% new Timeline TLT 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: 11,363 shares; 2024Q4: 5,533 shares; 2025Q1: 3,778 shares; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 2,737 shares; 2026Q1: 2,720 shares 2,720 $236K 0.04% -17 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,714 shares; 2024Q4: 25,725 shares; 2025Q1: 33,149 shares; 2025Q2: 31,257 shares; 2025Q3: 33,344 shares; 2025Q4: 33,160 shares; 2026Q1: 36,310 shares 36,310 $232K 0.04% +3,150 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: 3,716 shares; 2024Q4: 3,727 shares; 2025Q1: 4,569 shares; 2025Q2: 4,164 shares; 2025Q3: 4,299 shares; 2025Q4: 3,113 shares; 2026Q1: 4,512 shares 4,512 $228K 0.04% +1,399 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 3,230 shares; 2025Q4: 3,085 shares; 2026Q1: 3,062 shares 3,062 $226K 0.04% -23 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,208 shares; 2025Q1: 2,110 shares; 2025Q2: 2,196 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares 2,100 $223K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,598 shares; 2024Q4: 20,258 shares; 2025Q1: 12,952 shares; 2025Q2: 12,653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares 1,507 $221K 0.04% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 3,573 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares 3,574 $216K 0.04% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 4,361 shares; 2025Q4: 4,340 shares; 2026Q1: 4,340 shares 4,340 $215K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,243 shares 4,243 $213K 0.03% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 4,527 shares; 2026Q1: 2,321 shares 2,321 $213K 0.03% -2,206 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares 2,054 $211K 0.03% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,608 shares; 2026Q1: 1,608 shares 1,608 $206K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,391 shares 3,391 $206K 0.03% new Timeline SYSB 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: 2,307 shares 2,307 $205K 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 299 shares 299 $204K 0.03% new Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares 1,941 $202K 0.03% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 36,500 shares; 2025Q3: 36,500 shares; 2025Q4: 24,825 shares; 2026Q1: 14,677 shares 14,677 $20.5K <0.01% -10,148 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD 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: 12,526 shares; 2026Q1: 12,526 shares 12,526 $19K <0.01% 0 Timeline