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: 220,445 shares; 2024Q4: 272,014 shares; 2025Q1: 271,700 shares; 2025Q2: 265,830 shares; 2025Q3: 262,608 shares; 2025Q4: 255,638 shares; 2026Q1: 254,829 shares 254,829 $64.7M 6.14% -809 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: 146,577 shares; 2024Q4: 151,183 shares; 2025Q1: 152,144 shares; 2025Q2: 150,177 shares; 2025Q3: 150,986 shares; 2025Q4: 149,520 shares; 2026Q1: 167,072 shares 167,072 $61.8M 5.87% +17,552 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: 94,880 shares; 2024Q4: 112,291 shares; 2025Q1: 113,548 shares; 2025Q2: 116,564 shares; 2025Q3: 117,387 shares; 2025Q4: 116,122 shares; 2026Q1: 129,260 shares 129,260 $37.2M 3.53% +13,138 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: 28,725 shares; 2024Q4: 28,404 shares; 2025Q1: 28,364 shares; 2025Q2: 27,886 shares; 2025Q3: 27,472 shares; 2025Q4: 26,951 shares; 2026Q1: 32,100 shares 32,100 $29.5M 2.8% +5,149 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: 137,283 shares; 2024Q4: 144,774 shares; 2025Q1: 148,110 shares; 2025Q2: 151,728 shares; 2025Q3: 157,378 shares; 2025Q4: 155,355 shares; 2026Q1: 168,538 shares 168,538 $29.4M 2.79% +13,183 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: 101,833 shares; 2024Q4: 101,897 shares; 2025Q1: 101,917 shares; 2025Q2: 99,002 shares; 2025Q3: 99,309 shares; 2025Q4: 97,135 shares; 2026Q1: 96,228 shares 96,228 $28.3M 2.69% -907 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: 83,559 shares; 2024Q4: 86,248 shares; 2025Q1: 88,141 shares; 2025Q2: 88,103 shares; 2025Q3: 89,043 shares; 2025Q4: 89,401 shares; 2026Q1: 98,434 shares 98,434 $20.5M 1.95% +9,033 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: 41,096 shares; 2024Q4: 52,590 shares; 2025Q1: 51,758 shares; 2025Q2: 50,081 shares; 2025Q3: 49,361 shares; 2025Q4: 49,833 shares; 2026Q1: 67,559 shares 67,559 $19.4M 1.84% +17,726 Timeline XMHQ 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: not reported; 2025Q2: 160,283 shares; 2025Q3: 174,793 shares; 2025Q4: 181,072 shares; 2026Q1: 180,729 shares 180,729 $18.7M 1.77% -343 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: 111,943 shares; 2024Q4: 112,063 shares; 2025Q1: 113,416 shares; 2025Q2: 113,225 shares; 2025Q3: 113,857 shares; 2025Q4: 113,678 shares; 2026Q1: 112,956 shares 112,956 $16.6M 1.58% -722 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,248 shares; 2025Q3: 135,350 shares; 2025Q4: 149,628 shares; 2026Q1: 168,051 shares 168,051 $15.9M 1.51% +18,423 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: 72,128 shares; 2024Q4: 71,892 shares; 2025Q1: 71,992 shares; 2025Q2: 72,379 shares; 2025Q3: 72,896 shares; 2025Q4: 72,079 shares; 2026Q1: 72,538 shares 72,538 $15M 1.42% +459 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: 83,280 shares; 2024Q4: 80,558 shares; 2025Q1: 78,306 shares; 2025Q2: 75,897 shares; 2025Q3: 75,155 shares; 2025Q4: 73,277 shares; 2026Q1: 71,582 shares 71,582 $14.2M 1.34% -1,695 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: 70,719 shares; 2024Q4: 73,589 shares; 2025Q1: 75,037 shares; 2025Q2: 79,563 shares; 2025Q3: 79,681 shares; 2025Q4: 77,438 shares; 2026Q1: 77,455 shares 77,455 $13.1M 1.25% +17 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,733 shares; 2025Q3: 91,057 shares; 2025Q4: 100,294 shares; 2026Q1: 114,116 shares 114,116 $12.7M 1.21% +13,822 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: 33,306 shares; 2024Q4: 67,932 shares; 2025Q1: 68,663 shares; 2025Q2: 69,660 shares; 2025Q3: 71,288 shares; 2025Q4: 71,137 shares; 2026Q1: 78,053 shares 78,053 $12.5M 1.19% +6,916 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: 86,418 shares; 2024Q4: 86,467 shares; 2025Q1: 86,619 shares; 2025Q2: 86,670 shares; 2025Q3: 85,893 shares; 2025Q4: 84,788 shares; 2026Q1: 84,175 shares 84,175 $12.2M 1.15% -613 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: 18,891 shares; 2024Q4: 21,614 shares; 2025Q1: 21,664 shares; 2025Q2: 21,691 shares; 2025Q3: 21,702 shares; 2025Q4: 21,622 shares; 2026Q1: 21,541 shares 21,541 $12.1M 1.15% -81 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: 40,737 shares; 2024Q4: 44,208 shares; 2025Q1: 45,280 shares; 2025Q2: 45,568 shares; 2025Q3: 47,130 shares; 2025Q4: 47,412 shares; 2026Q1: 47,407 shares 47,407 $11.6M 1.1% -5 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: 36,395 shares; 2024Q4: 37,039 shares; 2025Q1: 37,235 shares; 2025Q2: 37,307 shares; 2025Q3: 37,526 shares; 2025Q4: 37,193 shares; 2026Q1: 37,196 shares 37,196 $11.6M 1.1% +3 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: 18,249 shares; 2024Q4: 20,258 shares; 2025Q1: 21,838 shares; 2025Q2: 27,189 shares; 2025Q3: 28,571 shares; 2025Q4: 28,957 shares; 2026Q1: 32,456 shares 32,456 $10M 0.95% +3,499 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: 27,187 shares; 2024Q4: 29,527 shares; 2025Q1: 28,995 shares; 2025Q2: 28,719 shares; 2025Q3: 28,594 shares; 2025Q4: 28,301 shares; 2026Q1: 28,055 shares 28,055 $9.87M 0.94% -246 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: 23,165 shares; 2024Q4: 23,674 shares; 2025Q1: 23,954 shares; 2025Q2: 24,378 shares; 2025Q3: 24,585 shares; 2025Q4: 25,288 shares; 2026Q1: 29,427 shares 29,427 $9.68M 0.92% +4,139 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: 114,799 shares; 2024Q4: 122,807 shares; 2025Q1: 125,150 shares; 2025Q2: 124,078 shares; 2025Q3: 124,848 shares; 2025Q4: 125,046 shares; 2026Q1: 122,462 shares 122,462 $9.5M 0.9% -2,584 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: 42,532 shares; 2024Q4: 42,515 shares; 2025Q1: 42,460 shares; 2025Q2: 42,549 shares; 2025Q3: 42,587 shares; 2025Q4: 43,534 shares; 2026Q1: 43,440 shares 43,440 $9.45M 0.9% -94 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: 10,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 12,641 shares; 2025Q3: 13,254 shares; 2025Q4: 13,462 shares; 2026Q1: 13,320 shares 13,320 $9.44M 0.9% -142 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: 8,272 shares; 2024Q4: 8,582 shares; 2025Q1: 8,635 shares; 2025Q2: 8,800 shares; 2025Q3: 8,903 shares; 2025Q4: 8,946 shares; 2026Q1: 9,160 shares 9,160 $9.13M 0.87% +214 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: 8,162 shares; 2024Q4: 8,778 shares; 2025Q1: 9,133 shares; 2025Q2: 9,228 shares; 2025Q3: 9,453 shares; 2025Q4: 10,158 shares; 2026Q1: 15,456 shares 15,456 $8.84M 0.84% +5,298 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: 73,564 shares; 2024Q4: 79,030 shares; 2025Q1: 76,694 shares; 2025Q2: 75,042 shares; 2025Q3: 73,791 shares; 2025Q4: 73,350 shares; 2026Q1: 72,838 shares 72,838 $8.76M 0.83% -512 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: 11,101 shares; 2024Q4: 11,575 shares; 2025Q1: 12,185 shares; 2025Q2: 12,510 shares; 2025Q3: 12,845 shares; 2025Q4: 13,091 shares; 2026Q1: 17,129 shares 17,129 $8.56M 0.81% +4,038 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,183 shares; 2024Q4: 10,183 shares; 2025Q1: 10,158 shares; 2025Q2: 9,759 shares; 2025Q3: 9,664 shares; 2025Q4: 9,627 shares; 2026Q1: 9,588 shares 9,588 $8.3M 0.79% -39 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: 36,312 shares; 2024Q4: 35,964 shares; 2025Q1: 37,308 shares; 2025Q2: 39,210 shares; 2025Q3: 40,382 shares; 2025Q4: 41,605 shares; 2026Q1: 42,053 shares 42,053 $8.11M 0.77% +448 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: 31,014 shares; 2024Q4: 30,835 shares; 2025Q1: 31,128 shares; 2025Q2: 30,338 shares; 2025Q3: 30,739 shares; 2025Q4: 29,941 shares; 2026Q1: 26,918 shares 26,918 $7.73M 0.73% -3,023 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: 54,881 shares; 2024Q4: 53,889 shares; 2025Q1: 52,739 shares; 2025Q2: 52,118 shares; 2025Q3: 51,102 shares; 2025Q4: 50,061 shares; 2026Q1: 49,664 shares 49,664 $7.71M 0.73% -397 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: 30,317 shares; 2024Q4: 30,492 shares; 2025Q1: 31,295 shares; 2025Q2: 31,866 shares; 2025Q3: 31,852 shares; 2025Q4: 32,339 shares; 2026Q1: 32,523 shares 32,523 $7.68M 0.73% +184 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: 31,884 shares; 2024Q4: 32,206 shares; 2025Q1: 32,460 shares; 2025Q2: 33,713 shares; 2025Q3: 37,692 shares; 2025Q4: 37,656 shares; 2026Q1: 37,391 shares 37,391 $7.61M 0.72% -265 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: 92,628 shares; 2024Q4: 94,051 shares; 2025Q1: 94,524 shares; 2025Q2: 94,011 shares; 2025Q3: 94,749 shares; 2025Q4: 95,319 shares; 2026Q1: 95,323 shares 95,323 $7.25M 0.69% +4 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: 16,409 shares; 2024Q4: 16,959 shares; 2025Q1: 17,009 shares; 2025Q2: 16,989 shares; 2025Q3: 17,589 shares; 2025Q4: 16,814 shares; 2026Q1: 23,779 shares 23,779 $7.19M 0.68% +6,965 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: 9,988 shares; 2024Q4: 11,003 shares; 2025Q1: 11,006 shares; 2025Q2: 11,153 shares; 2025Q3: 11,260 shares; 2025Q4: 11,457 shares; 2026Q1: 11,477 shares 11,477 $6.94M 0.66% +20 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: 72,723 shares; 2024Q4: 72,859 shares; 2025Q1: 73,513 shares; 2025Q2: 74,008 shares; 2025Q3: 74,269 shares; 2025Q4: 67,737 shares; 2026Q1: 65,753 shares 65,753 $6.75M 0.64% -1,984 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: 64,960 shares; 2024Q4: 64,380 shares; 2025Q1: 68,081 shares; 2025Q2: 68,872 shares; 2025Q3: 70,288 shares; 2025Q4: 69,645 shares; 2026Q1: 71,264 shares 71,264 $6.62M 0.63% +1,619 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: 9,346 shares; 2024Q4: 9,670 shares; 2025Q1: 13,067 shares; 2025Q2: 11,075 shares; 2025Q3: 11,120 shares; 2025Q4: 10,962 shares; 2026Q1: 11,008 shares 11,008 $6.35M 0.6% +46 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,539 shares; 2025Q3: 8,408 shares; 2025Q4: 12,546 shares; 2026Q1: 14,527 shares 14,527 $6.35M 0.6% +1,981 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: 38,338 shares; 2024Q4: 46,679 shares; 2025Q1: 47,140 shares; 2025Q2: 47,935 shares; 2025Q3: 158,750 shares; 2025Q4: 103,227 shares; 2026Q1: 103,846 shares 103,846 $6.3M 0.6% +619 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: 15,945 shares; 2024Q4: 16,355 shares; 2025Q1: 16,446 shares; 2025Q2: 16,028 shares; 2025Q3: 16,279 shares; 2025Q4: 17,283 shares; 2026Q1: 17,445 shares 17,445 $6.24M 0.59% +162 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,676 shares; 2025Q4: 5,956 shares; 2026Q1: 31,266 shares 31,266 $6.13M 0.58% +25,310 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: 18,531 shares; 2024Q4: 18,824 shares; 2025Q1: 19,355 shares; 2025Q2: 18,573 shares; 2025Q3: 18,621 shares; 2025Q4: 19,702 shares; 2026Q1: 19,159 shares 19,159 $6.1M 0.58% -543 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: 47,205 shares; 2024Q4: 47,597 shares; 2025Q1: 47,342 shares; 2025Q2: 46,696 shares; 2025Q3: 46,702 shares; 2025Q4: 46,474 shares; 2026Q1: 46,512 shares 46,512 $5.99M 0.57% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,147 shares; 2025Q3: 23,126 shares; 2025Q4: 22,772 shares; 2026Q1: 22,683 shares 22,683 $5.63M 0.53% -89 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,949 shares; 2025Q3: 3,155 shares; 2025Q4: 31,057 shares; 2026Q1: 56,758 shares 56,758 $5.46M 0.52% +25,701 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: 13,282 shares; 2024Q4: 14,951 shares; 2025Q1: 15,077 shares; 2025Q2: 14,656 shares; 2025Q3: 15,123 shares; 2025Q4: 15,063 shares; 2026Q1: 15,371 shares 15,371 $5.28M 0.5% +308 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: 35,059 shares; 2024Q4: 36,121 shares; 2025Q1: 35,101 shares; 2025Q2: 29,039 shares; 2025Q3: 28,598 shares; 2025Q4: 27,752 shares; 2026Q1: 27,572 shares 27,572 $5.23M 0.5% -180 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,233 shares; 2024Q4: 32,107 shares; 2025Q1: 31,583 shares; 2025Q2: 31,863 shares; 2025Q3: 32,157 shares; 2025Q4: 32,558 shares; 2026Q1: 32,730 shares 32,730 $5.15M 0.49% +172 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: 2,728 shares; 2024Q4: 3,861 shares; 2025Q1: 4,027 shares; 2025Q2: 3,991 shares; 2025Q3: 4,603 shares; 2025Q4: 7,230 shares; 2026Q1: 8,125 shares 8,125 $4.86M 0.46% +895 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,185 shares; 2025Q3: 127,385 shares; 2025Q4: 127,385 shares; 2026Q1: 127,385 shares 127,385 $4.82M 0.46% 0 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: 27,400 shares; 2024Q4: 27,316 shares; 2025Q1: 34,953 shares; 2025Q2: 34,591 shares; 2025Q3: 36,073 shares; 2025Q4: 36,121 shares; 2026Q1: 36,045 shares 36,045 $4.72M 0.45% -76 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,067 shares; 2024Q4: 52,067 shares; 2025Q1: 52,067 shares; 2025Q2: 52,067 shares; 2025Q3: 47,811 shares; 2025Q4: 46,503 shares; 2026Q1: 46,414 shares 46,414 $4.51M 0.43% -89 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: 11,696 shares; 2024Q4: 11,696 shares; 2025Q1: 11,786 shares; 2025Q2: 11,786 shares; 2025Q3: 11,761 shares; 2025Q4: 11,761 shares; 2026Q1: 14,884 shares 14,884 $4.5M 0.43% +3,123 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: 22,155 shares; 2024Q4: 22,168 shares; 2025Q1: 22,166 shares; 2025Q2: 20,955 shares; 2025Q3: 20,564 shares; 2025Q4: 19,369 shares; 2026Q1: 19,411 shares 19,411 $4.46M 0.42% +42 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: 45,495 shares; 2024Q4: 45,443 shares; 2025Q1: 46,268 shares; 2025Q2: 46,134 shares; 2025Q3: 46,144 shares; 2025Q4: 45,746 shares; 2026Q1: 45,702 shares 45,702 $4.4M 0.42% -44 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: 16,689 shares; 2024Q4: 16,578 shares; 2025Q1: 17,853 shares; 2025Q2: 17,386 shares; 2025Q3: 17,324 shares; 2025Q4: 16,960 shares; 2026Q1: 17,279 shares 17,279 $4.19M 0.4% +319 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: 23,469 shares; 2024Q4: 24,459 shares; 2025Q1: 24,655 shares; 2025Q2: 25,058 shares; 2025Q3: 25,294 shares; 2025Q4: 24,894 shares; 2026Q1: 24,966 shares 24,966 $4.11M 0.39% +72 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: 18,107 shares; 2024Q4: 21,077 shares; 2025Q1: 20,702 shares; 2025Q2: 20,767 shares; 2025Q3: 21,341 shares; 2025Q4: 17,761 shares; 2026Q1: 17,843 shares 17,843 $4.03M 0.38% +82 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: 146,893 shares; 2024Q4: 143,633 shares; 2025Q1: 154,346 shares; 2025Q2: 153,930 shares; 2025Q3: 155,741 shares; 2025Q4: 144,171 shares; 2026Q1: 142,942 shares 142,942 $4.01M 0.38% -1,229 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: 8,033 shares; 2024Q4: 8,618 shares; 2025Q1: 9,079 shares; 2025Q2: 9,079 shares; 2025Q3: 9,350 shares; 2025Q4: 8,978 shares; 2026Q1: 8,968 shares 8,968 $3.86M 0.37% -10 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: not reported; 2025Q1: 20,740 shares; 2025Q2: 20,740 shares; 2025Q3: 20,205 shares; 2025Q4: 19,620 shares; 2026Q1: 17,975 shares 17,975 $3.84M 0.36% -1,645 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: 15,683 shares; 2024Q4: 15,656 shares; 2025Q1: 15,700 shares; 2025Q2: 15,927 shares; 2025Q3: 15,944 shares; 2025Q4: 15,790 shares; 2026Q1: 15,792 shares 15,792 $3.83M 0.36% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,660 shares; 2024Q4: 67,758 shares; 2025Q1: 69,550 shares; 2025Q2: 68,737 shares; 2025Q3: 68,564 shares; 2025Q4: 70,390 shares; 2026Q1: 71,835 shares 71,835 $3.69M 0.35% +1,445 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,825 shares; 2024Q4: 27,425 shares; 2025Q1: 27,425 shares; 2025Q2: 27,425 shares; 2025Q3: 27,425 shares; 2025Q4: 27,425 shares; 2026Q1: 27,425 shares 27,425 $3.59M 0.34% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,775 shares; 2024Q4: 78,026 shares; 2025Q1: 72,312 shares; 2025Q2: 72,492 shares; 2025Q3: 72,062 shares; 2025Q4: 71,477 shares; 2026Q1: 68,933 shares 68,933 $3.46M 0.33% -2,544 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: 26,484 shares; 2024Q4: 27,776 shares; 2025Q1: 27,252 shares; 2025Q2: 26,602 shares; 2025Q3: 27,709 shares; 2025Q4: 27,359 shares; 2026Q1: 27,612 shares 27,612 $3.43M 0.33% +253 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: 24,935 shares; 2024Q4: 25,735 shares; 2025Q1: 25,692 shares; 2025Q2: 27,317 shares; 2025Q3: 27,462 shares; 2025Q4: 27,275 shares; 2026Q1: 27,265 shares 27,265 $3.39M 0.32% -10 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,314 shares; 2024Q4: 79,010 shares; 2025Q1: 57,724 shares; 2025Q2: 55,787 shares; 2025Q3: 53,793 shares; 2025Q4: 51,474 shares; 2026Q1: 50,564 shares 50,564 $3.27M 0.31% -910 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 505 shares; 2025Q2: 478 shares; 2025Q3: 481 shares; 2025Q4: 476 shares; 2026Q1: 773 shares 773 $3.25M 0.31% +297 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: 25,616 shares; 2024Q4: 26,218 shares; 2025Q1: 26,611 shares; 2025Q2: 25,527 shares; 2025Q3: 25,239 shares; 2025Q4: 23,965 shares; 2026Q1: 24,384 shares 24,384 $3.19M 0.3% +419 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: 16,362 shares; 2024Q4: 17,699 shares; 2025Q1: 17,562 shares; 2025Q2: 17,562 shares; 2025Q3: 17,562 shares; 2025Q4: 23,914 shares; 2026Q1: 24,363 shares 24,363 $3.19M 0.3% +449 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: 10,768 shares; 2024Q4: 12,382 shares; 2025Q1: 11,639 shares; 2025Q2: 12,058 shares; 2025Q3: 12,277 shares; 2025Q4: 15,100 shares; 2026Q1: 15,800 shares 15,800 $3.14M 0.3% +700 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: 113,910 shares; 2024Q4: 130,888 shares; 2025Q1: 137,446 shares; 2025Q2: 110,731 shares; 2025Q3: 109,213 shares; 2025Q4: 106,613 shares; 2026Q1: 108,440 shares 108,440 $3.14M 0.3% +1,827 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: 16,504 shares; 2024Q4: 17,233 shares; 2025Q1: 17,873 shares; 2025Q2: 22,892 shares; 2025Q3: 24,748 shares; 2025Q4: 26,602 shares; 2026Q1: 27,409 shares 27,409 $3.11M 0.3% +807 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: 14,980 shares; 2024Q4: 16,744 shares; 2025Q1: 17,608 shares; 2025Q2: 17,799 shares; 2025Q3: 18,914 shares; 2025Q4: 19,585 shares; 2026Q1: 19,409 shares 19,409 $3.1M 0.29% -176 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: not reported; 2025Q1: 2,918 shares; 2025Q2: 2,785 shares; 2025Q3: 2,855 shares; 2025Q4: 3,039 shares; 2026Q1: 3,152 shares 3,152 $3.03M 0.29% +113 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: 19,184 shares; 2024Q4: 20,616 shares; 2025Q1: 23,552 shares; 2025Q2: 24,279 shares; 2025Q3: 24,990 shares; 2025Q4: 25,759 shares; 2026Q1: 26,039 shares 26,039 $2.99M 0.28% +280 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: 18,187 shares; 2024Q4: 17,983 shares; 2025Q1: 18,056 shares; 2025Q2: 18,342 shares; 2025Q3: 18,342 shares; 2025Q4: 17,852 shares; 2026Q1: 17,862 shares 17,862 $2.95M 0.28% +10 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,788 shares; 2025Q3: 39,348 shares; 2025Q4: 37,456 shares; 2026Q1: 37,556 shares 37,556 $2.94M 0.28% +100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,653 shares; 2024Q4: 19,405 shares; 2025Q1: 19,145 shares; 2025Q2: 18,956 shares; 2025Q3: 18,956 shares; 2025Q4: 18,956 shares; 2026Q1: 19,091 shares 19,091 $2.92M 0.28% +135 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,115 shares; 2025Q2: 18,090 shares; 2025Q3: 43,205 shares; 2025Q4: 43,970 shares; 2026Q1: 44,838 shares 44,838 $2.85M 0.27% +868 Timeline XMMO 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: not reported; 2025Q2: 9,116 shares; 2025Q3: 13,294 shares; 2025Q4: 16,528 shares; 2026Q1: 19,624 shares 19,624 $2.85M 0.27% +3,096 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,247 shares; 2025Q3: 4,572 shares; 2025Q4: 4,173 shares; 2026Q1: 4,364 shares 4,364 $2.84M 0.27% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,654 shares; 2025Q3: 27,494 shares; 2025Q4: 28,054 shares; 2026Q1: 29,039 shares 29,039 $2.82M 0.27% +985 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: 11,522 shares; 2024Q4: 18,653 shares; 2025Q1: 19,013 shares; 2025Q2: 19,841 shares; 2025Q3: 21,280 shares; 2025Q4: 20,967 shares; 2026Q1: 20,972 shares 20,972 $2.75M 0.26% +5 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,760 shares 6,760 $2.69M 0.26% new 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: 13,735 shares; 2024Q4: 13,584 shares; 2025Q1: 13,389 shares; 2025Q2: 12,676 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,218 shares 12,218 $2.65M 0.25% -300 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: 14,572 shares; 2024Q4: 14,942 shares; 2025Q1: 14,927 shares; 2025Q2: 14,997 shares; 2025Q3: 15,042 shares; 2025Q4: 14,441 shares; 2026Q1: 14,157 shares 14,157 $2.64M 0.25% -284 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 6,030 shares; 2025Q1: 6,030 shares; 2025Q2: 6,030 shares; 2025Q3: 6,030 shares; 2025Q4: 6,030 shares; 2026Q1: 6,031 shares 6,031 $2.63M 0.25% +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: 153 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 7,768 shares 7,768 $2.62M 0.25% +7,615 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,593 shares; 2025Q3: 4,995 shares; 2025Q4: 4,569 shares; 2026Q1: 11,841 shares 11,841 $2.57M 0.24% +7,272 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: 3,296 shares; 2024Q4: 3,296 shares; 2025Q1: 3,296 shares; 2025Q2: 3,275 shares; 2025Q3: 3,565 shares; 2025Q4: 3,630 shares; 2026Q1: 3,925 shares 3,925 $2.56M 0.24% +295 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: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 14,150 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 17,510 shares; 2026Q1: 18,206 shares 18,206 $2.54M 0.24% +696 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: 39,442 shares; 2024Q4: 35,914 shares; 2025Q1: 35,491 shares; 2025Q2: 34,620 shares; 2025Q3: 34,542 shares; 2025Q4: 34,461 shares; 2026Q1: 35,159 shares 35,159 $2.53M 0.24% +698 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: 8,961 shares; 2024Q4: 9,568 shares; 2025Q1: 9,253 shares; 2025Q2: 8,966 shares; 2025Q3: 8,993 shares; 2025Q4: 8,493 shares; 2026Q1: 8,515 shares 8,515 $2.47M 0.23% +22 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: 17,763 shares; 2024Q4: 16,168 shares; 2025Q1: 16,352 shares; 2025Q2: 16,069 shares; 2025Q3: 16,129 shares; 2025Q4: 24,750 shares; 2026Q1: 28,308 shares 28,308 $2.45M 0.23% +3,558 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,747 shares; 2024Q4: 51,747 shares; 2025Q1: 51,693 shares; 2025Q2: 54,973 shares; 2025Q3: 54,023 shares; 2025Q4: 52,984 shares; 2026Q1: 52,389 shares 52,389 $2.43M 0.23% -595 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,065 shares; 2025Q3: 38,058 shares; 2025Q4: 37,477 shares; 2026Q1: 37,477 shares 37,477 $2.4M 0.23% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 1,988 shares; 2025Q1: 1,843 shares; 2025Q2: 2,001 shares; 2025Q3: 1,982 shares; 2025Q4: 1,840 shares; 2026Q1: 1,621 shares 1,621 $2.39M 0.23% -219 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: 14,716 shares; 2024Q4: 14,555 shares; 2025Q1: 14,752 shares; 2025Q2: 15,149 shares; 2025Q3: 15,909 shares; 2025Q4: 17,191 shares; 2026Q1: 16,019 shares 16,019 $2.32M 0.22% -1,172 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: 11,663 shares; 2024Q4: 22,506 shares; 2025Q1: 22,354 shares; 2025Q2: 20,980 shares; 2025Q3: 20,828 shares; 2025Q4: 20,268 shares; 2026Q1: 20,579 shares 20,579 $2.31M 0.22% +311 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,886 shares; 2025Q1: 1,936 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 2,672 shares 2,672 $2.26M 0.21% +715 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: 8,807 shares; 2024Q4: 8,914 shares; 2025Q1: 7,805 shares; 2025Q2: 7,751 shares; 2025Q3: 7,671 shares; 2025Q4: 7,706 shares; 2026Q1: 7,607 shares 7,607 $2.25M 0.21% -99 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: 17,515 shares; 2024Q4: 17,221 shares; 2025Q1: 23,753 shares; 2025Q2: 26,807 shares; 2025Q3: 28,075 shares; 2025Q4: 32,555 shares; 2026Q1: 33,449 shares 33,449 $2.21M 0.21% +894 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: 34,689 shares; 2024Q4: 34,515 shares; 2025Q1: 32,163 shares; 2025Q2: 31,178 shares; 2025Q3: 30,293 shares; 2025Q4: 30,431 shares; 2026Q1: 29,839 shares 29,839 $2.11M 0.2% -592 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: 4,169 shares; 2024Q4: 4,285 shares; 2025Q1: 4,231 shares; 2025Q2: 3,926 shares; 2025Q3: 4,441 shares; 2025Q4: 4,211 shares; 2026Q1: 4,212 shares 4,212 $2.02M 0.19% +1 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 920 shares; 2025Q3: 82,425 shares; 2025Q4: 118,735 shares; 2026Q1: 121,595 shares 121,595 $2M 0.19% +2,860 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,434 shares; 2024Q4: 13,434 shares; 2025Q1: 13,434 shares; 2025Q2: 13,434 shares; 2025Q3: 13,434 shares; 2025Q4: 13,434 shares; 2026Q1: 23,375 shares 23,375 $1.99M 0.19% +9,941 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,407 shares; 2024Q4: 43,327 shares; 2025Q1: 40,731 shares; 2025Q2: 40,091 shares; 2025Q3: 39,991 shares; 2025Q4: 39,323 shares; 2026Q1: 37,568 shares 37,568 $1.98M 0.19% -1,755 Timeline EWJV 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: 6,911 shares; 2025Q4: 8,204 shares; 2026Q1: 43,994 shares 43,994 $1.88M 0.18% +35,790 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: 72,225 shares; 2024Q4: 80,742 shares; 2025Q1: 80,096 shares; 2025Q2: 78,994 shares; 2025Q3: 80,549 shares; 2025Q4: 64,843 shares; 2026Q1: 64,994 shares 64,994 $1.87M 0.18% +151 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 13,203 shares 13,203 $1.84M 0.18% +13,200 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,679 shares; 2024Q4: 27,873 shares; 2025Q1: 30,008 shares; 2025Q2: 30,805 shares; 2025Q3: 31,455 shares; 2025Q4: 32,617 shares; 2026Q1: 32,919 shares 32,919 $1.82M 0.17% +302 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: 36,774 shares; 2024Q4: 34,940 shares; 2025Q1: 34,466 shares; 2025Q2: 31,684 shares; 2025Q3: 31,624 shares; 2025Q4: 31,764 shares; 2026Q1: 30,967 shares 30,967 $1.78M 0.17% -797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,439 shares; 2025Q3: 97,439 shares; 2025Q4: 93,757 shares; 2026Q1: 92,447 shares 92,447 $1.78M 0.17% -1,310 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: 29,205 shares; 2024Q4: 21,383 shares; 2025Q1: 22,121 shares; 2025Q2: 21,859 shares; 2025Q3: 23,596 shares; 2025Q4: 27,655 shares; 2026Q1: 29,848 shares 29,848 $1.75M 0.17% +2,193 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,201 shares; 2024Q4: 35,441 shares; 2025Q1: 36,267 shares; 2025Q2: 34,421 shares; 2025Q3: 34,551 shares; 2025Q4: 34,678 shares; 2026Q1: 34,400 shares 34,400 $1.69M 0.16% -278 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: 108,138 shares; 2024Q4: 90,383 shares; 2025Q1: 38,111 shares; 2025Q2: 38,786 shares; 2025Q3: 40,306 shares; 2025Q4: 38,169 shares; 2026Q1: 38,194 shares 38,194 $1.69M 0.16% +25 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: 21,734 shares; 2024Q4: 21,436 shares; 2025Q1: 19,837 shares; 2025Q2: 19,656 shares; 2025Q3: 19,387 shares; 2025Q4: 19,253 shares; 2026Q1: 18,787 shares 18,787 $1.68M 0.16% -466 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 5,146 shares; 2026Q1: 5,146 shares 5,146 $1.68M 0.16% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,008 shares; 2025Q3: 15,008 shares; 2025Q4: 15,008 shares; 2026Q1: 15,170 shares 15,170 $1.67M 0.16% +162 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,465 shares; 2024Q4: 39,440 shares; 2025Q1: 42,615 shares; 2025Q2: 37,221 shares; 2025Q3: 37,076 shares; 2025Q4: 24,665 shares; 2026Q1: 36,608 shares 36,608 $1.63M 0.16% +11,943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,288 shares; 2025Q3: 30,090 shares; 2025Q4: 30,210 shares; 2026Q1: 30,210 shares 30,210 $1.63M 0.16% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,096 shares; 2024Q4: 22,981 shares; 2025Q1: 23,491 shares; 2025Q2: 24,194 shares; 2025Q3: 24,622 shares; 2025Q4: 24,622 shares; 2026Q1: 24,622 shares 24,622 $1.63M 0.15% 0 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: 44,847 shares; 2024Q4: 44,910 shares; 2025Q1: 46,156 shares; 2025Q2: 36,253 shares; 2025Q3: 34,701 shares; 2025Q4: 34,740 shares; 2026Q1: 34,708 shares 34,708 $1.6M 0.15% -32 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: 8,190 shares; 2024Q4: 8,190 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 7,941 shares; 2025Q4: 7,941 shares; 2026Q1: 7,842 shares 7,842 $1.59M 0.15% -99 Timeline TRVI TREVI THERAPEUTICS INC More: the full row for TREVI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,502 shares; 2024Q4: 36,502 shares; 2025Q1: 36,502 shares; 2025Q2: 36,502 shares; 2025Q3: 36,502 shares; 2025Q4: 36,502 shares; 2026Q1: 131,502 shares 131,502 $1.57M 0.15% +95,000 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: 4,898 shares; 2024Q4: 4,772 shares; 2025Q1: 4,673 shares; 2025Q2: 5,109 shares; 2025Q3: 5,100 shares; 2025Q4: 5,431 shares; 2026Q1: 6,358 shares 6,358 $1.55M 0.15% +927 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: 31,252 shares; 2024Q4: 30,901 shares; 2025Q1: 30,353 shares; 2025Q2: 29,435 shares; 2025Q3: 29,508 shares; 2025Q4: 29,597 shares; 2026Q1: 29,565 shares 29,565 $1.54M 0.15% -32 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 11,776 shares; 2025Q1: 11,598 shares; 2025Q2: 11,097 shares; 2025Q3: 11,097 shares; 2025Q4: 11,082 shares; 2026Q1: 11,167 shares 11,167 $1.52M 0.14% +85 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: 9,463 shares; 2024Q4: 9,390 shares; 2025Q1: 9,035 shares; 2025Q2: 8,731 shares; 2025Q3: 8,571 shares; 2025Q4: 8,571 shares; 2026Q1: 8,364 shares 8,364 $1.51M 0.14% -207 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,450 shares; 2024Q4: 35,593 shares; 2025Q1: 36,568 shares; 2025Q2: 37,853 shares; 2025Q3: 40,597 shares; 2025Q4: 40,597 shares; 2026Q1: 40,597 shares 40,597 $1.49M 0.14% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 18,096 shares; 2025Q1: 18,085 shares; 2025Q2: 17,622 shares; 2025Q3: 17,597 shares; 2025Q4: 17,519 shares; 2026Q1: 17,444 shares 17,444 $1.49M 0.14% -75 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: 3,550 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $1.48M 0.14% 0 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: 7,846 shares; 2024Q4: 8,228 shares; 2025Q1: 8,518 shares; 2025Q2: 8,653 shares; 2025Q3: 9,066 shares; 2025Q4: 8,384 shares; 2026Q1: 8,492 shares 8,492 $1.47M 0.14% +108 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: 16,343 shares; 2024Q4: 16,113 shares; 2025Q1: 15,862 shares; 2025Q2: 15,174 shares; 2025Q3: 15,175 shares; 2025Q4: 15,114 shares; 2026Q1: 15,179 shares 15,179 $1.46M 0.14% +65 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: 5,654 shares; 2024Q4: 5,824 shares; 2025Q1: 5,776 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 3,926 shares; 2026Q1: 5,356 shares 5,356 $1.45M 0.14% +1,430 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: 23,793 shares; 2024Q4: 22,735 shares; 2025Q1: 19,509 shares; 2025Q2: 18,514 shares; 2025Q3: 18,320 shares; 2025Q4: 18,020 shares; 2026Q1: 18,139 shares 18,139 $1.44M 0.14% +119 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 6,886 shares; 2025Q4: 6,886 shares; 2026Q1: 6,836 shares 6,836 $1.44M 0.14% -50 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.14% 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: 5,017 shares; 2024Q4: 5,017 shares; 2025Q1: 5,017 shares; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 4,817 shares; 2026Q1: 4,818 shares 4,818 $1.41M 0.13% +1 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: 10,156 shares; 2024Q4: 10,156 shares; 2025Q1: 10,138 shares; 2025Q2: 9,112 shares; 2025Q3: 8,912 shares; 2025Q4: 8,912 shares; 2026Q1: 8,912 shares 8,912 $1.4M 0.13% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares; 2026Q1: 6,001 shares 6,001 $1.38M 0.13% +33 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: 6,172 shares; 2024Q4: 7,007 shares; 2025Q1: 8,620 shares; 2025Q2: 8,838 shares; 2025Q3: 9,530 shares; 2025Q4: 10,467 shares; 2026Q1: 14,531 shares 14,531 $1.37M 0.13% +4,064 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: 3,238 shares; 2024Q4: 4,637 shares; 2025Q1: 4,592 shares; 2025Q2: 4,899 shares; 2025Q3: 4,809 shares; 2025Q4: 4,724 shares; 2026Q1: 4,731 shares 4,731 $1.34M 0.13% +7 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: 23,556 shares; 2024Q4: 23,481 shares; 2025Q1: 23,022 shares; 2025Q2: 21,408 shares; 2025Q3: 24,463 shares; 2025Q4: 21,876 shares; 2026Q1: 19,169 shares 19,169 $1.29M 0.12% -2,707 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: 3,249 shares; 2024Q4: 3,063 shares; 2025Q1: 2,903 shares; 2025Q2: 3,403 shares; 2025Q3: 3,335 shares; 2025Q4: 3,461 shares; 2026Q1: 3,479 shares 3,479 $1.29M 0.12% +18 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 19,395 shares 19,395 $1.28M 0.12% -705 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,692 shares; 2025Q1: 3,692 shares; 2025Q2: 3,669 shares; 2025Q3: 3,669 shares; 2025Q4: 8,045 shares; 2026Q1: 8,162 shares 8,162 $1.27M 0.12% +117 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: 7,748 shares; 2024Q4: 7,854 shares; 2025Q1: 7,740 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 6,240 shares; 2026Q1: 6,292 shares 6,292 $1.22M 0.12% +52 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: 7,238 shares; 2024Q4: 7,238 shares; 2025Q1: 7,238 shares; 2025Q2: 7,473 shares; 2025Q3: 7,174 shares; 2025Q4: 6,048 shares; 2026Q1: 6,253 shares 6,253 $1.2M 0.11% +205 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 46,093 shares 46,093 $1.18M 0.11% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L 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: 50,982 shares; 2025Q3: 50,982 shares; 2025Q4: 49,394 shares; 2026Q1: 52,394 shares 52,394 $1.17M 0.11% +3,000 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,213 shares; 2025Q3: 26,531 shares; 2025Q4: 24,570 shares; 2026Q1: 24,570 shares 24,570 $1.17M 0.11% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,417 shares; 2025Q1: 6,669 shares; 2025Q2: 6,597 shares; 2025Q3: 6,343 shares; 2025Q4: 6,001 shares; 2026Q1: 5,623 shares 5,623 $1.17M 0.11% -378 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,287 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,516 shares; 2025Q4: 2,516 shares; 2026Q1: 2,451 shares 2,451 $1.16M 0.11% -65 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,801 shares; 2024Q4: 22,140 shares; 2025Q1: 21,422 shares; 2025Q2: 20,405 shares; 2025Q3: 19,836 shares; 2025Q4: 19,147 shares; 2026Q1: 18,750 shares 18,750 $1.16M 0.11% -397 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 8,165 shares; 2025Q1: 8,165 shares; 2025Q2: 7,998 shares; 2025Q3: 7,998 shares; 2025Q4: 7,998 shares; 2026Q1: 7,998 shares 7,998 $1.16M 0.11% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,358 shares; 2025Q1: 1,984 shares; 2025Q2: 2,477 shares; 2025Q3: 2,680 shares; 2025Q4: 3,180 shares; 2026Q1: 3,517 shares 3,517 $1.1M 0.1% +337 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 5,148 shares; 2025Q4: 5,485 shares; 2026Q1: 5,631 shares 5,631 $1.08M 0.1% +146 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: 15,230 shares; 2024Q4: 13,957 shares; 2025Q1: 13,618 shares; 2025Q2: 11,378 shares; 2025Q3: 11,551 shares; 2025Q4: 11,229 shares; 2026Q1: 10,901 shares 10,901 $1.07M 0.1% -328 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: 6,195 shares; 2024Q4: 6,195 shares; 2025Q1: 6,195 shares; 2025Q2: 8,220 shares; 2025Q3: 8,220 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares 7,365 $1.07M 0.1% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 12,805 shares; 2025Q1: 13,062 shares; 2025Q2: 13,553 shares; 2025Q3: 13,390 shares; 2025Q4: 13,005 shares; 2026Q1: 13,005 shares 13,005 $1.06M 0.1% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 642 shares; 2025Q4: 392 shares; 2026Q1: 7,978 shares 7,978 $1.05M 0.1% +7,586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 798 shares 798 $1.05M 0.1% +783 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 7,416 shares; 2025Q1: 7,186 shares; 2025Q2: 6,600 shares; 2025Q3: 17,433 shares; 2025Q4: 11,795 shares; 2026Q1: 11,391 shares 11,391 $1.03M 0.1% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,267 shares; 2025Q4: 3,477 shares; 2026Q1: 3,843 shares 3,843 $1.01M 0.1% +366 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: 1,054 shares; 2025Q1: 1,043 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,150 shares; 2026Q1: 1,152 shares 1,152 $1.01M 0.1% +2 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,946 shares; 2024Q4: 26,584 shares; 2025Q1: 26,584 shares; 2025Q2: 26,084 shares; 2025Q3: 25,019 shares; 2025Q4: 23,739 shares; 2026Q1: 23,739 shares 23,739 $993K 0.09% 0 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: 3,730 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,787 shares; 2025Q3: 3,861 shares; 2025Q4: 3,824 shares; 2026Q1: 3,796 shares 3,796 $988K 0.09% -28 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: 5,591 shares; 2024Q4: 5,169 shares; 2025Q1: 5,579 shares; 2025Q2: 5,363 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,285 shares 5,285 $963K 0.09% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,751 shares; 2024Q4: 11,094 shares; 2025Q1: 10,688 shares; 2025Q2: 10,472 shares; 2025Q3: 10,417 shares; 2025Q4: 10,252 shares; 2026Q1: 10,252 shares 10,252 $953K 0.09% 0 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: 3,244 shares; 2024Q4: 3,350 shares; 2025Q1: 3,574 shares; 2025Q2: 3,585 shares; 2025Q3: 3,652 shares; 2025Q4: 3,525 shares; 2026Q1: 3,890 shares 3,890 $946K 0.09% +365 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: 6,607 shares; 2024Q4: 7,394 shares; 2025Q1: 7,279 shares; 2025Q2: 7,258 shares; 2025Q3: 7,516 shares; 2025Q4: 7,216 shares; 2026Q1: 7,141 shares 7,141 $943K 0.09% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 3,132 shares; 2026Q1: 3,282 shares 3,282 $943K 0.09% +150 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,349 shares 1,349 $941K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,920 shares; 2025Q3: 7,613 shares; 2025Q4: 8,152 shares; 2026Q1: 8,345 shares 8,345 $924K 0.09% +193 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,458 shares; 2024Q4: 20,071 shares; 2025Q1: 18,094 shares; 2025Q2: 18,069 shares; 2025Q3: 17,483 shares; 2025Q4: 16,579 shares; 2026Q1: 15,035 shares 15,035 $922K 0.09% -1,544 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: 3,800 shares; 2024Q4: 4,220 shares; 2025Q1: 4,492 shares; 2025Q2: 4,062 shares; 2025Q3: 4,168 shares; 2025Q4: 4,099 shares; 2026Q1: 4,501 shares 4,501 $893K 0.08% +402 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: 2,342 shares; 2024Q4: 2,370 shares; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: 2,625 shares; 2025Q4: 2,495 shares; 2026Q1: 2,681 shares 2,681 $874K 0.08% +186 Timeline XSMO 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: not reported; 2025Q2: 10,070 shares; 2025Q3: 10,710 shares; 2025Q4: 10,988 shares; 2026Q1: 11,439 shares 11,439 $870K 0.08% +451 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,019 shares; 2024Q4: 44,019 shares; 2025Q1: 40,719 shares; 2025Q2: 40,379 shares; 2025Q3: 39,379 shares; 2025Q4: 35,517 shares; 2026Q1: 35,517 shares 35,517 $868K 0.08% 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: 34,084 shares; 2024Q4: 31,846 shares; 2025Q1: 29,291 shares; 2025Q2: 25,741 shares; 2025Q3: 24,323 shares; 2025Q4: 24,374 shares; 2026Q1: 23,077 shares 23,077 $859K 0.08% -1,297 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: 14,004 shares; 2024Q4: 14,004 shares; 2025Q1: 19,687 shares; 2025Q2: 23,307 shares; 2025Q3: 24,679 shares; 2025Q4: 15,333 shares; 2026Q1: 15,156 shares 15,156 $853K 0.08% -177 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: not reported; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 6,012 shares; 2025Q4: 8,293 shares; 2026Q1: 9,118 shares 9,118 $843K 0.08% +825 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $830K 0.08% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 5,499 shares; 2025Q4: 5,084 shares; 2026Q1: 5,558 shares 5,558 $811K 0.08% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares 1,895 $808K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,732 shares; 2025Q2: 5,277 shares; 2025Q3: 5,277 shares; 2025Q4: 5,264 shares; 2026Q1: 5,426 shares 5,426 $794K 0.08% +162 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 9,847 shares; 2025Q1: 9,677 shares; 2025Q2: 9,528 shares; 2025Q3: 9,488 shares; 2025Q4: 9,249 shares; 2026Q1: 8,570 shares 8,570 $758K 0.07% -679 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,283 shares; 2025Q3: 24,283 shares; 2025Q4: 24,283 shares; 2026Q1: 24,283 shares 24,283 $745K 0.07% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,157 shares; 2024Q4: 37,053 shares; 2025Q1: 36,941 shares; 2025Q2: 36,907 shares; 2025Q3: 36,907 shares; 2025Q4: 36,907 shares; 2026Q1: 36,927 shares 36,927 $740K 0.07% +20 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 3,739 shares; 2025Q2: 3,653 shares; 2025Q3: 2,803 shares; 2025Q4: 2,803 shares; 2026Q1: 5,404 shares 5,404 $732K 0.07% +2,601 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares 3,425 $714K 0.07% 0 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: 7,039 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,504 shares; 2025Q4: 6,504 shares; 2026Q1: 6,157 shares 6,157 $713K 0.07% -347 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: 14,644 shares; 2024Q4: 13,731 shares; 2025Q1: 14,081 shares; 2025Q2: 14,066 shares; 2025Q3: 13,493 shares; 2025Q4: 13,293 shares; 2026Q1: 12,784 shares 12,784 $692K 0.07% -509 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: 1,032 shares; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 957 shares; 2025Q3: 1,007 shares; 2025Q4: 982 shares; 2026Q1: 1,002 shares 1,002 $684K 0.06% +20 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: 13,288 shares; 2024Q4: 14,160 shares; 2025Q1: 14,033 shares; 2025Q2: 14,065 shares; 2025Q3: 15,065 shares; 2025Q4: 14,565 shares; 2026Q1: 13,876 shares 13,876 $676K 0.06% -689 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,816 shares; 2025Q1: 9,704 shares; 2025Q2: 9,524 shares; 2025Q3: 9,359 shares; 2025Q4: 9,055 shares; 2026Q1: 8,690 shares 8,690 $670K 0.06% -365 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 647 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 5,446 shares 5,446 $629K 0.06% +4,799 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,181 shares; 2024Q4: 18,973 shares; 2025Q1: 19,220 shares; 2025Q2: 19,162 shares; 2025Q3: 19,463 shares; 2025Q4: 13,823 shares; 2026Q1: 13,461 shares 13,461 $617K 0.06% -362 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,362 shares; 2024Q4: 16,168 shares; 2025Q1: 16,335 shares; 2025Q2: 15,169 shares; 2025Q3: 15,330 shares; 2025Q4: 15,482 shares; 2026Q1: 15,711 shares 15,711 $616K 0.06% +229 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: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 674 shares 674 $603K 0.06% +1 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: 5,397 shares; 2024Q4: 5,196 shares; 2025Q1: 5,396 shares; 2025Q2: 5,371 shares; 2025Q3: 5,196 shares; 2025Q4: 5,046 shares; 2026Q1: 4,931 shares 4,931 $598K 0.06% -115 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,907 shares; 2026Q1: 5,030 shares 5,030 $569K 0.05% +123 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 6,843 shares; 2025Q1: 9,304 shares; 2025Q2: 11,025 shares; 2025Q3: 11,985 shares; 2025Q4: 12,403 shares; 2026Q1: 12,492 shares 12,492 $565K 0.05% +89 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: 4,696 shares; 2024Q4: not reported; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares; 2026Q1: 5,201 shares 5,201 $563K 0.05% +5 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: 1,066 shares; 2024Q4: 1,218 shares; 2025Q1: 1,206 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,045 shares 1,045 $562K 0.05% +1 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,959 shares; 2025Q4: 2,108 shares; 2026Q1: 2,168 shares 2,168 $551K 0.05% +60 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 2,012 shares; 2025Q1: 2,264 shares; 2025Q2: 2,225 shares; 2025Q3: 2,039 shares; 2025Q4: 2,507 shares; 2026Q1: 2,965 shares 2,965 $544K 0.05% +458 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: 1,688 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,923 shares 1,923 $537K 0.05% +2 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 8,814 shares; 2025Q3: 9,494 shares; 2025Q4: 10,139 shares; 2026Q1: 10,843 shares 10,843 $517K 0.05% +704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 450 shares; 2026Q1: 2,168 shares 2,168 $515K 0.05% +1,718 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: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 980 shares; 2026Q1: 1,035 shares 1,035 $513K 0.05% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,005 shares; 2026Q1: 3,455 shares 3,455 $512K 0.05% +450 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,869 shares; 2025Q3: 3,325 shares; 2025Q4: 3,482 shares; 2026Q1: 3,583 shares 3,583 $506K 0.05% +101 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 9,317 shares; 2025Q3: 9,177 shares; 2025Q4: 9,087 shares; 2026Q1: 9,098 shares 9,098 $503K 0.05% +11 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 3,300 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,550 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares 2,525 $498K 0.05% 0 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: 837 shares; 2024Q4: 1,091 shares; 2025Q1: 1,593 shares; 2025Q2: 1,621 shares; 2025Q3: 1,701 shares; 2025Q4: 1,935 shares; 2026Q1: 3,037 shares 3,037 $478K 0.05% +1,102 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,487 shares; 2025Q1: 4,386 shares; 2025Q2: 4,383 shares; 2025Q3: 4,296 shares; 2025Q4: 4,453 shares; 2026Q1: 2,677 shares 2,677 $464K 0.04% -1,776 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,362 shares; 2024Q4: 25,411 shares; 2025Q1: 22,588 shares; 2025Q2: 22,500 shares; 2025Q3: 16,264 shares; 2025Q4: 10,202 shares; 2026Q1: 8,915 shares 8,915 $463K 0.04% -1,287 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,819 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 5,135 shares; 2025Q3: 4,719 shares; 2025Q4: 4,080 shares; 2026Q1: 3,028 shares 3,028 $458K 0.04% -1,052 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: 1,656 shares; 2024Q4: 1,778 shares; 2025Q1: 1,718 shares; 2025Q2: 1,800 shares; 2025Q3: 1,900 shares; 2025Q4: 1,850 shares; 2026Q1: 1,855 shares 1,855 $458K 0.04% +5 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: 1,574 shares; 2024Q4: 1,630 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,614 shares; 2025Q4: 1,564 shares; 2026Q1: 1,366 shares 1,366 $449K 0.04% -198 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,172 shares; 2026Q1: 3,873 shares 3,873 $447K 0.04% -1,299 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: 1,314 shares; 2025Q4: 1,374 shares; 2026Q1: 1,383 shares 1,383 $444K 0.04% +9 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,863 shares; 2025Q2: 5,863 shares; 2025Q3: 5,863 shares; 2025Q4: 5,863 shares; 2026Q1: 5,863 shares 5,863 $442K 0.04% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 10,043 shares; 2025Q1: 10,043 shares; 2025Q2: 10,043 shares; 2025Q3: 10,043 shares; 2025Q4: 9,473 shares; 2026Q1: 9,473 shares 9,473 $427K 0.04% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 7,551 shares; 2026Q1: 7,867 shares 7,867 $426K 0.04% +316 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 556 shares; 2025Q4: 905 shares; 2026Q1: 969 shares 969 $419K 0.04% +64 Timeline ITOT 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: 2,348 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares 2,881 $410K 0.04% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares 4,230 $401K 0.04% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,378 shares; 2024Q4: 11,378 shares; 2025Q1: 11,378 shares; 2025Q2: 11,378 shares; 2025Q3: 11,378 shares; 2025Q4: 11,378 shares; 2026Q1: 11,378 shares 11,378 $400K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,219 shares; 2025Q3: 6,991 shares; 2025Q4: 6,991 shares; 2026Q1: 6,991 shares 6,991 $397K 0.04% 0 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: 2,104 shares; 2024Q4: 2,901 shares; 2025Q1: 2,482 shares; 2025Q2: 1,423 shares; 2025Q3: 1,138 shares; 2025Q4: 1,077 shares; 2026Q1: 1,078 shares 1,078 $384K 0.04% +1 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: 4,636 shares; 2024Q4: 4,335 shares; 2025Q1: 4,135 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 3,884 shares; 2026Q1: 3,971 shares 3,971 $383K 0.04% +87 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $375K 0.04% 0 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: 1,057 shares; 2024Q4: 1,130 shares; 2025Q1: 1,270 shares; 2025Q2: 1,607 shares; 2025Q3: 1,931 shares; 2025Q4: 1,769 shares; 2026Q1: 1,773 shares 1,773 $372K 0.04% +4 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,764 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,755 shares 1,755 $371K 0.04% +40 Timeline VLUE 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: 1,898 shares; 2025Q4: 2,119 shares; 2026Q1: 2,604 shares 2,604 $370K 0.04% +485 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,492 shares 12,492 $364K 0.03% +492 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 2,845 shares; 2025Q1: 2,695 shares; 2025Q2: 2,695 shares; 2025Q3: 2,695 shares; 2025Q4: 2,695 shares; 2026Q1: 2,695 shares 2,695 $353K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares 2,034 $334K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,813 shares 2,813 $334K 0.03% +413 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: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,344 shares; 2025Q2: 4,189 shares; 2025Q3: 4,189 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares 3,688 $332K 0.03% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,706 shares; 2025Q1: 1,636 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares 2,236 $327K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares 1,522 $325K 0.03% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,365 shares; 2025Q4: 6,365 shares; 2026Q1: 6,365 shares 6,365 $321K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,779 shares; 2025Q3: 2,621 shares; 2025Q4: 5,242 shares; 2026Q1: 5,242 shares 5,242 $321K 0.03% 0 Timeline BBEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,358 shares 4,358 $316K 0.03% 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: 547 shares; 2024Q4: 564 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 715 shares; 2025Q4: 615 shares; 2026Q1: 629 shares 629 $309K 0.03% +14 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 562 shares 562 $309K 0.03% +2 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 336 shares; 2026Q1: 492 shares 492 $303K 0.03% +156 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,821 shares; 2025Q2: 20,821 shares; 2025Q3: 21,178 shares; 2025Q4: 21,283 shares; 2026Q1: 21,283 shares 21,283 $299K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $292K 0.03% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $285K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,088 shares; 2025Q1: 1,998 shares; 2025Q2: 1,998 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,451 shares 1,451 $284K 0.03% -456 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: not reported; 2025Q1: 3,431 shares; 2025Q2: 3,421 shares; 2025Q3: 3,421 shares; 2025Q4: 3,354 shares; 2026Q1: 3,359 shares 3,359 $281K 0.03% +5 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 931 shares; 2025Q4: 831 shares; 2026Q1: 817 shares 817 $279K 0.03% -14 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,613 shares; 2025Q3: 3,533 shares; 2025Q4: 3,533 shares; 2026Q1: 3,538 shares 3,538 $274K 0.03% +5 Timeline KRE 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: 4,106 shares; 2024Q4: 4,299 shares; 2025Q1: 4,106 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 4,106 shares; 2026Q1: 4,106 shares 4,106 $268K 0.03% 0 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: 6,220 shares; 2024Q4: 6,520 shares; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,360 shares; 2026Q1: 6,507 shares 6,507 $267K 0.03% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,065 shares; 2026Q1: 2,107 shares 2,107 $266K 0.03% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,244 shares; 2025Q4: 1,215 shares; 2026Q1: 1,205 shares 1,205 $259K 0.02% -10 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,974 shares; 2024Q4: 14,313 shares; 2025Q1: 15,861 shares; 2025Q2: 14,892 shares; 2025Q3: 14,966 shares; 2025Q4: 14,902 shares; 2026Q1: 13,450 shares 13,450 $251K 0.02% -1,452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares 1,178 $239K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,698 shares; 2026Q1: 3,061 shares 3,061 $233K 0.02% -637 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: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 548 shares 548 $233K 0.02% +27 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,462 shares; 2024Q4: 10,450 shares; 2025Q1: 10,410 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 10,341 shares; 2026Q1: 10,341 shares 10,341 $233K 0.02% 0 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: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares 5,650 $230K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 545 shares; 2026Q1: 585 shares 585 $228K 0.02% +40 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 4,150 shares; 2025Q4: 1,650 shares; 2026Q1: 4,546 shares 4,546 $227K 0.02% +2,896 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 4,245 shares; 2025Q1: 4,099 shares; 2025Q2: 4,099 shares; 2025Q3: 3,564 shares; 2025Q4: 3,160 shares; 2026Q1: 3,165 shares 3,165 $226K 0.02% +5 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: 972 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 989 shares; 2025Q4: 901 shares; 2026Q1: 841 shares 841 $224K 0.02% -60 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares; 2026Q1: 3,090 shares 3,090 $222K 0.02% -25 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 1,922 shares; 2026Q1: 1,922 shares 1,922 $219K 0.02% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares 4,351 $215K 0.02% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $215K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 3,345 shares; 2025Q4: 2,595 shares; 2026Q1: 2,321 shares 2,321 $214K 0.02% -274 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $208K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,028 shares 2,028 $202K 0.02% -29 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: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,076 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026 $201K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,300 shares; 2025Q4: 2,988 shares; 2026Q1: 2,289 shares 2,289 $201K 0.02% -699 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares 1,738 $184K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 2,619 shares 2,619 $183K 0.02% +1,025 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: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,305 shares 1,305 $182K 0.02% +5 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $182K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 2,469 shares 2,469 $182K 0.02% +1,700 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,158 shares; 2025Q4: 2,464 shares; 2026Q1: 4,443 shares 4,443 $181K 0.02% +1,979 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 3,692 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares 3,692 $180K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: not reported; 2025Q4: 1,051 shares; 2026Q1: 1,900 shares 1,900 $176K 0.02% +849 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 5,655 shares; 2025Q1: not reported; 2025Q2: 4,357 shares; 2025Q3: 4,251 shares; 2025Q4: 4,171 shares; 2026Q1: 4,181 shares 4,181 $174K 0.02% +10 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $172K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,468 shares; 2025Q3: 5,361 shares; 2025Q4: 5,361 shares; 2026Q1: 5,061 shares 5,061 $170K 0.02% -300 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: 1,172 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,474 shares 2,474 $169K 0.02% -198 Timeline JMUB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 3,273 shares 3,273 $164K 0.02% +1,077 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,508 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,582 shares 2,582 $162K 0.02% +74 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,517 shares 1,517 $156K 0.01% -81 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares; 2026Q1: 6,078 shares 6,078 $156K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $155K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares 1,520 $153K 0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,527 shares; 2025Q3: 5,527 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares 5,527 $151K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,735 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,618 shares 1,618 $149K 0.01% -230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,355 shares 1,355 $149K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 2,611 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $148K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $148K 0.01% 0 Timeline QQEW 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: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $147K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 2,416 shares 2,416 $144K 0.01% +1,994 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 312 shares 312 $144K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares 1,843 $142K 0.01% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares 9,400 $142K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,399 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,229 shares; 2025Q4: 1,029 shares; 2026Q1: 413 shares 413 $140K 0.01% -616 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028 $139K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $136K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,431 shares; 2025Q1: 1,361 shares; 2025Q2: 1,361 shares; 2025Q3: 1,357 shares; 2025Q4: 1,289 shares; 2026Q1: 1,152 shares 1,152 $136K 0.01% -137 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $135K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $133K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 16 shares; 2025Q3: 16 shares; 2025Q4: 951 shares; 2026Q1: 651 shares 651 $133K 0.01% -300 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: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $133K 0.01% 0 Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,795 shares; 2024Q4: 33,795 shares; 2025Q1: 33,795 shares; 2025Q2: 33,795 shares; 2025Q3: 33,795 shares; 2025Q4: 33,795 shares; 2026Q1: 83,795 shares 83,795 $132K 0.01% +50,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares 1,231 $132K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,900 shares; 2025Q3: 2,200 shares; 2025Q4: 2,760 shares; 2026Q1: 2,760 shares 2,760 $130K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $129K 0.01% 0 Timeline CIBR 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: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares 2,020 $127K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,913 shares; 2024Q4: 14,443 shares; 2025Q1: 10,420 shares; 2025Q2: 9,301 shares; 2025Q3: 9,664 shares; 2025Q4: 8,314 shares; 2026Q1: 7,516 shares 7,516 $126K 0.01% -798 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $126K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,148 shares; 2025Q4: 729 shares; 2026Q1: 1,103 shares 1,103 $125K 0.01% +374 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,450 shares; 2025Q4: 1,400 shares; 2026Q1: 1,200 shares 1,200 $124K 0.01% -200 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $124K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $122K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $121K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $120K 0.01% 0 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH 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: 36,900 shares; 2025Q4: 36,900 shares; 2026Q1: 36,900 shares 36,900 $120K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $119K 0.01% 0 Timeline HYG 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $119K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares 1,744 $117K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 1,776 shares; 2026Q1: 1,786 shares 1,786 $116K 0.01% +10 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,297 shares 1,297 $115K 0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 523 shares 523 $115K 0.01% +258 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,222 shares; 2026Q1: 1,227 shares 1,227 $115K 0.01% +5 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares; 2026Q1: 4,773 shares 4,773 $114K 0.01% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,552 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares 1,428 $113K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 1,345 shares 1,345 $111K 0.01% +1,175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 605 shares 605 $110K 0.01% -41 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 245 shares 245 $109K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 2,356 shares 2,356 $109K 0.01% +998 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares; 2026Q1: 1,333 shares 1,333 $109K 0.01% -34 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,405 shares 1,405 $102K 0.01% +5 Timeline AAON AAON INC More: the full row for AAON 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: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $102K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 316 shares 316 $101K 0.01% +1 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,795 shares; 2026Q1: 2,800 shares 2,800 $100K 0.01% +5 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: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $99K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,574 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 1,218 shares; 2026Q1: 1,223 shares 1,223 $99K 0.01% +5 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: 476 shares; 2024Q4: 600 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 752 shares; 2025Q4: 4,002 shares; 2026Q1: 940 shares 940 $98.3K 0.01% -3,062 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL 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: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $98.2K 0.01% 0 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: 8,612 shares; 2025Q3: 7,612 shares; 2025Q4: 6,177 shares; 2026Q1: 6,177 shares 6,177 $96.7K 0.01% 0 Timeline QTEC 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: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares 444 $95.9K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 301 shares 301 $94.5K 0.01% 0 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,940 shares; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 7,940 shares; 2025Q4: 5,940 shares; 2026Q1: 3,640 shares 3,640 $93.4K 0.01% -2,300 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 1,826 shares; 2025Q3: 1,626 shares; 2025Q4: 1,442 shares; 2026Q1: 1,411 shares 1,411 $92.1K 0.01% -31 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $91.8K 0.01% 0 Timeline HPQ HP INC More: the full row for HP 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: 5,313 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares; 2026Q1: 4,766 shares 4,766 $91.6K 0.01% -537 Timeline FDN 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: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares 388 $90.8K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares 4,556 $89.7K 0.01% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,115 shares 1,115 $88.1K 0.01% 0 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,246 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,385 shares 2,385 $88K 0.01% +139 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: 368 shares; 2024Q4: 1,521 shares; 2025Q1: 1,206 shares; 2025Q2: 144 shares; 2025Q3: 130 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $87.3K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 592 shares; 2026Q1: 592 shares 592 $86.8K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT 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: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $86.1K 0.01% 0 Timeline FXL 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: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $83.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 922 shares 922 $83.5K 0.01% -400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 668 shares; 2026Q1: 613 shares 613 $83K 0.01% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 1,137 shares 1,137 $82.8K 0.01% +788 Timeline WIP 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: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares 2,083 $82.5K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $82.4K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,225 shares; 2026Q1: 1,800 shares 1,800 $81.5K 0.01% +575 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 383 shares 383 $81.3K 0.01% +209 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $80.9K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 1,409 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $80.1K 0.01% 0 Timeline BBCA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 846 shares 846 $79.6K 0.01% +834 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: 1,863 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares 1,075 $78.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 394 shares 394 $78.1K 0.01% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 291 shares 291 $77.4K 0.01% +97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $76.7K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 1,000 shares 1,000 $75.1K 0.01% +65 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029 $75K 0.01% 0 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: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $74.6K 0.01% 0 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: 1,746 shares; 2024Q4: 1,902 shares; 2025Q1: 1,752 shares; 2025Q2: 1,738 shares; 2025Q3: 1,764 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $73.8K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 695 shares 695 $73.5K 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,721 shares; 2025Q4: 1,571 shares; 2026Q1: 1,198 shares 1,198 $73.3K 0.01% -373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 451 shares 451 $73.3K 0.01% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $73K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV 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: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $72.8K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: 1,041 shares; 2025Q4: 951 shares; 2026Q1: 951 shares 951 $72.6K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares 3,435 $70.8K 0.01% 0 Timeline BBJP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 1,022 shares 1,022 $70.4K 0.01% +967 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 891 shares 891 $69.9K 0.01% +394 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $69.5K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $69.3K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $68.7K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 250 shares; 2025Q4: 731 shares; 2026Q1: 928 shares 928 $67.2K 0.01% +197 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 2,489 shares; 2025Q4: 2,031 shares; 2026Q1: 1,585 shares 1,585 $65.9K 0.01% -446 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $65.8K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $65.6K 0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,799 shares; 2025Q1: 6,544 shares; 2025Q2: 7,144 shares; 2025Q3: 6,441 shares; 2025Q4: 4,217 shares; 2026Q1: 3,692 shares 3,692 $65.5K 0.01% -525 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $63.7K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $63.4K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $63.1K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 652 shares; 2026Q1: 652 shares 652 $62.9K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares 1,563 $62.4K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 875 shares 875 $62.2K 0.01% +5 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 1,221 shares 1,221 $62K 0.01% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $62K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $62K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 396 shares; 2026Q1: 466 shares 466 $61.9K 0.01% +70 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 8,247 shares; 2025Q1: 9,121 shares; 2025Q2: 2,770 shares; 2025Q3: 2,156 shares; 2025Q4: 1,615 shares; 2026Q1: 1,585 shares 1,585 $61.8K 0.01% -30 Timeline ALC ALCON AG More: the full row for ALCON AG 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: 1,188 shares; 2025Q3: 1,168 shares; 2025Q4: 1,021 shares; 2026Q1: 820 shares 820 $61.8K 0.01% -201 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares 2,380 $61.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 56 shares 56 $61.2K 0.01% -10 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 141 shares 141 $61.2K 0.01% -24 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,351 shares; 2024Q4: 20,438 shares; 2025Q1: 20,137 shares; 2025Q2: 15,971 shares; 2025Q3: 17,401 shares; 2025Q4: 2,038 shares; 2026Q1: 1,876 shares 1,876 $60.1K 0.01% -162 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 856 shares; 2025Q4: 839 shares; 2026Q1: 839 shares 839 $59.7K 0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares 470 $59.2K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 550 shares 550 $58.7K 0.01% -100 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 309 shares 309 $58.6K 0.01% -51 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $58.5K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 789 shares 789 $56.6K 0.01% +5 Timeline RFG 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: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $55.9K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 344 shares 344 $55.9K 0.01% +72 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 203 shares 203 $55.9K 0.01% +101 Timeline RZG 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: not reported; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares 975 $55.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 907 shares 907 $55.4K 0.01% +645 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares 1,720 $52.4K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 418 shares 418 $52.3K <0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD 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: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares 3,221 $52.1K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 857 shares; 2026Q1: 862 shares 862 $51K <0.01% +5 Timeline BBAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 856 shares 856 $50.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $50.6K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $50.5K <0.01% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA 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: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $49K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares 591 $48.8K <0.01% 0 Timeline SPTM 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: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $48.1K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 566 shares 566 $47.9K <0.01% +153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $47.8K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $47.7K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 1,286 shares 1,286 $47.6K <0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $47.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,415 shares 9,415 $47.4K <0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $47.1K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $46.8K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $46.7K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL 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: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,415 shares 1,415 $46.3K <0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $44.6K <0.01% 0 Timeline SPIB 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: 1,918 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $44.3K <0.01% 0 Timeline UPGD 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: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $43.7K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $43.5K <0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $43.5K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 525 shares 525 $43.4K <0.01% +275 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 302 shares; 2025Q3: 302 shares; 2025Q4: 287 shares; 2026Q1: 212 shares 212 $43.3K <0.01% -75 Timeline AVT AVNET INC More: the full row for AVNET 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: 699 shares 699 $43.1K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $42.8K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $42.8K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $42.7K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION 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: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,245 shares; 2026Q1: 1,199 shares 1,199 $42.5K <0.01% -46 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares 891 $42.4K <0.01% new Timeline IBB 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: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.2K <0.01% 0 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 3,920 shares 3,920 $42.2K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $41.3K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,063 shares; 2025Q3: 3,051 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares 3,040 $41.1K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $40K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares 483 $39.9K <0.01% 0 Timeline USHY 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: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $39.8K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 4,119 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares; 2026Q1: 4,119 shares 4,119 $39.2K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO 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: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $38.9K <0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,191 shares; 2026Q1: 1,191 shares 1,191 $38.3K <0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $37.4K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $37.3K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $37.2K <0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $37K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 137 shares; 2026Q1: 138 shares 138 $36.7K <0.01% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $36.6K <0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $35.9K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $35.9K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 48 shares; 2026Q1: 49 shares 49 $35.7K <0.01% +1 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $35.1K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $34.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $34.5K <0.01% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares 381 $34.3K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 359 shares; 2025Q3: 359 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $34.1K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 134 shares; 2026Q1: 134 shares 134 $34.1K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares 384 $33.9K <0.01% 0 Timeline IVLU 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: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 851 shares 851 $33.8K <0.01% +628 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares 386 $33.5K <0.01% new Timeline FTS FORTIS INC More: the full row for FORTIS 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: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 597 shares 597 $33.3K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 63 shares; 2026Q1: 102 shares 102 $32.9K <0.01% +39 Timeline