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: 872,654 shares; 2024Q4: 934,338 shares; 2025Q1: 908,021 shares; 2025Q2: 120,540 shares; 2025Q3: 104,571 shares; 2025Q4: 93,961 shares; 2026Q1: 100,032 shares 100,032 $25.4M 5.72% +6,071 Timeline LCLG ADVISORS SER TR More: the full row for ADVISORS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,089 shares; 2025Q1: 311,520 shares; 2025Q2: 317,729 shares; 2025Q3: 334,621 shares; 2025Q4: 324,877 shares; 2026Q1: 318,885 shares 318,885 $18.8M 4.24% -5,992 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: 1,312,942 shares; 2024Q4: 1,413,673 shares; 2025Q1: 1,658,031 shares; 2025Q2: 128,860 shares; 2025Q3: 98,920 shares; 2025Q4: 96,768 shares; 2026Q1: 97,207 shares 97,207 $17M 3.82% +439 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: 1,002,313 shares; 2024Q4: 917,126 shares; 2025Q1: 972,012 shares; 2025Q2: 107,260 shares; 2025Q3: 73,519 shares; 2025Q4: 66,099 shares; 2026Q1: 67,241 shares 67,241 $14M 3.16% +1,142 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,517 shares; 2024Q4: 208,553 shares; 2025Q1: 296,504 shares; 2025Q2: 50,754 shares; 2025Q3: 42,615 shares; 2025Q4: 41,773 shares; 2026Q1: 41,869 shares 41,869 $13M 2.92% +96 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: 14,955 shares; 2024Q4: 32,730 shares; 2025Q1: 29,927 shares; 2025Q2: 13,431 shares; 2025Q3: 18,568 shares; 2025Q4: 37,430 shares; 2026Q1: 29,667 shares 29,667 $12.7M 2.85% -7,763 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: 460,052 shares; 2024Q4: 477,316 shares; 2025Q1: 489,965 shares; 2025Q2: 71,454 shares; 2025Q3: 44,123 shares; 2025Q4: 30,365 shares; 2026Q1: 30,394 shares 30,394 $11.3M 2.54% +29 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: 475,232 shares; 2024Q4: 512,904 shares; 2025Q1: 510,512 shares; 2025Q2: 55,211 shares; 2025Q3: 38,316 shares; 2025Q4: 35,765 shares; 2026Q1: 31,337 shares 31,337 $9.01M 2.03% -4,428 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,615 shares; 2024Q4: 159,626 shares; 2025Q1: 219,210 shares; 2025Q2: 90,224 shares; 2025Q3: 93,228 shares; 2025Q4: 94,034 shares; 2026Q1: 94,305 shares 94,305 $8.77M 1.98% +271 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: 245,998 shares; 2024Q4: 272,527 shares; 2025Q1: 304,156 shares; 2025Q2: 95,607 shares; 2025Q3: 55,486 shares; 2025Q4: 43,100 shares; 2026Q1: 42,173 shares 42,173 $8.73M 1.97% -927 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: 123,812 shares; 2024Q4: 132,329 shares; 2025Q1: 215,308 shares; 2025Q2: 56,977 shares; 2025Q3: 47,176 shares; 2025Q4: 44,289 shares; 2026Q1: 34,739 shares 34,739 $8.49M 1.91% -9,550 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: 124,884 shares; 2024Q4: 148,597 shares; 2025Q1: 162,812 shares; 2025Q2: 35,973 shares; 2025Q3: 26,700 shares; 2025Q4: 12,890 shares; 2026Q1: 13,326 shares 13,326 $7.62M 1.72% +436 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: 671,122 shares; 2024Q4: 676,740 shares; 2025Q1: 907,796 shares; 2025Q2: 167,326 shares; 2025Q3: 144,117 shares; 2025Q4: 133,127 shares; 2026Q1: 140,243 shares 140,243 $7.04M 1.59% +7,116 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: 543,890 shares; 2024Q4: 555,507 shares; 2025Q1: 554,976 shares; 2025Q2: 139,580 shares; 2025Q3: 114,930 shares; 2025Q4: 99,219 shares; 2026Q1: 90,327 shares 90,327 $7.01M 1.58% -8,892 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: 488,141 shares; 2024Q4: 482,998 shares; 2025Q1: 455,784 shares; 2025Q2: 44,766 shares; 2025Q3: 24,903 shares; 2025Q4: 17,912 shares; 2026Q1: 22,710 shares 22,710 $6.52M 1.47% +4,798 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: 140,683 shares; 2024Q4: 158,060 shares; 2025Q1: 185,049 shares; 2025Q2: 43,923 shares; 2025Q3: 36,383 shares; 2025Q4: 30,545 shares; 2026Q1: 29,533 shares 29,533 $6.42M 1.45% -1,012 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: 122,722 shares; 2024Q4: 129,846 shares; 2025Q1: 129,772 shares; 2025Q2: 27,169 shares; 2025Q3: 20,591 shares; 2025Q4: 12,242 shares; 2026Q1: 12,144 shares 12,144 $6.07M 1.37% -98 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: 88,260 shares; 2024Q4: 93,540 shares; 2025Q1: 104,092 shares; 2025Q2: 20,554 shares; 2025Q3: 40,383 shares; 2025Q4: 37,198 shares; 2026Q1: 38,635 shares 38,635 $6M 1.35% +1,437 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: 167,232 shares; 2024Q4: 183,175 shares; 2025Q1: 197,915 shares; 2025Q2: 31,432 shares; 2025Q3: 24,585 shares; 2025Q4: 20,159 shares; 2026Q1: 20,172 shares 20,172 $5.93M 1.34% +13 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,710 shares; 2024Q4: 761,239 shares; 2025Q1: 692,200 shares; 2025Q2: 235,550 shares; 2025Q3: 201,699 shares; 2025Q4: 171,070 shares; 2026Q1: 203,178 shares 203,178 $5.89M 1.33% +32,108 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: 72,188 shares; 2024Q4: 75,498 shares; 2025Q1: 61,702 shares; 2025Q2: 9,063 shares; 2025Q3: 6,482 shares; 2025Q4: 57,818 shares; 2026Q1: 60,410 shares 60,410 $5.81M 1.31% +2,592 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742,714 shares; 2024Q4: 409,350 shares; 2025Q1: 549,692 shares; 2025Q2: 204,265 shares; 2025Q3: 204,776 shares; 2025Q4: 132,599 shares; 2026Q1: 200,395 shares 200,395 $5.63M 1.27% +67,796 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: 266,886 shares; 2024Q4: 284,680 shares; 2025Q1: 342,088 shares; 2025Q2: 68,451 shares; 2025Q3: 44,716 shares; 2025Q4: 34,947 shares; 2026Q1: 33,516 shares 33,516 $5.54M 1.25% -1,431 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: 92,279 shares; 2024Q4: 112,118 shares; 2025Q1: 196,416 shares; 2025Q2: 83,862 shares; 2025Q3: 71,873 shares; 2025Q4: 39,012 shares; 2026Q1: 87,745 shares 87,745 $5.06M 1.14% +48,733 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: 443,044 shares; 2024Q4: 460,136 shares; 2025Q1: 446,120 shares; 2025Q2: 93,285 shares; 2025Q3: 82,083 shares; 2025Q4: 62,358 shares; 2026Q1: 61,356 shares 61,356 $4.88M 1.1% -1,002 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: 28,530 shares; 2024Q4: 56,235 shares; 2025Q1: 74,353 shares; 2025Q2: 9,021 shares; 2025Q3: 5,941 shares; 2025Q4: 5,291 shares; 2026Q1: 5,295 shares 5,295 $4.87M 1.1% +4 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,858 shares; 2024Q4: 89,050 shares; 2025Q1: 124,966 shares; 2025Q2: 45,067 shares; 2025Q3: 51,775 shares; 2025Q4: 33,443 shares; 2026Q1: 49,075 shares 49,075 $4.83M 1.09% +15,632 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,301 shares; 2024Q4: 234,217 shares; 2025Q1: 254,509 shares; 2025Q2: 96,474 shares; 2025Q3: 97,568 shares; 2025Q4: 97,259 shares; 2026Q1: 91,691 shares 91,691 $4.77M 1.08% -5,568 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783,907 shares; 2024Q4: 3,975,868 shares; 2025Q1: 4,209,404 shares; 2025Q2: 285,224 shares; 2025Q3: 188,545 shares; 2025Q4: 50,775 shares; 2026Q1: 47,151 shares 47,151 $4.62M 1.04% -3,624 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: 82,333 shares; 2024Q4: 87,711 shares; 2025Q1: 128,605 shares; 2025Q2: 21,840 shares; 2025Q3: 17,980 shares; 2025Q4: 6,642 shares; 2026Q1: 6,756 shares 6,756 $4.39M 0.99% +114 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,374 shares; 2025Q2: 59,590 shares; 2025Q3: 64,799 shares; 2025Q4: 59,505 shares; 2026Q1: 60,937 shares 60,937 $3.99M 0.9% +1,432 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: 20,811 shares; 2024Q4: 23,494 shares; 2025Q1: 43,691 shares; 2025Q2: 5,758 shares; 2025Q3: 3,159 shares; 2025Q4: 10,394 shares; 2026Q1: 11,444 shares 11,444 $3.87M 0.87% +1,050 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: 137,314 shares; 2024Q4: 150,559 shares; 2025Q1: 181,349 shares; 2025Q2: 20,598 shares; 2025Q3: 8,577 shares; 2025Q4: 9,531 shares; 2026Q1: 9,832 shares 9,832 $3.66M 0.82% +301 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: 21,342 shares; 2024Q4: 28,445 shares; 2025Q1: 31,521 shares; 2025Q2: 13,895 shares; 2025Q3: 13,671 shares; 2025Q4: 10,776 shares; 2026Q1: 10,739 shares 10,739 $3.44M 0.78% -37 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: 29,895 shares; 2024Q4: 33,246 shares; 2025Q1: 31,487 shares; 2025Q2: 4,350 shares; 2025Q3: 3,453 shares; 2025Q4: 3,171 shares; 2026Q1: 3,409 shares 3,409 $3.4M 0.77% +238 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: 164,959 shares; 2024Q4: 372,128 shares; 2025Q1: 394,863 shares; 2025Q2: 79,650 shares; 2025Q3: 36,431 shares; 2025Q4: 33,022 shares; 2026Q1: 33,319 shares 33,319 $3.05M 0.69% +297 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: 76,356 shares; 2024Q4: 79,488 shares; 2025Q1: 85,362 shares; 2025Q2: 14,421 shares; 2025Q3: 11,194 shares; 2025Q4: 7,962 shares; 2026Q1: 8,773 shares 8,773 $2.89M 0.65% +811 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: 7,942 shares; 2024Q4: 18,572 shares; 2025Q1: 22,221 shares; 2025Q2: 12,492 shares; 2025Q3: 8,131 shares; 2025Q4: 7,158 shares; 2026Q1: 7,248 shares 7,248 $2.88M 0.65% +90 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: 325,878 shares; 2024Q4: 374,001 shares; 2025Q1: 396,502 shares; 2025Q2: 104,895 shares; 2025Q3: 49,714 shares; 2025Q4: 40,291 shares; 2026Q1: 37,887 shares 37,887 $2.88M 0.65% -2,404 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: 4,622 shares; 2024Q4: 5,313 shares; 2025Q1: 6,044 shares; 2025Q2: 452 shares; 2025Q3: 2,282 shares; 2025Q4: 2,753 shares; 2026Q1: 2,994 shares 2,994 $2.61M 0.59% +241 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: 250,040 shares; 2024Q4: 264,023 shares; 2025Q1: 282,246 shares; 2025Q2: 25,823 shares; 2025Q3: 14,757 shares; 2025Q4: 14,561 shares; 2026Q1: 14,332 shares 14,332 $2.43M 0.55% -229 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: 118,826 shares; 2024Q4: 132,662 shares; 2025Q1: 143,361 shares; 2025Q2: 34,064 shares; 2025Q3: 26,315 shares; 2025Q4: 14,533 shares; 2026Q1: 16,073 shares 16,073 $2.32M 0.52% +1,540 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: 96,910 shares; 2024Q4: 131,070 shares; 2025Q1: 137,758 shares; 2025Q2: 24,855 shares; 2025Q3: 22,574 shares; 2025Q4: 12,453 shares; 2026Q1: 18,174 shares 18,174 $2.3M 0.52% +5,721 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: 237,205 shares; 2024Q4: 245,707 shares; 2025Q1: 208,142 shares; 2025Q2: 28,608 shares; 2025Q3: 18,663 shares; 2025Q4: 13,583 shares; 2026Q1: 11,857 shares 11,857 $2.29M 0.52% -1,726 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: 75,487 shares; 2024Q4: 85,846 shares; 2025Q1: 106,349 shares; 2025Q2: 11,569 shares; 2025Q3: 8,242 shares; 2025Q4: 4,741 shares; 2026Q1: 4,718 shares 4,718 $2.26M 0.51% -23 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,393 shares; 2024Q4: 13,790 shares; 2025Q1: 15,238 shares; 2025Q2: 7,552 shares; 2025Q3: 7,458 shares; 2025Q4: 6,848 shares; 2026Q1: 6,874 shares 6,874 $2.25M 0.51% +26 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: 385,717 shares; 2024Q4: 406,788 shares; 2025Q1: 423,604 shares; 2025Q2: 151,133 shares; 2025Q3: 27,064 shares; 2025Q4: 16,758 shares; 2026Q1: 18,539 shares 18,539 $2.23M 0.5% +1,781 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,332 shares; 2024Q4: 45,199 shares; 2025Q1: 48,642 shares; 2025Q2: 3,498 shares; 2025Q3: 4,669 shares; 2025Q4: 4,617 shares; 2026Q1: 5,425 shares 5,425 $2.21M 0.5% +808 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,499 shares; 2024Q4: 104,166 shares; 2025Q1: 137,007 shares; 2025Q2: 19,020 shares; 2025Q3: 14,255 shares; 2025Q4: 15,285 shares; 2026Q1: 16,485 shares 16,485 $2.18M 0.49% +1,200 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: 274,132 shares; 2024Q4: 269,385 shares; 2025Q1: 273,755 shares; 2025Q2: 34,790 shares; 2025Q3: 18,669 shares; 2025Q4: 7,130 shares; 2026Q1: 6,929 shares 6,929 $2.09M 0.47% -201 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 34,267 shares; 2025Q1: 34,895 shares; 2025Q2: 3,910 shares; 2025Q3: 2,720 shares; 2025Q4: 2,790 shares; 2026Q1: 2,868 shares 2,868 $2.03M 0.46% +78 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,064 shares; 2024Q4: 221,124 shares; 2025Q1: 194,578 shares; 2025Q2: 34,531 shares; 2025Q3: 32,112 shares; 2025Q4: 13,193 shares; 2026Q1: 13,302 shares 13,302 $1.97M 0.44% +109 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: 16,789 shares; 2024Q4: 20,878 shares; 2025Q1: 22,226 shares; 2025Q2: 8,032 shares; 2025Q3: 7,389 shares; 2025Q4: 4,676 shares; 2026Q1: 4,622 shares 4,622 $1.97M 0.44% -54 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: 17,133 shares; 2024Q4: 18,202 shares; 2025Q1: 18,513 shares; 2025Q2: 4,398 shares; 2025Q3: 3,098 shares; 2025Q4: 2,547 shares; 2026Q1: 2,495 shares 2,495 $1.82M 0.41% -52 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: 87,585 shares; 2024Q4: 105,880 shares; 2025Q1: 82,196 shares; 2025Q2: 20,501 shares; 2025Q3: 14,155 shares; 2025Q4: 7,087 shares; 2026Q1: 7,040 shares 7,040 $1.71M 0.38% -47 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 22,821 shares; 2025Q1: 25,033 shares; 2025Q2: 11,963 shares; 2025Q3: 9,208 shares; 2025Q4: 7,382 shares; 2026Q1: 8,714 shares 8,714 $1.7M 0.38% +1,332 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: 19,318 shares; 2024Q4: 20,772 shares; 2025Q1: 16,363 shares; 2025Q2: 3,124 shares; 2025Q3: 2,620 shares; 2025Q4: 2,634 shares; 2026Q1: 2,802 shares 2,802 $1.69M 0.38% +168 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,660 shares; 2024Q4: 50,606 shares; 2025Q1: 33,421 shares; 2025Q2: 5,898 shares; 2025Q3: 4,173 shares; 2025Q4: 15,772 shares; 2026Q1: 16,060 shares 16,060 $1.68M 0.38% +288 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: 361,815 shares; 2024Q4: 373,264 shares; 2025Q1: 321,651 shares; 2025Q2: 31,934 shares; 2025Q3: 19,661 shares; 2025Q4: 18,785 shares; 2026Q1: 19,116 shares 19,116 $1.66M 0.37% +331 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,809 shares; 2025Q1: 2,802 shares; 2025Q2: 570 shares; 2025Q3: 1,454 shares; 2025Q4: 1,149 shares; 2026Q1: 2,222 shares 2,222 $1.62M 0.37% +1,073 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: 181,467 shares; 2024Q4: 193,329 shares; 2025Q1: 161,762 shares; 2025Q2: 16,036 shares; 2025Q3: 11,146 shares; 2025Q4: 10,877 shares; 2026Q1: 12,711 shares 12,711 $1.58M 0.36% +1,834 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: 73,872 shares; 2024Q4: 81,944 shares; 2025Q1: 88,787 shares; 2025Q2: 18,186 shares; 2025Q3: 13,973 shares; 2025Q4: 9,295 shares; 2026Q1: 9,545 shares 9,545 $1.57M 0.35% +250 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,388 shares; 2024Q4: 163,240 shares; 2025Q1: 232,607 shares; 2025Q2: 9,791 shares; 2025Q3: 7,164 shares; 2025Q4: 7,226 shares; 2026Q1: 7,687 shares 7,687 $1.56M 0.35% +461 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: 1,298 shares; 2024Q4: 8,175 shares; 2025Q1: 9,307 shares; 2025Q2: 8,081 shares; 2025Q3: 8,386 shares; 2025Q4: 7,784 shares; 2026Q1: 7,763 shares 7,763 $1.54M 0.35% -21 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: 2,705 shares; 2024Q4: 3,317 shares; 2025Q1: 4,111 shares; 2025Q2: 1,057 shares; 2025Q3: 983 shares; 2025Q4: 1,070 shares; 2026Q1: 1,038 shares 1,038 $1.53M 0.34% -32 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: 114,592 shares; 2024Q4: 119,758 shares; 2025Q1: 123,379 shares; 2025Q2: 15,300 shares; 2025Q3: 11,495 shares; 2025Q4: 11,352 shares; 2026Q1: 11,670 shares 11,670 $1.53M 0.34% +318 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: 61,905 shares; 2024Q4: 71,577 shares; 2025Q1: 86,029 shares; 2025Q2: 18,488 shares; 2025Q3: 11,495 shares; 2025Q4: 4,234 shares; 2026Q1: 4,346 shares 4,346 $1.49M 0.33% +112 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791,777 shares; 2024Q4: 3,388,103 shares; 2025Q1: 3,639,489 shares; 2025Q2: 276,409 shares; 2025Q3: 184,118 shares; 2025Q4: 37,781 shares; 2026Q1: 24,936 shares 24,936 $1.41M 0.32% -12,845 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,694 shares; 2025Q1: 3,034 shares; 2025Q2: 2,795 shares; 2025Q3: 2,817 shares; 2025Q4: 2,662 shares; 2026Q1: 2,841 shares 2,841 $1.39M 0.31% +179 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: 415,835 shares; 2024Q4: 431,105 shares; 2025Q1: 450,774 shares; 2025Q2: 63,439 shares; 2025Q3: 42,221 shares; 2025Q4: 27,173 shares; 2026Q1: 28,347 shares 28,347 $1.38M 0.31% +1,174 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: 54,780 shares; 2024Q4: 57,674 shares; 2025Q1: 61,272 shares; 2025Q2: 8,571 shares; 2025Q3: 6,152 shares; 2025Q4: 4,012 shares; 2026Q1: 4,440 shares 4,440 $1.38M 0.31% +428 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: 28,794 shares; 2024Q4: 32,165 shares; 2025Q1: 40,954 shares; 2025Q2: 8,675 shares; 2025Q3: 7,445 shares; 2025Q4: 3,843 shares; 2026Q1: 3,865 shares 3,865 $1.36M 0.31% +22 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 15,532 shares; 2025Q1: 17,719 shares; 2025Q2: 5,930 shares; 2025Q3: 4,876 shares; 2025Q4: 4,586 shares; 2026Q1: 4,439 shares 4,439 $1.34M 0.3% -147 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: 38,006 shares; 2024Q4: 49,157 shares; 2025Q1: 78,902 shares; 2025Q2: 10,465 shares; 2025Q3: 7,973 shares; 2025Q4: 8,696 shares; 2026Q1: 8,995 shares 8,995 $1.32M 0.3% +299 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,253 shares; 2025Q1: 7,739 shares; 2025Q2: 6,922 shares; 2025Q3: 6,792 shares; 2025Q4: 6,653 shares; 2026Q1: 6,456 shares 6,456 $1.32M 0.3% -197 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: 5,266 shares; 2025Q1: 6,873 shares; 2025Q2: 5,997 shares; 2025Q3: 6,140 shares; 2025Q4: 5,183 shares; 2026Q1: 5,237 shares 5,237 $1.31M 0.3% +54 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,218 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,988 shares; 2026Q1: 19,320 shares 19,320 $1.3M 0.29% +10,332 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: 198,419 shares; 2024Q4: 185,424 shares; 2025Q1: 219,498 shares; 2025Q2: 35,722 shares; 2025Q3: 28,696 shares; 2025Q4: 16,844 shares; 2026Q1: 17,936 shares 17,936 $1.29M 0.29% +1,092 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 6,662 shares; 2025Q1: 7,340 shares; 2025Q2: 6,377 shares; 2025Q3: 6,230 shares; 2025Q4: 3,585 shares; 2026Q1: 3,730 shares 3,730 $1.27M 0.29% +145 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 13,516 shares; 2025Q1: 21,169 shares; 2025Q2: 7,394 shares; 2025Q3: 10,380 shares; 2025Q4: 8,626 shares; 2026Q1: 10,736 shares 10,736 $1.26M 0.28% +2,110 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: 19,969 shares; 2024Q4: 21,436 shares; 2025Q1: 43,855 shares; 2025Q2: 3,001 shares; 2025Q3: 2,372 shares; 2025Q4: 2,199 shares; 2026Q1: 5,050 shares 5,050 $1.21M 0.27% +2,851 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: 118,212 shares; 2024Q4: 111,016 shares; 2025Q1: 110,253 shares; 2025Q2: 19,481 shares; 2025Q3: 10,738 shares; 2025Q4: 4,496 shares; 2026Q1: 5,981 shares 5,981 $1.19M 0.27% +1,485 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: 40,522 shares; 2024Q4: 26,730 shares; 2025Q1: 31,525 shares; 2025Q2: 3,886 shares; 2025Q3: 3,384 shares; 2025Q4: 3,343 shares; 2026Q1: 3,811 shares 3,811 $1.15M 0.26% +468 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: 79,787 shares; 2025Q1: 90,326 shares; 2025Q2: 4,806 shares; 2025Q3: 4,503 shares; 2025Q4: 5,089 shares; 2026Q1: 5,390 shares 5,390 $1.15M 0.26% +301 Timeline QQQM 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: 12,846 shares; 2024Q4: 15,255 shares; 2025Q1: 17,123 shares; 2025Q2: 3,835 shares; 2025Q3: 4,205 shares; 2025Q4: 4,207 shares; 2026Q1: 4,776 shares 4,776 $1.13M 0.26% +569 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,650 shares; 2024Q4: 157,679 shares; 2025Q1: 182,688 shares; 2025Q2: 28,299 shares; 2025Q3: 15,561 shares; 2025Q4: 9,575 shares; 2026Q1: 8,797 shares 8,797 $1.13M 0.26% -778 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,660 shares; 2024Q4: 24,275 shares; 2025Q1: 41,645 shares; 2025Q2: 11,578 shares; 2025Q3: 9,853 shares; 2025Q4: 4,407 shares; 2026Q1: 4,642 shares 4,642 $1.13M 0.25% +235 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,956 shares; 2024Q4: 432,372 shares; 2025Q1: 488,979 shares; 2025Q2: 54,609 shares; 2025Q3: 23,393 shares; 2025Q4: 7,727 shares; 2026Q1: 7,360 shares 7,360 $1.08M 0.24% -367 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,561 shares; 2024Q4: 21,602 shares; 2025Q1: 29,107 shares; 2025Q2: 21,461 shares; 2025Q3: 19,023 shares; 2025Q4: 15,971 shares; 2026Q1: 17,452 shares 17,452 $1.08M 0.24% +1,481 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 20,530 shares; 2025Q1: 23,978 shares; 2025Q2: 8,247 shares; 2025Q3: 12,225 shares; 2025Q4: 6,307 shares; 2026Q1: 11,577 shares 11,577 $1.07M 0.24% +5,270 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: 53,201 shares; 2024Q4: 38,313 shares; 2025Q1: 58,616 shares; 2025Q2: 5,213 shares; 2025Q3: 2,691 shares; 2025Q4: 1,862 shares; 2026Q1: 1,838 shares 1,838 $1.06M 0.24% -24 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 32,314 shares; 2025Q1: 43,257 shares; 2025Q2: 20,426 shares; 2025Q3: 18,127 shares; 2025Q4: 18,109 shares; 2026Q1: 17,923 shares 17,923 $1.05M 0.24% -186 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: 23,250 shares; 2024Q4: 28,559 shares; 2025Q1: 27,843 shares; 2025Q2: 8,847 shares; 2025Q3: 5,915 shares; 2025Q4: 4,345 shares; 2026Q1: 4,428 shares 4,428 $1M 0.23% +83 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,740 shares; 2024Q4: 156,919 shares; 2025Q1: 127,619 shares; 2025Q2: 7,226 shares; 2025Q3: 7,134 shares; 2025Q4: 4,820 shares; 2026Q1: 4,641 shares 4,641 $998K 0.23% -179 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 7,116 shares; 2025Q1: 19,093 shares; 2025Q2: 8,320 shares; 2025Q3: 7,513 shares; 2025Q4: 5,598 shares; 2026Q1: 6,011 shares 6,011 $993K 0.22% +413 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,964 shares; 2024Q4: 133,653 shares; 2025Q1: 134,653 shares; 2025Q2: 12,296 shares; 2025Q3: 7,151 shares; 2025Q4: 6,757 shares; 2026Q1: 6,955 shares 6,955 $969K 0.22% +198 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: 65,964 shares; 2024Q4: 77,193 shares; 2025Q1: 88,265 shares; 2025Q2: 17,070 shares; 2025Q3: 14,921 shares; 2025Q4: 5,851 shares; 2026Q1: 6,002 shares 6,002 $959K 0.22% +151 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,935 shares; 2024Q4: 118,951 shares; 2025Q1: 136,865 shares; 2025Q2: 17,918 shares; 2025Q3: 12,667 shares; 2025Q4: 13,196 shares; 2026Q1: 14,627 shares 14,627 $951K 0.21% +1,431 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,915 shares; 2024Q4: 178,792 shares; 2025Q1: 305,789 shares; 2025Q2: 60,995 shares; 2025Q3: 39,457 shares; 2025Q4: 10,065 shares; 2026Q1: 10,567 shares 10,567 $947K 0.21% +502 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,422 shares; 2024Q4: 54,666 shares; 2025Q1: 65,734 shares; 2025Q2: 21,153 shares; 2025Q3: 17,565 shares; 2025Q4: 20,063 shares; 2026Q1: 19,328 shares 19,328 $908K 0.2% -735 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,603 shares; 2024Q4: 123,315 shares; 2025Q1: 132,708 shares; 2025Q2: 32,482 shares; 2025Q3: 25,007 shares; 2025Q4: 12,013 shares; 2026Q1: 12,776 shares 12,776 $903K 0.2% +763 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 5,978 shares; 2025Q1: 8,265 shares; 2025Q2: 2,472 shares; 2025Q3: 2,159 shares; 2025Q4: 1,835 shares; 2026Q1: 1,648 shares 1,648 $887K 0.2% -187 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: 55,611 shares; 2024Q4: 56,390 shares; 2025Q1: 59,922 shares; 2025Q2: 13,651 shares; 2025Q3: 8,580 shares; 2025Q4: 2,168 shares; 2026Q1: 4,193 shares 4,193 $852K 0.19% +2,025 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: 22,001 shares; 2024Q4: 29,544 shares; 2025Q1: 30,272 shares; 2025Q2: 11,138 shares; 2025Q3: 9,342 shares; 2025Q4: 6,997 shares; 2026Q1: 7,176 shares 7,176 $851K 0.19% +179 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,896 shares; 2024Q4: 105,313 shares; 2025Q1: 95,995 shares; 2025Q2: 8,848 shares; 2025Q3: 4,556 shares; 2025Q4: 4,009 shares; 2026Q1: 4,150 shares 4,150 $842K 0.19% +141 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,204 shares; 2024Q4: 23,567 shares; 2025Q1: 26,674 shares; 2025Q2: 5,290 shares; 2025Q3: 3,961 shares; 2025Q4: 3,942 shares; 2026Q1: 4,004 shares 4,004 $833K 0.19% +62 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,047 shares; 2024Q4: 56,156 shares; 2025Q1: 94,184 shares; 2025Q2: 5,428 shares; 2025Q3: 4,492 shares; 2025Q4: 3,292 shares; 2026Q1: 3,151 shares 3,151 $825K 0.19% -141 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,386 shares; 2025Q1: 15,449 shares; 2025Q2: 13,232 shares; 2025Q3: 10,425 shares; 2025Q4: 7,622 shares; 2026Q1: 10,856 shares 10,856 $823K 0.19% +3,234 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,705 shares; 2025Q2: not reported; 2025Q3: 4,713 shares; 2025Q4: 3,266 shares; 2026Q1: 5,739 shares 5,739 $819K 0.18% +2,473 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,076 shares; 2025Q1: 40,269 shares; 2025Q2: 64,751 shares; 2025Q3: 5,961 shares; 2025Q4: 6,448 shares; 2026Q1: 6,667 shares 6,667 $819K 0.18% +219 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: 55,601 shares; 2024Q4: 37,503 shares; 2025Q1: 42,398 shares; 2025Q2: 13,712 shares; 2025Q3: 3,786 shares; 2025Q4: 2,748 shares; 2026Q1: 2,881 shares 2,881 $818K 0.18% +133 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 11,689 shares; 2025Q1: 14,375 shares; 2025Q2: 9,458 shares; 2025Q3: 9,458 shares; 2025Q4: 21,059 shares; 2026Q1: 3,647 shares 3,647 $779K 0.18% -17,412 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,712 shares; 2024Q4: 49,961 shares; 2025Q1: 54,273 shares; 2025Q2: 5,198 shares; 2025Q3: 2,619 shares; 2025Q4: 3,158 shares; 2026Q1: 4,155 shares 4,155 $776K 0.17% +997 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,574 shares; 2024Q4: 55,278 shares; 2025Q1: 77,609 shares; 2025Q2: 30,155 shares; 2025Q3: 25,807 shares; 2025Q4: 12,207 shares; 2026Q1: 16,539 shares 16,539 $767K 0.17% +4,332 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,999 shares; 2024Q4: 349,644 shares; 2025Q1: 355,315 shares; 2025Q2: 23,950 shares; 2025Q3: 13,683 shares; 2025Q4: 13,209 shares; 2026Q1: 14,061 shares 14,061 $761K 0.17% +852 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,513 shares; 2024Q4: 61,886 shares; 2025Q1: 139,951 shares; 2025Q2: 10,842 shares; 2025Q3: 8,051 shares; 2025Q4: 7,347 shares; 2026Q1: 8,024 shares 8,024 $754K 0.17% +677 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,554 shares; 2024Q4: 23,774 shares; 2025Q1: 26,334 shares; 2025Q2: 3,019 shares; 2025Q3: 1,943 shares; 2025Q4: 2,221 shares; 2026Q1: 2,519 shares 2,519 $744K 0.17% +298 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: 65,837 shares; 2024Q4: 67,124 shares; 2025Q1: 73,569 shares; 2025Q2: 13,401 shares; 2025Q3: 10,504 shares; 2025Q4: 2,884 shares; 2026Q1: 3,123 shares 3,123 $738K 0.17% +239 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,017 shares; 2024Q4: 101,017 shares; 2025Q1: 107,608 shares; 2025Q2: 16,512 shares; 2025Q3: 15,747 shares; 2025Q4: 15,620 shares; 2026Q1: 16,018 shares 16,018 $736K 0.17% +398 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: 11,071 shares; 2024Q4: 13,065 shares; 2025Q1: 15,226 shares; 2025Q2: 2,212 shares; 2025Q3: 1,400 shares; 2025Q4: 1,602 shares; 2026Q1: 1,589 shares 1,589 $733K 0.17% -13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,315 shares; 2024Q4: 382,121 shares; 2025Q1: 432,021 shares; 2025Q2: 36,287 shares; 2025Q3: 21,584 shares; 2025Q4: 21,037 shares; 2026Q1: 24,974 shares 24,974 $717K 0.16% +3,937 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,311 shares; 2024Q4: 25,830 shares; 2025Q1: 24,400 shares; 2025Q2: 5,466 shares; 2025Q3: 3,747 shares; 2025Q4: 3,271 shares; 2026Q1: 2,878 shares 2,878 $714K 0.16% -393 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: 11,851 shares; 2024Q4: 15,990 shares; 2025Q1: 24,666 shares; 2025Q2: 8,469 shares; 2025Q3: 7,262 shares; 2025Q4: 5,442 shares; 2026Q1: 5,338 shares 5,338 $699K 0.16% -104 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: 46,713 shares; 2024Q4: 49,894 shares; 2025Q1: 56,451 shares; 2025Q2: 6,703 shares; 2025Q3: 4,968 shares; 2025Q4: 5,082 shares; 2026Q1: 5,175 shares 5,175 $678K 0.15% +93 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: 364,889 shares; 2024Q4: 343,321 shares; 2025Q1: 336,564 shares; 2025Q2: 29,058 shares; 2025Q3: 11,202 shares; 2025Q4: 6,846 shares; 2026Q1: 6,555 shares 6,555 $673K 0.15% -291 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,673 shares; 2025Q1: 8,451 shares; 2025Q2: 1,069 shares; 2025Q3: 820 shares; 2025Q4: 663 shares; 2026Q1: 699 shares 699 $672K 0.15% +36 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: 13,503 shares; 2024Q4: 15,039 shares; 2025Q1: 15,775 shares; 2025Q2: 7,039 shares; 2025Q3: 6,408 shares; 2025Q4: 2,403 shares; 2026Q1: 2,505 shares 2,505 $666K 0.15% +102 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: 144,872 shares; 2024Q4: 152,649 shares; 2025Q1: 156,893 shares; 2025Q2: 6,165 shares; 2025Q3: 3,955 shares; 2025Q4: 1,059 shares; 2026Q1: 1,019 shares 1,019 $666K 0.15% -40 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 6,160 shares; 2025Q1: 12,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,565 shares 2,565 $643K 0.14% new Timeline SCHG 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: 43,604 shares; 2024Q4: 236,886 shares; 2025Q1: 269,725 shares; 2025Q2: 23,289 shares; 2025Q3: 23,254 shares; 2025Q4: 23,155 shares; 2026Q1: 22,010 shares 22,010 $641K 0.14% -1,145 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: 85,881 shares; 2024Q4: 70,767 shares; 2025Q1: 66,366 shares; 2025Q2: 6,823 shares; 2025Q3: 5,777 shares; 2025Q4: 2,570 shares; 2026Q1: 2,338 shares 2,338 $633K 0.14% -232 Timeline APTV APTIV PLC More: the full row for APTIV 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: 11,736 shares; 2025Q4: 4,491 shares; 2026Q1: 9,067 shares 9,067 $630K 0.14% +4,576 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,561 shares; 2024Q4: 35,725 shares; 2025Q1: 50,180 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 2,182 shares 2,182 $627K 0.14% +532 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 7,272 shares; 2025Q1: 22,142 shares; 2025Q2: 1,724 shares; 2025Q3: 1,038 shares; 2025Q4: 1,066 shares; 2026Q1: 1,080 shares 1,080 $608K 0.14% +14 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: 137,267 shares; 2024Q4: 143,794 shares; 2025Q1: 138,523 shares; 2025Q2: 16,998 shares; 2025Q3: 10,068 shares; 2025Q4: 5,198 shares; 2026Q1: 5,342 shares 5,342 $606K 0.14% +144 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 7,228 shares; 2025Q1: 8,864 shares; 2025Q2: 1,762 shares; 2025Q3: 1,660 shares; 2025Q4: 1,478 shares; 2026Q1: 1,495 shares 1,495 $584K 0.13% +17 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: 15,000 shares; 2024Q4: 16,621 shares; 2025Q1: 17,781 shares; 2025Q2: 3,903 shares; 2025Q3: 3,247 shares; 2025Q4: 1,296 shares; 2026Q1: 1,349 shares 1,349 $583K 0.13% +53 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,534 shares; 2024Q4: 102,433 shares; 2025Q1: 130,100 shares; 2025Q2: 15,507 shares; 2025Q3: 10,653 shares; 2025Q4: 13,273 shares; 2026Q1: 14,153 shares 14,153 $573K 0.13% +880 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: 7,135 shares; 2024Q4: 7,837 shares; 2025Q1: 9,097 shares; 2025Q2: 956 shares; 2025Q3: 645 shares; 2025Q4: 667 shares; 2026Q1: 673 shares 673 $570K 0.13% +6 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: 27,280 shares; 2024Q4: 31,456 shares; 2025Q1: 36,411 shares; 2025Q2: 4,680 shares; 2025Q3: 1,900 shares; 2025Q4: 2,252 shares; 2026Q1: 2,452 shares 2,452 $564K 0.13% +200 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,170 shares; 2024Q4: 191,979 shares; 2025Q1: 238,925 shares; 2025Q2: 25,128 shares; 2025Q3: 14,985 shares; 2025Q4: 7,808 shares; 2026Q1: 7,710 shares 7,710 $561K 0.13% -98 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,727 shares; 2024Q4: 103,663 shares; 2025Q1: 121,788 shares; 2025Q2: 7,961 shares; 2025Q3: 2,460 shares; 2025Q4: 2,629 shares; 2026Q1: 2,816 shares 2,816 $560K 0.13% +187 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: 47,040 shares; 2024Q4: 61,659 shares; 2025Q1: 59,747 shares; 2025Q2: 7,053 shares; 2025Q3: 5,006 shares; 2025Q4: 3,332 shares; 2026Q1: 3,557 shares 3,557 $559K 0.13% +225 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: 165,580 shares; 2024Q4: 197,962 shares; 2025Q1: 232,668 shares; 2025Q2: 36,621 shares; 2025Q3: 16,902 shares; 2025Q4: 5,003 shares; 2026Q1: 4,693 shares 4,693 $555K 0.13% -310 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,125 shares; 2024Q4: 27,685 shares; 2025Q1: 33,991 shares; 2025Q2: 3,146 shares; 2025Q3: 2,425 shares; 2025Q4: 2,781 shares; 2026Q1: 2,963 shares 2,963 $553K 0.12% +182 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: 46,646 shares; 2024Q4: 49,185 shares; 2025Q1: 57,679 shares; 2025Q2: 13,383 shares; 2025Q3: 6,724 shares; 2025Q4: 5,659 shares; 2026Q1: 5,906 shares 5,906 $549K 0.12% +247 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,010 shares; 2024Q4: 244,530 shares; 2025Q1: 243,235 shares; 2025Q2: 32,169 shares; 2025Q3: 15,090 shares; 2025Q4: 12,505 shares; 2026Q1: 13,341 shares 13,341 $548K 0.12% +836 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: 35,766 shares; 2024Q4: 72,096 shares; 2025Q1: 64,826 shares; 2025Q2: 3,790 shares; 2025Q3: 2,839 shares; 2025Q4: 2,957 shares; 2026Q1: 3,346 shares 3,346 $536K 0.12% +389 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,645 shares; 2024Q4: 53,563 shares; 2025Q1: 60,895 shares; 2025Q2: 5,430 shares; 2025Q3: 2,735 shares; 2025Q4: 2,761 shares; 2026Q1: 2,980 shares 2,980 $514K 0.12% +219 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: 61,109 shares; 2024Q4: 68,607 shares; 2025Q1: 90,366 shares; 2025Q2: 19,721 shares; 2025Q3: 12,912 shares; 2025Q4: 9,399 shares; 2026Q1: 11,337 shares 11,337 $500K 0.11% +1,938 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 16,360 shares; 2025Q1: 11,570 shares; 2025Q2: 7,430 shares; 2025Q3: 6,864 shares; 2025Q4: 6,864 shares; 2026Q1: 6,624 shares 6,624 $497K 0.11% -240 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: 93,689 shares; 2024Q4: 99,545 shares; 2025Q1: 106,301 shares; 2025Q2: 8,853 shares; 2025Q3: 3,324 shares; 2025Q4: 2,362 shares; 2026Q1: 2,477 shares 2,477 $481K 0.11% +115 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,241 shares; 2024Q4: 19,244 shares; 2025Q1: 17,190 shares; 2025Q2: 1,680 shares; 2025Q3: 803 shares; 2025Q4: 370 shares; 2026Q1: 363 shares 363 $479K 0.11% -7 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: 7,232 shares; 2024Q4: 7,130 shares; 2025Q1: 6,325 shares; 2025Q2: 1,929 shares; 2025Q3: not reported; 2025Q4: 4,405 shares; 2026Q1: 4,484 shares 4,484 $479K 0.11% +79 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: 15,054 shares; 2024Q4: 17,127 shares; 2025Q1: 22,986 shares; 2025Q2: 2,467 shares; 2025Q3: 855 shares; 2025Q4: 1,007 shares; 2026Q1: 1,071 shares 1,071 $478K 0.11% +64 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: 44,661 shares; 2024Q4: 43,735 shares; 2025Q1: 46,143 shares; 2025Q2: 3,976 shares; 2025Q3: 1,949 shares; 2025Q4: 1,534 shares; 2026Q1: 1,626 shares 1,626 $472K 0.11% +92 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 7,546 shares; 2025Q1: 4,213 shares; 2025Q2: 3,181 shares; 2025Q3: 3,108 shares; 2025Q4: 1,143 shares; 2026Q1: 2,257 shares 2,257 $472K 0.11% +1,114 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: 163,613 shares; 2024Q4: 167,293 shares; 2025Q1: 181,040 shares; 2025Q2: 26,243 shares; 2025Q3: 13,812 shares; 2025Q4: 3,973 shares; 2026Q1: 3,435 shares 3,435 $467K 0.11% -538 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 8,012 shares; 2025Q1: 10,040 shares; 2025Q2: 3,927 shares; 2025Q3: 3,294 shares; 2025Q4: 3,366 shares; 2026Q1: 3,346 shares 3,346 $453K 0.1% -20 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: 192,719 shares; 2024Q4: 205,951 shares; 2025Q1: 219,499 shares; 2025Q2: 19,884 shares; 2025Q3: 10,019 shares; 2025Q4: 4,626 shares; 2026Q1: 4,624 shares 4,624 $446K 0.1% -2 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,749 shares; 2024Q4: 106,280 shares; 2025Q1: 106,092 shares; 2025Q2: 15,072 shares; 2025Q3: 7,125 shares; 2025Q4: 2,096 shares; 2026Q1: 1,832 shares 1,832 $445K 0.1% -264 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 12,003 shares; 2025Q1: 12,969 shares; 2025Q2: 5,797 shares; 2025Q3: 5,195 shares; 2025Q4: 4,766 shares; 2026Q1: 4,938 shares 4,938 $445K 0.1% +172 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,082 shares; 2024Q4: 35,634 shares; 2025Q1: 37,260 shares; 2025Q2: 2,601 shares; 2025Q3: 1,415 shares; 2025Q4: 1,507 shares; 2026Q1: 1,641 shares 1,641 $438K 0.1% +134 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,447 shares; 2024Q4: 463,074 shares; 2025Q1: 450,683 shares; 2025Q2: 33,874 shares; 2025Q3: 10,256 shares; 2025Q4: 4,184 shares; 2026Q1: 3,664 shares 3,664 $435K 0.1% -520 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,093 shares; 2024Q4: 33,001 shares; 2025Q1: 52,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,018 shares; 2025Q4: 5,604 shares; 2026Q1: 5,906 shares 5,906 $425K 0.1% +302 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,024 shares; 2024Q4: 33,404 shares; 2025Q1: 14,946 shares; 2025Q2: 2,476 shares; 2025Q3: 2,088 shares; 2025Q4: 2,273 shares; 2026Q1: 2,327 shares 2,327 $424K 0.1% +54 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,813 shares; 2024Q4: 10,051 shares; 2025Q1: 11,694 shares; 2025Q2: 2,317 shares; 2025Q3: 1,780 shares; 2025Q4: 1,995 shares; 2026Q1: 2,123 shares 2,123 $421K 0.09% +128 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,704 shares; 2024Q4: 18,394 shares; 2025Q1: 18,392 shares; 2025Q2: 1,634 shares; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 2,266 shares 2,266 $413K 0.09% +1,082 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,365 shares; 2024Q4: 48,077 shares; 2025Q1: 50,149 shares; 2025Q2: 7,454 shares; 2025Q3: 4,112 shares; 2025Q4: 1,642 shares; 2026Q1: 1,692 shares 1,692 $413K 0.09% +50 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,163 shares; 2024Q4: 220,025 shares; 2025Q1: 264,808 shares; 2025Q2: 37,569 shares; 2025Q3: 25,390 shares; 2025Q4: 8,141 shares; 2026Q1: 6,981 shares 6,981 $410K 0.09% -1,160 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: 5,081 shares; 2024Q4: 5,997 shares; 2025Q1: 12,834 shares; 2025Q2: 1,154 shares; 2025Q3: 891 shares; 2025Q4: 897 shares; 2026Q1: 1,145 shares 1,145 $410K 0.09% +248 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: 149,694 shares; 2024Q4: 227,299 shares; 2025Q1: 262,173 shares; 2025Q2: 19,022 shares; 2025Q3: 12,165 shares; 2025Q4: 5,821 shares; 2026Q1: 6,694 shares 6,694 $406K 0.09% +873 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,342 shares; 2024Q4: 414,322 shares; 2025Q1: 479,351 shares; 2025Q2: 38,590 shares; 2025Q3: 20,773 shares; 2025Q4: 21,269 shares; 2026Q1: 22,278 shares 22,278 $391K 0.09% +1,009 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,920 shares; 2024Q4: 36,802 shares; 2025Q1: 26,337 shares; 2025Q2: 2,565 shares; 2025Q3: 1,970 shares; 2025Q4: not reported; 2026Q1: 1,892 shares 1,892 $390K 0.09% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,042 shares; 2024Q4: 5,943 shares; 2025Q1: 5,839 shares; 2025Q2: not reported; 2025Q3: 1,898 shares; 2025Q4: 1,783 shares; 2026Q1: 2,600 shares 2,600 $390K 0.09% +817 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,720 shares; 2024Q4: 46,875 shares; 2025Q1: 45,774 shares; 2025Q2: 4,202 shares; 2025Q3: 1,512 shares; 2025Q4: 760 shares; 2026Q1: 722 shares 722 $389K 0.09% -38 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: 27,431 shares; 2024Q4: 31,591 shares; 2025Q1: 40,049 shares; 2025Q2: 3,697 shares; 2025Q3: 2,876 shares; 2025Q4: 2,443 shares; 2026Q1: 2,255 shares 2,255 $381K 0.09% -188 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 6,869 shares; 2025Q1: 9,196 shares; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308 $380K 0.09% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,336 shares; 2024Q4: 310,794 shares; 2025Q1: 318,390 shares; 2025Q2: 19,107 shares; 2025Q3: 16,757 shares; 2025Q4: 9,251 shares; 2026Q1: 6,855 shares 6,855 $371K 0.08% -2,396 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,399 shares; 2024Q4: 53,873 shares; 2025Q1: 68,511 shares; 2025Q2: 19,134 shares; 2025Q3: 17,909 shares; 2025Q4: 7,067 shares; 2026Q1: 6,405 shares 6,405 $357K 0.08% -662 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,122 shares; 2025Q2: 1,445 shares; 2025Q3: 1,270 shares; 2025Q4: 901 shares; 2026Q1: 1,067 shares 1,067 $347K 0.08% +166 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,333 shares; 2024Q4: 33,024 shares; 2025Q1: 33,274 shares; 2025Q2: 3,082 shares; 2025Q3: 1,779 shares; 2025Q4: 1,513 shares; 2026Q1: 2,553 shares 2,553 $346K 0.08% +1,040 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: 80,624 shares; 2024Q4: 101,310 shares; 2025Q1: 123,248 shares; 2025Q2: 10,959 shares; 2025Q3: 4,391 shares; 2025Q4: 4,666 shares; 2026Q1: 4,756 shares 4,756 $345K 0.08% +90 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: 215,817 shares; 2024Q4: 219,014 shares; 2025Q1: 238,130 shares; 2025Q2: 24,894 shares; 2025Q3: 13,540 shares; 2025Q4: 7,162 shares; 2026Q1: 4,943 shares 4,943 $342K 0.08% -2,219 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 3,495 shares; 2025Q1: 5,023 shares; 2025Q2: 1,360 shares; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,338 shares 1,338 $335K 0.08% +71 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 3,986 shares; 2025Q1: 5,032 shares; 2025Q2: 2,908 shares; 2025Q3: 1,248 shares; 2025Q4: 1,456 shares; 2026Q1: 2,169 shares 2,169 $332K 0.07% +713 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: 81,529 shares; 2024Q4: 25,044 shares; 2025Q1: 24,484 shares; 2025Q2: 2,030 shares; 2025Q3: 1,836 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares 1,821 $330K 0.07% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 6,765 shares; 2025Q1: 7,186 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $328K 0.07% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,864 shares; 2026Q1: 5,738 shares 5,738 $327K 0.07% -126 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 643 shares; 2025Q1: 740 shares; 2025Q2: 392 shares; 2025Q3: 369 shares; 2025Q4: 229 shares; 2026Q1: 248 shares 248 $313K 0.07% +19 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,922 shares; 2024Q4: 109,230 shares; 2025Q1: 115,129 shares; 2025Q2: 15,086 shares; 2025Q3: 8,975 shares; 2025Q4: 3,491 shares; 2026Q1: 4,124 shares 4,124 $310K 0.07% +633 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,678 shares; 2024Q4: 41,862 shares; 2025Q1: 45,599 shares; 2025Q2: 4,992 shares; 2025Q3: 1,463 shares; 2025Q4: 1,366 shares; 2026Q1: 1,443 shares 1,443 $309K 0.07% +77 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,386 shares; 2024Q4: 519,867 shares; 2025Q1: 547,815 shares; 2025Q2: 66,871 shares; 2025Q3: 38,942 shares; 2025Q4: 19,887 shares; 2026Q1: 21,455 shares 21,455 $302K 0.07% +1,568 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 8,364 shares; 2025Q1: 11,057 shares; 2025Q2: 4,914 shares; 2025Q3: 4,567 shares; 2025Q4: 2,396 shares; 2026Q1: 2,482 shares 2,482 $301K 0.07% +86 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,773 shares; 2024Q4: 359,989 shares; 2025Q1: 298,223 shares; 2025Q2: 34,141 shares; 2025Q3: 21,000 shares; 2025Q4: 6,384 shares; 2026Q1: 8,082 shares 8,082 $297K 0.07% +1,698 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 5,068 shares; 2025Q1: 5,867 shares; 2025Q2: 1,214 shares; 2025Q3: 943 shares; 2025Q4: 977 shares; 2026Q1: 1,068 shares 1,068 $297K 0.07% +91 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,944 shares; 2025Q1: 20,692 shares; 2025Q2: 1,336 shares; 2025Q3: 922 shares; 2025Q4: not reported; 2026Q1: 1,034 shares 1,034 $293K 0.07% new Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,126 shares; 2025Q1: 9,870 shares; 2025Q2: 9,014 shares; 2025Q3: 2,685 shares; 2025Q4: 2,444 shares; 2026Q1: 1,638 shares 1,638 $291K 0.07% -806 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: 100,489 shares; 2024Q4: 28,847 shares; 2025Q1: 60,123 shares; 2025Q2: 3,006 shares; 2025Q3: 3,024 shares; 2025Q4: 2,994 shares; 2026Q1: 2,992 shares 2,992 $291K 0.07% -2 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: 7,468 shares; 2024Q4: 8,643 shares; 2025Q1: 10,085 shares; 2025Q2: 2,656 shares; 2025Q3: 2,202 shares; 2025Q4: 852 shares; 2026Q1: 881 shares 881 $290K 0.07% +29 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 18,897 shares; 2025Q3: 6,996 shares; 2025Q4: 7,044 shares; 2026Q1: 7,063 shares 7,063 $288K 0.06% +19 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: 3,224 shares; 2024Q4: 4,229 shares; 2025Q1: 5,644 shares; 2025Q2: 1,466 shares; 2025Q3: not reported; 2025Q4: 1,232 shares; 2026Q1: 1,343 shares 1,343 $284K 0.06% +111 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: 12,838 shares; 2024Q4: 13,292 shares; 2025Q1: 12,802 shares; 2025Q2: 968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 882 shares 882 $281K 0.06% new Timeline KEX KIRBY CORP More: the full row for KIRBY 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: 1,909 shares; 2026Q1: 2,088 shares 2,088 $277K 0.06% +179 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,634 shares; 2024Q4: 14,692 shares; 2025Q1: 15,265 shares; 2025Q2: 1,548 shares; 2025Q3: 1,211 shares; 2025Q4: 1,173 shares; 2026Q1: 1,111 shares 1,111 $277K 0.06% -62 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: 4,724 shares; 2024Q4: 5,437 shares; 2025Q1: 5,576 shares; 2025Q2: 768 shares; 2025Q3: 540 shares; 2025Q4: 526 shares; 2026Q1: 633 shares 633 $275K 0.06% +107 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: 74,589 shares; 2024Q4: 85,803 shares; 2025Q1: 84,262 shares; 2025Q2: 11,458 shares; 2025Q3: 8,349 shares; 2025Q4: 3,979 shares; 2026Q1: 4,108 shares 4,108 $271K 0.06% +129 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: 52,143 shares; 2024Q4: 160,778 shares; 2025Q1: 221,494 shares; 2025Q2: 26,181 shares; 2025Q3: 8,821 shares; 2025Q4: 8,830 shares; 2026Q1: 8,673 shares 8,673 $266K 0.06% -157 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,344 shares 1,344 $265K 0.06% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,031 shares; 2024Q4: 10,414 shares; 2025Q1: 13,611 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,280 shares; 2026Q1: 3,300 shares 3,300 $262K 0.06% +20 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,789 shares; 2025Q1: 13,931 shares; 2025Q2: 3,767 shares; 2025Q3: 2,964 shares; 2025Q4: 2,805 shares; 2026Q1: 2,625 shares 2,625 $261K 0.06% -180 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 2,519 shares; 2025Q1: 2,972 shares; 2025Q2: 650 shares; 2025Q3: 498 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $261K 0.06% 0 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: 23,299 shares; 2024Q4: 30,613 shares; 2025Q1: 47,289 shares; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 2,523 shares; 2026Q1: 2,408 shares 2,408 $261K 0.06% -115 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,884 shares; 2024Q4: 167,433 shares; 2025Q1: 227,718 shares; 2025Q2: 7,619 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,370 shares 3,370 $260K 0.06% new 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: 24,846 shares; 2024Q4: 29,316 shares; 2025Q1: 31,723 shares; 2025Q2: 11,544 shares; 2025Q3: 9,688 shares; 2025Q4: 3,622 shares; 2026Q1: 1,590 shares 1,590 $258K 0.06% -2,032 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: 205,938 shares; 2024Q4: 199,136 shares; 2025Q1: 188,131 shares; 2025Q2: 13,560 shares; 2025Q3: 9,813 shares; 2025Q4: not reported; 2026Q1: 3,458 shares 3,458 $257K 0.06% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,739 shares; 2024Q4: 42,011 shares; 2025Q1: 42,912 shares; 2025Q2: 5,068 shares; 2025Q3: 2,990 shares; 2025Q4: not reported; 2026Q1: 3,042 shares 3,042 $255K 0.06% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,367 shares; 2024Q4: 19,097 shares; 2025Q1: 20,935 shares; 2025Q2: 3,320 shares; 2025Q3: 1,890 shares; 2025Q4: 2,153 shares; 2026Q1: 2,191 shares 2,191 $252K 0.06% +38 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 13,174 shares; 2025Q1: 14,572 shares; 2025Q2: 1,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 942 shares 942 $251K 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 6,275 shares; 2025Q1: 6,612 shares; 2025Q2: 1,736 shares; 2025Q3: 1,092 shares; 2025Q4: not reported; 2026Q1: 869 shares 869 $249K 0.06% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 38,172 shares; 2025Q1: 61,427 shares; 2025Q2: 37,581 shares; 2025Q3: 41,662 shares; 2025Q4: 32,210 shares; 2026Q1: 10,956 shares 10,956 $249K 0.06% -21,254 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: 8,946 shares; 2024Q4: 9,412 shares; 2025Q1: 11,628 shares; 2025Q2: 1,295 shares; 2025Q3: 957 shares; 2025Q4: 953 shares; 2026Q1: 951 shares 951 $248K 0.06% -2 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,659 shares; 2024Q4: 561,776 shares; 2025Q1: 571,996 shares; 2025Q2: 10,670 shares; 2025Q3: 10,603 shares; 2025Q4: 9,911 shares; 2026Q1: 10,066 shares 10,066 $244K 0.06% +155 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,789 shares; 2024Q4: 23,203 shares; 2025Q1: 29,484 shares; 2025Q2: 8,788 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,678 shares 5,678 $240K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,905 shares; 2024Q4: 78,332 shares; 2025Q1: 81,331 shares; 2025Q2: 7,598 shares; 2025Q3: 2,965 shares; 2025Q4: 466 shares; 2026Q1: 486 shares 486 $239K 0.05% +20 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,759 shares; 2024Q4: 90,053 shares; 2025Q1: 90,852 shares; 2025Q2: 5,860 shares; 2025Q3: 1,894 shares; 2025Q4: not reported; 2026Q1: 1,557 shares 1,557 $238K 0.05% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,069 shares; 2024Q4: 16,384 shares; 2025Q1: 17,051 shares; 2025Q2: 1,939 shares; 2025Q3: 938 shares; 2025Q4: not reported; 2026Q1: 215 shares 215 $235K 0.05% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,408 shares; 2024Q4: 58,942 shares; 2025Q1: 63,903 shares; 2025Q2: 5,394 shares; 2025Q3: 2,133 shares; 2025Q4: 1,014 shares; 2026Q1: 1,051 shares 1,051 $230K 0.05% +37 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 361 shares 361 $229K 0.05% new 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: 79,557 shares; 2024Q4: 100,351 shares; 2025Q1: 135,972 shares; 2025Q2: 2,351 shares; 2025Q3: not reported; 2025Q4: 671 shares; 2026Q1: 677 shares 677 $229K 0.05% +6 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: 24,125 shares; 2024Q4: 26,474 shares; 2025Q1: 28,481 shares; 2025Q2: 11,815 shares; 2025Q3: 9,782 shares; 2025Q4: not reported; 2026Q1: 1,249 shares 1,249 $227K 0.05% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,478 shares; 2025Q1: 6,756 shares; 2025Q2: 2,158 shares; 2025Q3: 514 shares; 2025Q4: 404 shares; 2026Q1: 398 shares 398 $224K 0.05% -6 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: 5,106 shares; 2024Q4: 6,506 shares; 2025Q1: 6,781 shares; 2025Q2: 1,333 shares; 2025Q3: 650 shares; 2025Q4: 667 shares; 2026Q1: 782 shares 782 $218K 0.05% +115 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: 2,309 shares; 2024Q4: 2,224 shares; 2025Q1: 23,499 shares; 2025Q2: 3,333 shares; 2025Q3: 1,356 shares; 2025Q4: 1,236 shares; 2026Q1: 1,151 shares 1,151 $217K 0.05% -85 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: 4,618 shares; 2024Q4: 3,731 shares; 2025Q1: 3,597 shares; 2025Q2: 1,069 shares; 2025Q3: 894 shares; 2025Q4: 55 shares; 2026Q1: 51 shares 51 $215K 0.05% -4 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: 19,489 shares; 2024Q4: 24,623 shares; 2025Q1: 26,561 shares; 2025Q2: 5,585 shares; 2025Q3: 3,823 shares; 2025Q4: not reported; 2026Q1: 862 shares 862 $213K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,669 shares; 2024Q4: 12,731 shares; 2025Q1: 25,559 shares; 2025Q2: 3,948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares 2,136 $212K 0.05% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 29,476 shares; 2025Q1: 25,811 shares; 2025Q2: 8,035 shares; 2025Q3: 11,956 shares; 2025Q4: not reported; 2026Q1: 2,088 shares 2,088 $209K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,604 shares; 2024Q4: 9,006 shares; 2025Q1: 10,589 shares; 2025Q2: 1,564 shares; 2025Q3: 782 shares; 2025Q4: not reported; 2026Q1: 421 shares 421 $209K 0.05% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,538 shares; 2025Q1: 19,338 shares; 2025Q2: 2,736 shares; 2025Q3: 594 shares; 2025Q4: 651 shares; 2026Q1: 690 shares 690 $208K 0.05% +39 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,474 shares; 2024Q4: 159,946 shares; 2025Q1: 163,600 shares; 2025Q2: 10,442 shares; 2025Q3: 7,243 shares; 2025Q4: 6,857 shares; 2026Q1: 5,522 shares 5,522 $207K 0.05% -1,335 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,274 shares 2,274 $207K 0.05% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,622 shares; 2024Q4: 21,495 shares; 2025Q1: 26,811 shares; 2025Q2: 1,885 shares; 2025Q3: 1,250 shares; 2025Q4: 1,059 shares; 2026Q1: 985 shares 985 $207K 0.05% -74 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,751 shares; 2024Q4: 193,473 shares; 2025Q1: 187,512 shares; 2025Q2: 15,767 shares; 2025Q3: 4,882 shares; 2025Q4: 1,836 shares; 2026Q1: 1,631 shares 1,631 $206K 0.05% -205 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: 8,363 shares; 2024Q4: 8,296 shares; 2025Q1: 8,049 shares; 2025Q2: 1,125 shares; 2025Q3: 359 shares; 2025Q4: not reported; 2026Q1: 278 shares 278 $205K 0.05% new 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: 3,362 shares; 2024Q4: 3,813 shares; 2025Q1: 9,503 shares; 2025Q2: 1,724 shares; 2025Q3: 502 shares; 2025Q4: not reported; 2026Q1: 487 shares 487 $203K 0.05% new Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares; 2026Q1: 1,432 shares 1,432 $200K 0.05% +86 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 11,362 shares; 2025Q1: 24,020 shares; 2025Q2: 15,361 shares; 2025Q3: 17,354 shares; 2025Q4: 22,896 shares; 2026Q1: 24,807 shares 24,807 $147K 0.03% +1,911 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,929 shares; 2024Q4: 14,459 shares; 2025Q1: 21,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,946 shares; 2026Q1: 15,519 shares 15,519 $135K 0.03% +573 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,518,111 shares; 2024Q4: 1,531,180 shares; 2025Q1: 1,596,132 shares; 2025Q2: 61,222 shares; 2025Q3: 24,001 shares; 2025Q4: 27,053 shares; 2026Q1: 23,429 shares 23,429 $118K 0.03% -3,624 Timeline WEAV WEAVE COMMUNICATIONS INC More: the full row for WEAVE 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: 17,150 shares; 2026Q1: 17,150 shares 17,150 $79.2K 0.02% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,607 shares; 2024Q4: not reported; 2025Q1: 11,607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,437 shares 12,437 $57.6K 0.01% new Timeline