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: 53,433 shares; 2024Q4: 49,579 shares; 2025Q1: 46,431 shares; 2025Q2: 44,793 shares; 2025Q3: 44,339 shares; 2025Q4: 42,035 shares; 2026Q1: 41,132 shares 41,132 $12.1M 4.73% -903 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: 35,235 shares; 2024Q4: 35,314 shares; 2025Q1: 35,509 shares; 2025Q2: 35,553 shares; 2025Q3: 35,516 shares; 2025Q4: 34,590 shares; 2026Q1: 34,278 shares 34,278 $8.7M 3.4% -312 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: 13,618 shares; 2024Q4: 13,831 shares; 2025Q1: 14,260 shares; 2025Q2: 14,637 shares; 2025Q3: 14,653 shares; 2025Q4: 14,389 shares; 2026Q1: 14,497 shares 14,497 $5.37M 2.1% +108 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: 10,003 shares; 2024Q4: 14,697 shares; 2025Q1: 17,961 shares; 2025Q2: 20,795 shares; 2025Q3: 21,060 shares; 2025Q4: 22,616 shares; 2026Q1: 24,044 shares 24,044 $4.61M 1.8% +1,428 Timeline RDVI 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: 88,277 shares; 2024Q4: 98,308 shares; 2025Q1: 123,564 shares; 2025Q2: 130,488 shares; 2025Q3: 142,575 shares; 2025Q4: 162,908 shares; 2026Q1: 167,972 shares 167,972 $4.29M 1.68% +5,064 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: 17,375 shares; 2024Q4: 17,227 shares; 2025Q1: 19,142 shares; 2025Q2: 20,024 shares; 2025Q3: 19,792 shares; 2025Q4: 23,003 shares; 2026Q1: 23,416 shares 23,416 $4.08M 1.6% +413 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: 6,551 shares; 2024Q4: 6,753 shares; 2025Q1: 6,786 shares; 2025Q2: 5,914 shares; 2025Q3: 5,756 shares; 2025Q4: 5,567 shares; 2026Q1: 5,595 shares 5,595 $3.96M 1.55% +28 Timeline FTA 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: 33,608 shares; 2024Q4: 35,342 shares; 2025Q1: 37,233 shares; 2025Q2: 39,090 shares; 2025Q3: 39,627 shares; 2025Q4: 40,902 shares; 2026Q1: 40,958 shares 40,958 $3.78M 1.48% +56 Timeline SDVY 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: 73,680 shares; 2024Q4: 81,514 shares; 2025Q1: 87,462 shares; 2025Q2: 90,577 shares; 2025Q3: 93,044 shares; 2025Q4: 94,229 shares; 2026Q1: 95,381 shares 95,381 $3.76M 1.47% +1,152 Timeline FGD 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: 64,232 shares; 2024Q4: 64,661 shares; 2025Q1: 73,977 shares; 2025Q2: 82,346 shares; 2025Q3: 86,464 shares; 2025Q4: 93,973 shares; 2026Q1: 100,398 shares 100,398 $3.21M 1.25% +6,425 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,129 shares; 2024Q4: 49,243 shares; 2025Q1: 67,733 shares; 2025Q2: 74,664 shares; 2025Q3: 77,366 shares; 2025Q4: 88,207 shares; 2026Q1: 95,233 shares 95,233 $3.18M 1.24% +7,026 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: 15,959 shares; 2024Q4: 15,380 shares; 2025Q1: 15,022 shares; 2025Q2: 14,955 shares; 2025Q3: 14,845 shares; 2025Q4: 14,307 shares; 2026Q1: 14,243 shares 14,243 $2.95M 1.15% -64 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,616 shares; 2024Q4: 17,282 shares; 2025Q1: 17,701 shares; 2025Q2: 17,702 shares; 2025Q3: 17,705 shares; 2025Q4: 17,708 shares; 2026Q1: 17,712 shares 17,712 $2.79M 1.09% +4 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: 12,702 shares; 2024Q4: 14,879 shares; 2025Q1: 20,905 shares; 2025Q2: 21,519 shares; 2025Q3: 22,224 shares; 2025Q4: 22,633 shares; 2026Q1: 22,006 shares 22,006 $2.73M 1.07% -627 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: 8,822 shares; 2024Q4: 9,019 shares; 2025Q1: 9,823 shares; 2025Q2: 8,184 shares; 2025Q3: 7,998 shares; 2025Q4: 7,929 shares; 2026Q1: 8,203 shares 8,203 $2.61M 1.02% +274 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: 1,707 shares; 2024Q4: 2,336 shares; 2025Q1: 2,887 shares; 2025Q2: 3,639 shares; 2025Q3: 3,688 shares; 2025Q4: 4,044 shares; 2026Q1: 4,342 shares 4,342 $2.59M 1.01% +298 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 28,080 shares; 2025Q1: 43,692 shares; 2025Q2: 50,430 shares; 2025Q3: 52,573 shares; 2025Q4: 60,130 shares; 2026Q1: 64,500 shares 64,500 $2.48M 0.97% +4,370 Timeline IFV 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: 47,103 shares; 2024Q4: 56,095 shares; 2025Q1: 76,110 shares; 2025Q2: 82,272 shares; 2025Q3: 86,625 shares; 2025Q4: 91,392 shares; 2026Q1: 95,782 shares 95,782 $2.42M 0.95% +4,390 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: 8,680 shares; 2024Q4: 9,088 shares; 2025Q1: 10,497 shares; 2025Q2: 10,785 shares; 2025Q3: 11,116 shares; 2025Q4: 10,934 shares; 2026Q1: 10,905 shares 10,905 $2.39M 0.93% -29 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: 14,129 shares; 2024Q4: 13,900 shares; 2025Q1: 14,009 shares; 2025Q2: 14,074 shares; 2025Q3: 13,953 shares; 2025Q4: 13,379 shares; 2026Q1: 13,130 shares 13,130 $2.23M 0.87% -249 Timeline GDX 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: 25,676 shares; 2024Q4: 25,769 shares; 2025Q1: 26,901 shares; 2025Q2: 26,901 shares; 2025Q3: 26,901 shares; 2025Q4: 24,553 shares; 2026Q1: 24,253 shares 24,253 $2.23M 0.87% -300 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: 3,675 shares; 2024Q4: 3,758 shares; 2025Q1: 4,063 shares; 2025Q2: 4,302 shares; 2025Q3: 4,400 shares; 2025Q4: 4,469 shares; 2026Q1: 4,487 shares 4,487 $2.22M 0.87% +18 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 27,980 shares; 2025Q1: 42,105 shares; 2025Q2: 47,444 shares; 2025Q3: 49,361 shares; 2025Q4: 56,658 shares; 2026Q1: 61,208 shares 61,208 $2.2M 0.86% +4,550 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: 6,347 shares; 2024Q4: 6,114 shares; 2025Q1: 6,306 shares; 2025Q2: 6,568 shares; 2025Q3: 6,849 shares; 2025Q4: 9,642 shares; 2026Q1: 9,619 shares 9,619 $2.09M 0.82% -23 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: 6,663 shares; 2024Q4: 6,643 shares; 2025Q1: 6,641 shares; 2025Q2: 6,655 shares; 2025Q3: 6,678 shares; 2025Q4: 6,637 shares; 2026Q1: 5,813 shares 5,813 $1.96M 0.77% -824 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: 10,606 shares; 2024Q4: 8,378 shares; 2025Q1: 8,167 shares; 2025Q2: 7,801 shares; 2025Q3: 7,804 shares; 2025Q4: 7,530 shares; 2026Q1: 7,981 shares 7,981 $1.95M 0.76% +451 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: 2,417 shares; 2024Q4: 2,369 shares; 2025Q1: 1,970 shares; 2025Q2: 2,269 shares; 2025Q3: 2,313 shares; 2025Q4: 2,335 shares; 2026Q1: 2,285 shares 2,285 $1.93M 0.76% -50 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,324 shares; 2024Q4: 20,004 shares; 2025Q1: 31,068 shares; 2025Q2: 34,668 shares; 2025Q3: 35,202 shares; 2025Q4: 42,883 shares; 2026Q1: 47,671 shares 47,671 $1.92M 0.75% +4,788 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: 5,817 shares; 2024Q4: 7,983 shares; 2025Q1: 9,059 shares; 2025Q2: 9,215 shares; 2025Q3: 9,351 shares; 2025Q4: 9,546 shares; 2026Q1: 9,126 shares 9,126 $1.9M 0.74% -420 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: 7,711 shares; 2024Q4: 11,961 shares; 2025Q1: 14,635 shares; 2025Q2: 16,368 shares; 2025Q3: 17,224 shares; 2025Q4: 19,174 shares; 2026Q1: 20,960 shares 20,960 $1.9M 0.74% +1,786 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: 6,155 shares; 2024Q4: 8,884 shares; 2025Q1: 13,190 shares; 2025Q2: 14,546 shares; 2025Q3: 13,966 shares; 2025Q4: 14,610 shares; 2026Q1: 14,783 shares 14,783 $1.87M 0.73% +173 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: 1,515 shares; 2024Q4: 1,595 shares; 2025Q1: 2,156 shares; 2025Q2: 2,310 shares; 2025Q3: 2,391 shares; 2025Q4: 2,553 shares; 2026Q1: 2,561 shares 2,561 $1.86M 0.73% +8 Timeline SLYV 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: 18,477 shares; 2024Q4: 19,096 shares; 2025Q1: 18,645 shares; 2025Q2: 18,664 shares; 2025Q3: 19,059 shares; 2025Q4: 19,169 shares; 2026Q1: 19,023 shares 19,023 $1.8M 0.7% -146 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,769 shares; 2024Q4: 23,869 shares; 2025Q1: 40,464 shares; 2025Q2: 44,958 shares; 2025Q3: 47,224 shares; 2025Q4: 51,095 shares; 2026Q1: 53,188 shares 53,188 $1.8M 0.7% +2,093 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,385 shares; 2025Q1: 1,597 shares; 2025Q2: 1,662 shares; 2025Q3: 1,725 shares; 2025Q4: 1,737 shares; 2026Q1: 1,805 shares 1,805 $1.8M 0.7% +68 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: 12,694 shares; 2024Q4: 12,696 shares; 2025Q1: 13,649 shares; 2025Q2: 14,013 shares; 2025Q3: 13,770 shares; 2025Q4: 13,778 shares; 2026Q1: 12,080 shares 12,080 $1.78M 0.7% -1,698 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: 22,626 shares; 2024Q4: 23,164 shares; 2025Q1: 21,093 shares; 2025Q2: 23,054 shares; 2025Q3: 20,787 shares; 2025Q4: 20,721 shares; 2026Q1: 19,058 shares 19,058 $1.77M 0.69% -1,663 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: 5,562 shares; 2024Q4: 5,818 shares; 2025Q1: 6,057 shares; 2025Q2: 6,110 shares; 2025Q3: 6,113 shares; 2025Q4: 5,757 shares; 2026Q1: 5,703 shares 5,703 $1.77M 0.69% -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: 3,920 shares; 2024Q4: 4,170 shares; 2025Q1: 4,991 shares; 2025Q2: 5,219 shares; 2025Q3: 5,404 shares; 2025Q4: 5,452 shares; 2026Q1: 5,385 shares 5,385 $1.76M 0.69% -67 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: 5,637 shares; 2024Q4: 5,640 shares; 2025Q1: 5,888 shares; 2025Q2: 5,896 shares; 2025Q3: 5,883 shares; 2025Q4: 5,948 shares; 2026Q1: 6,070 shares 6,070 $1.75M 0.68% +122 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,070 shares; 2024Q4: 41,070 shares; 2025Q1: 48,993 shares; 2025Q2: 51,946 shares; 2025Q3: 53,563 shares; 2025Q4: 58,350 shares; 2026Q1: 59,021 shares 59,021 $1.74M 0.68% +671 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: 3,602 shares; 2024Q4: 3,667 shares; 2025Q1: 4,085 shares; 2025Q2: 4,338 shares; 2025Q3: 4,506 shares; 2025Q4: 4,751 shares; 2026Q1: 4,694 shares 4,694 $1.7M 0.67% -57 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,401 shares; 2024Q4: 19,570 shares; 2025Q1: 29,625 shares; 2025Q2: 32,690 shares; 2025Q3: 34,542 shares; 2025Q4: 38,128 shares; 2026Q1: 39,816 shares 39,816 $1.69M 0.66% +1,688 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,920 shares; 2025Q1: 3,077 shares; 2025Q2: 3,253 shares; 2025Q3: 3,256 shares; 2025Q4: 3,456 shares; 2026Q1: 3,522 shares 3,522 $1.69M 0.66% +66 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: 2,628 shares; 2024Q4: 2,614 shares; 2025Q1: 3,957 shares; 2025Q2: 4,724 shares; 2025Q3: 5,073 shares; 2025Q4: 5,446 shares; 2026Q1: 5,443 shares 5,443 $1.64M 0.64% -3 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: 9,063 shares; 2024Q4: 9,048 shares; 2025Q1: 9,049 shares; 2025Q2: 8,977 shares; 2025Q3: 8,983 shares; 2025Q4: 8,298 shares; 2026Q1: 8,270 shares 8,270 $1.64M 0.64% -28 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: 9,346 shares; 2024Q4: 9,361 shares; 2025Q1: 9,808 shares; 2025Q2: 9,990 shares; 2025Q3: 10,121 shares; 2025Q4: 7,782 shares; 2026Q1: 7,475 shares 7,475 $1.62M 0.63% -307 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: 11,997 shares; 2024Q4: 14,883 shares; 2025Q1: 17,702 shares; 2025Q2: 18,624 shares; 2025Q3: 19,756 shares; 2025Q4: 21,340 shares; 2026Q1: 23,045 shares 23,045 $1.61M 0.63% +1,705 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: 6,394 shares; 2024Q4: 5,196 shares; 2025Q1: 5,297 shares; 2025Q2: 5,305 shares; 2025Q3: 5,270 shares; 2025Q4: 5,150 shares; 2026Q1: 4,998 shares 4,998 $1.55M 0.61% -152 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: 12,130 shares; 2024Q4: 14,861 shares; 2025Q1: 20,694 shares; 2025Q2: 22,763 shares; 2025Q3: 23,489 shares; 2025Q4: 24,895 shares; 2026Q1: 25,452 shares 25,452 $1.54M 0.6% +557 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: 5,654 shares; 2024Q4: 5,810 shares; 2025Q1: 5,911 shares; 2025Q2: 5,292 shares; 2025Q3: 5,174 shares; 2025Q4: 4,979 shares; 2026Q1: 4,641 shares 4,641 $1.53M 0.6% -338 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: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,484 shares; 2025Q3: 2,566 shares; 2025Q4: 2,730 shares; 2026Q1: 2,710 shares 2,710 $1.46M 0.57% -20 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: 10,024 shares; 2024Q4: 10,057 shares; 2025Q1: 9,279 shares; 2025Q2: 9,192 shares; 2025Q3: 8,667 shares; 2025Q4: 7,565 shares; 2026Q1: 7,316 shares 7,316 $1.45M 0.57% -249 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: 2,841 shares; 2024Q4: 3,140 shares; 2025Q1: 4,022 shares; 2025Q2: 4,358 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,399 shares 4,399 $1.45M 0.57% -193 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: 4,824 shares; 2024Q4: 4,868 shares; 2025Q1: 5,623 shares; 2025Q2: 5,713 shares; 2025Q3: 5,827 shares; 2025Q4: 5,919 shares; 2026Q1: 5,873 shares 5,873 $1.43M 0.56% -46 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,740 shares; 2024Q4: 28,740 shares; 2025Q1: 22,589 shares; 2025Q2: 22,686 shares; 2025Q3: 22,772 shares; 2025Q4: 22,880 shares; 2026Q1: 22,448 shares 22,448 $1.37M 0.54% -432 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: 10,467 shares; 2024Q4: 10,377 shares; 2025Q1: 10,343 shares; 2025Q2: 20,981 shares; 2025Q3: 29,403 shares; 2025Q4: 28,827 shares; 2026Q1: 28,635 shares 28,635 $1.33M 0.52% -192 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: 6,976 shares; 2024Q4: 11,598 shares; 2025Q1: 13,956 shares; 2025Q2: 15,426 shares; 2025Q3: 15,833 shares; 2025Q4: 17,506 shares; 2026Q1: 19,481 shares 19,481 $1.32M 0.51% +1,975 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: 4,236 shares; 2024Q4: 4,249 shares; 2025Q1: 4,383 shares; 2025Q2: 4,387 shares; 2025Q3: 4,391 shares; 2025Q4: 4,382 shares; 2026Q1: 4,583 shares 4,583 $1.31M 0.51% +201 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 13,198 shares; 2025Q1: 13,180 shares; 2025Q2: 13,191 shares; 2025Q3: 13,245 shares; 2025Q4: 12,953 shares; 2026Q1: 15,246 shares 15,246 $1.29M 0.51% +2,293 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: 4,648 shares; 2024Q4: 5,161 shares; 2025Q1: 6,606 shares; 2025Q2: 7,319 shares; 2025Q3: 7,724 shares; 2025Q4: 8,052 shares; 2026Q1: 8,090 shares 8,090 $1.29M 0.51% +38 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,250 shares; 2024Q4: 55,039 shares; 2025Q1: 52,852 shares; 2025Q2: 51,985 shares; 2025Q3: 51,972 shares; 2025Q4: 34,648 shares; 2026Q1: 44,886 shares 44,886 $1.29M 0.5% +10,238 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: 5,574 shares; 2024Q4: 28,660 shares; 2025Q1: 29,175 shares; 2025Q2: 29,084 shares; 2025Q3: 28,879 shares; 2025Q4: 28,346 shares; 2026Q1: 27,950 shares 27,950 $1.27M 0.5% -396 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,960 shares; 2024Q4: 24,001 shares; 2025Q1: 22,517 shares; 2025Q2: 22,209 shares; 2025Q3: 21,967 shares; 2025Q4: 22,128 shares; 2026Q1: 22,000 shares 22,000 $1.25M 0.49% -128 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: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 14,727 shares; 2025Q2: 16,015 shares; 2025Q3: 16,183 shares; 2025Q4: 16,673 shares; 2026Q1: 16,143 shares 16,143 $1.24M 0.49% -530 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,034 shares; 2026Q1: 25,121 shares 25,121 $1.22M 0.48% +6,087 Timeline SDVD 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: 17,765 shares; 2024Q4: 20,626 shares; 2025Q1: 21,808 shares; 2025Q2: 23,445 shares; 2025Q3: 31,191 shares; 2025Q4: 47,740 shares; 2026Q1: 56,096 shares 56,096 $1.22M 0.48% +8,356 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: 3,034 shares; 2024Q4: 3,367 shares; 2025Q1: 3,894 shares; 2025Q2: 4,011 shares; 2025Q3: 4,076 shares; 2025Q4: 4,180 shares; 2026Q1: 3,947 shares 3,947 $1.19M 0.47% -233 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: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 4,015 shares 4,015 $1.15M 0.45% -177 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 14,662 shares; 2025Q1: 13,648 shares; 2025Q2: 14,566 shares; 2025Q3: 14,004 shares; 2025Q4: 12,393 shares; 2026Q1: 12,657 shares 12,657 $1.14M 0.45% +264 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: 1,519 shares; 2024Q4: 2,085 shares; 2025Q1: 2,693 shares; 2025Q2: 3,261 shares; 2025Q3: 3,318 shares; 2025Q4: 3,522 shares; 2026Q1: 3,965 shares 3,965 $1.14M 0.45% +443 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: 7,919 shares; 2024Q4: 7,882 shares; 2025Q1: 8,251 shares; 2025Q2: 8,238 shares; 2025Q3: 8,279 shares; 2025Q4: 8,122 shares; 2026Q1: 7,801 shares 7,801 $1.13M 0.44% -321 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: 11,205 shares; 2024Q4: 10,914 shares; 2025Q1: 10,871 shares; 2025Q2: 10,880 shares; 2025Q3: 10,758 shares; 2025Q4: 9,625 shares; 2026Q1: 9,571 shares 9,571 $1.11M 0.43% -54 Timeline SPLV 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: 18,807 shares; 2024Q4: 18,807 shares; 2025Q1: 16,762 shares; 2025Q2: 16,519 shares; 2025Q3: 16,497 shares; 2025Q4: 16,507 shares; 2026Q1: 14,956 shares 14,956 $1.09M 0.43% -1,551 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: 2,587 shares; 2024Q4: 3,147 shares; 2025Q1: 4,195 shares; 2025Q2: 4,554 shares; 2025Q3: 4,646 shares; 2025Q4: 4,921 shares; 2026Q1: 5,007 shares 5,007 $1.08M 0.42% +86 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,494 shares; 2025Q4: 42,652 shares; 2026Q1: 53,908 shares 53,908 $1.07M 0.42% +11,256 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: 3,390 shares; 2024Q4: 3,933 shares; 2025Q1: 5,075 shares; 2025Q2: 5,412 shares; 2025Q3: 5,733 shares; 2025Q4: 6,151 shares; 2026Q1: 6,341 shares 6,341 $1.07M 0.42% +190 Timeline SMDV 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: 15,289 shares; 2024Q4: 15,481 shares; 2025Q1: 15,481 shares; 2025Q2: 15,481 shares; 2025Q3: 15,581 shares; 2025Q4: 15,706 shares; 2026Q1: 15,529 shares 15,529 $1.07M 0.42% -177 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: 6,756 shares; 2024Q4: 6,844 shares; 2025Q1: 7,030 shares; 2025Q2: 7,029 shares; 2025Q3: 6,933 shares; 2025Q4: 6,732 shares; 2026Q1: 6,559 shares 6,559 $1.07M 0.42% -173 Timeline VIGI 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: 4,521 shares; 2024Q4: 5,924 shares; 2025Q1: 8,709 shares; 2025Q2: 10,109 shares; 2025Q3: 10,532 shares; 2025Q4: 11,355 shares; 2026Q1: 12,028 shares 12,028 $1.06M 0.42% +673 Timeline AIRR 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: 8,416 shares; 2024Q4: 8,416 shares; 2025Q1: 8,695 shares; 2025Q2: 9,208 shares; 2025Q3: 9,209 shares; 2025Q4: 9,211 shares; 2026Q1: 9,327 shares 9,327 $1.03M 0.4% +116 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: 15,155 shares; 2024Q4: 15,266 shares; 2025Q1: 15,025 shares; 2025Q2: 15,028 shares; 2025Q3: 14,903 shares; 2025Q4: 10,910 shares; 2026Q1: 11,052 shares 11,052 $1.03M 0.4% +142 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: 10,699 shares; 2024Q4: 10,492 shares; 2025Q1: 10,954 shares; 2025Q2: 10,966 shares; 2025Q3: 10,976 shares; 2025Q4: 11,000 shares; 2026Q1: 10,873 shares 10,873 $1.01M 0.39% -127 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: 2,530 shares; 2024Q4: 8,533 shares; 2025Q1: 8,273 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 7,930 shares; 2026Q1: 7,517 shares 7,517 $992K 0.39% -413 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: 2,768 shares; 2024Q4: 3,287 shares; 2025Q1: 3,642 shares; 2025Q2: 3,846 shares; 2025Q3: 4,315 shares; 2025Q4: 4,457 shares; 2026Q1: 4,059 shares 4,059 $984K 0.38% -398 Timeline PIZ 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: 25,090 shares; 2024Q4: 25,090 shares; 2025Q1: 19,642 shares; 2025Q2: 20,180 shares; 2025Q3: 20,204 shares; 2025Q4: 20,587 shares; 2026Q1: 19,502 shares 19,502 $966K 0.38% -1,085 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: 1,823 shares; 2024Q4: 2,099 shares; 2025Q1: 2,185 shares; 2025Q2: 2,218 shares; 2025Q3: 2,238 shares; 2025Q4: 2,199 shares; 2026Q1: 2,165 shares 2,165 $940K 0.37% -34 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,523 shares; 2025Q1: 4,468 shares; 2025Q2: 4,456 shares; 2025Q3: 4,435 shares; 2025Q4: 4,332 shares; 2026Q1: 4,238 shares 4,238 $937K 0.37% -94 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: 2,991 shares; 2024Q4: 4,276 shares; 2025Q1: 5,175 shares; 2025Q2: 5,635 shares; 2025Q3: 6,073 shares; 2025Q4: 6,576 shares; 2026Q1: 7,375 shares 7,375 $917K 0.36% +799 Timeline DWAS 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: 10,400 shares; 2024Q4: 11,228 shares; 2025Q1: 9,431 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares; 2026Q1: 9,256 shares 9,256 $912K 0.36% -176 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: 12,066 shares; 2024Q4: 12,233 shares; 2025Q1: 13,959 shares; 2025Q2: 14,190 shares; 2025Q3: 14,154 shares; 2025Q4: 14,144 shares; 2026Q1: 13,312 shares 13,312 $909K 0.36% -832 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: 1,886 shares; 2024Q4: 2,615 shares; 2025Q1: 2,967 shares; 2025Q2: 3,207 shares; 2025Q3: 3,231 shares; 2025Q4: 3,456 shares; 2026Q1: 3,736 shares 3,736 $897K 0.35% +280 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: 11,897 shares; 2024Q4: 11,817 shares; 2025Q1: 11,817 shares; 2025Q2: 11,934 shares; 2025Q3: 11,945 shares; 2025Q4: 11,280 shares; 2026Q1: 11,280 shares 11,280 $858K 0.34% 0 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: 10,676 shares; 2024Q4: 10,817 shares; 2025Q1: 11,781 shares; 2025Q2: 12,339 shares; 2025Q3: 9,525 shares; 2025Q4: 8,890 shares; 2026Q1: 6,520 shares 6,520 $840K 0.33% -2,370 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: 10,886 shares; 2024Q4: 10,886 shares; 2025Q1: 11,037 shares; 2025Q2: 11,043 shares; 2025Q3: 11,043 shares; 2025Q4: 11,043 shares; 2026Q1: 11,043 shares 11,043 $838K 0.33% 0 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: 16,183 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,340 shares; 2025Q3: 17,422 shares; 2025Q4: 17,633 shares; 2026Q1: 17,717 shares 17,717 $833K 0.33% +84 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 9,638 shares; 2025Q1: 9,633 shares; 2025Q2: 9,416 shares; 2025Q3: 9,422 shares; 2025Q4: 8,634 shares; 2026Q1: 8,571 shares 8,571 $827K 0.32% -63 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: 17,488 shares; 2024Q4: 17,533 shares; 2025Q1: 18,689 shares; 2025Q2: 19,165 shares; 2025Q3: 19,554 shares; 2025Q4: 19,675 shares; 2026Q1: 12,558 shares 12,558 $819K 0.32% -7,117 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: 7,124 shares; 2024Q4: 6,830 shares; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,846 shares; 2025Q4: 6,937 shares; 2026Q1: 6,224 shares 6,224 $816K 0.32% -713 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,783 shares; 2025Q1: 3,994 shares; 2025Q2: 4,157 shares; 2025Q3: 3,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,236 shares 2,236 $813K 0.32% +32 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: 3,708 shares; 2024Q4: 3,693 shares; 2025Q1: 3,055 shares; 2025Q2: 3,153 shares; 2025Q3: 2,925 shares; 2025Q4: 2,461 shares; 2026Q1: 3,953 shares 3,953 $804K 0.31% +1,492 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: 13,492 shares; 2024Q4: 8,643 shares; 2025Q1: 8,638 shares; 2025Q2: 8,143 shares; 2025Q3: 7,995 shares; 2025Q4: 7,543 shares; 2026Q1: 6,591 shares 6,591 $793K 0.31% -952 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: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,955 shares; 2025Q2: 2,055 shares; 2025Q3: 2,041 shares; 2025Q4: 2,078 shares; 2026Q1: 2,122 shares 2,122 $789K 0.31% +44 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: 523 shares; 2024Q4: 517 shares; 2025Q1: 529 shares; 2025Q2: 530 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 535 shares 535 $787K 0.31% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,692 shares; 2024Q4: 21,724 shares; 2025Q1: 23,475 shares; 2025Q2: 24,525 shares; 2025Q3: 25,174 shares; 2025Q4: 14,481 shares; 2026Q1: 13,972 shares 13,972 $787K 0.31% -509 Timeline PIE 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: 29,636 shares; 2024Q4: 29,220 shares; 2025Q1: 27,181 shares; 2025Q2: 27,307 shares; 2025Q3: 28,572 shares; 2025Q4: 29,443 shares; 2026Q1: 29,443 shares 29,443 $766K 0.3% 0 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: 835 shares; 2024Q4: 836 shares; 2025Q1: 831 shares; 2025Q2: 838 shares; 2025Q3: 836 shares; 2025Q4: 837 shares; 2026Q1: 833 shares 833 $766K 0.3% -4 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,417 shares; 2025Q2: 1,471 shares; 2025Q3: 1,334 shares; 2025Q4: 1,225 shares; 2026Q1: 1,254 shares 1,254 $758K 0.3% +29 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: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,456 shares; 2025Q2: 3,732 shares; 2025Q3: 3,756 shares; 2025Q4: 4,565 shares; 2026Q1: 4,562 shares 4,562 $751K 0.29% -3 Timeline FXU 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: 14,653 shares; 2024Q4: 14,653 shares; 2025Q1: 14,653 shares; 2025Q2: 14,696 shares; 2025Q3: 14,782 shares; 2025Q4: 14,890 shares; 2026Q1: 14,956 shares 14,956 $742K 0.29% +66 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: 2,136 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,064 shares; 2025Q3: 1,520 shares; 2025Q4: 1,522 shares; 2026Q1: 1,497 shares 1,497 $736K 0.29% -25 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: not reported; 2025Q2: 7,528 shares; 2025Q3: 9,633 shares; 2025Q4: 11,087 shares; 2026Q1: 10,961 shares 10,961 $726K 0.28% -126 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: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,217 shares; 2025Q2: 2,338 shares; 2025Q3: 2,278 shares; 2025Q4: 5,918 shares; 2026Q1: 5,500 shares 5,500 $721K 0.28% -418 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: 1,004 shares; 2024Q4: 1,888 shares; 2025Q1: 1,922 shares; 2025Q2: 1,927 shares; 2025Q3: 2,038 shares; 2025Q4: 2,255 shares; 2026Q1: 2,387 shares 2,387 $705K 0.28% +132 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,363 shares; 2025Q3: 2,356 shares; 2025Q4: 2,368 shares; 2026Q1: 2,382 shares 2,382 $697K 0.27% +14 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: 5,625 shares; 2024Q4: 5,356 shares; 2025Q1: 5,140 shares; 2025Q2: 5,111 shares; 2025Q3: 4,769 shares; 2025Q4: 4,529 shares; 2026Q1: 4,449 shares 4,449 $691K 0.27% -80 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: 5,588 shares; 2024Q4: 5,966 shares; 2025Q1: 6,071 shares; 2025Q2: 6,725 shares; 2025Q3: 6,742 shares; 2025Q4: 6,633 shares; 2026Q1: 6,662 shares 6,662 $684K 0.27% +29 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: 478 shares; 2024Q4: 501 shares; 2025Q1: 668 shares; 2025Q2: 716 shares; 2025Q3: 590 shares; 2025Q4: 628 shares; 2026Q1: 624 shares 624 $681K 0.27% -4 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: 1,338 shares; 2024Q4: 1,282 shares; 2025Q1: 1,279 shares; 2025Q2: 1,281 shares; 2025Q3: 1,284 shares; 2025Q4: 1,249 shares; 2026Q1: 1,188 shares 1,188 $669K 0.26% -61 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: 1,626 shares; 2024Q4: 1,690 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $667K 0.26% 0 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: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,489 shares; 2025Q2: 2,490 shares; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares; 2026Q1: 2,493 shares 2,493 $662K 0.26% +1 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,056 shares; 2025Q4: 7,127 shares; 2026Q1: 8,415 shares 8,415 $653K 0.26% +1,288 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,354 shares; 2026Q1: 1,415 shares 1,415 $652K 0.26% +61 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: 640 shares; 2024Q4: 635 shares; 2025Q1: 664 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares; 2026Q1: 724 shares 724 $648K 0.25% +1 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: 1,524 shares; 2024Q4: 1,680 shares; 2025Q1: 1,904 shares; 2025Q2: 1,951 shares; 2025Q3: 1,966 shares; 2025Q4: 1,785 shares; 2026Q1: 1,799 shares 1,799 $643K 0.25% +14 Timeline PRN 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: not reported; 2024Q4: 1,536 shares; 2025Q1: 2,822 shares; 2025Q2: 3,053 shares; 2025Q3: 3,138 shares; 2025Q4: 3,288 shares; 2026Q1: 3,302 shares 3,302 $642K 0.25% +14 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: 2,131 shares; 2024Q4: 2,118 shares; 2025Q1: 2,110 shares; 2025Q2: 2,860 shares; 2025Q3: 2,895 shares; 2025Q4: 2,040 shares; 2026Q1: 1,992 shares 1,992 $639K 0.25% -48 Timeline PXI 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: not reported; 2024Q4: 5,393 shares; 2025Q1: 8,623 shares; 2025Q2: 9,763 shares; 2025Q3: 10,338 shares; 2025Q4: 10,385 shares; 2026Q1: 10,681 shares 10,681 $636K 0.25% +296 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: 617 shares; 2024Q4: 844 shares; 2025Q1: 1,120 shares; 2025Q2: 1,154 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,090 shares 1,090 $624K 0.24% -55 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: 4,458 shares; 2024Q4: 4,449 shares; 2025Q1: 5,127 shares; 2025Q2: 5,161 shares; 2025Q3: 5,191 shares; 2025Q4: 5,220 shares; 2026Q1: 5,472 shares 5,472 $621K 0.24% +252 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: 3,382 shares; 2024Q4: 3,532 shares; 2025Q1: 3,235 shares; 2025Q2: 3,239 shares; 2025Q3: 3,243 shares; 2025Q4: 3,369 shares; 2026Q1: 3,245 shares 3,245 $615K 0.24% -124 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: 17,951 shares; 2024Q4: 15,971 shares; 2025Q1: 14,509 shares; 2025Q2: 14,711 shares; 2025Q3: 14,347 shares; 2025Q4: 12,285 shares; 2026Q1: 12,235 shares 12,235 $614K 0.24% -50 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,456 shares; 2026Q1: 4,377 shares 4,377 $610K 0.24% -79 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: 1,396 shares; 2024Q4: 1,240 shares; 2025Q1: 1,230 shares; 2025Q2: 1,497 shares; 2025Q3: 2,501 shares; 2025Q4: 2,792 shares; 2026Q1: 2,876 shares 2,876 $572K 0.22% +84 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: 1,254 shares; 2024Q4: 1,243 shares; 2025Q1: 1,240 shares; 2025Q2: 1,239 shares; 2025Q3: 1,240 shares; 2025Q4: 1,186 shares; 2026Q1: 1,142 shares 1,142 $571K 0.22% -44 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: 781 shares; 2024Q4: 983 shares; 2025Q1: 719 shares; 2025Q2: 1,026 shares; 2025Q3: 1,001 shares; 2025Q4: 1,190 shares; 2026Q1: 1,456 shares 1,456 $568K 0.22% +266 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 9,119 shares; 2025Q1: 9,145 shares; 2025Q2: 9,295 shares; 2025Q3: 9,550 shares; 2025Q4: 9,736 shares; 2026Q1: 9,911 shares 9,911 $566K 0.22% +175 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: 2,933 shares; 2024Q4: 3,429 shares; 2025Q1: 3,970 shares; 2025Q2: 4,251 shares; 2025Q3: 4,670 shares; 2025Q4: 2,690 shares; 2026Q1: 2,677 shares 2,677 $562K 0.22% -13 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: 5,128 shares; 2024Q4: 5,110 shares; 2025Q1: 5,587 shares; 2025Q2: 5,716 shares; 2025Q3: 5,738 shares; 2025Q4: 3,115 shares; 2026Q1: 2,730 shares 2,730 $555K 0.22% -385 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: 1,181 shares; 2024Q4: 1,197 shares; 2025Q1: 1,385 shares; 2025Q2: 1,386 shares; 2025Q3: 1,388 shares; 2025Q4: 1,333 shares; 2026Q1: 1,290 shares 1,290 $549K 0.21% -43 Timeline FVC 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: 15,122 shares; 2024Q4: 15,122 shares; 2025Q1: 15,122 shares; 2025Q2: 16,580 shares; 2025Q3: 16,445 shares; 2025Q4: 16,552 shares; 2026Q1: 15,686 shares 15,686 $546K 0.21% -866 Timeline PYZ 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: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,130 shares; 2025Q3: 4,136 shares; 2025Q4: 4,299 shares; 2026Q1: 4,496 shares 4,496 $539K 0.21% +197 Timeline SMH 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: 1,376 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,496 shares; 2026Q1: 1,403 shares 1,403 $538K 0.21% -93 Timeline FXG 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: 10,076 shares; 2024Q4: 10,076 shares; 2025Q1: 8,613 shares; 2025Q2: 8,586 shares; 2025Q3: 8,654 shares; 2025Q4: 8,698 shares; 2026Q1: 8,420 shares 8,420 $537K 0.21% -278 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: 2,223 shares; 2024Q4: 2,351 shares; 2025Q1: 1,713 shares; 2025Q2: 1,701 shares; 2025Q3: 1,664 shares; 2025Q4: 1,565 shares; 2026Q1: 1,560 shares 1,560 $535K 0.21% -5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,518 shares; 2025Q2: 1,489 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares; 2026Q1: 1,456 shares 1,456 $523K 0.2% +1 Timeline FYX 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: 4,090 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,390 shares; 2025Q3: 4,398 shares; 2025Q4: 4,410 shares; 2026Q1: 4,365 shares 4,365 $521K 0.2% -45 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: 1,708 shares; 2024Q4: 1,730 shares; 2025Q1: 1,940 shares; 2025Q2: 2,045 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares; 2026Q1: 1,177 shares 1,177 $509K 0.2% -973 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: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 4,204 shares; 2025Q3: 4,355 shares; 2025Q4: 4,274 shares; 2026Q1: 4,313 shares 4,313 $496K 0.19% +39 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: 4,402 shares; 2024Q4: 4,277 shares; 2025Q1: 4,212 shares; 2025Q2: 4,216 shares; 2025Q3: 4,220 shares; 2025Q4: 4,065 shares; 2026Q1: 3,787 shares 3,787 $496K 0.19% -278 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: 8,752 shares; 2024Q4: 8,752 shares; 2025Q1: 8,716 shares; 2025Q2: 8,658 shares; 2025Q3: 8,686 shares; 2025Q4: 8,724 shares; 2026Q1: 8,749 shares 8,749 $495K 0.19% +25 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,936 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,826 shares; 2026Q1: 1,733 shares 1,733 $489K 0.19% -93 Timeline IJT 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: 3,293 shares; 2024Q4: 3,287 shares; 2025Q1: 3,287 shares; 2025Q2: 3,292 shares; 2025Q3: 3,299 shares; 2025Q4: 3,307 shares; 2026Q1: 3,312 shares 3,312 $479K 0.19% +5 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: 8,832 shares; 2024Q4: 8,831 shares; 2025Q1: 8,805 shares; 2025Q2: 8,873 shares; 2025Q3: 8,266 shares; 2025Q4: 8,267 shares; 2026Q1: 8,267 shares 8,267 $477K 0.19% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 4,259 shares; 2025Q4: 4,685 shares; 2026Q1: 3,413 shares 3,413 $476K 0.19% -1,272 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: 7,484 shares; 2024Q4: 7,780 shares; 2025Q1: 7,867 shares; 2025Q2: 7,867 shares; 2025Q3: 7,837 shares; 2025Q4: 7,790 shares; 2026Q1: 7,773 shares 7,773 $476K 0.19% -17 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: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 6,033 shares; 2025Q3: 6,080 shares; 2025Q4: 6,131 shares; 2026Q1: 6,174 shares 6,174 $449K 0.18% +43 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $444K 0.17% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 2,203 shares; 2025Q1: 1,528 shares; 2025Q2: 1,511 shares; 2025Q3: 1,514 shares; 2025Q4: 1,517 shares; 2026Q1: 1,520 shares 1,520 $443K 0.17% +3 Timeline MDYV 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: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 5,104 shares; 2025Q2: 5,132 shares; 2025Q3: 5,156 shares; 2025Q4: 5,179 shares; 2026Q1: 5,202 shares 5,202 $443K 0.17% +23 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: 1,241 shares; 2024Q4: 2,424 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,793 shares; 2026Q1: 2,721 shares 2,721 $436K 0.17% -72 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,231 shares; 2025Q1: 13,231 shares; 2025Q2: 13,166 shares; 2025Q3: 13,662 shares; 2025Q4: 13,868 shares; 2026Q1: 14,329 shares 14,329 $429K 0.17% +461 Timeline PEZ 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: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,314 shares; 2025Q3: 4,367 shares; 2025Q4: 4,466 shares; 2026Q1: 4,419 shares 4,419 $426K 0.17% -47 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: 3,333 shares; 2024Q4: 3,313 shares; 2025Q1: 3,313 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,492 shares; 2026Q1: 3,517 shares 3,517 $417K 0.16% +25 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,236 shares; 2024Q4: 22,236 shares; 2025Q1: 22,236 shares; 2025Q2: 69,061 shares; 2025Q3: 69,061 shares; 2025Q4: 119,061 shares; 2026Q1: 99,061 shares 99,061 $413K 0.16% -20,000 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,131 shares 8,131 $413K 0.16% new 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: 12,771 shares; 2024Q4: 12,803 shares; 2025Q1: 12,802 shares; 2025Q2: 12,871 shares; 2025Q3: 12,574 shares; 2025Q4: 12,672 shares; 2026Q1: 12,303 shares 12,303 $413K 0.16% -369 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: 4,668 shares; 2024Q4: 4,417 shares; 2025Q1: 4,496 shares; 2025Q2: 4,493 shares; 2025Q3: 4,495 shares; 2025Q4: 4,151 shares; 2026Q1: 4,144 shares 4,144 $410K 0.16% -7 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 13,078 shares; 2025Q1: 11,285 shares; 2025Q2: 11,960 shares; 2025Q3: 8,035 shares; 2025Q4: 8,088 shares; 2026Q1: 8,126 shares 8,126 $409K 0.16% +38 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: 2,641 shares; 2024Q4: 2,587 shares; 2025Q1: 2,424 shares; 2025Q2: 2,645 shares; 2025Q3: 2,698 shares; 2025Q4: 2,802 shares; 2026Q1: 2,454 shares 2,454 $406K 0.16% -348 Timeline PFI 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: not reported; 2024Q4: not reported; 2025Q1: 6,078 shares; 2025Q2: 6,705 shares; 2025Q3: 6,977 shares; 2025Q4: 7,405 shares; 2026Q1: 7,592 shares 7,592 $404K 0.16% +187 Timeline FXH 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: 2,788 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,260 shares; 2025Q3: 3,517 shares; 2025Q4: 3,746 shares; 2026Q1: 3,678 shares 3,678 $404K 0.16% -68 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: 4,455 shares; 2024Q4: 4,397 shares; 2025Q1: 4,413 shares; 2025Q2: 2,931 shares; 2025Q3: 2,869 shares; 2025Q4: 2,549 shares; 2026Q1: 1,469 shares 1,469 $397K 0.16% -1,080 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,693 shares; 2024Q4: 3,693 shares; 2025Q1: 4,949 shares; 2025Q2: 4,957 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares; 2026Q1: 4,855 shares 4,855 $389K 0.15% -171 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: 3,765 shares; 2024Q4: 3,587 shares; 2025Q1: 1,882 shares; 2025Q2: 1,880 shares; 2025Q3: 1,781 shares; 2025Q4: 1,480 shares; 2026Q1: 1,433 shares 1,433 $381K 0.15% -47 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: 2,472 shares; 2024Q4: 2,462 shares; 2025Q1: 1,759 shares; 2025Q2: 1,739 shares; 2025Q3: 1,731 shares; 2025Q4: 1,668 shares; 2026Q1: 1,674 shares 1,674 $378K 0.15% +6 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: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 5,506 shares 5,506 $375K 0.15% -3 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: 4,127 shares; 2024Q4: 4,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,147 shares; 2025Q3: 4,131 shares; 2025Q4: 1,930 shares; 2026Q1: 3,128 shares 3,128 $370K 0.14% +1,198 Timeline IJK 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: 3,627 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,624 shares; 2025Q3: 3,629 shares; 2025Q4: 3,636 shares; 2026Q1: 3,639 shares 3,639 $366K 0.14% +3 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: 634 shares; 2024Q4: 632 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $364K 0.14% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 14,180 shares; 2025Q1: 14,180 shares; 2025Q2: 49,209 shares; 2025Q3: 36,472 shares; 2025Q4: 18,846 shares; 2026Q1: 18,846 shares 18,846 $364K 0.14% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 758 shares; 2026Q1: 759 shares 759 $360K 0.14% +1 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,843 shares; 2025Q1: 2,689 shares; 2025Q2: 2,691 shares; 2025Q3: 2,715 shares; 2025Q4: 2,690 shares; 2026Q1: 3,692 shares 3,692 $356K 0.14% +1,002 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,713 shares; 2024Q4: 18,713 shares; 2025Q1: 20,996 shares; 2025Q2: 21,216 shares; 2025Q3: 21,562 shares; 2025Q4: 21,147 shares; 2026Q1: 19,649 shares 19,649 $354K 0.14% -1,498 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,416 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares; 2026Q1: 1,424 shares 1,424 $353K 0.14% +2 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,683 shares; 2025Q3: 4,691 shares; 2025Q4: 4,697 shares; 2026Q1: 4,322 shares 4,322 $353K 0.14% -375 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,555 shares; 2025Q2: 2,564 shares; 2025Q3: 3,110 shares; 2025Q4: 3,175 shares; 2026Q1: 3,112 shares 3,112 $350K 0.14% -63 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: 1,784 shares; 2024Q4: 1,815 shares; 2025Q1: 1,807 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,568 shares; 2026Q1: 1,440 shares 1,440 $349K 0.14% -128 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: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,368 shares; 2025Q3: 1,375 shares; 2025Q4: 1,383 shares; 2026Q1: 1,389 shares 1,389 $348K 0.14% +6 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: 12,592 shares; 2024Q4: 12,039 shares; 2025Q1: 12,115 shares; 2025Q2: 12,455 shares; 2025Q3: 12,346 shares; 2025Q4: 11,904 shares; 2026Q1: 11,922 shares 11,922 $346K 0.14% +18 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,651 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares 2,740 $344K 0.13% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,389 shares 1,389 $343K 0.13% new 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: 3,337 shares; 2024Q4: 3,274 shares; 2025Q1: 3,292 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares; 2025Q4: 3,552 shares; 2026Q1: 3,547 shares 3,547 $342K 0.13% -5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,089 shares; 2025Q1: 2,215 shares; 2025Q2: 2,267 shares; 2025Q3: 2,239 shares; 2025Q4: 1,885 shares; 2026Q1: 1,874 shares 1,874 $338K 0.13% -11 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,307 shares; 2026Q1: 1,182 shares 1,182 $335K 0.13% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares 3,986 $334K 0.13% new 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: 1,810 shares; 2024Q4: 1,816 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,835 shares; 2025Q4: 1,817 shares; 2026Q1: 1,823 shares 1,823 $332K 0.13% +6 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO 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: 16,987 shares; 2025Q3: 16,987 shares; 2025Q4: 10,047 shares; 2026Q1: 35,047 shares 35,047 $325K 0.13% +25,000 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 4,465 shares; 2025Q3: 4,390 shares; 2025Q4: 4,171 shares; 2026Q1: 4,077 shares 4,077 $324K 0.13% -94 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 872 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 879 shares; 2025Q4: 883 shares; 2026Q1: 906 shares 906 $323K 0.13% +23 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 20,000 shares; 2025Q4: 40,430 shares; 2026Q1: 87,270 shares 87,270 $319K 0.12% +46,840 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: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 1,562 shares; 2025Q2: 1,537 shares; 2025Q3: 1,575 shares; 2025Q4: 1,236 shares; 2026Q1: 1,238 shares 1,238 $306K 0.12% +2 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,663 shares; 2026Q1: 2,208 shares 2,208 $303K 0.12% +545 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $300K 0.12% 0 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: 305 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 309 shares; 2025Q4: 3,124 shares; 2026Q1: 3,103 shares 3,103 $298K 0.12% -21 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,365 shares; 2025Q4: 2,374 shares; 2026Q1: 3,101 shares 3,101 $290K 0.11% +727 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 8,828 shares; 2025Q4: 8,828 shares; 2026Q1: 8,728 shares 8,728 $290K 0.11% -100 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: 1,418 shares; 2024Q4: 1,439 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,334 shares; 2025Q4: 1,247 shares; 2026Q1: 1,097 shares 1,097 $286K 0.11% -150 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 15,000 shares; 2026Q1: 41,200 shares 41,200 $283K 0.11% +26,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 2,023 shares; 2025Q4: 2,173 shares; 2026Q1: 2,553 shares 2,553 $282K 0.11% +380 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: 3,506 shares; 2025Q2: 3,506 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares; 2026Q1: 3,865 shares 3,865 $280K 0.11% -280 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,548 shares; 2025Q4: 1,746 shares; 2026Q1: 1,906 shares 1,906 $279K 0.11% +160 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 4,496 shares; 2025Q1: 4,562 shares; 2025Q2: 4,565 shares; 2025Q3: 4,466 shares; 2025Q4: 4,060 shares; 2026Q1: 4,005 shares 4,005 $277K 0.11% -55 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: 1,656 shares; 2025Q2: 1,704 shares; 2025Q3: 1,682 shares; 2025Q4: 1,431 shares; 2026Q1: 1,432 shares 1,432 $276K 0.11% +1 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 2,500 shares 2,500 $274K 0.11% +1,250 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,293 shares; 2025Q1: 1,437 shares; 2025Q2: 1,428 shares; 2025Q3: 1,427 shares; 2025Q4: 1,441 shares; 2026Q1: 1,372 shares 1,372 $272K 0.11% -69 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 308 shares 308 $269K 0.11% -2 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: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 1,289 shares; 2025Q2: 1,233 shares; 2025Q3: 1,247 shares; 2025Q4: 1,047 shares; 2026Q1: 924 shares 924 $268K 0.1% -123 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: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 5,159 shares; 2025Q3: 5,326 shares; 2025Q4: 5,345 shares; 2026Q1: 5,339 shares 5,339 $260K 0.1% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares 1,404 $259K 0.1% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,706 shares; 2025Q1: 2,638 shares; 2025Q2: 2,691 shares; 2025Q3: 2,730 shares; 2025Q4: 2,510 shares; 2026Q1: 2,368 shares 2,368 $258K 0.1% -142 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: 4,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares; 2026Q1: 4,380 shares 4,380 $257K 0.1% +10 Timeline IYM 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: 1,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,441 shares; 2025Q4: 1,448 shares; 2026Q1: 1,452 shares 1,452 $255K 0.1% +4 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,130 shares 16,130 $255K 0.1% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,452 shares; 2025Q1: 3,138 shares; 2025Q2: 3,078 shares; 2025Q3: 3,082 shares; 2025Q4: 3,092 shares; 2026Q1: 3,007 shares 3,007 $255K 0.1% -85 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,109 shares; 2026Q1: 2,533 shares 2,533 $251K 0.1% +424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 3,191 shares; 2025Q4: 3,613 shares; 2026Q1: 3,467 shares 3,467 $249K 0.1% -146 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 20,042 shares; 2026Q1: 17,207 shares 17,207 $245K 0.1% -2,835 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: 2,376 shares; 2024Q4: 2,695 shares; 2025Q1: 3,225 shares; 2025Q2: 3,246 shares; 2025Q3: 2,310 shares; 2025Q4: 2,300 shares; 2026Q1: 1,304 shares 1,304 $243K 0.1% -996 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 6,821 shares; 2025Q1: 6,310 shares; 2025Q2: 6,258 shares; 2025Q3: 6,239 shares; 2025Q4: not reported; 2026Q1: 1,633 shares 1,633 $236K 0.09% new Timeline LMBS 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: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,195 shares; 2025Q3: 5,206 shares; 2025Q4: 4,721 shares; 2026Q1: 4,739 shares 4,739 $236K 0.09% +18 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,143 shares 2,143 $235K 0.09% -276 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: 1,399 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,601 shares 1,601 $235K 0.09% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $234K 0.09% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 1,579 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,593 shares 1,593 $231K 0.09% +1 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: 1,967 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares 1,912 $231K 0.09% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,319 shares; 2024Q4: 7,043 shares; 2025Q1: 6,612 shares; 2025Q2: 6,628 shares; 2025Q3: 6,641 shares; 2025Q4: 6,334 shares; 2026Q1: 6,197 shares 6,197 $231K 0.09% -137 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: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,430 shares; 2025Q2: 2,442 shares; 2025Q3: 2,451 shares; 2025Q4: 2,461 shares; 2026Q1: 2,471 shares 2,471 $229K 0.09% +10 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: 1,758 shares; 2025Q3: 1,761 shares; 2025Q4: 1,765 shares; 2026Q1: 1,769 shares 1,769 $227K 0.09% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares 795 $226K 0.09% new Timeline PTF 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: not reported; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 5,623 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares 2,613 $226K 0.09% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,323 shares 2,323 $224K 0.09% -23 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,824 shares; 2024Q4: 28,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,090 shares; 2026Q1: 14,090 shares 14,090 $224K 0.09% +4,000 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 613 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 648 shares 648 $222K 0.09% +2 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: 9,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares 4,906 $217K 0.08% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,204 shares; 2026Q1: 2,205 shares 2,205 $216K 0.08% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 634 shares 634 $214K 0.08% -300 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: 4,456 shares; 2024Q4: 4,467 shares; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 4,889 shares; 2025Q4: 3,965 shares; 2026Q1: 4,069 shares 4,069 $212K 0.08% +104 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,742 shares; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,742 shares; 2025Q3: 11,742 shares; 2025Q4: 12,188 shares; 2026Q1: 12,188 shares 12,188 $211K 0.08% 0 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: not reported; 2026Q1: 1,041 shares 1,041 $210K 0.08% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607 shares; 2025Q4: not reported; 2026Q1: 487 shares 487 $210K 0.08% new 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: not reported; 2025Q4: 1,689 shares; 2026Q1: 1,577 shares 1,577 $207K 0.08% -112 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: 421 shares; 2024Q4: 494 shares; 2025Q1: 577 shares; 2025Q2: 583 shares; 2025Q3: 720 shares; 2025Q4: 3,235 shares; 2026Q1: 1,970 shares 1,970 $206K 0.08% -1,265 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 12,315 shares; 2026Q1: 12,354 shares 12,354 $193K 0.08% +39 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 50,000 shares 50,000 $177K 0.07% new Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $143K 0.06% 0 Timeline