SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 388,123 shares; 2025Q1: 437,167 shares; 2025Q2: 469,548 shares; 2025Q3: not loaded; 2025Q4: 482,047 shares; 2026Q1: 488,164 shares 488,164 $36.7M 16.09% +6,117 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: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $23M 10.07% 0 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: restricted; 2024Q4: 168,665 shares; 2025Q1: 158,738 shares; 2025Q2: 155,863 shares; 2025Q3: not loaded; 2025Q4: 160,393 shares; 2026Q1: 208,600 shares 208,600 $14.1M 6.17% +48,207 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: restricted; 2024Q4: 19,389 shares; 2025Q1: 19,837 shares; 2025Q2: 19,204 shares; 2025Q3: not loaded; 2025Q4: 19,121 shares; 2026Q1: 19,002 shares 19,002 $12.4M 5.42% -119 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: restricted; 2024Q4: 21,301 shares; 2025Q1: 21,490 shares; 2025Q2: 21,522 shares; 2025Q3: not loaded; 2025Q4: 24,299 shares; 2026Q1: 24,490 shares 24,490 $6.07M 2.66% +191 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: restricted; 2024Q4: 16,471 shares; 2025Q1: 16,705 shares; 2025Q2: 16,434 shares; 2025Q3: not loaded; 2025Q4: 16,316 shares; 2026Q1: 16,320 shares 16,320 $6.04M 2.65% +4 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: restricted; 2024Q4: 43,781 shares; 2025Q1: 43,258 shares; 2025Q2: 42,322 shares; 2025Q3: not loaded; 2025Q4: 40,127 shares; 2026Q1: 39,294 shares 39,294 $5.82M 2.55% -833 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,293 shares; 2025Q1: 21,937 shares; 2025Q2: 21,520 shares; 2025Q3: not loaded; 2025Q4: 21,313 shares; 2026Q1: 20,981 shares 20,981 $5.32M 2.33% -332 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: restricted; 2024Q4: 15,806 shares; 2025Q1: 15,929 shares; 2025Q2: 31,028 shares; 2025Q3: not loaded; 2025Q4: 30,644 shares; 2026Q1: 30,132 shares 30,132 $5.11M 2.24% -512 Timeline GVI 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: restricted; 2024Q4: 28,277 shares; 2025Q1: 33,930 shares; 2025Q2: 34,797 shares; 2025Q3: not loaded; 2025Q4: 38,115 shares; 2026Q1: 41,311 shares 41,311 $4.41M 1.93% +3,196 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: restricted; 2024Q4: 15,555 shares; 2025Q1: 15,685 shares; 2025Q2: 15,671 shares; 2025Q3: not loaded; 2025Q4: 14,933 shares; 2026Q1: 14,553 shares 14,553 $4.18M 1.83% -380 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: restricted; 2024Q4: 6,811 shares; 2025Q1: 6,799 shares; 2025Q2: 6,582 shares; 2025Q3: not loaded; 2025Q4: 6,575 shares; 2026Q1: 6,453 shares 6,453 $3.98M 1.74% -122 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: restricted; 2024Q4: 12,715 shares; 2025Q1: 12,853 shares; 2025Q2: 11,160 shares; 2025Q3: not loaded; 2025Q4: 10,829 shares; 2026Q1: 10,685 shares 10,685 $3.14M 1.38% -144 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: restricted; 2024Q4: 28,319 shares; 2025Q1: 26,203 shares; 2025Q2: 26,892 shares; 2025Q3: not loaded; 2025Q4: 23,785 shares; 2026Q1: 24,558 shares 24,558 $3.05M 1.34% +773 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: restricted; 2024Q4: 15,574 shares; 2025Q1: 16,451 shares; 2025Q2: 16,493 shares; 2025Q3: not loaded; 2025Q4: 17,174 shares; 2026Q1: 17,052 shares 17,052 $2.97M 1.3% -122 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: restricted; 2024Q4: 2,474 shares; 2025Q1: 2,456 shares; 2025Q2: 2,425 shares; 2025Q3: not loaded; 2025Q4: 2,366 shares; 2026Q1: 2,357 shares 2,357 $2.35M 1.03% -9 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: restricted; 2024Q4: 10,177 shares; 2025Q1: 10,678 shares; 2025Q2: 10,723 shares; 2025Q3: not loaded; 2025Q4: 10,473 shares; 2026Q1: 10,882 shares 10,882 $2.27M 0.99% +409 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: restricted; 2024Q4: 1,108 shares; 2025Q1: 1,184 shares; 2025Q2: 2,037 shares; 2025Q3: not loaded; 2025Q4: 3,773 shares; 2026Q1: 3,898 shares 3,898 $2.25M 0.99% +125 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: not loaded; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $1.97M 0.86% 0 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: restricted; 2024Q4: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 3,019 shares; 2025Q3: not loaded; 2025Q4: 2,674 shares; 2026Q1: 2,674 shares 2,674 $1.87M 0.82% 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: restricted; 2024Q4: 15,067 shares; 2025Q1: 14,648 shares; 2025Q2: 14,030 shares; 2025Q3: not loaded; 2025Q4: 12,364 shares; 2026Q1: 12,364 shares 12,364 $1.8M 0.79% 0 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: restricted; 2024Q4: 12,248 shares; 2025Q1: 11,139 shares; 2025Q2: 11,285 shares; 2025Q3: not loaded; 2025Q4: 10,922 shares; 2026Q1: 10,908 shares 10,908 $1.74M 0.76% -14 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: restricted; 2024Q4: 13,322 shares; 2025Q1: 13,248 shares; 2025Q2: 13,209 shares; 2025Q3: not loaded; 2025Q4: 12,178 shares; 2026Q1: 11,487 shares 11,487 $1.74M 0.76% -691 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: restricted; 2024Q4: 3,416 shares; 2025Q1: 3,365 shares; 2025Q2: 3,345 shares; 2025Q3: not loaded; 2025Q4: 3,284 shares; 2026Q1: 3,444 shares 3,444 $1.72M 0.75% +160 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: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,923 shares; 2025Q2: 1,531 shares; 2025Q3: not loaded; 2025Q4: 1,650 shares; 2026Q1: 1,633 shares 1,633 $1.5M 0.66% -17 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: restricted; 2024Q4: 12,533 shares; 2025Q1: 11,903 shares; 2025Q2: 11,401 shares; 2025Q3: not loaded; 2025Q4: 10,664 shares; 2026Q1: 10,359 shares 10,359 $1.5M 0.66% -305 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: restricted; 2024Q4: 6,789 shares; 2025Q1: 5,787 shares; 2025Q2: 7,053 shares; 2025Q3: not loaded; 2025Q4: 6,616 shares; 2026Q1: 6,594 shares 6,594 $1.36M 0.6% -22 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: restricted; 2024Q4: 6,056 shares; 2025Q1: 4,995 shares; 2025Q2: 4,785 shares; 2025Q3: not loaded; 2025Q4: 4,186 shares; 2026Q1: 4,298 shares 4,298 $1.33M 0.58% +112 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: restricted; 2024Q4: 5,353 shares; 2025Q1: 5,342 shares; 2025Q2: 5,182 shares; 2025Q3: not loaded; 2025Q4: 5,293 shares; 2026Q1: 5,209 shares 5,209 $1.27M 0.56% -84 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: restricted; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: not loaded; 2025Q4: 4,578 shares; 2026Q1: 4,415 shares 4,415 $1.27M 0.56% -163 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: restricted; 2024Q4: 4,535 shares; 2025Q1: 4,341 shares; 2025Q2: 4,258 shares; 2025Q3: not loaded; 2025Q4: 4,254 shares; 2026Q1: 3,907 shares 3,907 $1.21M 0.53% -347 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: restricted; 2024Q4: 2,165 shares; 2025Q1: 2,097 shares; 2025Q2: 2,042 shares; 2025Q3: not loaded; 2025Q4: 2,089 shares; 2026Q1: 2,073 shares 2,073 $1.19M 0.52% -16 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: restricted; 2024Q4: 6,333 shares; 2025Q1: 6,333 shares; 2025Q2: 6,333 shares; 2025Q3: not loaded; 2025Q4: 6,372 shares; 2026Q1: 6,053 shares 6,053 $1.17M 0.51% -319 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: restricted; 2024Q4: 12,184 shares; 2025Q1: 12,135 shares; 2025Q2: 11,568 shares; 2025Q3: not loaded; 2025Q4: 10,219 shares; 2026Q1: 10,170 shares 10,170 $1.15M 0.5% -49 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: restricted; 2024Q4: 7,301 shares; 2025Q1: 7,301 shares; 2025Q2: 7,604 shares; 2025Q3: not loaded; 2025Q4: 8,324 shares; 2026Q1: 15,098 shares 15,098 $1.13M 0.5% +6,774 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: restricted; 2024Q4: 6,029 shares; 2025Q1: 6,029 shares; 2025Q2: 5,915 shares; 2025Q3: not loaded; 2025Q4: 5,873 shares; 2026Q1: 5,507 shares 5,507 $1.12M 0.49% -366 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: restricted; 2024Q4: 8,150 shares; 2025Q1: 7,506 shares; 2025Q2: 7,486 shares; 2025Q3: not loaded; 2025Q4: 7,189 shares; 2026Q1: 7,056 shares 7,056 $1.1M 0.48% -133 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: restricted; 2024Q4: 5,652 shares; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: not loaded; 2025Q4: 5,228 shares; 2026Q1: 5,064 shares 5,064 $1.09M 0.48% -164 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: restricted; 2024Q4: 20,923 shares; 2025Q1: 20,923 shares; 2025Q2: 21,462 shares; 2025Q3: not loaded; 2025Q4: 21,244 shares; 2026Q1: 20,061 shares 20,061 $1.09M 0.48% -1,183 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: restricted; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,566 shares; 2025Q3: not loaded; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares 1,511 $1.07M 0.47% 0 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: restricted; 2024Q4: 3,162 shares; 2025Q1: 3,342 shares; 2025Q2: 3,302 shares; 2025Q3: not loaded; 2025Q4: 3,293 shares; 2026Q1: 3,247 shares 3,247 $1.07M 0.47% -46 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: restricted; 2024Q4: 3,588 shares; 2025Q1: 3,350 shares; 2025Q2: 3,316 shares; 2025Q3: not loaded; 2025Q4: 3,359 shares; 2026Q1: 3,205 shares 3,205 $1.05M 0.46% -154 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: restricted; 2024Q4: 5,044 shares; 2025Q1: 4,950 shares; 2025Q2: 4,724 shares; 2025Q3: not loaded; 2025Q4: 4,724 shares; 2026Q1: 4,671 shares 4,671 $1.02M 0.45% -53 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: restricted; 2024Q4: 7,581 shares; 2025Q1: 8,193 shares; 2025Q2: 8,344 shares; 2025Q3: not loaded; 2025Q4: 8,489 shares; 2026Q1: 8,785 shares 8,785 $1.01M 0.44% +296 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: restricted; 2024Q4: 4,543 shares; 2025Q1: 3,552 shares; 2025Q2: 3,416 shares; 2025Q3: not loaded; 2025Q4: 3,447 shares; 2026Q1: 3,363 shares 3,363 $981K 0.43% -84 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: restricted; 2024Q4: 7,135 shares; 2025Q1: 7,104 shares; 2025Q2: 7,114 shares; 2025Q3: not loaded; 2025Q4: 6,200 shares; 2026Q1: 6,597 shares 6,597 $970K 0.43% +397 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: restricted; 2024Q4: 1,977 shares; 2025Q1: 1,827 shares; 2025Q2: 1,801 shares; 2025Q3: not loaded; 2025Q4: 1,747 shares; 2026Q1: 1,552 shares 1,552 $938K 0.41% -195 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: restricted; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,208 shares; 2025Q3: not loaded; 2025Q4: 2,194 shares; 2026Q1: 2,084 shares 2,084 $889K 0.39% -110 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,792 shares; 2025Q1: 16,792 shares; 2025Q2: 16,032 shares; 2025Q3: not loaded; 2025Q4: 16,032 shares; 2026Q1: 16,673 shares 16,673 $876K 0.38% +641 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: restricted; 2024Q4: 8,917 shares; 2025Q1: 8,645 shares; 2025Q2: 8,645 shares; 2025Q3: not loaded; 2025Q4: 8,645 shares; 2026Q1: 8,528 shares 8,528 $876K 0.38% -117 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: restricted; 2024Q4: 3,250 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: not loaded; 2025Q4: 2,989 shares; 2026Q1: 2,723 shares 2,723 $874K 0.38% -266 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,028 shares; 2025Q1: 20,028 shares; 2025Q2: 18,856 shares; 2025Q3: not loaded; 2025Q4: 17,636 shares; 2026Q1: 17,636 shares 17,636 $871K 0.38% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,114 shares; 2025Q1: 14,114 shares; 2025Q2: 12,564 shares; 2025Q3: not loaded; 2025Q4: 12,496 shares; 2026Q1: 12,496 shares 12,496 $866K 0.38% 0 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: restricted; 2024Q4: 1,197 shares; 2025Q1: 3,098 shares; 2025Q2: 3,038 shares; 2025Q3: not loaded; 2025Q4: 2,890 shares; 2026Q1: 2,897 shares 2,897 $822K 0.36% +7 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: restricted; 2024Q4: 3,920 shares; 2025Q1: 3,920 shares; 2025Q2: 3,716 shares; 2025Q3: not loaded; 2025Q4: 3,581 shares; 2026Q1: 3,581 shares 3,581 $809K 0.35% 0 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: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,282 shares; 2025Q2: 2,258 shares; 2025Q3: not loaded; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $754K 0.33% 0 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: restricted; 2024Q4: 495 shares; 2025Q1: 634 shares; 2025Q2: 735 shares; 2025Q3: not loaded; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares 2,027 $754K 0.33% 0 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: restricted; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,545 shares; 2025Q3: not loaded; 2025Q4: 2,510 shares; 2026Q1: 2,484 shares 2,484 $751K 0.33% -26 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: restricted; 2024Q4: 185 shares; 2025Q1: 309 shares; 2025Q2: 660 shares; 2025Q3: not loaded; 2025Q4: 827 shares; 2026Q1: 854 shares 854 $745K 0.33% +27 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,090 shares; 2025Q2: 1,072 shares; 2025Q3: not loaded; 2025Q4: 995 shares; 2026Q1: 1,020 shares 1,020 $742K 0.33% +25 Timeline VDE 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: restricted; 2024Q4: 4,229 shares; 2025Q1: 4,229 shares; 2025Q2: 4,229 shares; 2025Q3: not loaded; 2025Q4: 4,229 shares; 2026Q1: 4,229 shares 4,229 $732K 0.32% 0 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: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,391 shares; 2025Q2: 1,396 shares; 2025Q3: not loaded; 2025Q4: 1,478 shares; 2026Q1: 1,486 shares 1,486 $730K 0.32% +8 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: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,057 shares; 2025Q3: not loaded; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares 2,027 $693K 0.3% 0 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: restricted; 2024Q4: 8,219 shares; 2025Q1: 8,258 shares; 2025Q2: 8,814 shares; 2025Q3: not loaded; 2025Q4: 8,919 shares; 2026Q1: 8,211 shares 8,211 $637K 0.28% -708 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: restricted; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 931 shares; 2025Q3: not loaded; 2025Q4: 931 shares; 2026Q1: 974 shares 974 $636K 0.28% +43 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: restricted; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: not loaded; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $615K 0.27% 0 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: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: not loaded; 2025Q4: 1,243 shares; 2026Q1: 1,243 shares 1,243 $596K 0.26% 0 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: restricted; 2024Q4: 6,796 shares; 2025Q1: 6,796 shares; 2025Q2: 6,796 shares; 2025Q3: not loaded; 2025Q4: 6,805 shares; 2026Q1: 6,104 shares 6,104 $589K 0.26% -701 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: restricted; 2024Q4: 5,685 shares; 2025Q1: 5,343 shares; 2025Q2: 5,313 shares; 2025Q3: not loaded; 2025Q4: 5,238 shares; 2026Q1: 4,833 shares 4,833 $581K 0.25% -405 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: restricted; 2024Q4: 10,097 shares; 2025Q1: 10,137 shares; 2025Q2: 9,797 shares; 2025Q3: not loaded; 2025Q4: 9,722 shares; 2026Q1: 9,550 shares 9,550 $579K 0.25% -172 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: restricted; 2024Q4: 7,188 shares; 2025Q1: 7,184 shares; 2025Q2: 7,104 shares; 2025Q3: not loaded; 2025Q4: 7,578 shares; 2026Q1: 7,610 shares 7,610 $579K 0.25% +32 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: restricted; 2024Q4: 1,472 shares; 2025Q1: 1,296 shares; 2025Q2: 1,152 shares; 2025Q3: not loaded; 2025Q4: 1,154 shares; 2026Q1: 1,131 shares 1,131 $561K 0.25% -23 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: restricted; 2024Q4: 9,162 shares; 2025Q1: 9,112 shares; 2025Q2: 9,882 shares; 2025Q3: not loaded; 2025Q4: 10,070 shares; 2026Q1: 9,659 shares 9,659 $557K 0.24% -411 Timeline MGC 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: restricted; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: not loaded; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares 2,327 $550K 0.24% 0 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: restricted; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,329 shares; 2025Q3: not loaded; 2025Q4: 5,647 shares; 2026Q1: 5,647 shares 5,647 $549K 0.24% 0 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: restricted; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,101 shares; 2025Q3: not loaded; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares 2,196 $519K 0.23% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,096 shares; 2025Q2: 2,124 shares; 2025Q3: not loaded; 2025Q4: 2,261 shares; 2026Q1: 2,099 shares 2,099 $509K 0.22% -162 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: restricted; 2024Q4: 2,803 shares; 2025Q1: 2,227 shares; 2025Q2: 2,205 shares; 2025Q3: not loaded; 2025Q4: 2,250 shares; 2026Q1: 2,095 shares 2,095 $508K 0.22% -155 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: restricted; 2024Q4: 4,040 shares; 2025Q1: 4,018 shares; 2025Q2: 3,764 shares; 2025Q3: not loaded; 2025Q4: 3,629 shares; 2026Q1: 2,492 shares 2,492 $494K 0.22% -1,137 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: restricted; 2024Q4: 1,127 shares; 2025Q1: 2,623 shares; 2025Q2: 3,155 shares; 2025Q3: not loaded; 2025Q4: 3,100 shares; 2026Q1: 3,377 shares 3,377 $488K 0.21% +277 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: restricted; 2024Q4: 5,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: not loaded; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares 5,174 $481K 0.21% 0 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: restricted; 2024Q4: 11,636 shares; 2025Q1: 11,636 shares; 2025Q2: 11,269 shares; 2025Q3: not loaded; 2025Q4: 10,325 shares; 2026Q1: 9,832 shares 9,832 $479K 0.21% -493 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: restricted; 2024Q4: 4,557 shares; 2025Q1: 4,546 shares; 2025Q2: 2,966 shares; 2025Q3: not loaded; 2025Q4: 2,583 shares; 2026Q1: 2,508 shares 2,508 $476K 0.21% -75 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: not loaded; 2025Q4: 2,144 shares; 2026Q1: 2,875 shares 2,875 $461K 0.2% +731 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: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $450K 0.2% 0 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: restricted; 2024Q4: 1,315 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: not loaded; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares 1,276 $449K 0.2% 0 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: restricted; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 414 shares; 2025Q3: not loaded; 2025Q4: 427 shares; 2026Q1: 452 shares 452 $435K 0.19% +25 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: restricted; 2024Q4: 3,615 shares; 2025Q1: 2,638 shares; 2025Q2: 2,613 shares; 2025Q3: not loaded; 2025Q4: 2,579 shares; 2026Q1: 2,487 shares 2,487 $429K 0.19% -92 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: restricted; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,145 shares; 2025Q3: not loaded; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares 1,838 $388K 0.17% 0 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: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: not loaded; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares 2,592 $376K 0.17% 0 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: restricted; 2024Q4: 1,521 shares; 2025Q1: 1,448 shares; 2025Q2: 1,404 shares; 2025Q3: not loaded; 2025Q4: 1,389 shares; 2026Q1: 1,271 shares 1,271 $375K 0.16% -118 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: restricted; 2024Q4: 15,688 shares; 2025Q1: 15,688 shares; 2025Q2: 15,572 shares; 2025Q3: not loaded; 2025Q4: 14,538 shares; 2026Q1: 12,784 shares 12,784 $370K 0.16% -1,754 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: restricted; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: not loaded; 2025Q4: 3,093 shares; 2026Q1: 2,803 shares 2,803 $367K 0.16% -290 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: restricted; 2024Q4: 8,359 shares; 2025Q1: 8,307 shares; 2025Q2: 8,295 shares; 2025Q3: not loaded; 2025Q4: 3,456 shares; 2026Q1: 3,466 shares 3,466 $344K 0.15% +10 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: restricted; 2024Q4: 11,444 shares; 2025Q1: 12,124 shares; 2025Q2: 12,124 shares; 2025Q3: not loaded; 2025Q4: 11,874 shares; 2026Q1: 11,874 shares 11,874 $333K 0.15% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: not loaded; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $331K 0.15% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: not loaded; 2025Q4: 7,204 shares; 2026Q1: 7,204 shares 7,204 $331K 0.14% 0 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: restricted; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: not loaded; 2025Q4: 616 shares; 2026Q1: 586 shares 586 $315K 0.14% -30 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 119 shares; 2026Q1: 680 shares 680 $313K 0.14% +561 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: restricted; 2024Q4: 2,115 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: not loaded; 2025Q4: 2,039 shares; 2026Q1: 4,761 shares 4,761 $308K 0.13% +2,722 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: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: not loaded; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $305K 0.13% 0 Timeline CMF 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: restricted; 2024Q4: not reported; 2025Q1: 6,031 shares; 2025Q2: 6,411 shares; 2025Q3: not loaded; 2025Q4: 7,947 shares; 2026Q1: 5,279 shares 5,279 $300K 0.13% -2,668 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: restricted; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: not loaded; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $298K 0.13% 0 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: restricted; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,272 shares; 2025Q3: not loaded; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares 2,272 $298K 0.13% 0 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: restricted; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: not loaded; 2025Q4: 518 shares; 2026Q1: 518 shares 518 $292K 0.13% 0 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: restricted; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: not loaded; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990 $290K 0.13% 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: restricted; 2024Q4: 7,805 shares; 2025Q1: 6,345 shares; 2025Q2: 5,801 shares; 2025Q3: not loaded; 2025Q4: 5,391 shares; 2026Q1: 6,365 shares 6,365 $288K 0.13% +974 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: restricted; 2024Q4: 2,963 shares; 2025Q1: 3,060 shares; 2025Q2: 4,443 shares; 2025Q3: not loaded; 2025Q4: 5,712 shares; 2026Q1: 5,665 shares 5,665 $284K 0.12% -47 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: restricted; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 985 shares; 2025Q3: not loaded; 2025Q4: 1,344 shares; 2026Q1: 1,302 shares 1,302 $278K 0.12% -42 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: restricted; 2024Q4: 3,629 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: not loaded; 2025Q4: 2,928 shares; 2026Q1: 2,868 shares 2,868 $277K 0.12% -60 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: restricted; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: not loaded; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $273K 0.12% 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: restricted; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 2,895 shares; 2025Q3: not loaded; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares 2,910 $269K 0.12% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,826 shares; 2025Q1: 5,383 shares; 2025Q2: 9,105 shares; 2025Q3: not loaded; 2025Q4: 7,368 shares; 2026Q1: 6,282 shares 6,282 $267K 0.12% -1,086 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: restricted; 2024Q4: 4,942 shares; 2025Q1: 4,942 shares; 2025Q2: 4,942 shares; 2025Q3: not loaded; 2025Q4: 4,609 shares; 2026Q1: 4,609 shares 4,609 $262K 0.11% 0 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: restricted; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: not loaded; 2025Q4: 1,906 shares; 2026Q1: 1,691 shares 1,691 $258K 0.11% -215 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: restricted; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not loaded; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $251K 0.11% 0 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: restricted; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 864 shares; 2025Q3: not loaded; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $248K 0.11% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,562 shares; 2025Q1: 5,562 shares; 2025Q2: 3,695 shares; 2025Q3: not loaded; 2025Q4: 2,063 shares; 2026Q1: 2,297 shares 2,297 $244K 0.11% +234 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: restricted; 2024Q4: 3,676 shares; 2025Q1: 3,227 shares; 2025Q2: 3,213 shares; 2025Q3: not loaded; 2025Q4: 3,078 shares; 2026Q1: 1,781 shares 1,781 $242K 0.11% -1,297 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: restricted; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: not loaded; 2025Q4: 3,637 shares; 2026Q1: 3,637 shares 3,637 $240K 0.11% 0 Timeline IGIB 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: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: not loaded; 2025Q4: 4,269 shares; 2026Q1: 4,269 shares 4,269 $227K 0.1% 0 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: restricted; 2024Q4: 431 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: not loaded; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $216K 0.09% 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: restricted; 2024Q4: 1,736 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: not loaded; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $215K 0.09% 0 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: restricted; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,928 shares; 2025Q3: not loaded; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares 1,867 $212K 0.09% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,039 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: not loaded; 2025Q4: 989 shares; 2026Q1: 989 shares 989 $204K 0.09% 0 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: not loaded; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $203K 0.09% 0 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: not loaded; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $202K 0.09% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,465 shares; 2025Q1: 1,336 shares; 2025Q2: 1,256 shares; 2025Q3: not loaded; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $198K 0.09% 0 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: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 2,025 shares; 2025Q3: not loaded; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares 1,699 $186K 0.08% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares 2,106 $186K 0.08% 0 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: restricted; 2024Q4: 1,668 shares; 2025Q1: 1,668 shares; 2025Q2: 1,610 shares; 2025Q3: not loaded; 2025Q4: 1,585 shares; 2026Q1: 1,368 shares 1,368 $181K 0.08% -217 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: restricted; 2024Q4: 2,271 shares; 2025Q1: 2,271 shares; 2025Q2: 2,071 shares; 2025Q3: not loaded; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares 1,841 $177K 0.08% 0 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: restricted; 2024Q4: 3,154 shares; 2025Q1: 3,154 shares; 2025Q2: 3,154 shares; 2025Q3: not loaded; 2025Q4: 2,688 shares; 2026Q1: 2,688 shares 2,688 $172K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 995 shares; 2025Q3: not loaded; 2025Q4: 995 shares; 2026Q1: 995 shares 995 $168K 0.07% 0 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: restricted; 2024Q4: 2,736 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: not loaded; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares 2,313 $166K 0.07% 0 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: restricted; 2024Q4: 647 shares; 2025Q1: 647 shares; 2025Q2: 467 shares; 2025Q3: not loaded; 2025Q4: 449 shares; 2026Q1: 607 shares 607 $164K 0.07% +158 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: restricted; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: not loaded; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares 1,827 $164K 0.07% 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: restricted; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: not loaded; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $164K 0.07% 0 Timeline ESGE 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: restricted; 2024Q4: 4,232 shares; 2025Q1: 3,583 shares; 2025Q2: 3,493 shares; 2025Q3: not loaded; 2025Q4: 3,670 shares; 2026Q1: 3,590 shares 3,590 $163K 0.07% -80 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: restricted; 2024Q4: 2,367 shares; 2025Q1: 2,299 shares; 2025Q2: 2,299 shares; 2025Q3: not loaded; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares 2,299 $163K 0.07% 0 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: restricted; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 868 shares; 2025Q3: not loaded; 2025Q4: 1,079 shares; 2026Q1: 1,183 shares 1,183 $160K 0.07% +104 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: restricted; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: not loaded; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $156K 0.07% 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: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,749 shares; 2025Q3: not loaded; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares 2,078 $153K 0.07% 0 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: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,271 shares; 2025Q3: not loaded; 2025Q4: 1,071 shares; 2026Q1: 921 shares 921 $152K 0.07% -150 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: restricted; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: not loaded; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $151K 0.07% 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: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: not loaded; 2025Q4: 422 shares; 2026Q1: 422 shares 422 $150K 0.07% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,892 shares; 2025Q2: 6,554 shares; 2025Q3: not loaded; 2025Q4: 6,931 shares; 2026Q1: 2,954 shares 2,954 $149K 0.07% -3,977 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: restricted; 2024Q4: 2,964 shares; 2025Q1: 2,653 shares; 2025Q2: 1,476 shares; 2025Q3: not loaded; 2025Q4: 1,374 shares; 2026Q1: 1,201 shares 1,201 $146K 0.06% -173 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: restricted; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: not loaded; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $144K 0.06% 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: restricted; 2024Q4: 251 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: not loaded; 2025Q4: 451 shares; 2026Q1: 451 shares 451 $142K 0.06% 0 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: restricted; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: not loaded; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $138K 0.06% 0 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: restricted; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: not loaded; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $137K 0.06% 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: restricted; 2024Q4: 928 shares; 2025Q1: 894 shares; 2025Q2: 794 shares; 2025Q3: not loaded; 2025Q4: 801 shares; 2026Q1: 561 shares 561 $136K 0.06% -240 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: restricted; 2024Q4: 600 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: not loaded; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $132K 0.06% 0 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: restricted; 2024Q4: 2,515 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: not loaded; 2025Q4: 2,863 shares; 2026Q1: 2,368 shares 2,368 $131K 0.06% -495 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: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not loaded; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $131K 0.06% 0 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: restricted; 2024Q4: 727 shares; 2025Q1: 754 shares; 2025Q2: 1,427 shares; 2025Q3: not loaded; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares 1,314 $129K 0.06% 0 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: restricted; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: not loaded; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $127K 0.06% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: not loaded; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $127K 0.06% 0 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: restricted; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: not loaded; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $121K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares 1,761 $120K 0.05% 0 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: restricted; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: not loaded; 2025Q4: 583 shares; 2026Q1: 583 shares 583 $112K 0.05% 0 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: restricted; 2024Q4: 471 shares; 2025Q1: 441 shares; 2025Q2: 336 shares; 2025Q3: not loaded; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $110K 0.05% 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: restricted; 2024Q4: 270 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: not loaded; 2025Q4: 236 shares; 2026Q1: 236 shares 236 $109K 0.05% 0 Timeline PFF 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: restricted; 2024Q4: 3,739 shares; 2025Q1: 3,539 shares; 2025Q2: 3,539 shares; 2025Q3: not loaded; 2025Q4: 3,539 shares; 2026Q1: 3,539 shares 3,539 $107K 0.05% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: not loaded; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $107K 0.05% 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: restricted; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,929 shares; 2025Q3: not loaded; 2025Q4: 2,897 shares; 2026Q1: 2,309 shares 2,309 $106K 0.05% -588 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: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: not loaded; 2025Q4: 1,945 shares; 2026Q1: 1,679 shares 1,679 $104K 0.05% -266 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: restricted; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,293 shares; 2025Q3: not loaded; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares 1,293 $103K 0.05% 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: restricted; 2024Q4: 907 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: not loaded; 2025Q4: 907 shares; 2026Q1: 907 shares 907 $103K 0.04% 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: restricted; 2024Q4: 984 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: not loaded; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $102K 0.04% 0 Timeline VOX 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: restricted; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 600 shares; 2025Q3: not loaded; 2025Q4: 600 shares; 2026Q1: 565 shares 565 $102K 0.04% -35 Timeline XLB 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not loaded; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $99.9K 0.04% 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: restricted; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: not loaded; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $99.6K 0.04% 0 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: restricted; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: not loaded; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $98.7K 0.04% 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: restricted; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: not loaded; 2025Q4: 1,124 shares; 2026Q1: 1,049 shares 1,049 $96.6K 0.04% -75 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: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: not loaded; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $94.8K 0.04% 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: restricted; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: not loaded; 2025Q4: 1,249 shares; 2026Q1: 1,004 shares 1,004 $93.4K 0.04% -245 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: restricted; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not loaded; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $92.2K 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: not loaded; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $91.2K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 260 shares; 2025Q3: not loaded; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $87.8K 0.04% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: not loaded; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares 1,258 $87.3K 0.04% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $86.9K 0.04% 0 Timeline ESML 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares 1,827 $85.9K 0.04% 0 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: restricted; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: not loaded; 2025Q4: 824 shares; 2026Q1: 824 shares 824 $85.4K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 391 shares; 2025Q3: not loaded; 2025Q4: 782 shares; 2026Q1: 782 shares 782 $85.2K 0.04% 0 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: restricted; 2024Q4: 786 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: not loaded; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $84.5K 0.04% 0 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: restricted; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: not loaded; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $82.1K 0.04% 0 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: restricted; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: not loaded; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $80.2K 0.04% 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: restricted; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,335 shares; 2025Q3: not loaded; 2025Q4: 2,125 shares; 2026Q1: 2,125 shares 2,125 $79.1K 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 190 shares; 2025Q3: not loaded; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $77.5K 0.03% 0 Timeline CWB 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: restricted; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 764 shares; 2025Q3: not loaded; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $69.9K 0.03% 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: restricted; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: not loaded; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $68.6K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: not loaded; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares 1,298 $68.5K 0.03% 0 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: restricted; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: not loaded; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $67.8K 0.03% 0 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: restricted; 2024Q4: 3,661 shares; 2025Q1: 3,368 shares; 2025Q2: 2,029 shares; 2025Q3: not loaded; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $66K 0.03% 0 Timeline ESGV 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: restricted; 2024Q4: 1,931 shares; 2025Q1: 1,357 shares; 2025Q2: 1,357 shares; 2025Q3: not loaded; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $65.8K 0.03% 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: restricted; 2024Q4: 501 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: not loaded; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $65.1K 0.03% 0 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: restricted; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: not loaded; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares 1,124 $63.3K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: not loaded; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $62K 0.03% 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: restricted; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: not loaded; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $61.9K 0.03% 0 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: not loaded; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $59.6K 0.03% 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: restricted; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: not loaded; 2025Q4: 849 shares; 2026Q1: 849 shares 849 $59.2K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 212 shares 212 $59.2K 0.03% new 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $56.6K 0.02% 0 Timeline RTH 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $50.2K 0.02% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,659 shares; 2025Q1: 7,615 shares; 2025Q2: 7,446 shares; 2025Q3: not loaded; 2025Q4: 6,137 shares; 2026Q1: 1,252 shares 1,252 $46K 0.02% -4,885 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: restricted; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 544 shares; 2025Q3: not loaded; 2025Q4: 544 shares; 2026Q1: 544 shares 544 $44.9K 0.02% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: not loaded; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $44.9K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 212 shares; 2026Q1: 212 shares 212 $44.1K 0.02% 0 Timeline PIO 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: restricted; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: not loaded; 2025Q4: 979 shares; 2026Q1: 979 shares 979 $42.5K 0.02% 0 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $40.2K 0.02% 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: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $39K 0.02% 0 Timeline WELLS FARGO & CO 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: restricted; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $37K 0.02% 0 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: restricted; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: not loaded; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $36K 0.02% 0 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: restricted; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: not loaded; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $33.5K 0.01% 0 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: restricted; 2024Q4: 155 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: not loaded; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $33.2K 0.01% 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: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not loaded; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $31.6K 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: restricted; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: not loaded; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $30.5K 0.01% 0 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: restricted; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: not loaded; 2025Q4: 230 shares; 2026Q1: 230 shares 230 $30.1K 0.01% 0 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: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $30.1K 0.01% 0 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: restricted; 2024Q4: 230 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: not loaded; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $30.1K 0.01% 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: restricted; 2024Q4: 216 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $29.4K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 947 shares 947 $29.1K 0.01% new 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: restricted; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 108 shares; 2025Q3: not loaded; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $28.7K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: not loaded; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $26.6K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $25.5K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 136 shares 136 $24.8K 0.01% new 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: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: not loaded; 2025Q4: 1,263 shares; 2026Q1: 1,263 shares 1,263 $24.2K 0.01% 0 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: restricted; 2024Q4: 1,173 shares; 2025Q1: 1,130 shares; 2025Q2: 511 shares; 2025Q3: not loaded; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $23.4K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: not loaded; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $23.3K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 859 shares; 2026Q1: 859 shares 859 $22.4K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $22K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $20.3K 0.01% 0 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: restricted; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: not loaded; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $19K 0.01% 0 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: not loaded; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $18.6K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10 shares; 2026Q1: 61 shares 61 $18.2K 0.01% +51 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $18.1K 0.01% 0 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: restricted; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not loaded; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $18K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not loaded; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $17.8K 0.01% 0 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: restricted; 2024Q4: 185 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: not loaded; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $17.7K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 247 shares; 2025Q1: 300 shares; 2025Q2: 247 shares; 2025Q3: not loaded; 2025Q4: 247 shares; 2026Q1: 247 shares 247 $17.6K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: not loaded; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $17.6K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 575 shares; 2025Q3: not loaded; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $16.6K 0.01% 0 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: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $16.3K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: not loaded; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $16K 0.01% 0 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: restricted; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: not loaded; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $15.9K 0.01% 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: restricted; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: not loaded; 2025Q4: 174 shares; 2026Q1: 174 shares 174 $14.8K 0.01% 0 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: restricted; 2024Q4: 1,100 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not loaded; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $14.6K 0.01% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 100 shares 100 $14.6K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 390 shares; 2026Q1: 390 shares 390 $13.4K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares 1,333 $13.3K 0.01% 0 Timeline TRFK 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: restricted; 2024Q4: 83 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: not loaded; 2025Q4: 146 shares; 2026Q1: 207 shares 207 $12.9K 0.01% +61 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: restricted; 2024Q4: 4,947 shares; 2025Q1: 4,174 shares; 2025Q2: 578 shares; 2025Q3: not loaded; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $12.6K 0.01% 0 Timeline IXP 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: restricted; 2024Q4: 40 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: not loaded; 2025Q4: 73 shares; 2026Q1: 105 shares 105 $12.1K 0.01% +32 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 107 shares 107 $11.9K 0.01% +32 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 51 shares; 2026Q1: 51 shares 51 $11K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 109 shares; 2026Q1: 109 shares 109 $10.5K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $9.88K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $9.86K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 30 shares; 2026Q1: 30 shares 30 $9.81K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $9.73K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not loaded; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $9.49K <0.01% 0 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: restricted; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 125 shares; 2025Q3: not loaded; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $8.42K <0.01% 0 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $8.42K <0.01% 0 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: restricted; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $8.38K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $7.92K <0.01% 0 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: restricted; 2024Q4: 425 shares; 2025Q1: 275 shares; 2025Q2: 160 shares; 2025Q3: not loaded; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $7.24K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 147 shares 147 $6.34K <0.01% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $6.32K <0.01% 0 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: restricted; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: not loaded; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $6.13K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $6.06K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $6.01K <0.01% 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: restricted; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $5.85K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $5.34K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10 shares 10 $5.23K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 276 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: not loaded; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $5.02K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $4.91K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $4.8K <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: restricted; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: not loaded; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $4.76K <0.01% 0 Timeline HEI 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: restricted; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not loaded; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $4.66K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $4.54K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $4.43K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80 shares; 2025Q1: 118 shares; 2025Q2: 80 shares; 2025Q3: not loaded; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $4.31K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $4.24K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $4.18K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $3.98K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $3.95K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $3.87K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.83K <0.01% 0 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: restricted; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not loaded; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $3.8K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 61 shares; 2026Q1: 61 shares 61 $3.73K <0.01% 0 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: restricted; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not loaded; 2025Q4: 1,160 shares; 2026Q1: 35 shares 35 $3.66K <0.01% -1,125 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $3.61K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $3.45K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not loaded; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.23K <0.01% 0 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: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: not loaded; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $3.01K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: not loaded; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $2.97K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 15 shares 15 $2.96K <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $2.88K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $2.75K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.58K <0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $2.45K <0.01% 0 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: restricted; 2024Q4: 47 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: not loaded; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $2.41K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $2.4K <0.01% 0 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $2.34K <0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $2.26K <0.01% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $2.25K <0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $2.22K <0.01% 0 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: restricted; 2024Q4: 887 shares; 2025Q1: 903 shares; 2025Q2: 353 shares; 2025Q3: not loaded; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $2.2K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10 shares 10 $1.99K <0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: not loaded; 2025Q4: 81 shares; 2026Q1: 81 shares 81 $1.96K <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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 51 shares 51 $1.89K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.71K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.64K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 62 shares; 2026Q1: 62 shares 62 $1.64K <0.01% 0 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: restricted; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 25 shares; 2025Q3: not loaded; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.63K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 255 shares; 2026Q1: 10 shares 10 $1.15K <0.01% -245 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $373 <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 134 shares; 2025Q3: not loaded; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $52 <0.01% 0 Timeline