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: 71,967 shares; 2024Q4: 70,506 shares; 2025Q1: 70,459 shares; 2025Q2: 71,352 shares; 2025Q3: 70,971 shares; 2025Q4: 57,516 shares; 2026Q1: 57,373 shares 57,373 $27.5M 9.17% -143 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,615 shares; 2025Q2: 360,013 shares; 2025Q3: 381,921 shares; 2025Q4: 389,667 shares; 2026Q1: 376,344 shares 376,344 $17.6M 5.86% -13,323 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,045 shares; 2025Q2: 529,238 shares; 2025Q3: 537,928 shares; 2025Q4: 480,266 shares; 2026Q1: 481,748 shares 481,748 $10.6M 3.53% +1,482 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: 120,867 shares; 2024Q4: 120,756 shares; 2025Q1: 111,107 shares; 2025Q2: 98,727 shares; 2025Q3: 98,924 shares; 2025Q4: 96,617 shares; 2026Q1: 92,893 shares 92,893 $9.02M 3.01% -3,724 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: 28,179 shares; 2024Q4: 27,744 shares; 2025Q1: 27,844 shares; 2025Q2: 26,649 shares; 2025Q3: 27,007 shares; 2025Q4: 12,027 shares; 2026Q1: 10,524 shares 10,524 $6.87M 2.29% -1,503 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: 15,777 shares; 2024Q4: 15,654 shares; 2025Q1: 16,650 shares; 2025Q2: 16,375 shares; 2025Q3: 19,957 shares; 2025Q4: 18,425 shares; 2026Q1: 17,584 shares 17,584 $6.51M 2.17% -841 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: 6,617 shares; 2024Q4: 6,652 shares; 2025Q1: 6,607 shares; 2025Q2: 6,597 shares; 2025Q3: 10,871 shares; 2025Q4: 13,336 shares; 2026Q1: 18,721 shares 18,721 $6.01M 2% +5,385 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: 68,647 shares; 2024Q4: 68,507 shares; 2025Q1: 67,217 shares; 2025Q2: 65,332 shares; 2025Q3: 73,515 shares; 2025Q4: 78,379 shares; 2026Q1: 84,663 shares 84,663 $5.72M 1.91% +6,284 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,250 shares; 2025Q4: 44,685 shares; 2026Q1: 61,925 shares 61,925 $4.66M 1.55% +17,240 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: 23,008 shares; 2024Q4: 22,863 shares; 2025Q1: 22,317 shares; 2025Q2: 18,622 shares; 2025Q3: 18,637 shares; 2025Q4: 21,332 shares; 2026Q1: 22,076 shares 22,076 $4.54M 1.51% +744 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,303 shares; 2024Q4: 6,303 shares; 2025Q1: 6,068 shares; 2025Q2: 5,948 shares; 2025Q3: 29,208 shares; 2025Q4: 38,876 shares; 2026Q1: 58,756 shares 58,756 $4.53M 1.51% +19,880 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: 1,400 shares; 2024Q4: 2,017 shares; 2025Q1: 2,186 shares; 2025Q2: 2,428 shares; 2025Q3: 5,231 shares; 2025Q4: 7,128 shares; 2026Q1: 10,118 shares 10,118 $4.42M 1.47% +2,990 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: 19,234 shares; 2024Q4: 19,836 shares; 2025Q1: 18,127 shares; 2025Q2: 16,830 shares; 2025Q3: 17,672 shares; 2025Q4: 15,714 shares; 2026Q1: 15,674 shares 15,674 $3.98M 1.33% -40 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: 14,756 shares; 2024Q4: 14,028 shares; 2025Q1: 19,616 shares; 2025Q2: 20,816 shares; 2025Q3: 20,618 shares; 2025Q4: 21,970 shares; 2026Q1: 22,205 shares 22,205 $3.87M 1.29% +235 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,786 shares; 2024Q4: 43,076 shares; 2025Q1: 39,534 shares; 2025Q2: 37,932 shares; 2025Q3: 41,100 shares; 2025Q4: not reported; 2026Q1: 44,289 shares 44,289 $3.66M 1.22% new 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: 53,578 shares; 2024Q4: 53,568 shares; 2025Q1: 55,846 shares; 2025Q2: 49,166 shares; 2025Q3: 48,812 shares; 2025Q4: 50,686 shares; 2026Q1: 40,841 shares 40,841 $3.6M 1.2% -9,845 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: 22,566 shares; 2024Q4: 23,071 shares; 2025Q1: 22,521 shares; 2025Q2: 22,859 shares; 2025Q3: 20,153 shares; 2025Q4: 15,613 shares; 2026Q1: 15,852 shares 15,852 $3.28M 1.09% +239 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: 19,032 shares; 2024Q4: 18,832 shares; 2025Q1: 17,309 shares; 2025Q2: 17,547 shares; 2025Q3: 28,778 shares; 2025Q4: not reported; 2026Q1: 32,014 shares 32,014 $3.18M 1.06% new 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: 9,506 shares; 2024Q4: 9,152 shares; 2025Q1: 9,567 shares; 2025Q2: 8,800 shares; 2025Q3: 10,819 shares; 2025Q4: 9,736 shares; 2026Q1: 10,343 shares 10,343 $3.04M 1.01% +607 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: 3,161 shares; 2024Q4: 3,161 shares; 2025Q1: 3,086 shares; 2025Q2: 3,171 shares; 2025Q3: 10,851 shares; 2025Q4: 14,263 shares; 2026Q1: 20,038 shares 20,038 $2.97M 0.99% +5,775 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: 19,072 shares; 2024Q4: 18,937 shares; 2025Q1: 23,408 shares; 2025Q2: 18,867 shares; 2025Q3: 23,845 shares; 2025Q4: 25,889 shares; 2026Q1: 23,541 shares 23,541 $2.93M 0.98% -2,348 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,185 shares; 2025Q4: not reported; 2026Q1: 59,338 shares 59,338 $2.79M 0.93% new Timeline FLRN 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: 114,029 shares; 2024Q4: 113,869 shares; 2025Q1: 101,233 shares; 2025Q2: 89,678 shares; 2025Q3: 100,539 shares; 2025Q4: not reported; 2026Q1: 87,260 shares 87,260 $2.69M 0.9% new 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: 6,235 shares; 2024Q4: 4,555 shares; 2025Q1: 4,555 shares; 2025Q2: 4,345 shares; 2025Q3: 13,910 shares; 2025Q4: not reported; 2026Q1: 32,180 shares 32,180 $2.66M 0.89% new Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly 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: 84,123 shares 84,123 $2.65M 0.88% new 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: 56,248 shares; 2024Q4: 55,094 shares; 2025Q1: 125,197 shares; 2025Q2: 133,652 shares; 2025Q3: 114,985 shares; 2025Q4: 83,311 shares; 2026Q1: 83,879 shares 83,879 $2.43M 0.81% +568 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 640 shares; 2025Q2: 287 shares; 2025Q3: 11,281 shares; 2025Q4: 36,116 shares; 2026Q1: 37,216 shares 37,216 $2.38M 0.8% +1,100 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: 10,623 shares; 2024Q4: 10,238 shares; 2025Q1: 9,893 shares; 2025Q2: 9,302 shares; 2025Q3: 14,973 shares; 2025Q4: 14,153 shares; 2026Q1: 14,415 shares 14,415 $2.38M 0.79% +262 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: 53,044 shares; 2024Q4: 54,409 shares; 2025Q1: 53,579 shares; 2025Q2: 53,033 shares; 2025Q3: 43,823 shares; 2025Q4: 32,505 shares; 2026Q1: 30,417 shares 30,417 $2.36M 0.79% -2,088 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: 2,062 shares; 2024Q4: 1,972 shares; 2025Q1: 1,902 shares; 2025Q2: 2,322 shares; 2025Q3: 1,468 shares; 2025Q4: 1,706 shares; 2026Q1: 3,529 shares 3,529 $2.3M 0.77% +1,823 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 8,373 shares; 2025Q1: 7,627 shares; 2025Q2: 7,446 shares; 2025Q3: 15,355 shares; 2025Q4: not reported; 2026Q1: 37,960 shares 37,960 $2.26M 0.75% new 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: 13,168 shares; 2024Q4: 13,293 shares; 2025Q1: 13,245 shares; 2025Q2: 14,347 shares; 2025Q3: 14,680 shares; 2025Q4: 10,426 shares; 2026Q1: 10,737 shares 10,737 $2.24M 0.75% +311 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 2,214 shares; 2025Q1: 2,571 shares; 2025Q2: 3,551 shares; 2025Q3: 9,939 shares; 2025Q4: not reported; 2026Q1: 28,456 shares 28,456 $2.2M 0.73% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,047 shares; 2024Q4: 49,184 shares; 2025Q1: 45,303 shares; 2025Q2: 40,086 shares; 2025Q3: 38,950 shares; 2025Q4: 37,573 shares; 2026Q1: 37,585 shares 37,585 $2.03M 0.68% +12 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: 5,835 shares; 2024Q4: 5,942 shares; 2025Q1: 6,439 shares; 2025Q2: 6,329 shares; 2025Q3: 10,310 shares; 2025Q4: 9,168 shares; 2026Q1: 9,336 shares 9,336 $2.03M 0.68% +168 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: 7,422 shares; 2024Q4: 7,497 shares; 2025Q1: 8,806 shares; 2025Q2: 8,737 shares; 2025Q3: 8,980 shares; 2025Q4: 8,262 shares; 2026Q1: 7,010 shares 7,010 $2.01M 0.67% -1,252 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,425 shares; 2025Q1: 7,072 shares; 2025Q2: 5,836 shares; 2025Q3: 6,114 shares; 2025Q4: 6,318 shares; 2026Q1: 6,433 shares 6,433 $1.99M 0.66% +115 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: 45,700 shares; 2024Q4: 47,270 shares; 2025Q1: 20,472 shares; 2025Q2: 20,665 shares; 2025Q3: 25,825 shares; 2025Q4: 26,214 shares; 2026Q1: 26,158 shares 26,158 $1.99M 0.66% -56 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: 6,876 shares; 2024Q4: 6,806 shares; 2025Q1: 24,826 shares; 2025Q2: 25,161 shares; 2025Q3: 19,044 shares; 2025Q4: 15,108 shares; 2026Q1: 14,870 shares 14,870 $1.95M 0.65% -238 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: 22,706 shares; 2024Q4: 23,666 shares; 2025Q1: 6,570 shares; 2025Q2: 6,679 shares; 2025Q3: 13,673 shares; 2025Q4: 13,265 shares; 2026Q1: 16,035 shares 16,035 $1.93M 0.64% +2,770 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,603 shares; 2024Q4: 5,496 shares; 2025Q1: 5,489 shares; 2025Q2: 4,987 shares; 2025Q3: 7,391 shares; 2025Q4: 7,212 shares; 2026Q1: 5,799 shares 5,799 $1.91M 0.64% -1,413 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: 4,788 shares; 2024Q4: 4,718 shares; 2025Q1: 5,153 shares; 2025Q2: 4,673 shares; 2025Q3: 4,592 shares; 2025Q4: 3,343 shares; 2026Q1: 3,316 shares 3,316 $1.9M 0.63% -27 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: 12,681 shares; 2024Q4: 13,591 shares; 2025Q1: 14,412 shares; 2025Q2: 13,006 shares; 2025Q3: 19,937 shares; 2025Q4: 19,909 shares; 2026Q1: 18,746 shares 18,746 $1.74M 0.58% -1,163 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: 15,670 shares; 2024Q4: 15,480 shares; 2025Q1: 15,676 shares; 2025Q2: 47,464 shares; 2025Q3: 36,553 shares; 2025Q4: 27,919 shares; 2026Q1: 28,324 shares 28,324 $1.72M 0.57% +405 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,181 shares; 2024Q4: 12,058 shares; 2025Q1: 12,947 shares; 2025Q2: 9,526 shares; 2025Q3: 9,967 shares; 2025Q4: 14,550 shares; 2026Q1: 13,809 shares 13,809 $1.72M 0.57% -741 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: 41,769 shares; 2024Q4: 46,003 shares; 2025Q1: 34,133 shares; 2025Q2: 32,115 shares; 2025Q3: 32,535 shares; 2025Q4: not reported; 2026Q1: 31,748 shares 31,748 $1.67M 0.56% new 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: 9,342 shares; 2024Q4: 9,282 shares; 2025Q1: 10,699 shares; 2025Q2: 11,094 shares; 2025Q3: 11,276 shares; 2025Q4: 6,184 shares; 2026Q1: 5,787 shares 5,787 $1.66M 0.55% -397 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: 2,076 shares; 2024Q4: 2,021 shares; 2025Q1: 1,960 shares; 2025Q2: 1,707 shares; 2025Q3: 1,745 shares; 2025Q4: 1,744 shares; 2026Q1: 1,650 shares 1,650 $1.64M 0.55% -94 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 6,133 shares; 2025Q1: 6,772 shares; 2025Q2: 6,414 shares; 2025Q3: 10,862 shares; 2025Q4: 11,329 shares; 2026Q1: 11,719 shares 11,719 $1.63M 0.54% +390 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: 20,092 shares; 2024Q4: 19,491 shares; 2025Q1: 26,132 shares; 2025Q2: 24,394 shares; 2025Q3: 34,399 shares; 2025Q4: 29,306 shares; 2026Q1: 32,171 shares 32,171 $1.61M 0.54% +2,865 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: 5,074 shares; 2024Q4: 5,035 shares; 2025Q1: 4,235 shares; 2025Q2: 3,814 shares; 2025Q3: 7,044 shares; 2025Q4: 6,654 shares; 2026Q1: 6,608 shares 6,608 $1.6M 0.53% -46 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 3,095 shares; 2025Q1: 3,236 shares; 2025Q2: 3,272 shares; 2025Q3: 21,497 shares; 2025Q4: 16,996 shares; 2026Q1: 17,718 shares 17,718 $1.6M 0.53% +722 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 948 shares; 2025Q1: 1,205 shares; 2025Q2: 1,131 shares; 2025Q3: 1,655 shares; 2025Q4: 1,678 shares; 2026Q1: 1,649 shares 1,649 $1.59M 0.53% -29 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: 6,559 shares; 2024Q4: 6,559 shares; 2025Q1: 6,139 shares; 2025Q2: 6,139 shares; 2025Q3: 6,114 shares; 2025Q4: 11,624 shares; 2026Q1: 11,297 shares 11,297 $1.5M 0.5% -327 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: 13,702 shares; 2024Q4: 13,775 shares; 2025Q1: 14,406 shares; 2025Q2: 10,650 shares; 2025Q3: 10,838 shares; 2025Q4: 10,794 shares; 2026Q1: 8,786 shares 8,786 $1.49M 0.5% -2,008 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: 8,282 shares; 2024Q4: 9,232 shares; 2025Q1: 10,513 shares; 2025Q2: 10,623 shares; 2025Q3: 29,086 shares; 2025Q4: 29,456 shares; 2026Q1: 31,536 shares 31,536 $1.48M 0.49% +2,080 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: 1,077 shares; 2024Q4: 1,197 shares; 2025Q1: 1,383 shares; 2025Q2: 1,480 shares; 2025Q3: 1,651 shares; 2025Q4: 1,400 shares; 2026Q1: 1,482 shares 1,482 $1.36M 0.45% +82 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: 1,711 shares; 2024Q4: 1,566 shares; 2025Q1: 12,325 shares; 2025Q2: 12,678 shares; 2025Q3: 9,164 shares; 2025Q4: 6,758 shares; 2026Q1: 6,473 shares 6,473 $1.35M 0.45% -285 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,125 shares; 2025Q3: 3,665 shares; 2025Q4: not reported; 2026Q1: 12,440 shares 12,440 $1.25M 0.42% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,366 shares; 2024Q4: 15,671 shares; 2025Q1: 14,886 shares; 2025Q2: 14,636 shares; 2025Q3: 20,050 shares; 2025Q4: not reported; 2026Q1: 41,095 shares 41,095 $1.24M 0.41% new 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: 32,107 shares; 2024Q4: 32,092 shares; 2025Q1: 30,801 shares; 2025Q2: 29,852 shares; 2025Q3: 30,058 shares; 2025Q4: 30,450 shares; 2026Q1: 30,039 shares 30,039 $1.23M 0.41% -411 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: 19,023 shares; 2024Q4: 19,492 shares; 2025Q1: 19,801 shares; 2025Q2: 18,816 shares; 2025Q3: 13,009 shares; 2025Q4: 8,415 shares; 2026Q1: 5,005 shares 5,005 $1.22M 0.41% -3,410 Timeline VGSH 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: 18,156 shares; 2024Q4: 18,059 shares; 2025Q1: 17,916 shares; 2025Q2: 17,846 shares; 2025Q3: 19,867 shares; 2025Q4: not reported; 2026Q1: 20,537 shares 20,537 $1.2M 0.4% new 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: 4,139 shares; 2024Q4: 4,141 shares; 2025Q1: 4,455 shares; 2025Q2: 4,485 shares; 2025Q3: 4,841 shares; 2025Q4: 3,567 shares; 2026Q1: 3,887 shares 3,887 $1.17M 0.39% +320 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: 5,543 shares; 2024Q4: 17,803 shares; 2025Q1: 15,199 shares; 2025Q2: 14,918 shares; 2025Q3: 9,051 shares; 2025Q4: 6,386 shares; 2026Q1: 5,908 shares 5,908 $1.16M 0.39% -478 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: 5,187 shares; 2024Q4: 5,107 shares; 2025Q1: 5,209 shares; 2025Q2: 5,155 shares; 2025Q3: 8,517 shares; 2025Q4: 8,682 shares; 2026Q1: 8,788 shares 8,788 $1.15M 0.38% +106 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 312 shares 312 $1.05M 0.35% +308 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: 9,850 shares; 2024Q4: 9,580 shares; 2025Q1: 9,697 shares; 2025Q2: 9,839 shares; 2025Q3: 11,045 shares; 2025Q4: 11,025 shares; 2026Q1: 11,149 shares 11,149 $1.05M 0.35% +124 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: 3,550 shares; 2024Q4: 3,420 shares; 2025Q1: 3,607 shares; 2025Q2: 3,638 shares; 2025Q3: 8,572 shares; 2025Q4: 8,642 shares; 2026Q1: 9,037 shares 9,037 $1.02M 0.34% +395 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: 340 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 406 shares; 2025Q3: 1,152 shares; 2025Q4: 1,814 shares; 2026Q1: 1,752 shares 1,752 $1.01M 0.34% -62 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,036 shares; 2025Q1: 5,285 shares; 2025Q2: 5,108 shares; 2025Q3: 5,228 shares; 2025Q4: 5,136 shares; 2026Q1: 4,907 shares 4,907 $997K 0.33% -229 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,715 shares; 2024Q4: 40,270 shares; 2025Q1: 49,066 shares; 2025Q2: 50,484 shares; 2025Q3: 33,574 shares; 2025Q4: 20,130 shares; 2026Q1: 18,888 shares 18,888 $982K 0.33% -1,242 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: 436 shares; 2024Q4: 443 shares; 2025Q1: 536 shares; 2025Q2: 542 shares; 2025Q3: 1,349 shares; 2025Q4: 1,349 shares; 2026Q1: 1,565 shares 1,565 $946K 0.32% +216 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: 2,988 shares; 2024Q4: 2,943 shares; 2025Q1: 3,033 shares; 2025Q2: 2,823 shares; 2025Q3: 3,034 shares; 2025Q4: 1,751 shares; 2026Q1: 1,891 shares 1,891 $945K 0.32% +140 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: 54,352 shares; 2024Q4: 56,597 shares; 2025Q1: 58,677 shares; 2025Q2: 59,751 shares; 2025Q3: 33,226 shares; 2025Q4: 22,077 shares; 2026Q1: 17,289 shares 17,289 $936K 0.31% -4,788 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: 21,083 shares; 2024Q4: 20,788 shares; 2025Q1: 21,810 shares; 2025Q2: 20,859 shares; 2025Q3: 33,172 shares; 2025Q4: 28,376 shares; 2026Q1: 31,921 shares 31,921 $916K 0.31% +3,545 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 11,375 shares; 2025Q1: 12,350 shares; 2025Q2: 12,522 shares; 2025Q3: 34,069 shares; 2025Q4: 34,024 shares; 2026Q1: 37,529 shares 37,529 $886K 0.3% +3,505 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: 2,323 shares; 2024Q4: 1,829 shares; 2025Q1: 1,914 shares; 2025Q2: 2,012 shares; 2025Q3: 5,126 shares; 2025Q4: 5,131 shares; 2026Q1: 5,376 shares 5,376 $885K 0.29% +245 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: 6,899 shares; 2024Q4: 6,929 shares; 2025Q1: 7,084 shares; 2025Q2: 6,269 shares; 2025Q3: 11,217 shares; 2025Q4: 7,688 shares; 2026Q1: 8,951 shares 8,951 $881K 0.29% +1,263 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: 601 shares; 2024Q4: 601 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 1,371 shares; 2025Q4: 1,337 shares; 2026Q1: 1,377 shares 1,377 $849K 0.28% +40 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: 853 shares; 2024Q4: 848 shares; 2025Q1: 1,005 shares; 2025Q2: 1,125 shares; 2025Q3: 2,246 shares; 2025Q4: 2,247 shares; 2026Q1: 2,373 shares 2,373 $849K 0.28% +126 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: 6,328 shares; 2024Q4: 6,103 shares; 2025Q1: 6,878 shares; 2025Q2: 6,292 shares; 2025Q3: 16,924 shares; 2025Q4: 17,179 shares; 2026Q1: 18,294 shares 18,294 $841K 0.28% +1,115 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,673 shares; 2025Q1: 1,925 shares; 2025Q2: 1,836 shares; 2025Q3: 3,648 shares; 2025Q4: 3,231 shares; 2026Q1: 3,366 shares 3,366 $832K 0.28% +135 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: 7,631 shares; 2024Q4: 7,671 shares; 2025Q1: 1,062 shares; 2025Q2: 923 shares; 2025Q3: 1,156 shares; 2025Q4: 1,161 shares; 2026Q1: 1,166 shares 1,166 $826K 0.28% +5 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 9,980 shares; 2025Q1: 10,189 shares; 2025Q2: 10,305 shares; 2025Q3: 17,180 shares; 2025Q4: 17,360 shares; 2026Q1: 18,540 shares 18,540 $812K 0.27% +1,180 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: 3,271 shares; 2024Q4: 16,576 shares; 2025Q1: 18,525 shares; 2025Q2: 2,998 shares; 2025Q3: 6,054 shares; 2025Q4: 5,452 shares; 2026Q1: 6,690 shares 6,690 $811K 0.27% +1,238 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,944 shares; 2025Q1: 3,116 shares; 2025Q2: 3,150 shares; 2025Q3: 8,090 shares; 2025Q4: 8,110 shares; 2026Q1: 8,475 shares 8,475 $791K 0.26% +365 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: 16,930 shares; 2024Q4: 16,973 shares; 2025Q1: 16,479 shares; 2025Q2: 12,939 shares; 2025Q3: 12,406 shares; 2025Q4: 11,928 shares; 2026Q1: 8,467 shares 8,467 $751K 0.25% -3,461 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: 29,445 shares; 2024Q4: 29,135 shares; 2025Q1: 30,935 shares; 2025Q2: 28,260 shares; 2025Q3: 33,129 shares; 2025Q4: 23,202 shares; 2026Q1: 26,033 shares 26,033 $731K 0.24% +2,831 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 1,714 shares; 2025Q2: 3,644 shares; 2025Q3: 6,674 shares; 2025Q4: 7,899 shares; 2026Q1: 7,849 shares 7,849 $689K 0.23% -50 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares; 2025Q1: 3,253 shares; 2025Q2: 2,772 shares; 2025Q3: 2,849 shares; 2025Q4: 2,870 shares; 2026Q1: 2,262 shares 2,262 $684K 0.23% -608 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: 7,233 shares; 2024Q4: 6,497 shares; 2025Q1: 26,687 shares; 2025Q2: 26,537 shares; 2025Q3: 14,188 shares; 2025Q4: 9,224 shares; 2026Q1: 7,823 shares 7,823 $678K 0.23% -1,401 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: 11,996 shares; 2024Q4: 12,081 shares; 2025Q1: 16,210 shares; 2025Q2: 15,557 shares; 2025Q3: 14,432 shares; 2025Q4: 12,471 shares; 2026Q1: 13,794 shares 13,794 $672K 0.22% +1,323 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: 4,195 shares; 2024Q4: 4,209 shares; 2025Q1: 18,518 shares; 2025Q2: 18,911 shares; 2025Q3: 8,361 shares; 2025Q4: 7,124 shares; 2026Q1: 6,883 shares 6,883 $664K 0.22% -241 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,247 shares; 2024Q4: 14,247 shares; 2025Q1: 14,247 shares; 2025Q2: 10,212 shares; 2025Q3: 10,212 shares; 2025Q4: 10,122 shares; 2026Q1: 8,265 shares 8,265 $662K 0.22% -1,857 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: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,260 shares; 2025Q2: 5,275 shares; 2025Q3: 7,075 shares; 2025Q4: 5,720 shares; 2026Q1: 4,310 shares 4,310 $653K 0.22% -1,410 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: 1,896 shares; 2024Q4: 4,546 shares; 2025Q1: 4,587 shares; 2025Q2: 6,039 shares; 2025Q3: 5,571 shares; 2025Q4: 2,119 shares; 2026Q1: 1,908 shares 1,908 $652K 0.22% -211 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,608 shares; 2025Q1: 2,226 shares; 2025Q2: 2,250 shares; 2025Q3: 6,068 shares; 2025Q4: 6,058 shares; 2026Q1: 6,288 shares 6,288 $587K 0.2% +230 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: 3,171 shares; 2024Q4: 3,306 shares; 2025Q1: 3,236 shares; 2025Q2: 5,197 shares; 2025Q3: 5,192 shares; 2025Q4: 5,182 shares; 2026Q1: 5,087 shares 5,087 $575K 0.19% -95 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: 5,830 shares; 2024Q4: 5,830 shares; 2025Q1: 5,993 shares; 2025Q2: 4,747 shares; 2025Q3: 4,092 shares; 2025Q4: 3,543 shares; 2026Q1: 3,643 shares 3,643 $536K 0.18% +100 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,199 shares; 2025Q2: 989 shares; 2025Q3: 1,063 shares; 2025Q4: 883 shares; 2026Q1: 1,258 shares 1,258 $535K 0.18% +375 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: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 765 shares 765 $534K 0.18% +80 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 6,767 shares; 2025Q2: 6,939 shares; 2025Q3: 3,097 shares; 2025Q4: 1,850 shares; 2026Q1: 1,503 shares 1,503 $529K 0.18% -347 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 5,749 shares; 2025Q1: 4,576 shares; 2025Q2: 3,937 shares; 2025Q3: 4,843 shares; 2025Q4: 4,311 shares; 2026Q1: 4,421 shares 4,421 $520K 0.17% +110 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: 3,681 shares; 2024Q4: 3,596 shares; 2025Q1: 4,001 shares; 2025Q2: 3,301 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares; 2026Q1: 5,303 shares 5,303 $516K 0.17% 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: 189 shares; 2024Q4: 189 shares; 2025Q1: 212 shares; 2025Q2: 194 shares; 2025Q3: 172 shares; 2025Q4: 67 shares; 2026Q1: 1,046 shares 1,046 $514K 0.17% +979 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,861 shares; 2024Q4: 6,861 shares; 2025Q1: 6,851 shares; 2025Q2: 7,402 shares; 2025Q3: 7,402 shares; 2025Q4: 7,402 shares; 2026Q1: 5,046 shares 5,046 $508K 0.17% -2,356 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: 284 shares; 2025Q2: 366 shares; 2025Q3: 710 shares; 2025Q4: 1,605 shares; 2026Q1: 3,975 shares 3,975 $502K 0.17% +2,370 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: 2,884 shares; 2024Q4: 2,796 shares; 2025Q1: 2,776 shares; 2025Q2: 2,328 shares; 2025Q3: 2,268 shares; 2025Q4: 2,028 shares; 2026Q1: 1,699 shares 1,699 $496K 0.17% -329 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 5,370 shares; 2025Q2: 5,185 shares; 2025Q3: 7,337 shares; 2025Q4: 7,262 shares; 2026Q1: 7,297 shares 7,297 $485K 0.16% +35 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 8,586 shares; 2025Q1: 2,329 shares; 2025Q2: 8,653 shares; 2025Q3: 2,426 shares; 2025Q4: 2,441 shares; 2026Q1: 2,434 shares 2,434 $483K 0.16% -7 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 3,713 shares; 2025Q1: 3,810 shares; 2025Q2: 3,850 shares; 2025Q3: 12,315 shares; 2025Q4: 11,928 shares; 2026Q1: 13,508 shares 13,508 $482K 0.16% +1,580 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: 500 shares; 2024Q4: 20,555 shares; 2025Q1: 19,636 shares; 2025Q2: 20,030 shares; 2025Q3: 8,959 shares; 2025Q4: 4,483 shares; 2026Q1: 3,627 shares 3,627 $475K 0.16% -856 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: 874 shares; 2024Q4: 904 shares; 2025Q1: 1,014 shares; 2025Q2: 1,275 shares; 2025Q3: 1,348 shares; 2025Q4: 1,127 shares; 2026Q1: 1,431 shares 1,431 $470K 0.16% +304 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,973 shares; 2025Q1: 3,657 shares; 2025Q2: 4,277 shares; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares; 2026Q1: 4,277 shares 4,277 $469K 0.16% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,231 shares; 2025Q2: 2,242 shares; 2025Q3: 2,372 shares; 2025Q4: 2,401 shares; 2026Q1: 3,120 shares 3,120 $456K 0.15% +719 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 380 shares; 2025Q2: 385 shares; 2025Q3: 448 shares; 2025Q4: 276 shares; 2026Q1: 2,133 shares 2,133 $446K 0.15% +1,857 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,251 shares; 2025Q1: 2,287 shares; 2025Q2: 2,284 shares; 2025Q3: 5,908 shares; 2025Q4: 5,968 shares; 2026Q1: 6,308 shares 6,308 $436K 0.15% +340 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 1,224 shares 1,224 $436K 0.15% +1,194 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,060 shares 9,060 $435K 0.14% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,666 shares; 2025Q1: 1,326 shares; 2025Q2: 914 shares; 2025Q3: 2,173 shares; 2025Q4: 2,141 shares; 2026Q1: 2,301 shares 2,301 $415K 0.14% +160 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 836 shares; 2025Q2: 825 shares; 2025Q3: 962 shares; 2025Q4: 1,084 shares; 2026Q1: 1,089 shares 1,089 $405K 0.13% +5 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: 316 shares; 2024Q4: 326 shares; 2025Q1: 368 shares; 2025Q2: 388 shares; 2025Q3: 601 shares; 2025Q4: 474 shares; 2026Q1: 464 shares 464 $402K 0.13% -10 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: 4,697 shares; 2024Q4: 4,660 shares; 2025Q1: 4,960 shares; 2025Q2: 4,037 shares; 2025Q3: 4,113 shares; 2025Q4: 4,103 shares; 2026Q1: 2,679 shares 2,679 $387K 0.13% -1,424 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO 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: 3,992 shares 3,992 $383K 0.13% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,835 shares; 2025Q2: 7,680 shares; 2025Q3: 8,825 shares; 2025Q4: 5,335 shares; 2026Q1: 5,770 shares 5,770 $378K 0.13% +435 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 3,040 shares; 2025Q1: 3,453 shares; 2025Q2: 3,779 shares; 2025Q3: 4,324 shares; 2025Q4: 2,903 shares; 2026Q1: 2,008 shares 2,008 $375K 0.12% -895 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: 7,435 shares; 2024Q4: 7,410 shares; 2025Q1: 7,951 shares; 2025Q2: 7,996 shares; 2025Q3: 8,724 shares; 2025Q4: 5,804 shares; 2026Q1: 6,384 shares 6,384 $368K 0.12% +580 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: 2,039 shares; 2024Q4: 2,069 shares; 2025Q1: 2,330 shares; 2025Q2: 2,458 shares; 2025Q3: 2,127 shares; 2025Q4: 1,780 shares; 2026Q1: 1,840 shares 1,840 $365K 0.12% +60 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: 5,321 shares; 2024Q4: 4,256 shares; 2025Q1: 4,231 shares; 2025Q2: 4,351 shares; 2025Q3: 3,395 shares; 2025Q4: 1,205 shares; 2026Q1: 1,067 shares 1,067 $361K 0.12% -138 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: 1,385 shares; 2024Q4: 1,580 shares; 2025Q1: 1,535 shares; 2025Q2: 1,792 shares; 2025Q3: 1,732 shares; 2025Q4: 1,717 shares; 2026Q1: 1,672 shares 1,672 $353K 0.12% -45 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 830 shares; 2025Q1: 1,070 shares; 2025Q2: 1,120 shares; 2025Q3: 1,265 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares 1,415 $350K 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 185 shares; 2025Q4: 1,010 shares; 2026Q1: 1,025 shares 1,025 $346K 0.12% +15 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: 3,578 shares; 2024Q4: 4,102 shares; 2025Q1: 4,195 shares; 2025Q2: 3,975 shares; 2025Q3: 4,278 shares; 2025Q4: 2,699 shares; 2026Q1: 2,671 shares 2,671 $344K 0.11% -28 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 3,700 shares; 2025Q4: 5,734 shares; 2026Q1: 3,700 shares 3,700 $335K 0.11% -2,034 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: 2,997 shares; 2024Q4: 2,972 shares; 2025Q1: 3,191 shares; 2025Q2: 2,166 shares; 2025Q3: 1,712 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $330K 0.11% 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: 2,410 shares; 2024Q4: 2,075 shares; 2025Q1: 2,163 shares; 2025Q2: 1,971 shares; 2025Q3: 2,100 shares; 2025Q4: 1,018 shares; 2026Q1: 1,213 shares 1,213 $328K 0.11% +195 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: 15,637 shares; 2024Q4: 16,132 shares; 2025Q1: 1,423 shares; 2025Q2: 1,420 shares; 2025Q3: 3,158 shares; 2025Q4: 3,177 shares; 2026Q1: 3,525 shares 3,525 $325K 0.11% +348 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 16,251 shares; 2025Q2: 16,682 shares; 2025Q3: 7,304 shares; 2025Q4: 3,607 shares; 2026Q1: 3,059 shares 3,059 $323K 0.11% -548 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: 8,157 shares; 2024Q4: 9,107 shares; 2025Q1: 9,355 shares; 2025Q2: 8,638 shares; 2025Q3: 8,114 shares; 2025Q4: 3,789 shares; 2026Q1: 3,351 shares 3,351 $323K 0.11% -438 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $318K 0.11% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 2,295 shares; 2025Q3: 2,711 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares 2,971 $317K 0.11% 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: 2,942 shares; 2024Q4: 2,942 shares; 2025Q1: 2,832 shares; 2025Q2: 2,628 shares; 2025Q3: 2,834 shares; 2025Q4: 2,195 shares; 2026Q1: 2,376 shares 2,376 $314K 0.1% +181 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,890 shares; 2024Q4: 9,930 shares; 2025Q1: 9,164 shares; 2025Q2: 9,506 shares; 2025Q3: 4,068 shares; 2025Q4: 2,287 shares; 2026Q1: 1,466 shares 1,466 $311K 0.1% -821 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,127 shares; 2025Q1: 4,265 shares; 2025Q2: 4,324 shares; 2025Q3: 4,469 shares; 2025Q4: 4,508 shares; 2026Q1: 4,543 shares 4,543 $309K 0.1% +35 Timeline IBDU 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: 1,075 shares; 2024Q4: not reported; 2025Q1: 12,380 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: not reported; 2026Q1: 13,150 shares 13,150 $306K 0.1% new 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: not reported; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 9,816 shares; 2025Q4: 10,992 shares; 2026Q1: 12,175 shares 12,175 $306K 0.1% +1,183 Timeline IBDS 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: 861 shares; 2024Q4: not reported; 2025Q1: 11,840 shares; 2025Q2: 12,630 shares; 2025Q3: 12,630 shares; 2025Q4: not reported; 2026Q1: 12,580 shares 12,580 $305K 0.1% new 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: 1,513 shares; 2024Q4: 1,638 shares; 2025Q1: 1,719 shares; 2025Q2: 1,723 shares; 2025Q3: 1,914 shares; 2025Q4: 1,833 shares; 2026Q1: 1,342 shares 1,342 $303K 0.1% -491 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: 145 shares; 2024Q4: 155 shares; 2025Q1: 217 shares; 2025Q2: 292 shares; 2025Q3: 320 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $303K 0.1% 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: 27,324 shares; 2024Q4: 4,998 shares; 2025Q1: 5,215 shares; 2025Q2: 4,030 shares; 2025Q3: 4,039 shares; 2025Q4: 3,819 shares; 2026Q1: 3,101 shares 3,101 $299K 0.1% -718 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: 5,444 shares; 2024Q4: 5,429 shares; 2025Q1: 5,660 shares; 2025Q2: 6,300 shares; 2025Q3: 6,980 shares; 2025Q4: 215 shares; 2026Q1: 5,349 shares 5,349 $298K 0.1% +5,134 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: 1,567 shares; 2024Q4: 1,450 shares; 2025Q1: 1,242 shares; 2025Q2: 1,052 shares; 2025Q3: 11,510 shares; 2025Q4: 5,845 shares; 2026Q1: 4,505 shares 4,505 $297K 0.1% -1,340 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,066 shares; 2025Q1: 4,178 shares; 2025Q2: 4,180 shares; 2025Q3: 11,698 shares; 2025Q4: 11,703 shares; 2026Q1: 12,147 shares 12,147 $295K 0.1% +444 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 341 shares; 2025Q2: 347 shares; 2025Q3: 417 shares; 2025Q4: 2,780 shares; 2026Q1: 3,055 shares 3,055 $294K 0.1% +275 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,261 shares; 2024Q4: 7,863 shares; 2025Q1: 6,971 shares; 2025Q2: 6,841 shares; 2025Q3: 6,594 shares; 2025Q4: not reported; 2026Q1: 6,494 shares 6,494 $293K 0.1% new 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: 200 shares; 2024Q4: 207 shares; 2025Q1: 219 shares; 2025Q2: 389 shares; 2025Q3: 421 shares; 2025Q4: 1,505 shares; 2026Q1: 2,775 shares 2,775 $290K 0.1% +1,270 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: 3,156 shares; 2025Q3: 3,129 shares; 2025Q4: 1,109 shares; 2026Q1: 2,273 shares 2,273 $287K 0.1% +1,164 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: 335 shares; 2024Q4: 355 shares; 2025Q1: 463 shares; 2025Q2: 613 shares; 2025Q3: 666 shares; 2025Q4: 628 shares; 2026Q1: 661 shares 661 $286K 0.1% +33 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: 3,520 shares; 2024Q4: 3,510 shares; 2025Q1: 4,610 shares; 2025Q2: 4,675 shares; 2025Q3: 6,170 shares; 2025Q4: 2,410 shares; 2026Q1: 3,035 shares 3,035 $282K 0.09% +625 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 9,576 shares; 2025Q4: 5,559 shares; 2026Q1: 3,831 shares 3,831 $279K 0.09% -1,728 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,160 shares 8,160 $279K 0.09% new 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: 8,515 shares; 2024Q4: 7,820 shares; 2025Q1: 7,886 shares; 2025Q2: 7,864 shares; 2025Q3: 8,013 shares; 2025Q4: 2,913 shares; 2026Q1: 3,105 shares 3,105 $278K 0.09% +192 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: 280 shares; 2024Q4: 220 shares; 2025Q1: 235 shares; 2025Q2: 262 shares; 2025Q3: 275 shares; 2025Q4: 154 shares; 2026Q1: 66 shares 66 $278K 0.09% -88 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,810 shares; 2025Q1: 6,516 shares; 2025Q2: 6,684 shares; 2025Q3: 2,869 shares; 2025Q4: 1,343 shares; 2026Q1: 1,011 shares 1,011 $274K 0.09% -332 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 2,962 shares 2,962 $273K 0.09% new 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 3,185 shares 3,185 $271K 0.09% +109 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 4,702 shares; 2025Q3: 4,626 shares; 2025Q4: 1,585 shares; 2026Q1: 1,580 shares 1,580 $269K 0.09% -5 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: 2,626 shares; 2024Q4: 2,636 shares; 2025Q1: 2,666 shares; 2025Q2: 2,120 shares; 2025Q3: 1,365 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086 $269K 0.09% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE 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: 4,052 shares 4,052 $269K 0.09% new 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: 2,263 shares; 2024Q4: 2,148 shares; 2025Q1: 2,264 shares; 2025Q2: 1,488 shares; 2025Q3: 3,233 shares; 2025Q4: 2,530 shares; 2026Q1: 1,728 shares 1,728 $268K 0.09% -802 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,182 shares; 2025Q1: 1,172 shares; 2025Q2: 1,127 shares; 2025Q3: 1,299 shares; 2025Q4: 763 shares; 2026Q1: 828 shares 828 $265K 0.09% +65 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,538 shares 6,538 $265K 0.09% new 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: 2,403 shares; 2024Q4: 2,403 shares; 2025Q1: 2,393 shares; 2025Q2: 2,027 shares; 2025Q3: 1,890 shares; 2025Q4: 1,692 shares; 2026Q1: 1,368 shares 1,368 $259K 0.09% -324 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,576 shares; 2025Q1: 2,656 shares; 2025Q2: 2,699 shares; 2025Q3: 2,769 shares; 2025Q4: 3,322 shares; 2026Q1: 2,844 shares 2,844 $259K 0.09% -478 Timeline IBTI 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: 6,765 shares; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares; 2025Q4: not reported; 2026Q1: 11,520 shares 11,520 $257K 0.09% new 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 770 shares; 2025Q2: 1,001 shares; 2025Q3: 1,199 shares; 2025Q4: 858 shares; 2026Q1: 1,082 shares 1,082 $256K 0.09% +224 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,930 shares; 2025Q4: 8,445 shares; 2026Q1: 6,395 shares 6,395 $255K 0.09% -2,050 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: 1,015 shares 1,015 $254K 0.08% new Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 11,340 shares 11,340 $252K 0.08% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,926 shares 4,926 $252K 0.08% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 924 shares; 2026Q1: 958 shares 958 $251K 0.08% +34 Timeline SGOV 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: 2,775 shares; 2024Q4: 2,178 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: not reported; 2026Q1: 2,449 shares 2,449 $247K 0.08% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,519 shares; 2025Q1: 2,373 shares; 2025Q2: 2,319 shares; 2025Q3: 3,019 shares; 2025Q4: not reported; 2026Q1: 3,044 shares 3,044 $241K 0.08% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,575 shares; 2026Q1: 2,575 shares 2,575 $239K 0.08% 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: 678 shares; 2024Q4: 678 shares; 2025Q1: 758 shares; 2025Q2: 724 shares; 2025Q3: 741 shares; 2025Q4: 772 shares; 2026Q1: 715 shares 715 $233K 0.08% -57 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 4,037 shares 4,037 $230K 0.08% -383 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: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,127 shares; 2025Q2: 943 shares; 2025Q3: 1,041 shares; 2025Q4: 666 shares; 2026Q1: 701 shares 701 $229K 0.08% +35 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly 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: 1,315 shares 1,315 $228K 0.08% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,866 shares; 2025Q4: not reported; 2026Q1: 4,866 shares 4,866 $225K 0.07% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 5,550 shares; 2025Q4: 5,663 shares; 2026Q1: 7,141 shares 7,141 $219K 0.07% +1,478 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 738 shares 738 $215K 0.07% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 188 shares; 2025Q2: 193 shares; 2025Q3: 304 shares; 2025Q4: 263 shares; 2026Q1: 293 shares 293 $213K 0.07% +30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,190 shares; 2025Q1: 1,268 shares; 2025Q2: 1,490 shares; 2025Q3: 1,452 shares; 2025Q4: 679 shares; 2026Q1: 732 shares 732 $213K 0.07% +53 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,142 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 667 shares; 2026Q1: 719 shares 719 $206K 0.07% +52 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 3,395 shares; 2025Q3: 3,454 shares; 2025Q4: 885 shares; 2026Q1: 7,012 shares 7,012 $206K 0.07% +6,127 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: 36,685 shares; 2024Q4: 37,800 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,759 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $205K 0.07% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110 $198K 0.07% new 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 444 shares; 2025Q2: 722 shares; 2025Q3: 519 shares; 2025Q4: 357 shares; 2026Q1: 357 shares 357 $196K 0.07% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 325 shares; 2025Q1: 320 shares; 2025Q2: 415 shares; 2025Q3: 475 shares; 2025Q4: 387 shares; 2026Q1: 397 shares 397 $195K 0.06% +10 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,473 shares; 2025Q2: 973 shares; 2025Q3: 1,378 shares; 2025Q4: 1,103 shares; 2026Q1: 1,078 shares 1,078 $194K 0.06% -25 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 335 shares; 2025Q4: 215 shares; 2026Q1: 220 shares 220 $192K 0.06% +5 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 460 shares; 2026Q1: 470 shares 470 $191K 0.06% +10 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: 2,314 shares; 2024Q4: 3,469 shares; 2025Q1: 3,391 shares; 2025Q2: 3,419 shares; 2025Q3: 2,488 shares; 2025Q4: 1,953 shares; 2026Q1: 1,397 shares 1,397 $189K 0.06% -556 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: 330 shares; 2024Q4: 325 shares; 2025Q1: 320 shares; 2025Q2: 325 shares; 2025Q3: 380 shares; 2025Q4: 366 shares; 2026Q1: 255 shares 255 $186K 0.06% -111 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: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 131 shares; 2025Q3: 344 shares; 2025Q4: 990 shares; 2026Q1: 1,159 shares 1,159 $185K 0.06% +169 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,393 shares; 2026Q1: 1,250 shares 1,250 $182K 0.06% -143 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: 1,988 shares; 2024Q4: 2,018 shares; 2025Q1: 2,093 shares; 2025Q2: 2,188 shares; 2025Q3: 2,522 shares; 2025Q4: 2,595 shares; 2026Q1: 1,257 shares 1,257 $182K 0.06% -1,338 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 1,836 shares; 2025Q1: 1,926 shares; 2025Q2: 1,093 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 988 shares 988 $180K 0.06% -111 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 1,755 shares; 2025Q4: 1,667 shares; 2026Q1: 2,480 shares 2,480 $178K 0.06% +813 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,532 shares; 2025Q1: 1,272 shares; 2025Q2: 1,327 shares; 2025Q3: 1,272 shares; 2025Q4: 1,412 shares; 2026Q1: 867 shares 867 $176K 0.06% -545 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 311 shares; 2025Q2: 336 shares; 2025Q3: 215 shares; 2025Q4: 82 shares; 2026Q1: 118 shares 118 $174K 0.06% +36 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 1,214 shares; 2025Q4: 1,362 shares; 2026Q1: 1,214 shares 1,214 $173K 0.06% -148 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: 461 shares; 2024Q4: 761 shares; 2025Q1: 835 shares; 2025Q2: 839 shares; 2025Q3: 888 shares; 2025Q4: 640 shares; 2026Q1: 645 shares 645 $172K 0.06% +5 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,760 shares; 2025Q1: 1,773 shares; 2025Q2: 1,580 shares; 2025Q3: 1,551 shares; 2025Q4: 566 shares; 2026Q1: 585 shares 585 $171K 0.06% +19 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,370 shares; 2026Q1: 2,505 shares 2,505 $168K 0.06% +135 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,580 shares 2,580 $168K 0.06% new Timeline IBTK 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: 13,060 shares; 2025Q2: 13,060 shares; 2025Q3: 13,060 shares; 2025Q4: not reported; 2026Q1: 8,510 shares 8,510 $168K 0.06% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 448 shares; 2025Q3: 301 shares; 2025Q4: 84 shares; 2026Q1: 461 shares 461 $163K 0.05% +377 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $163K 0.05% 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: 381 shares; 2024Q4: 506 shares; 2025Q1: 528 shares; 2025Q2: 544 shares; 2025Q3: 562 shares; 2025Q4: 780 shares; 2026Q1: 816 shares 816 $161K 0.05% +36 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,410 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 851 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $161K 0.05% 0 Timeline VDC 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: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 710 shares 710 $159K 0.05% 0 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH 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: 4,100 shares 4,100 $159K 0.05% new 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: 7,476 shares; 2024Q4: 7,801 shares; 2025Q1: 1,482 shares; 2025Q2: 895 shares; 2025Q3: 692 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $158K 0.05% 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: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,275 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 1,191 shares 1,191 $158K 0.05% -1,024 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: 221 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 443 shares; 2026Q1: 360 shares 360 $154K 0.05% -83 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047 $152K 0.05% 0 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 483 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $151K 0.05% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 715 shares; 2025Q1: 710 shares; 2025Q2: 715 shares; 2025Q3: 859 shares; 2025Q4: 554 shares; 2026Q1: 599 shares 599 $150K 0.05% +45 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: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 920 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $146K 0.05% 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: 2,178 shares; 2024Q4: 2,373 shares; 2025Q1: 2,349 shares; 2025Q2: 2,696 shares; 2025Q3: 3,155 shares; 2025Q4: 1,443 shares; 2026Q1: 596 shares 596 $145K 0.05% -847 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,635 shares; 2025Q1: 1,189 shares; 2025Q2: 1,204 shares; 2025Q3: 539 shares; 2025Q4: 324 shares; 2026Q1: 364 shares 364 $145K 0.05% +40 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 915 shares; 2025Q1: 905 shares; 2025Q2: 915 shares; 2025Q3: 1,055 shares; 2025Q4: 680 shares; 2026Q1: 730 shares 730 $145K 0.05% +50 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 981 shares; 2025Q2: 945 shares; 2025Q3: 1,118 shares; 2025Q4: 699 shares; 2026Q1: 734 shares 734 $143K 0.05% +35 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: 3,535 shares; 2024Q4: 3,718 shares; 2025Q1: 2,758 shares; 2025Q2: 2,793 shares; 2025Q3: 3,278 shares; 2025Q4: 1,403 shares; 2026Q1: 1,783 shares 1,783 $142K 0.05% +380 Timeline NICE NICE LTD More: the full row for NICE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $141K 0.05% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 341 shares; 2025Q1: 359 shares; 2025Q2: 369 shares; 2025Q3: 276 shares; 2025Q4: 158 shares; 2026Q1: 316 shares 316 $140K 0.05% +158 Timeline IBTG 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: 2,992 shares; 2024Q4: not reported; 2025Q1: 11,170 shares; 2025Q2: 11,170 shares; 2025Q3: 11,170 shares; 2025Q4: not reported; 2026Q1: 5,935 shares 5,935 $136K 0.05% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,679 shares; 2025Q1: 1,721 shares; 2025Q2: 1,106 shares; 2025Q3: 1,093 shares; 2025Q4: 407 shares; 2026Q1: 428 shares 428 $134K 0.04% +21 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: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,147 shares; 2025Q2: 1,472 shares; 2025Q3: 1,502 shares; 2025Q4: 1,493 shares; 2026Q1: 1,160 shares 1,160 $134K 0.04% -333 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: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 64 shares; 2025Q4: 54 shares; 2026Q1: 851 shares 851 $134K 0.04% +797 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,820 shares; 2025Q1: 2,810 shares; 2025Q2: 1,629 shares; 2025Q3: 1,569 shares; 2025Q4: 879 shares; 2026Q1: 934 shares 934 $133K 0.04% +55 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: 580 shares; 2024Q4: 570 shares; 2025Q1: 565 shares; 2025Q2: 570 shares; 2025Q3: 665 shares; 2025Q4: 415 shares; 2026Q1: 440 shares 440 $132K 0.04% +25 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 4,775 shares; 2025Q4: 5,375 shares; 2026Q1: 5,375 shares 5,375 $130K 0.04% 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: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 2,128 shares; 2025Q2: 2,098 shares; 2025Q3: 2,023 shares; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $129K 0.04% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 398 shares 398 $128K 0.04% +350 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 930 shares; 2025Q1: 925 shares; 2025Q2: 935 shares; 2025Q3: 2,064 shares; 2025Q4: 1,318 shares; 2026Q1: 1,388 shares 1,388 $128K 0.04% +70 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,111 shares; 2025Q1: 2,111 shares; 2025Q2: 2,486 shares; 2025Q3: 3,573 shares; 2025Q4: 1,717 shares; 2026Q1: 1,847 shares 1,847 $128K 0.04% +130 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: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 2,698 shares; 2025Q3: 2,734 shares; 2025Q4: 4,326 shares; 2026Q1: 2,712 shares 2,712 $126K 0.04% -1,614 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: 1,013 shares; 2024Q4: 1,027 shares; 2025Q1: 1,425 shares; 2025Q2: 431 shares; 2025Q3: 379 shares; 2025Q4: 579 shares; 2026Q1: 614 shares 614 $125K 0.04% +35 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: 2,639 shares; 2024Q4: 2,439 shares; 2025Q1: 1,989 shares; 2025Q2: 1,784 shares; 2025Q3: 1,784 shares; 2025Q4: 4,538 shares; 2026Q1: 2,528 shares 2,528 $125K 0.04% -2,010 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: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 231 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 391 shares 391 $124K 0.04% +146 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,682 shares; 2025Q1: 2,622 shares; 2025Q2: 2,652 shares; 2025Q3: 3,086 shares; 2025Q4: 1,934 shares; 2026Q1: 1,994 shares 1,994 $123K 0.04% +60 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 666 shares; 2025Q4: 1,651 shares; 2026Q1: 833 shares 833 $122K 0.04% -818 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: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387 $121K 0.04% 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 5,055 shares; 2025Q4: 1,943 shares; 2026Q1: 1,980 shares 1,980 $120K 0.04% +37 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,420 shares; 2025Q1: 1,438 shares; 2025Q2: 1,445 shares; 2025Q3: 1,431 shares; 2025Q4: 500 shares; 2026Q1: 487 shares 487 $117K 0.04% -13 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares 2,980 $115K 0.04% 0 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares 2,169 $114K 0.04% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares 2,645 $114K 0.04% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422 shares; 2024Q4: 422 shares; 2025Q1: 412 shares; 2025Q2: 417 shares; 2025Q3: 495 shares; 2025Q4: 312 shares; 2026Q1: 332 shares 332 $113K 0.04% +20 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $112K 0.04% new 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: 1,096 shares; 2024Q4: 1,087 shares; 2025Q1: 1,143 shares; 2025Q2: 689 shares; 2025Q3: 711 shares; 2025Q4: 696 shares; 2026Q1: 325 shares 325 $112K 0.04% -371 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 1,313 shares 1,313 $111K 0.04% +807 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 195 shares; 2025Q3: 103 shares; 2025Q4: 203 shares; 2026Q1: 503 shares 503 $108K 0.04% +300 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $108K 0.04% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $107K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 232 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $107K 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: 641 shares; 2024Q4: 641 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 1,064 shares; 2026Q1: 980 shares 980 $107K 0.04% -84 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO 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: 1,860 shares; 2025Q4: not reported; 2026Q1: 2,110 shares 2,110 $106K 0.04% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,357 shares; 2025Q1: 17,178 shares; 2025Q2: 17,561 shares; 2025Q3: 18,039 shares; 2025Q4: 18,039 shares; 2026Q1: 19,089 shares 19,089 $106K 0.04% +1,050 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 575 shares; 2026Q1: 492 shares 492 $105K 0.04% -83 Timeline KMPR KEMPER CORP More: the full row for KEMPER 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: 3,405 shares 3,405 $104K 0.03% new Timeline IEX IDEX CORP More: the full row for IDEX 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: 345 shares; 2025Q4: 365 shares; 2026Q1: 545 shares 545 $103K 0.03% +180 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,101 shares 2,101 $103K 0.03% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $103K 0.03% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,218 shares 2,218 $102K 0.03% new 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: 18,309 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 611 shares; 2025Q4: 604 shares; 2026Q1: 891 shares 891 $101K 0.03% +287 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956 $95.8K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 379 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 589 shares 589 $94.4K 0.03% +45 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares 3,720 $93.7K 0.03% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $93.7K 0.03% 0 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 691 shares; 2025Q2: 696 shares; 2025Q3: 639 shares; 2025Q4: 433 shares; 2026Q1: 385 shares 385 $93.4K 0.03% -48 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 196 shares; 2025Q2: 215 shares; 2025Q3: 328 shares; 2025Q4: 342 shares; 2026Q1: 328 shares 328 $93.1K 0.03% -14 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $92K 0.03% new 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 394 shares; 2025Q2: 364 shares; 2025Q3: 279 shares; 2025Q4: 81 shares; 2026Q1: 169 shares 169 $90.9K 0.03% +88 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 565 shares; 2025Q2: 570 shares; 2025Q3: 830 shares; 2025Q4: 505 shares; 2026Q1: 550 shares 550 $90.8K 0.03% +45 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: 1,600 shares; 2025Q1: 1,560 shares; 2025Q2: 1,570 shares; 2025Q3: 1,815 shares; 2025Q4: 1,100 shares; 2026Q1: 1,190 shares 1,190 $90.3K 0.03% +90 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,310 shares; 2025Q4: 2,145 shares; 2026Q1: 2,032 shares 2,032 $89.7K 0.03% -113 Timeline IBDR 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: 2,825 shares; 2024Q4: 1,825 shares; 2025Q1: 3,070 shares; 2025Q2: 4,082 shares; 2025Q3: 4,082 shares; 2025Q4: not reported; 2026Q1: 3,652 shares 3,652 $88.5K 0.03% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 605 shares; 2026Q1: 620 shares 620 $88.5K 0.03% +15 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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 shares; 2025Q4: 1,260 shares; 2026Q1: 1,360 shares 1,360 $85.4K 0.03% +100 Timeline IGM 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 797 shares; 2026Q1: 720 shares 720 $85.3K 0.03% -77 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: 17,466 shares; 2024Q4: 15,826 shares; 2025Q1: 15,826 shares; 2025Q2: 13,897 shares; 2025Q3: 800 shares; 2025Q4: not reported; 2026Q1: 800 shares 800 $84.9K 0.03% new 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 975 shares; 2025Q3: 1,099 shares; 2025Q4: 1,224 shares; 2026Q1: 1,174 shares 1,174 $83.7K 0.03% -50 Timeline VCLT 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: 117 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 117 shares; 2025Q3: 1,117 shares; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $83.5K 0.03% 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: 5,413 shares; 2024Q4: 5,571 shares; 2025Q1: 5,733 shares; 2025Q2: 4,561 shares; 2025Q3: 2,061 shares; 2025Q4: 1,153 shares; 2026Q1: 1,163 shares 1,163 $82.2K 0.03% +10 Timeline CGW 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: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,275 shares 1,275 $81.5K 0.03% -200 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: not reported; 2026Q1: 2,825 shares 2,825 $81.1K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 200 shares; 2025Q4: 275 shares; 2026Q1: 410 shares 410 $80.4K 0.03% +135 Timeline IDV 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: 1,884 shares; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares 1,884 $80.2K 0.03% 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: 362 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $78.8K 0.03% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,411 shares; 2024Q4: 57,411 shares; 2025Q1: 65,040 shares; 2025Q2: 69,169 shares; 2025Q3: 8,412 shares; 2025Q4: 3,294 shares; 2026Q1: 4,103 shares 4,103 $78.8K 0.03% +809 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: 544 shares; 2024Q4: 544 shares; 2025Q1: 586 shares; 2025Q2: 286 shares; 2025Q3: 326 shares; 2025Q4: 159 shares; 2026Q1: 401 shares 401 $77.8K 0.03% +242 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $74.6K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,265 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 562 shares; 2025Q4: 3,024 shares; 2026Q1: 2,222 shares 2,222 $74.5K 0.02% -802 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: 840 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 840 shares; 2025Q3: 838 shares; 2025Q4: 299 shares; 2026Q1: 278 shares 278 $74K 0.02% -21 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: 66 shares; 2025Q2: 66 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 148 shares 148 $73.4K 0.02% +47 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: 15,618 shares; 2024Q4: 360 shares; 2025Q1: 892 shares; 2025Q2: 785 shares; 2025Q3: 758 shares; 2025Q4: 747 shares; 2026Q1: 737 shares 737 $72K 0.02% -10 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: 286 shares; 2024Q4: 286 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 787 shares; 2025Q4: 1,792 shares; 2026Q1: 1,550 shares 1,550 $71.1K 0.02% -242 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: 250 shares; 2024Q4: 230 shares; 2025Q1: 264 shares; 2025Q2: 269 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 538 shares 538 $68.1K 0.02% +296 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares 963 $67.2K 0.02% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $66.8K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $66.2K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $64.8K 0.02% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $64K 0.02% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares 2,648 $62.6K 0.02% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $62.4K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $61.8K 0.02% 0 Timeline HEDJ 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $61.7K 0.02% 0 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: 1,055 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 981 shares; 2025Q3: 971 shares; 2025Q4: 340 shares; 2026Q1: 350 shares 350 $61.5K 0.02% +10 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 332 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $60.8K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 404 shares; 2026Q1: 404 shares 404 $60.7K 0.02% 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 753 shares; 2025Q4: 840 shares; 2026Q1: 1,048 shares 1,048 $59K 0.02% +208 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 162 shares 162 $58.8K 0.02% +37 Timeline IBDT 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: 795 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: not reported; 2026Q1: 2,293 shares 2,293 $58.1K 0.02% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,136 shares; 2025Q1: 3,172 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 219 shares; 2026Q1: 133 shares 133 $57.2K 0.02% -86 Timeline AOK 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: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $56.8K 0.02% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares 2,189 $56.7K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares; 2025Q4: 985 shares; 2026Q1: 737 shares 737 $56.4K 0.02% -248 Timeline NOBL 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $55.7K 0.02% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 344 shares 344 $54.1K 0.02% new 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 334 shares; 2025Q2: 446 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $53.6K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $53.1K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares 252 $52.2K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 250 shares 250 $52K 0.02% -250 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: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273 $51.8K 0.02% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $51K 0.02% new 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: 731 shares; 2024Q4: 726 shares; 2025Q1: 816 shares; 2025Q2: 821 shares; 2025Q3: 18 shares; 2025Q4: 7 shares; 2026Q1: 418 shares 418 $49.4K 0.02% +411 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $49.2K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,788 shares; 2025Q1: 2,888 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares; 2026Q1: 2,538 shares 2,538 $49K 0.02% -350 Timeline IBDV 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: 1,390 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: not reported; 2026Q1: 2,220 shares 2,220 $48.6K 0.02% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $47.3K 0.02% 0 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $47K 0.02% 0 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: 120 shares; 2024Q4: 135 shares; 2025Q1: 189 shares; 2025Q2: 204 shares; 2025Q3: 192 shares; 2025Q4: 249 shares; 2026Q1: 192 shares 192 $46.9K 0.02% -57 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $45.9K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 1,979 shares 1,979 $45K 0.02% -38 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: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 193 shares; 2025Q4: 274 shares; 2026Q1: 193 shares 193 $44.3K 0.01% -81 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $42.1K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: 1,258 shares; 2025Q1: 1,228 shares; 2025Q2: 1,223 shares; 2025Q3: 1,011 shares; 2025Q4: 520 shares; 2026Q1: 520 shares 520 $42.1K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $41.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 321 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 356 shares 356 $40.9K 0.01% +13 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 582 shares 582 $40.9K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $40.6K 0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $39.9K 0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,144 shares; 2024Q4: 30,399 shares; 2025Q1: 33,207 shares; 2025Q2: 33,447 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $39.7K 0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,072 shares 1,072 $39.7K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares 340 $39.4K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,073 shares; 2025Q2: 1,142 shares; 2025Q3: 872 shares; 2025Q4: 244 shares; 2026Q1: 284 shares 284 $39K 0.01% +40 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 602 shares; 2025Q2: 600 shares; 2025Q3: 660 shares; 2025Q4: 1,230 shares; 2026Q1: 187 shares 187 $38.9K 0.01% -1,043 Timeline IBDX 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: 800 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: not reported; 2026Q1: 1,520 shares 1,520 $38.4K 0.01% new Timeline IBDW 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: 965 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: not reported; 2026Q1: 1,835 shares 1,835 $38.4K 0.01% new Timeline IBDY 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: 785 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $38.4K 0.01% new Timeline IBDZ 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: 775 shares; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: not reported; 2026Q1: 1,465 shares 1,465 $38.2K 0.01% new Timeline VPU 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $37.6K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 116 shares; 2025Q2: 166 shares; 2025Q3: 174 shares; 2025Q4: 53 shares; 2026Q1: 48 shares 48 $37.1K 0.01% -5 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: not reported; 2024Q4: 160 shares; 2025Q1: 186 shares; 2025Q2: 211 shares; 2025Q3: 329 shares; 2025Q4: 344 shares; 2026Q1: 124 shares 124 $36.6K 0.01% -220 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: 55 shares; 2025Q2: 55 shares; 2025Q3: 92 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $36.6K 0.01% 0 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: 110 shares; 2025Q2: 110 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $36.3K 0.01% 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: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,346 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 230 shares 230 $35.1K 0.01% -1,066 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: 788 shares; 2024Q4: 703 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 420 shares; 2025Q4: 675 shares; 2026Q1: 420 shares 420 $34.4K 0.01% -255 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 656 shares 656 $33.7K 0.01% -23 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 691 shares; 2025Q2: 626 shares; 2025Q3: 428 shares; 2025Q4: 188 shares; 2026Q1: 133 shares 133 $33.2K 0.01% -55 Timeline POOL POOL CORP More: the full row for POOL 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: 161 shares 161 $32.6K 0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,836 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares 1,848 $32K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 590 shares 590 $31.2K 0.01% +576 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: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $30.4K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 230 shares 230 $30.4K 0.01% +125 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $29.8K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,138 shares 1,138 $29.7K 0.01% -17 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 275 shares; 2025Q3: 591 shares; 2025Q4: 789 shares; 2026Q1: 300 shares 300 $29.2K 0.01% -489 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 180 shares; 2025Q3: 315 shares; 2025Q4: 1,293 shares; 2026Q1: 315 shares 315 $29.1K 0.01% -978 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: 4,759 shares; 2024Q4: 4,749 shares; 2025Q1: 2,002 shares; 2025Q2: 1,577 shares; 2025Q3: 1,317 shares; 2025Q4: 414 shares; 2026Q1: 404 shares 404 $29K 0.01% -10 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: not reported; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,412 shares 1,412 $28.3K 0.01% -23 Timeline BWX 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: 6,177 shares; 2024Q4: 5,354 shares; 2025Q1: 4,756 shares; 2025Q2: 5,959 shares; 2025Q3: 5,733 shares; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $28.1K 0.01% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731 $28.1K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $28K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513 shares; 2026Q1: 371 shares 371 $27.9K 0.01% -142 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 19 shares; 2025Q4: 19 shares; 2026Q1: 1,603 shares 1,603 $27.6K 0.01% +1,584 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: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 112 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $27.6K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 210 shares; 2025Q1: 295 shares; 2025Q2: 340 shares; 2025Q3: 623 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $27.4K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 79 shares 79 $27.3K 0.01% +52 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly 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: 541 shares 541 $27.1K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 360 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $26.7K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,852 shares; 2025Q2: 1,787 shares; 2025Q3: 1,795 shares; 2025Q4: 440 shares; 2026Q1: 415 shares 415 $26.6K 0.01% -25 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $26.4K 0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 529 shares; 2025Q2: 714 shares; 2025Q3: 581 shares; 2025Q4: 97 shares; 2026Q1: 172 shares 172 $25.8K 0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares 43 $25.7K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: not reported; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 848 shares 848 $25.5K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 52 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares 239 $25.1K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,916 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares 1,854 $25K 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: not reported; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares 189 $24.8K 0.01% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 500 shares; 2026Q1: 500 shares 500 $24.7K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: not reported; 2026Q1: 342 shares 342 $24.3K 0.01% new Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 460 shares 460 $24.2K 0.01% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $23.9K 0.01% 0 Timeline DES 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: 662 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares 662 $23.8K 0.01% 0 Timeline AOM 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 500 shares 500 $23.7K 0.01% new Timeline DFAT 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: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares 377 $23.5K 0.01% 0 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: 1,029 shares; 2024Q4: 1,029 shares; 2025Q1: 1,163 shares; 2025Q2: 598 shares; 2025Q3: 622 shares; 2025Q4: 158 shares; 2026Q1: 288 shares 288 $23.5K 0.01% +130 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 313 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $23.5K 0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 3,225 shares; 2025Q3: 2,395 shares; 2025Q4: 965 shares; 2026Q1: 875 shares 875 $23K 0.01% -90 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: 90 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $23K 0.01% 0 Timeline VGLT 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: 408 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 408 shares 408 $22.6K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares 47 $22.2K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841 shares 841 $22.2K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 79 shares; 2025Q4: 123 shares; 2026Q1: 79 shares 79 $22.1K 0.01% -44 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 677 shares; 2025Q1: 652 shares; 2025Q2: 602 shares; 2025Q3: 454 shares; 2025Q4: 144 shares; 2026Q1: 149 shares 149 $21.8K 0.01% +5 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: 23 shares; 2025Q2: 32 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 52 shares 52 $21.7K 0.01% -23 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 845 shares; 2025Q1: 2,055 shares; 2025Q2: 1,865 shares; 2025Q3: 1,945 shares; 2025Q4: 2,075 shares; 2026Q1: 595 shares 595 $21.7K 0.01% -1,480 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: 136 shares; 2025Q2: 136 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares 168 $20.6K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,552 shares; 2025Q3: 2,193 shares; 2025Q4: 2,132 shares; 2026Q1: 1,297 shares 1,297 $20.3K 0.01% -835 Timeline IXUS 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: 122 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares 232 $20.1K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH 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: not reported; 2026Q1: 92 shares 92 $20K 0.01% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,584 shares; 2025Q2: 1,534 shares; 2025Q3: 914 shares; 2025Q4: 226 shares; 2026Q1: 211 shares 211 $19.9K 0.01% -15 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: not reported; 2026Q1: 818 shares 818 $19.9K 0.01% new Timeline QQQH NEOS ETF TRUST More: the full row for NEOS 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: 380 shares; 2026Q1: 380 shares 380 $19.5K 0.01% 0 Timeline DFAS 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: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $19.2K 0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares 294 $19.2K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares 149 $19.1K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 310 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $18.7K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78 shares 78 $18.5K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 145 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $18K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $18K 0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 334 shares; 2026Q1: 1,082 shares 1,082 $18K 0.01% +748 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: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $17.4K 0.01% 0 Timeline GIB CGI INC More: the full row for CGI 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: 232 shares 232 $17K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $16.8K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly 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: 2,368 shares; 2026Q1: 2,368 shares 2,368 $16.8K 0.01% 0 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $16.6K 0.01% 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: 46 shares; 2025Q2: 46 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $16.4K 0.01% 0 Timeline DON 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: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $16.3K 0.01% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,285 shares; 2026Q1: 238 shares 238 $16.1K 0.01% -1,047 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $15.9K 0.01% 0 Timeline NMTC NEUROONE MED TECHNOLOGIES CO More: the full row for NEUROONE MED TECHNOLOGIES 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $15.5K 0.01% 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: 277 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: not reported; 2026Q1: 141 shares 141 $15.4K 0.01% new 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: not reported; 2026Q1: 207 shares 207 $15.2K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 42 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $15K 0.01% 0 Timeline XBI 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115 $14.7K <0.01% 0 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: not reported; 2024Q4: 296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: not reported; 2026Q1: 303 shares 303 $14.2K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 204 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $13.8K <0.01% 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: 35,853 shares; 2024Q4: 35,853 shares; 2025Q1: 29,934 shares; 2025Q2: 24,885 shares; 2025Q3: 694 shares; 2025Q4: not reported; 2026Q1: 438 shares 438 $13.3K <0.01% new Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 1,000 shares; 2026Q1: 1,000 shares 1,000 $13.2K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 169 shares 169 $12.9K <0.01% -13 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: 3,361 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 672 shares; 2025Q3: 684 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $12.5K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 104 shares; 2025Q4: 186 shares; 2026Q1: 59 shares 59 $12.4K <0.01% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares 155 $11.5K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191 shares 191 $11.3K <0.01% new 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: 265 shares; 2024Q4: 180 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $11.1K <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: 180 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 230 shares; 2025Q3: 316 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $10.8K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 98 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $10.5K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 50 shares; 2025Q3: 15 shares; 2025Q4: 127 shares; 2026Q1: 59 shares 59 $10.2K <0.01% -68 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: 22 shares; 2025Q2: 22 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $9.69K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 65 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $9.64K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 140 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $9.38K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66 $9.33K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 145 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $9.33K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 147 shares 147 $9.22K <0.01% -127 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $9.16K <0.01% 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 866 shares; 2025Q2: 71 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $9.15K <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: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares 49 $8.94K <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: 1,459 shares; 2024Q4: 1,439 shares; 2025Q1: 907 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares 193 $8.84K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $8.42K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $8.24K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 8 shares 8 $7.84K <0.01% -10 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 379 shares; 2025Q4: 264 shares; 2026Q1: 128 shares 128 $7.24K <0.01% -136 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $7.22K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 75 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $7.02K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $6.8K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $6.59K <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: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 28 shares; 2025Q3: 62 shares; 2025Q4: 35 shares; 2026Q1: 14 shares 14 $6.25K <0.01% -21 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $6.13K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 154 shares; 2025Q4: not reported; 2026Q1: 142 shares 142 $5.22K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 128 shares; 2025Q4: 20 shares; 2026Q1: 11 shares 11 $5.07K <0.01% -9 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 734 shares; 2025Q1: 714 shares; 2025Q2: 724 shares; 2025Q3: 1,630 shares; 2025Q4: not reported; 2026Q1: 45 shares 45 $4.5K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares 215 $4.02K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $3.78K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 681 shares; 2025Q4: 56 shares; 2026Q1: 80 shares 80 $3.72K <0.01% +24 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: 37 shares; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,177 shares; 2025Q3: 1,280 shares; 2025Q4: 1,410 shares; 2026Q1: 50 shares 50 $3.56K <0.01% -1,360 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly 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: 100 shares; 2026Q1: 100 shares 100 $3.46K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $3.42K <0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 400 shares; 2026Q1: 400 shares 400 $3.4K <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: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $3.38K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 272 shares; 2026Q1: 30 shares 30 $3.37K <0.01% -242 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 153 shares; 2025Q4: 67 shares; 2026Q1: 17 shares 17 $3.36K <0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 19 shares 19 $3.3K <0.01% -71 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: 31,633 shares; 2024Q4: 36,763 shares; 2025Q1: 248 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 133 shares 133 $2.99K <0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 455 shares; 2026Q1: 48 shares 48 $2.97K <0.01% -407 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: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 7 shares 7 $2.77K <0.01% -21 Timeline