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: 289,354 shares; 2024Q4: 294,962 shares; 2025Q1: 362,329 shares; 2025Q2: 362,465 shares; 2025Q3: 393,079 shares; 2025Q4: 390,988 shares; 2026Q1: 392,455 shares 392,455 $68.4M 5.45% +1,467 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: 180,346 shares; 2024Q4: 182,859 shares; 2025Q1: 197,937 shares; 2025Q2: 218,706 shares; 2025Q3: 210,479 shares; 2025Q4: 207,797 shares; 2026Q1: 204,195 shares 204,195 $58.7M 4.67% -3,602 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: 185,643 shares; 2024Q4: 174,236 shares; 2025Q1: 182,116 shares; 2025Q2: 225,522 shares; 2025Q3: 228,650 shares; 2025Q4: 229,928 shares; 2026Q1: 226,942 shares 226,942 $57.6M 4.58% -2,986 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: 195,616 shares; 2024Q4: 198,215 shares; 2025Q1: 200,702 shares; 2025Q2: 221,057 shares; 2025Q3: 221,386 shares; 2025Q4: 221,108 shares; 2026Q1: 240,188 shares 240,188 $50M 3.98% +19,080 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: 99,177 shares; 2024Q4: 101,024 shares; 2025Q1: 104,534 shares; 2025Q2: 105,117 shares; 2025Q3: 102,890 shares; 2025Q4: 105,120 shares; 2026Q1: 110,643 shares 110,643 $41M 3.26% +5,523 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: 193,853 shares; 2024Q4: 192,483 shares; 2025Q1: 193,858 shares; 2025Q2: 139,460 shares; 2025Q3: 136,447 shares; 2025Q4: 272,450 shares; 2026Q1: 231,789 shares 231,789 $30.8M 2.45% -40,661 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: 48,028 shares; 2024Q4: 48,033 shares; 2025Q1: 48,561 shares; 2025Q2: 46,656 shares; 2025Q3: 46,270 shares; 2025Q4: 49,155 shares; 2026Q1: 50,576 shares 50,576 $28.9M 2.3% +1,421 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: 95,796 shares; 2024Q4: 96,177 shares; 2025Q1: 112,889 shares; 2025Q2: 168,500 shares; 2025Q3: 190,265 shares; 2025Q4: 217,195 shares; 2026Q1: 210,435 shares 210,435 $25.3M 2.01% -6,760 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,465 shares; 2024Q4: 408,884 shares; 2025Q1: 344,028 shares; 2025Q2: 199,947 shares; 2025Q3: 371,379 shares; 2025Q4: 424,621 shares; 2026Q1: 482,711 shares 482,711 $24.3M 1.93% +58,090 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: 15,896 shares; 2024Q4: 16,119 shares; 2025Q1: 10,508 shares; 2025Q2: 113,504 shares; 2025Q3: 75,758 shares; 2025Q4: 76,603 shares; 2026Q1: 77,670 shares 77,670 $24M 1.91% +1,067 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: 81,409 shares; 2024Q4: 80,851 shares; 2025Q1: 69,848 shares; 2025Q2: 76,086 shares; 2025Q3: 75,515 shares; 2025Q4: 74,950 shares; 2026Q1: 75,245 shares 75,245 $22.1M 1.76% +295 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 1,165 shares; 2025Q2: 15,641 shares; 2025Q3: 16,479 shares; 2025Q4: 17,101 shares; 2026Q1: 16,514 shares 16,514 $21.8M 1.74% -587 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: 37,609 shares; 2024Q4: 38,233 shares; 2025Q1: 39,298 shares; 2025Q2: 40,803 shares; 2025Q3: 40,833 shares; 2025Q4: 41,484 shares; 2026Q1: 42,097 shares 42,097 $21M 1.67% +613 Timeline SPSM 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: 249,971 shares; 2024Q4: 269,044 shares; 2025Q1: 282,523 shares; 2025Q2: 288,252 shares; 2025Q3: 292,958 shares; 2025Q4: 297,330 shares; 2026Q1: 429,834 shares 429,834 $20.8M 1.65% +132,504 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,558 shares; 2024Q4: 330,999 shares; 2025Q1: 339,582 shares; 2025Q2: 336,480 shares; 2025Q3: 404,052 shares; 2025Q4: 415,274 shares; 2026Q1: 418,804 shares 418,804 $19.7M 1.56% +3,530 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,744 shares; 2025Q3: 59,170 shares; 2025Q4: 58,811 shares; 2026Q1: 58,924 shares 58,924 $19.4M 1.54% +113 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,742 shares; 2024Q4: 188,239 shares; 2025Q1: 192,558 shares; 2025Q2: 194,299 shares; 2025Q3: 190,567 shares; 2025Q4: 188,923 shares; 2026Q1: 196,638 shares 196,638 $18.5M 1.47% +7,715 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: 30,833 shares; 2024Q4: 31,584 shares; 2025Q1: 22,552 shares; 2025Q2: 34,957 shares; 2025Q3: 36,051 shares; 2025Q4: 34,736 shares; 2026Q1: 29,930 shares 29,930 $18.1M 1.44% -4,806 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: 23,269 shares; 2024Q4: 23,235 shares; 2025Q1: 23,501 shares; 2025Q2: 23,597 shares; 2025Q3: 23,468 shares; 2025Q4: 23,276 shares; 2026Q1: 20,060 shares 20,060 $18M 1.43% -3,216 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,843 shares; 2024Q4: 549,186 shares; 2025Q1: 497,943 shares; 2025Q2: 493,344 shares; 2025Q3: 499,547 shares; 2025Q4: 509,029 shares; 2026Q1: 509,342 shares 509,342 $17.1M 1.36% +313 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: 45,375 shares; 2024Q4: 92,205 shares; 2025Q1: 94,861 shares; 2025Q2: 94,986 shares; 2025Q3: 95,866 shares; 2025Q4: 97,138 shares; 2026Q1: 106,434 shares 106,434 $17.1M 1.36% +9,296 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: 360,900 shares; 2024Q4: 359,802 shares; 2025Q1: 334,586 shares; 2025Q2: 332,619 shares; 2025Q3: 331,846 shares; 2025Q4: 333,612 shares; 2026Q1: 336,239 shares 336,239 $16.4M 1.3% +2,627 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,917 shares; 2024Q4: 168,159 shares; 2025Q1: 185,571 shares; 2025Q2: 186,619 shares; 2025Q3: 189,311 shares; 2025Q4: 191,745 shares; 2026Q1: 193,864 shares 193,864 $15.5M 1.24% +2,119 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: 26,151 shares; 2024Q4: 27,269 shares; 2025Q1: 36,339 shares; 2025Q2: 26,211 shares; 2025Q3: 32,161 shares; 2025Q4: 31,641 shares; 2026Q1: 31,095 shares 31,095 $15.3M 1.22% -546 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 906 shares; 2026Q1: 13,910 shares 13,910 $15.2M 1.21% +13,004 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: 54,162 shares; 2024Q4: 54,690 shares; 2025Q1: 55,252 shares; 2025Q2: 55,256 shares; 2025Q3: 55,649 shares; 2025Q4: 56,189 shares; 2026Q1: 56,897 shares 56,897 $15.1M 1.2% +708 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,672 shares; 2025Q2: 131,495 shares; 2025Q3: 129,908 shares; 2025Q4: 128,838 shares; 2026Q1: 129,446 shares 129,446 $14.7M 1.17% +608 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: 2,839 shares; 2024Q4: 2,807 shares; 2025Q1: 2,475 shares; 2025Q2: 105,602 shares; 2025Q3: 107,596 shares; 2025Q4: 109,335 shares; 2026Q1: 111,535 shares 111,535 $14.6M 1.16% +2,200 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: 60,192 shares; 2024Q4: 33,230 shares; 2025Q1: 59,549 shares; 2025Q2: 59,142 shares; 2025Q3: 59,121 shares; 2025Q4: 58,432 shares; 2026Q1: 57,328 shares 57,328 $14M 1.11% -1,104 Timeline SPYM 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: 204,918 shares; 2024Q4: 201,623 shares; 2025Q1: 201,438 shares; 2025Q2: 194,457 shares; 2025Q3: 180,645 shares; 2025Q4: 182,438 shares; 2026Q1: 178,807 shares 178,807 $13.7M 1.09% -3,631 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: 22,213 shares; 2024Q4: 22,323 shares; 2025Q1: 23,031 shares; 2025Q2: 23,044 shares; 2025Q3: 23,094 shares; 2025Q4: 117,572 shares; 2026Q1: 126,056 shares 126,056 $13.2M 1.05% +8,484 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: 121,706 shares; 2024Q4: 125,107 shares; 2025Q1: 128,130 shares; 2025Q2: 132,450 shares; 2025Q3: 135,912 shares; 2025Q4: 101,299 shares; 2026Q1: 143,162 shares 143,162 $12.8M 1.02% +41,863 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: not reported; 2024Q4: not reported; 2025Q1: 36,588 shares; 2025Q2: 41,342 shares; 2025Q3: 41,826 shares; 2025Q4: 40,551 shares; 2026Q1: 32,971 shares 32,971 $11.8M 0.94% -7,580 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: 81,572 shares; 2024Q4: 82,317 shares; 2025Q1: 79,139 shares; 2025Q2: 61,217 shares; 2025Q3: 62,804 shares; 2025Q4: 70,553 shares; 2026Q1: 69,990 shares 69,990 $11.6M 0.92% -563 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: 80,380 shares; 2024Q4: 82,321 shares; 2025Q1: 82,847 shares; 2025Q2: 82,773 shares; 2025Q3: 55,138 shares; 2025Q4: 55,861 shares; 2026Q1: 55,900 shares 55,900 $11.6M 0.92% +39 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: 31,593 shares; 2024Q4: 32,413 shares; 2025Q1: 30,333 shares; 2025Q2: 30,922 shares; 2025Q3: 31,919 shares; 2025Q4: 32,336 shares; 2026Q1: 32,536 shares 32,536 $11.4M 0.91% +200 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: 32,158 shares; 2024Q4: 33,188 shares; 2025Q1: 32,027 shares; 2025Q2: 33,149 shares; 2025Q3: 46,216 shares; 2025Q4: 40,364 shares; 2026Q1: 45,856 shares 45,856 $11.1M 0.89% +5,492 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,739 shares; 2024Q4: 148,827 shares; 2025Q1: 152,698 shares; 2025Q2: 155,290 shares; 2025Q3: 155,448 shares; 2025Q4: 155,302 shares; 2026Q1: 152,658 shares 152,658 $11.1M 0.88% -2,644 Timeline XLP 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: 97,677 shares; 2024Q4: 98,529 shares; 2025Q1: 97,860 shares; 2025Q2: 96,279 shares; 2025Q3: 98,143 shares; 2025Q4: 125,358 shares; 2026Q1: 133,856 shares 133,856 $11M 0.87% +8,498 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: 103,514 shares; 2024Q4: 111,438 shares; 2025Q1: 115,624 shares; 2025Q2: 115,184 shares; 2025Q3: 118,766 shares; 2025Q4: 118,682 shares; 2026Q1: 126,341 shares 126,341 $10.8M 0.86% +7,659 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: 31,261 shares; 2024Q4: 31,383 shares; 2025Q1: 29,252 shares; 2025Q2: 29,435 shares; 2025Q3: 29,767 shares; 2025Q4: 30,594 shares; 2026Q1: 31,415 shares 31,415 $10.3M 0.82% +821 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,390 shares; 2024Q4: 109,016 shares; 2025Q1: 109,447 shares; 2025Q2: 124,438 shares; 2025Q3: 126,735 shares; 2025Q4: 129,932 shares; 2026Q1: 134,307 shares 134,307 $10.1M 0.8% +4,375 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: 16,254 shares; 2024Q4: 16,846 shares; 2025Q1: 17,106 shares; 2025Q2: 15,402 shares; 2025Q3: 15,566 shares; 2025Q4: 15,349 shares; 2026Q1: 11,327 shares 11,327 $9.8M 0.78% -4,022 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: 59,945 shares; 2024Q4: 59,964 shares; 2025Q1: 61,277 shares; 2025Q2: 53,670 shares; 2025Q3: 54,208 shares; 2025Q4: 55,480 shares; 2026Q1: 55,339 shares 55,339 $9.39M 0.75% -141 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: 108,328 shares; 2024Q4: 113,013 shares; 2025Q1: 123,226 shares; 2025Q2: 127,794 shares; 2025Q3: 133,623 shares; 2025Q4: 137,004 shares; 2026Q1: 142,997 shares 142,997 $8.75M 0.7% +5,993 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: 85,296 shares; 2024Q4: 86,218 shares; 2025Q1: 58,962 shares; 2025Q2: 31,381 shares; 2025Q3: 31,136 shares; 2025Q4: 19,882 shares; 2026Q1: 19,763 shares 19,763 $8.5M 0.68% -119 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,537 shares; 2025Q1: 27,606 shares; 2025Q2: 30,252 shares; 2025Q3: 30,683 shares; 2025Q4: 26,396 shares; 2026Q1: 28,950 shares 28,950 $8.21M 0.65% +2,554 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: 146,849 shares; 2024Q4: 292,129 shares; 2025Q1: 163,085 shares; 2025Q2: 136,828 shares; 2025Q3: 140,404 shares; 2025Q4: 142,674 shares; 2026Q1: 69,959 shares 69,959 $7.86M 0.63% -72,715 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: 17,569 shares; 2024Q4: 17,828 shares; 2025Q1: 18,174 shares; 2025Q2: 21,624 shares; 2025Q3: 21,692 shares; 2025Q4: 4,383 shares; 2026Q1: 26,504 shares 26,504 $7.7M 0.61% +22,121 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: 159,265 shares; 2024Q4: 191,432 shares; 2025Q1: 183,774 shares; 2025Q2: 181,675 shares; 2025Q3: 176,338 shares; 2025Q4: 180,291 shares; 2026Q1: 151,333 shares 151,333 $7.47M 0.59% -28,958 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: 25,684 shares; 2024Q4: 26,219 shares; 2025Q1: 27,022 shares; 2025Q2: 38,721 shares; 2025Q3: 38,191 shares; 2025Q4: 38,615 shares; 2026Q1: 38,671 shares 38,671 $7.33M 0.58% +56 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: 63,279 shares; 2024Q4: 64,259 shares; 2025Q1: 64,979 shares; 2025Q2: 64,028 shares; 2025Q3: 65,191 shares; 2025Q4: 66,666 shares; 2026Q1: 31,644 shares 31,644 $7.27M 0.58% -35,022 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: 60,286 shares; 2024Q4: 60,793 shares; 2025Q1: 62,959 shares; 2025Q2: 63,684 shares; 2025Q3: 64,536 shares; 2025Q4: 66,232 shares; 2026Q1: 68,318 shares 68,318 $6.58M 0.52% +2,086 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: not reported; 2024Q4: not reported; 2025Q1: 5,317 shares; 2025Q2: 7,097 shares; 2025Q3: 7,126 shares; 2025Q4: 10,718 shares; 2026Q1: 10,980 shares 10,980 $6.19M 0.49% +262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,149 shares; 2025Q3: 20,590 shares; 2025Q4: 30,543 shares; 2026Q1: 31,039 shares 31,039 $5.89M 0.47% +496 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,025 shares; 2024Q4: 39,087 shares; 2025Q1: 38,397 shares; 2025Q2: 24,845 shares; 2025Q3: 25,471 shares; 2025Q4: 26,279 shares; 2026Q1: 27,969 shares 27,969 $5.87M 0.47% +1,690 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,394 shares; 2024Q4: 69,693 shares; 2025Q1: 70,778 shares; 2025Q2: 70,030 shares; 2025Q3: 69,827 shares; 2025Q4: 71,460 shares; 2026Q1: 71,402 shares 71,402 $5.84M 0.46% -58 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,636 shares; 2024Q4: 38,372 shares; 2025Q1: 79,151 shares; 2025Q2: 77,753 shares; 2025Q3: 76,538 shares; 2025Q4: 78,063 shares; 2026Q1: 77,957 shares 77,957 $5.8M 0.46% -106 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,472 shares; 2024Q4: 59,752 shares; 2025Q1: 78,376 shares; 2025Q2: 77,972 shares; 2025Q3: 76,672 shares; 2025Q4: 78,449 shares; 2026Q1: 79,887 shares 79,887 $5.73M 0.46% +1,438 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: 18,294 shares; 2024Q4: 22,274 shares; 2025Q1: 24,174 shares; 2025Q2: 27,133 shares; 2025Q3: 27,165 shares; 2025Q4: 14,743 shares; 2026Q1: 50,837 shares 50,837 $5M 0.4% +36,094 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: 11,569 shares; 2024Q4: 11,454 shares; 2025Q1: 13,711 shares; 2025Q2: 13,368 shares; 2025Q3: 12,951 shares; 2025Q4: 13,357 shares; 2026Q1: 13,244 shares 13,244 $4.92M 0.39% -113 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,531 shares; 2024Q4: 86,933 shares; 2025Q1: 85,973 shares; 2025Q2: 85,818 shares; 2025Q3: 85,419 shares; 2025Q4: 89,354 shares; 2026Q1: 89,354 shares 89,354 $4.75M 0.38% 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: 10,445 shares; 2024Q4: 10,085 shares; 2025Q1: 9,257 shares; 2025Q2: 9,705 shares; 2025Q3: 9,173 shares; 2025Q4: 21,260 shares; 2026Q1: 42,521 shares 42,521 $4.63M 0.37% +21,261 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,262 shares; 2026Q1: 179,090 shares 179,090 $4.57M 0.36% +75,828 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: 12,092 shares; 2024Q4: 12,395 shares; 2025Q1: 20,912 shares; 2025Q2: 21,463 shares; 2025Q3: 25,179 shares; 2025Q4: 23,483 shares; 2026Q1: 28,856 shares 28,856 $4.48M 0.36% +5,373 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,014 shares; 2025Q2: 19,226 shares; 2025Q3: 19,435 shares; 2025Q4: 26,201 shares; 2026Q1: 27,528 shares 27,528 $4.35M 0.35% +1,327 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,236 shares; 2024Q4: 11,211 shares; 2025Q1: 11,027 shares; 2025Q2: 10,849 shares; 2025Q3: 10,721 shares; 2025Q4: 13,203 shares; 2026Q1: 13,767 shares 13,767 $4.14M 0.33% +564 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: 14,847 shares; 2024Q4: 15,270 shares; 2025Q1: 12,784 shares; 2025Q2: 13,787 shares; 2025Q3: 13,592 shares; 2025Q4: 13,899 shares; 2026Q1: 13,564 shares 13,564 $4.1M 0.33% -335 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: 4,143 shares; 2024Q4: 4,304 shares; 2025Q1: 4,177 shares; 2025Q2: 4,275 shares; 2025Q3: 4,570 shares; 2025Q4: 4,533 shares; 2026Q1: 4,299 shares 4,299 $3.95M 0.31% -234 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: 43,336 shares; 2024Q4: 43,279 shares; 2025Q1: 20,389 shares; 2025Q2: 20,252 shares; 2025Q3: 19,884 shares; 2025Q4: 19,659 shares; 2026Q1: 19,335 shares 19,335 $3.73M 0.3% -324 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: 8,847 shares; 2024Q4: 8,928 shares; 2025Q1: 8,151 shares; 2025Q2: 8,170 shares; 2025Q3: 8,108 shares; 2025Q4: 11,408 shares; 2026Q1: 11,957 shares 11,957 $3.72M 0.3% +549 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,317 shares; 2025Q3: 9,227 shares; 2025Q4: 9,642 shares; 2026Q1: 16,009 shares 16,009 $3.59M 0.29% +6,367 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: 59,559 shares; 2024Q4: 58,323 shares; 2025Q1: 60,856 shares; 2025Q2: 61,491 shares; 2025Q3: 60,970 shares; 2025Q4: 62,225 shares; 2026Q1: 63,424 shares 63,424 $3.18M 0.25% +1,199 Timeline SPMD 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: 66,010 shares; 2024Q4: 59,301 shares; 2025Q1: 59,031 shares; 2025Q2: 53,062 shares; 2025Q3: 52,598 shares; 2025Q4: 53,813 shares; 2026Q1: 53,142 shares 53,142 $3.15M 0.25% -671 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: 5,276 shares; 2024Q4: 5,220 shares; 2025Q1: 5,134 shares; 2025Q2: 5,074 shares; 2025Q3: 6,228 shares; 2025Q4: 6,485 shares; 2026Q1: 6,515 shares 6,515 $3.12M 0.25% +30 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: 39,993 shares; 2024Q4: 39,648 shares; 2025Q1: 38,753 shares; 2025Q2: 38,412 shares; 2025Q3: 37,686 shares; 2025Q4: 38,381 shares; 2026Q1: 38,496 shares 38,496 $3.06M 0.24% +115 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: 2,201 shares; 2024Q4: 2,260 shares; 2025Q1: 1,997 shares; 2025Q2: 2,714 shares; 2025Q3: 2,776 shares; 2025Q4: 2,818 shares; 2026Q1: 2,953 shares 2,953 $2.94M 0.23% +135 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: 12,746 shares; 2024Q4: 10,796 shares; 2025Q1: 10,601 shares; 2025Q2: 9,830 shares; 2025Q3: 10,569 shares; 2025Q4: 10,725 shares; 2026Q1: 10,179 shares 10,179 $2.92M 0.23% -546 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,265 shares; 2024Q4: 14,762 shares; 2025Q1: 12,098 shares; 2025Q2: 28,003 shares; 2025Q3: 53,747 shares; 2025Q4: 53,688 shares; 2026Q1: 62,588 shares 62,588 $2.86M 0.23% +8,900 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: 18,400 shares; 2024Q4: 17,699 shares; 2025Q1: 23,040 shares; 2025Q2: 21,495 shares; 2025Q3: 21,307 shares; 2025Q4: 17,597 shares; 2026Q1: 19,265 shares 19,265 $2.78M 0.22% +1,668 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,762 shares; 2024Q4: 25,845 shares; 2025Q1: 28,105 shares; 2025Q2: 28,881 shares; 2025Q3: 27,460 shares; 2025Q4: 27,148 shares; 2026Q1: 26,214 shares 26,214 $2.71M 0.22% -934 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: 2,790 shares; 2024Q4: 3,209 shares; 2025Q1: 3,259 shares; 2025Q2: 8,853 shares; 2025Q3: 13,095 shares; 2025Q4: 13,241 shares; 2026Q1: 13,284 shares 13,284 $2.7M 0.22% +43 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: 12,294 shares; 2024Q4: 8,772 shares; 2025Q1: 9,426 shares; 2025Q2: 7,278 shares; 2025Q3: 7,150 shares; 2025Q4: 7,817 shares; 2026Q1: 7,874 shares 7,874 $2.69M 0.21% +57 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: 9,190 shares; 2024Q4: 9,624 shares; 2025Q1: 10,134 shares; 2025Q2: 10,033 shares; 2025Q3: 10,026 shares; 2025Q4: 10,315 shares; 2026Q1: 10,273 shares 10,273 $2.67M 0.21% -42 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,517 shares; 2025Q1: 2,639 shares; 2025Q2: 2,191 shares; 2025Q3: 2,245 shares; 2025Q4: 26,675 shares; 2026Q1: 26,578 shares 26,578 $2.56M 0.2% -97 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,774 shares; 2024Q4: 34,502 shares; 2025Q1: 19,290 shares; 2025Q2: 18,899 shares; 2025Q3: 18,676 shares; 2025Q4: 19,328 shares; 2026Q1: 19,887 shares 19,887 $2.53M 0.2% +559 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,341 shares 68,341 $2.45M 0.19% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,927 shares; 2026Q1: 16,400 shares 16,400 $2.37M 0.19% +473 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: 21,907 shares; 2024Q4: 18,531 shares; 2025Q1: 17,161 shares; 2025Q2: 10,101 shares; 2025Q3: 9,842 shares; 2025Q4: 15,174 shares; 2026Q1: 14,655 shares 14,655 $2.37M 0.19% -519 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: 3,911 shares; 2024Q4: 3,897 shares; 2025Q1: 3,887 shares; 2025Q2: 3,801 shares; 2025Q3: 3,735 shares; 2025Q4: 4,088 shares; 2026Q1: 4,059 shares 4,059 $2.34M 0.19% -29 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: 38,947 shares; 2024Q4: 42,803 shares; 2025Q1: 46,011 shares; 2025Q2: 47,573 shares; 2025Q3: 49,197 shares; 2025Q4: 58,168 shares; 2026Q1: 51,678 shares 51,678 $2.34M 0.19% -6,490 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: 8,935 shares; 2024Q4: 8,647 shares; 2025Q1: 19,508 shares; 2025Q2: 27,826 shares; 2025Q3: 28,049 shares; 2025Q4: 27,174 shares; 2026Q1: 27,626 shares 27,626 $2.28M 0.18% +452 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: 6,024 shares; 2024Q4: 6,233 shares; 2025Q1: 6,412 shares; 2025Q2: 6,389 shares; 2025Q3: 4,823 shares; 2025Q4: 5,093 shares; 2026Q1: 8,055 shares 8,055 $2.24M 0.18% +2,962 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: 24,660 shares; 2024Q4: 80,227 shares; 2025Q1: 19,858 shares; 2025Q2: 19,456 shares; 2025Q3: 19,382 shares; 2025Q4: 18,623 shares; 2026Q1: 15,169 shares 15,169 $2.22M 0.18% -3,454 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: 23,693 shares; 2024Q4: 23,258 shares; 2025Q1: 20,617 shares; 2025Q2: 19,558 shares; 2025Q3: 18,427 shares; 2025Q4: 18,775 shares; 2026Q1: 19,862 shares 19,862 $2.2M 0.18% +1,087 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: 13,941 shares; 2024Q4: 13,839 shares; 2025Q1: 10,028 shares; 2025Q2: 9,851 shares; 2025Q3: 9,717 shares; 2025Q4: 9,851 shares; 2026Q1: 10,010 shares 10,010 $2.18M 0.17% +159 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: 29,100 shares; 2024Q4: 27,305 shares; 2025Q1: 26,835 shares; 2025Q2: 21,514 shares; 2025Q3: 23,317 shares; 2025Q4: 21,221 shares; 2026Q1: 21,247 shares 21,247 $2.11M 0.17% +26 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,718 shares; 2024Q4: 29,804 shares; 2025Q1: 22,732 shares; 2025Q2: 13,630 shares; 2025Q3: 12,306 shares; 2025Q4: 39,959 shares; 2026Q1: 33,710 shares 33,710 $2.07M 0.16% -6,249 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: 9,356 shares; 2024Q4: 9,596 shares; 2025Q1: 12,150 shares; 2025Q2: 11,999 shares; 2025Q3: 11,799 shares; 2025Q4: 11,908 shares; 2026Q1: 11,929 shares 11,929 $2.02M 0.16% +21 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,914 shares; 2024Q4: 46,474 shares; 2025Q1: 40,813 shares; 2025Q2: 40,720 shares; 2025Q3: 40,101 shares; 2025Q4: 40,175 shares; 2026Q1: 39,540 shares 39,540 $2M 0.16% -635 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: 5,129 shares; 2024Q4: 5,467 shares; 2025Q1: 9,168 shares; 2025Q2: 9,324 shares; 2025Q3: 9,119 shares; 2025Q4: 9,043 shares; 2026Q1: 8,559 shares 8,559 $1.85M 0.15% -484 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: 29,380 shares; 2024Q4: 22,605 shares; 2025Q1: 20,867 shares; 2025Q2: 20,867 shares; 2025Q3: 20,752 shares; 2025Q4: 20,262 shares; 2026Q1: 19,712 shares 19,712 $1.83M 0.15% -550 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: 5,385 shares; 2024Q4: 4,210 shares; 2025Q1: 3,358 shares; 2025Q2: 3,026 shares; 2025Q3: 2,814 shares; 2025Q4: 2,812 shares; 2026Q1: 2,727 shares 2,727 $1.77M 0.14% -85 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: 6,446 shares; 2024Q4: 6,661 shares; 2025Q1: 6,944 shares; 2025Q2: 6,872 shares; 2025Q3: 6,831 shares; 2025Q4: 6,972 shares; 2026Q1: 7,046 shares 7,046 $1.66M 0.13% +74 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,728 shares; 2024Q4: 15,552 shares; 2025Q1: 14,094 shares; 2025Q2: 16,103 shares; 2025Q3: 17,137 shares; 2025Q4: 14,712 shares; 2026Q1: 17,357 shares 17,357 $1.66M 0.13% +2,645 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: 38,003 shares; 2024Q4: 40,866 shares; 2025Q1: 22,248 shares; 2025Q2: 20,583 shares; 2025Q3: 20,622 shares; 2025Q4: 21,470 shares; 2026Q1: 21,669 shares 21,669 $1.65M 0.13% +199 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: 11,103 shares; 2024Q4: 12,325 shares; 2025Q1: 16,893 shares; 2025Q2: 16,859 shares; 2025Q3: 16,994 shares; 2025Q4: 17,485 shares; 2026Q1: 18,065 shares 18,065 $1.63M 0.13% +580 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: 2,237 shares; 2024Q4: 2,116 shares; 2025Q1: 2,117 shares; 2025Q2: 2,440 shares; 2025Q3: 2,466 shares; 2025Q4: 2,334 shares; 2026Q1: 2,295 shares 2,295 $1.63M 0.13% -39 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: 17,099 shares; 2024Q4: 17,675 shares; 2025Q1: 16,658 shares; 2025Q2: 16,351 shares; 2025Q3: 16,335 shares; 2025Q4: 16,541 shares; 2026Q1: 17,318 shares 17,318 $1.6M 0.13% +777 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: not reported; 2024Q4: not reported; 2025Q1: 10,318 shares; 2025Q2: 28,362 shares; 2025Q3: 28,381 shares; 2025Q4: 23,864 shares; 2026Q1: 21,350 shares 21,350 $1.52M 0.12% -2,514 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: 69,658 shares; 2024Q4: 27,555 shares; 2025Q1: 21,246 shares; 2025Q2: 17,885 shares; 2025Q3: 15,301 shares; 2025Q4: 146,277 shares; 2026Q1: 29,804 shares 29,804 $1.49M 0.12% -116,473 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049 shares; 2024Q4: 3,202 shares; 2025Q1: 3,345 shares; 2025Q2: 3,377 shares; 2025Q3: 3,271 shares; 2025Q4: 3,322 shares; 2026Q1: 3,277 shares 3,277 $1.39M 0.11% -45 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: 20,753 shares; 2024Q4: 20,516 shares; 2025Q1: 11,680 shares; 2025Q2: 10,984 shares; 2025Q3: 10,925 shares; 2025Q4: 12,541 shares; 2026Q1: 11,127 shares 11,127 $1.38M 0.11% -1,414 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: 76,433 shares; 2024Q4: 75,501 shares; 2025Q1: 72,907 shares; 2025Q2: 69,824 shares; 2025Q3: 17,933 shares; 2025Q4: 20,048 shares; 2026Q1: 18,762 shares 18,762 $1.37M 0.11% -1,286 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,239 shares; 2025Q4: 6,311 shares; 2026Q1: 10,857 shares 10,857 $1.33M 0.11% +4,546 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: 48,559 shares; 2024Q4: 50,053 shares; 2025Q1: 30,373 shares; 2025Q2: 29,617 shares; 2025Q3: 16,077 shares; 2025Q4: 16,898 shares; 2026Q1: 17,135 shares 17,135 $1.33M 0.11% +237 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: 3,755 shares; 2024Q4: 3,951 shares; 2025Q1: 4,612 shares; 2025Q2: 4,187 shares; 2025Q3: 2,944 shares; 2025Q4: 3,010 shares; 2026Q1: 2,965 shares 2,965 $1.32M 0.11% -45 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,000 shares; 2024Q4: 37,012 shares; 2025Q1: 30,765 shares; 2025Q2: 31,108 shares; 2025Q3: 29,227 shares; 2025Q4: 29,488 shares; 2026Q1: 16,165 shares 16,165 $1.32M 0.11% -13,323 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 11,144 shares; 2025Q1: 10,572 shares; 2025Q2: 10,716 shares; 2025Q3: 10,372 shares; 2025Q4: 10,511 shares; 2026Q1: 8,785 shares 8,785 $1.32M 0.11% -1,726 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 11,015 shares; 2025Q1: 10,136 shares; 2025Q2: 9,887 shares; 2025Q3: 10,144 shares; 2025Q4: 10,059 shares; 2026Q1: 10,051 shares 10,051 $1.29M 0.1% -8 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,956 shares; 2024Q4: 17,217 shares; 2025Q1: 17,371 shares; 2025Q2: 16,220 shares; 2025Q3: 16,564 shares; 2025Q4: 16,908 shares; 2026Q1: 18,164 shares 18,164 $1.25M 0.1% +1,256 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 9,707 shares; 2026Q1: 10,549 shares 10,549 $1.25M 0.1% +842 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: 4,012 shares; 2024Q4: 4,245 shares; 2025Q1: 4,572 shares; 2025Q2: 4,662 shares; 2025Q3: 4,597 shares; 2025Q4: 6,413 shares; 2026Q1: 6,259 shares 6,259 $1.24M 0.1% -154 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: 14,898 shares; 2024Q4: 14,498 shares; 2025Q1: 17,846 shares; 2025Q2: 18,537 shares; 2025Q3: 22,740 shares; 2025Q4: 23,139 shares; 2026Q1: 22,715 shares 22,715 $1.2M 0.1% -424 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,781 shares; 2025Q1: 105,268 shares; 2025Q2: 9,222 shares; 2025Q3: 9,056 shares; 2025Q4: 9,145 shares; 2026Q1: 3,527 shares 3,527 $1.19M 0.09% -5,618 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: 2,381 shares; 2024Q4: 2,408 shares; 2025Q1: 2,405 shares; 2025Q2: 2,399 shares; 2025Q3: 2,651 shares; 2025Q4: 2,642 shares; 2026Q1: 2,561 shares 2,561 $1.18M 0.09% -81 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,590 shares; 2024Q4: 20,616 shares; 2025Q1: 16,224 shares; 2025Q2: 15,607 shares; 2025Q3: 20,355 shares; 2025Q4: 24,591 shares; 2026Q1: 24,806 shares 24,806 $1.16M 0.09% +215 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 11,229 shares; 2025Q1: 11,412 shares; 2025Q2: 10,520 shares; 2025Q3: 10,281 shares; 2025Q4: 9,866 shares; 2026Q1: 6,991 shares 6,991 $1.16M 0.09% -2,875 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,738 shares; 2024Q4: 31,541 shares; 2025Q1: 27,550 shares; 2025Q2: 12,125 shares; 2025Q3: 11,868 shares; 2025Q4: 12,478 shares; 2026Q1: 12,494 shares 12,494 $1.15M 0.09% +16 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: 4,378 shares; 2024Q4: 4,302 shares; 2025Q1: 4,135 shares; 2025Q2: 3,797 shares; 2025Q3: 3,689 shares; 2025Q4: 3,612 shares; 2026Q1: 3,686 shares 3,686 $1.12M 0.09% +74 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,363 shares; 2025Q3: 1,301 shares; 2025Q4: 1,329 shares; 2026Q1: 987 shares 987 $1.08M 0.09% -342 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,869 shares; 2025Q1: 3,824 shares; 2025Q2: 3,738 shares; 2025Q3: 3,662 shares; 2025Q4: 3,798 shares; 2026Q1: 3,887 shares 3,887 $1.06M 0.08% +89 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: 19,501 shares; 2024Q4: 19,749 shares; 2025Q1: 8,593 shares; 2025Q2: 8,588 shares; 2025Q3: 8,290 shares; 2025Q4: 7,536 shares; 2026Q1: 7,127 shares 7,127 $1.05M 0.08% -409 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: 7,301 shares; 2024Q4: 7,351 shares; 2025Q1: 7,188 shares; 2025Q2: 1,002 shares; 2025Q3: 1,003 shares; 2025Q4: 1,083 shares; 2026Q1: 5,587 shares 5,587 $1.04M 0.08% +4,504 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,023 shares 4,023 $1.01M 0.08% new 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: 7,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,377 shares; 2025Q3: 13,119 shares; 2025Q4: 9,201 shares; 2026Q1: 6,878 shares 6,878 $1.01M 0.08% -2,323 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 5,100 shares; 2025Q1: 5,796 shares; 2025Q2: 5,571 shares; 2025Q3: 5,571 shares; 2025Q4: 5,948 shares; 2026Q1: 5,906 shares 5,906 $999K 0.08% -42 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,983 shares; 2025Q1: 96,460 shares; 2025Q2: 93,750 shares; 2025Q3: 99,589 shares; 2025Q4: 144,622 shares; 2026Q1: 113,826 shares 113,826 $986K 0.08% -30,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,646 shares 7,646 $966K 0.08% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,236 shares; 2025Q4: 3,277 shares; 2026Q1: 3,170 shares 3,170 $964K 0.08% -107 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,079 shares; 2025Q1: 3,038 shares; 2025Q2: 2,787 shares; 2025Q3: 2,800 shares; 2025Q4: 2,772 shares; 2026Q1: 2,941 shares 2,941 $959K 0.08% +169 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 20,328 shares; 2025Q1: 22,490 shares; 2025Q2: 9,648 shares; 2025Q3: 8,122 shares; 2025Q4: 8,098 shares; 2026Q1: 8,032 shares 8,032 $948K 0.08% -66 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: 8,496 shares; 2024Q4: 8,902 shares; 2025Q1: 9,553 shares; 2025Q2: 5,365 shares; 2025Q3: 1,151 shares; 2025Q4: 6,599 shares; 2026Q1: 4,870 shares 4,870 $945K 0.08% -1,729 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: 578 shares; 2024Q4: 605 shares; 2025Q1: 664 shares; 2025Q2: 9,626 shares; 2025Q3: 9,579 shares; 2025Q4: 10,042 shares; 2026Q1: 10,137 shares 10,137 $936K 0.07% +95 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: 5,998 shares; 2024Q4: not reported; 2025Q1: 14,058 shares; 2025Q2: 13,150 shares; 2025Q3: 13,288 shares; 2025Q4: 12,958 shares; 2026Q1: 13,309 shares 13,309 $922K 0.07% +351 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 3,664 shares 3,664 $919K 0.07% -94 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,484 shares; 2024Q4: 6,285 shares; 2025Q1: 10,289 shares; 2025Q2: 11,350 shares; 2025Q3: 11,332 shares; 2025Q4: 10,272 shares; 2026Q1: 10,398 shares 10,398 $901K 0.07% +126 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,140 shares; 2024Q4: 7,156 shares; 2025Q1: 7,131 shares; 2025Q2: 6,540 shares; 2025Q3: 6,466 shares; 2025Q4: 6,426 shares; 2026Q1: 6,830 shares 6,830 $895K 0.07% +404 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: 25,994 shares; 2024Q4: 14,851 shares; 2025Q1: 15,308 shares; 2025Q2: 29,631 shares; 2025Q3: 29,950 shares; 2025Q4: 6,410 shares; 2026Q1: 15,416 shares 15,416 $889K 0.07% +9,006 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,906 shares; 2025Q1: 2,062 shares; 2025Q2: 2,067 shares; 2025Q3: 2,016 shares; 2025Q4: 2,036 shares; 2026Q1: 2,021 shares 2,021 $874K 0.07% -15 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 529 shares; 2025Q2: 537 shares; 2025Q3: 447 shares; 2025Q4: 474 shares; 2026Q1: 502 shares 502 $868K 0.07% +28 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: 3,013 shares; 2024Q4: 3,103 shares; 2025Q1: 3,140 shares; 2025Q2: 3,060 shares; 2025Q3: 3,170 shares; 2025Q4: 3,072 shares; 2026Q1: 2,522 shares 2,522 $866K 0.07% -550 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,627 shares; 2025Q1: 7,089 shares; 2025Q2: 7,310 shares; 2025Q3: 7,264 shares; 2025Q4: 5,742 shares; 2026Q1: 5,931 shares 5,931 $857K 0.07% +189 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,930 shares; 2025Q1: 3,036 shares; 2025Q2: 2,852 shares; 2025Q3: 2,942 shares; 2025Q4: 3,009 shares; 2026Q1: 3,183 shares 3,183 $847K 0.07% +174 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: 37,797 shares; 2024Q4: 36,072 shares; 2025Q1: 30,088 shares; 2025Q2: 21,445 shares; 2025Q3: 14,190 shares; 2025Q4: 8,497 shares; 2026Q1: 9,438 shares 9,438 $832K 0.07% +941 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares; 2026Q1: 2,131 shares 2,131 $832K 0.07% +98 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,798 shares; 2024Q4: 2,039 shares; 2025Q1: 2,183 shares; 2025Q2: 2,089 shares; 2025Q3: 1,999 shares; 2025Q4: 1,694 shares; 2026Q1: 2,085 shares 2,085 $827K 0.07% +391 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 9,964 shares; 2025Q1: 9,840 shares; 2025Q2: 8,928 shares; 2025Q3: 8,712 shares; 2025Q4: 8,773 shares; 2026Q1: 9,360 shares 9,360 $815K 0.06% +587 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,247 shares; 2025Q4: 15,394 shares; 2026Q1: 14,935 shares 14,935 $798K 0.06% -459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 2,789 shares 2,789 $791K 0.06% +1,792 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,781 shares; 2025Q3: 52,575 shares; 2025Q4: 53,379 shares; 2026Q1: 54,216 shares 54,216 $779K 0.06% +837 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,381 shares; 2026Q1: 1,412 shares 1,412 $775K 0.06% +31 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,147 shares; 2025Q1: 5,887 shares; 2025Q2: 5,289 shares; 2025Q3: 5,186 shares; 2025Q4: 5,094 shares; 2026Q1: 5,330 shares 5,330 $774K 0.06% +236 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,596 shares 3,596 $768K 0.06% new 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: 10,813 shares; 2024Q4: 10,933 shares; 2025Q1: 10,749 shares; 2025Q2: 9,887 shares; 2025Q3: 9,969 shares; 2025Q4: 10,275 shares; 2026Q1: 10,853 shares 10,853 $768K 0.06% +578 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: 32,587 shares; 2024Q4: 32,989 shares; 2025Q1: 34,356 shares; 2025Q2: 41,349 shares; 2025Q3: 41,197 shares; 2025Q4: 2,142 shares; 2026Q1: 7,347 shares 7,347 $761K 0.06% +5,205 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: 9,217 shares; 2024Q4: 8,129 shares; 2025Q1: 8,931 shares; 2025Q2: 8,698 shares; 2025Q3: 8,852 shares; 2025Q4: 9,891 shares; 2026Q1: 10,574 shares 10,574 $759K 0.06% +683 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,820 shares 1,820 $758K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 18,225 shares; 2025Q1: 18,464 shares; 2025Q2: 18,720 shares; 2025Q3: 18,985 shares; 2025Q4: 19,251 shares; 2026Q1: 19,493 shares 19,493 $738K 0.06% +242 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: 8,345 shares; 2024Q4: 8,214 shares; 2025Q1: 8,280 shares; 2025Q2: 7,573 shares; 2025Q3: 7,617 shares; 2025Q4: 7,680 shares; 2026Q1: 8,394 shares 8,394 $727K 0.06% +714 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,495 shares; 2025Q4: 12,400 shares; 2026Q1: 12,335 shares 12,335 $725K 0.06% -65 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: 32,274 shares; 2024Q4: 31,338 shares; 2025Q1: 25,031 shares; 2025Q2: 24,676 shares; 2025Q3: 24,819 shares; 2025Q4: 24,600 shares; 2026Q1: 25,492 shares 25,492 $716K 0.06% +892 Timeline VV 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: 3,043 shares; 2024Q4: 2,820 shares; 2025Q1: 2,354 shares; 2025Q2: 2,350 shares; 2025Q3: 2,342 shares; 2025Q4: 2,355 shares; 2026Q1: 2,358 shares 2,358 $705K 0.06% +3 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,905 shares; 2024Q4: 9,198 shares; 2025Q1: 9,569 shares; 2025Q2: 8,905 shares; 2025Q3: 9,181 shares; 2025Q4: 9,587 shares; 2026Q1: 10,526 shares 10,526 $694K 0.06% +939 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,895 shares; 2024Q4: 7,812 shares; 2025Q1: 6,405 shares; 2025Q2: 6,804 shares; 2025Q3: 6,810 shares; 2025Q4: 6,475 shares; 2026Q1: 6,594 shares 6,594 $682K 0.05% +119 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: 2,291 shares; 2024Q4: 2,159 shares; 2025Q1: 2,182 shares; 2025Q2: 2,136 shares; 2025Q3: 1,993 shares; 2025Q4: 1,919 shares; 2026Q1: 1,895 shares 1,895 $676K 0.05% -24 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: 6,772 shares; 2024Q4: 6,455 shares; 2025Q1: 9,459 shares; 2025Q2: 9,437 shares; 2025Q3: 7,151 shares; 2025Q4: 6,903 shares; 2026Q1: 5,948 shares 5,948 $673K 0.05% -955 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: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,037 shares; 2025Q3: 1,293 shares; 2025Q4: 1,263 shares; 2026Q1: 1,348 shares 1,348 $668K 0.05% +85 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,491 shares; 2025Q1: 7,786 shares; 2025Q2: 6,603 shares; 2025Q3: 3,959 shares; 2025Q4: 4,174 shares; 2026Q1: 4,323 shares 4,323 $649K 0.05% +149 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,697 shares 18,697 $616K 0.05% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,123 shares 10,123 $607K 0.05% new 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: 9,226 shares; 2024Q4: 8,575 shares; 2025Q1: 10,335 shares; 2025Q2: 9,728 shares; 2025Q3: 9,231 shares; 2025Q4: 20,175 shares; 2026Q1: 13,205 shares 13,205 $606K 0.05% -6,970 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,246 shares 11,246 $598K 0.05% new 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: 496 shares; 2024Q4: 584 shares; 2025Q1: 563 shares; 2025Q2: 626 shares; 2025Q3: 557 shares; 2025Q4: 949 shares; 2026Q1: 999 shares 999 $597K 0.05% +50 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,484 shares; 2024Q4: 2,486 shares; 2025Q1: 2,435 shares; 2025Q2: 2,437 shares; 2025Q3: 2,489 shares; 2025Q4: 2,589 shares; 2026Q1: 2,463 shares 2,463 $597K 0.05% -126 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,201 shares; 2025Q2: 24,026 shares; 2025Q3: 24,325 shares; 2025Q4: 8,568 shares; 2026Q1: 26,230 shares 26,230 $594K 0.05% +17,662 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,530 shares 4,530 $572K 0.05% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 3,885 shares; 2025Q4: 4,005 shares; 2026Q1: 4,549 shares 4,549 $568K 0.05% +544 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: 19,391 shares; 2024Q4: 2,991 shares; 2025Q1: 16,535 shares; 2025Q2: 2,929 shares; 2025Q3: 3,013 shares; 2025Q4: 3,145 shares; 2026Q1: 3,565 shares 3,565 $561K 0.04% +420 Timeline BAB 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: 81,248 shares; 2024Q4: 69,965 shares; 2025Q1: 70,775 shares; 2025Q2: 22,330 shares; 2025Q3: 22,239 shares; 2025Q4: 20,205 shares; 2026Q1: 20,697 shares 20,697 $558K 0.04% +492 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 3,494 shares; 2025Q4: 3,544 shares; 2026Q1: 3,628 shares 3,628 $547K 0.04% +84 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,643 shares; 2025Q3: 4,776 shares; 2025Q4: 4,656 shares; 2026Q1: 5,068 shares 5,068 $542K 0.04% +412 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,842 shares; 2025Q1: 3,179 shares; 2025Q2: 3,310 shares; 2025Q3: 3,289 shares; 2025Q4: 2,973 shares; 2026Q1: 3,130 shares 3,130 $539K 0.04% +157 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,418 shares; 2026Q1: 5,626 shares 5,626 $539K 0.04% +3,208 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: 16,860 shares; 2024Q4: 16,811 shares; 2025Q1: 9,036 shares; 2025Q2: 8,392 shares; 2025Q3: 8,402 shares; 2025Q4: 8,139 shares; 2026Q1: 8,628 shares 8,628 $533K 0.04% +489 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $523K 0.04% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 4,304 shares; 2025Q1: 4,494 shares; 2025Q2: 4,443 shares; 2025Q3: 4,420 shares; 2025Q4: 4,492 shares; 2026Q1: 4,913 shares 4,913 $520K 0.04% +421 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: 13,123 shares; 2024Q4: 10,971 shares; 2025Q1: 22,503 shares; 2025Q2: 22,050 shares; 2025Q3: 20,005 shares; 2025Q4: 17,873 shares; 2026Q1: 17,891 shares 17,891 $519K 0.04% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,656 shares 9,656 $487K 0.04% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: 10,453 shares; 2025Q1: 10,453 shares; 2025Q2: 10,453 shares; 2025Q3: 10,453 shares; 2025Q4: 10,453 shares; 2026Q1: 10,453 shares 10,453 $485K 0.04% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,474 shares; 2025Q4: 3,433 shares; 2026Q1: 3,559 shares 3,559 $479K 0.04% +126 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: not reported; 2024Q4: 3,543 shares; 2025Q1: 3,568 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,568 shares 3,568 $471K 0.04% 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: 4,964 shares; 2024Q4: 4,620 shares; 2025Q1: 5,032 shares; 2025Q2: 4,668 shares; 2025Q3: 4,811 shares; 2025Q4: 4,931 shares; 2026Q1: 5,619 shares 5,619 $457K 0.04% +688 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,404 shares; 2025Q2: 7,465 shares; 2025Q3: 5,566 shares; 2025Q4: 4,250 shares; 2026Q1: 4,870 shares 4,870 $446K 0.04% +620 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,472 shares; 2026Q1: 7,008 shares 7,008 $439K 0.03% +3,536 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,187 shares; 2026Q1: 2,469 shares 2,469 $434K 0.03% +282 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,281 shares 1,281 $433K 0.03% +9 Timeline SCHB 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: 6,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,010 shares; 2025Q2: 16,737 shares; 2025Q3: 16,737 shares; 2025Q4: 16,759 shares; 2026Q1: 16,737 shares 16,737 $420K 0.03% -22 Timeline XLRE 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: 8,873 shares; 2024Q4: 11,124 shares; 2025Q1: 8,773 shares; 2025Q2: 8,771 shares; 2025Q3: 8,479 shares; 2025Q4: 9,368 shares; 2026Q1: 9,730 shares 9,730 $397K 0.03% +362 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 1,921 shares; 2025Q1: 1,621 shares; 2025Q2: 1,571 shares; 2025Q3: 1,420 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $384K 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: 13,744 shares; 2024Q4: 13,767 shares; 2025Q1: 14,075 shares; 2025Q2: 12,311 shares; 2025Q3: 12,545 shares; 2025Q4: 12,079 shares; 2026Q1: 13,339 shares 13,339 $383K 0.03% +1,260 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares; 2026Q1: 5,033 shares 5,033 $371K 0.03% -435 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,622 shares; 2025Q1: 49,982 shares; 2025Q2: 1,349 shares; 2025Q3: 1,333 shares; 2025Q4: 1,319 shares; 2026Q1: 1,305 shares 1,305 $364K 0.03% -14 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 2,752 shares; 2025Q3: 3,045 shares; 2025Q4: 3,120 shares; 2026Q1: 3,185 shares 3,185 $352K 0.03% +65 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3,622 shares; 2025Q1: 3,799 shares; 2025Q2: 3,740 shares; 2025Q3: 3,727 shares; 2025Q4: 3,566 shares; 2026Q1: 3,632 shares 3,632 $347K 0.03% +66 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: 2,240 shares; 2024Q4: 2,123 shares; 2025Q1: 2,114 shares; 2025Q2: 2,138 shares; 2025Q3: 2,224 shares; 2025Q4: 2,184 shares; 2026Q1: 2,142 shares 2,142 $342K 0.03% -42 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,390 shares; 2024Q4: 4,264 shares; 2025Q1: 4,202 shares; 2025Q2: 4,378 shares; 2025Q3: 3,072 shares; 2025Q4: 2,930 shares; 2026Q1: 3,002 shares 3,002 $341K 0.03% +72 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: 27,695 shares; 2024Q4: 27,643 shares; 2025Q1: 27,349 shares; 2025Q2: 26,228 shares; 2025Q3: 20,146 shares; 2025Q4: 20,636 shares; 2026Q1: 2,585 shares 2,585 $338K 0.03% -18,051 Timeline AGZ 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: 10,870 shares; 2024Q4: 6,861 shares; 2025Q1: 4,424 shares; 2025Q2: 3,331 shares; 2025Q3: 3,341 shares; 2025Q4: 3,037 shares; 2026Q1: 3,066 shares 3,066 $336K 0.03% +29 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,268 shares; 2024Q4: 7,295 shares; 2025Q1: 7,295 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares 7,051 $331K 0.03% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,316 shares 8,316 $331K 0.03% new 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: 131,471 shares; 2024Q4: 16,220 shares; 2025Q1: 6,519 shares; 2025Q2: 5,036 shares; 2025Q3: 4,504 shares; 2025Q4: 3,401 shares; 2026Q1: 3,401 shares 3,401 $330K 0.03% 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: 3,460 shares; 2024Q4: 1,157 shares; 2025Q1: not reported; 2025Q2: 1,432 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,647 shares 1,647 $328K 0.03% +375 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: not reported; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 4,595 shares; 2025Q3: 4,639 shares; 2025Q4: 4,713 shares; 2026Q1: 5,281 shares 5,281 $324K 0.03% +568 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 1,021 shares; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 836 shares 836 $321K 0.03% -7 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: 3,002 shares; 2024Q4: 2,866 shares; 2025Q1: 2,575 shares; 2025Q2: 2,626 shares; 2025Q3: 2,686 shares; 2025Q4: 2,449 shares; 2026Q1: 2,433 shares 2,433 $319K 0.03% -16 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: 6,992 shares; 2024Q4: 6,492 shares; 2025Q1: 6,508 shares; 2025Q2: 6,802 shares; 2025Q3: 6,806 shares; 2025Q4: 6,531 shares; 2026Q1: 6,685 shares 6,685 $314K 0.03% +154 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 2,470 shares; 2025Q1: 2,427 shares; 2025Q2: 2,475 shares; 2025Q3: 2,475 shares; 2025Q4: 2,386 shares; 2026Q1: 2,308 shares 2,308 $312K 0.02% -78 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: 264 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $306K 0.02% 0 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: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,677 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,623 shares 2,623 $297K 0.02% -49 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,114 shares; 2025Q3: 2,365 shares; 2025Q4: 2,389 shares; 2026Q1: 2,441 shares 2,441 $290K 0.02% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,476 shares; 2025Q4: 2,613 shares; 2026Q1: 2,620 shares 2,620 $286K 0.02% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares; 2026Q1: 315 shares 315 $275K 0.02% -33 Timeline FLOT 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: 13,444 shares; 2024Q4: 8,117 shares; 2025Q1: 6,073 shares; 2025Q2: 5,712 shares; 2025Q3: 5,746 shares; 2025Q4: 5,256 shares; 2026Q1: 5,326 shares 5,326 $271K 0.02% +70 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,678 shares 7,678 $267K 0.02% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,368 shares 7,368 $267K 0.02% new 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: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 954 shares; 2026Q1: 907 shares 907 $264K 0.02% -47 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,555 shares; 2025Q1: 13,075 shares; 2025Q2: 4,317 shares; 2025Q3: 4,574 shares; 2025Q4: 5,915 shares; 2026Q1: 6,734 shares 6,734 $259K 0.02% +819 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,145 shares; 2024Q4: 44,924 shares; 2025Q1: 47,732 shares; 2025Q2: 43,237 shares; 2025Q3: 1,131 shares; 2025Q4: 1,048 shares; 2026Q1: 910 shares 910 $243K 0.02% -138 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: 1,665 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,592 shares 1,592 $241K 0.02% 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: 748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 693 shares; 2026Q1: 677 shares 677 $241K 0.02% -16 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,291 shares; 2025Q4: 5,079 shares; 2026Q1: 5,059 shares 5,059 $235K 0.02% -20 Timeline PPA 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: 4,017 shares; 2024Q4: 2,271 shares; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,489 shares; 2026Q1: 1,396 shares 1,396 $231K 0.02% -93 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,864 shares 3,864 $227K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,072 shares 5,072 $224K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares 907 $221K 0.02% new 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,255 shares; 2025Q2: 1,333 shares; 2025Q3: 1,299 shares; 2025Q4: 1,277 shares; 2026Q1: 1,202 shares 1,202 $219K 0.02% -75 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: 370 shares; 2024Q4: 375 shares; 2025Q1: 384 shares; 2025Q2: 392 shares; 2025Q3: 341 shares; 2025Q4: 375 shares; 2026Q1: 335 shares 335 $219K 0.02% -40 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $208K 0.02% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,495 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares; 2026Q1: 10,495 shares 10,495 $194K 0.02% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,910 shares; 2024Q4: 26,795 shares; 2025Q1: 21,024 shares; 2025Q2: 18,139 shares; 2025Q3: 12,219 shares; 2025Q4: 12,219 shares; 2026Q1: 12,219 shares 12,219 $141K 0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,308 shares; 2024Q4: 184,208 shares; 2025Q1: 184,508 shares; 2025Q2: 184,608 shares; 2025Q3: 184,608 shares; 2025Q4: 209,608 shares; 2026Q1: 209,608 shares 209,608 $127K 0.01% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,836 shares; 2026Q1: 16,836 shares 16,836 $67K 0.01% 0 Timeline PEW GRABAGUN DIGITAL HLDGS INC More: the full row for GRABAGUN DIGITAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,705 shares 15,705 $47.3K <0.01% new Timeline BSIN BIG SKY INDL INC More: the full row for BIG SKY INDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,965 shares; 2026Q1: 39,015 shares 39,015 $34.5K <0.01% +10,050 Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 13,333 shares; 2025Q1: 13,333 shares; 2025Q2: 13,333 shares; 2025Q3: 13,333 shares; 2025Q4: 13,333 shares; 2026Q1: 13,333 shares 13,333 $7.99K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,510 shares 26,510 $186 <0.01% new