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: 459,091 shares; 2024Q4: 412,195 shares; 2025Q1: 353,028 shares; 2025Q2: 380,231 shares; 2025Q3: 375,727 shares; 2025Q4: 361,313 shares; 2026Q1: 366,138 shares 366,138 $92.9M 6.9% +4,825 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: 228,529 shares; 2024Q4: 230,790 shares; 2025Q1: 163,493 shares; 2025Q2: 170,634 shares; 2025Q3: 171,600 shares; 2025Q4: 172,680 shares; 2026Q1: 171,223 shares 171,223 $49.2M 3.66% -1,457 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: 139,903 shares; 2024Q4: 140,920 shares; 2025Q1: 107,336 shares; 2025Q2: 108,774 shares; 2025Q3: 108,065 shares; 2025Q4: 109,750 shares; 2026Q1: 115,493 shares 115,493 $42.8M 3.18% +5,743 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587,767 shares; 2025Q4: 587,767 shares; 2026Q1: 528,967 shares 528,967 $38.5M 2.86% -58,800 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: 69,197 shares; 2024Q4: 88,032 shares; 2025Q1: 86,871 shares; 2025Q2: 100,954 shares; 2025Q3: 106,580 shares; 2025Q4: 106,477 shares; 2026Q1: 101,796 shares 101,796 $31.5M 2.34% -4,681 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,253 shares; 2024Q4: 13,252 shares; 2025Q1: 24,247 shares; 2025Q2: 24,497 shares; 2025Q3: 40,111 shares; 2025Q4: 41,108 shares; 2026Q1: 63,565 shares 63,565 $30.5M 2.26% +22,457 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: 73,717 shares; 2024Q4: 74,271 shares; 2025Q1: 87,229 shares; 2025Q2: 84,718 shares; 2025Q3: 83,493 shares; 2025Q4: 82,747 shares; 2026Q1: 81,520 shares 81,520 $30.3M 2.25% -1,227 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: 151,593 shares; 2024Q4: 153,400 shares; 2025Q1: 118,842 shares; 2025Q2: 126,997 shares; 2025Q3: 127,892 shares; 2025Q4: 129,270 shares; 2026Q1: 123,829 shares 123,829 $30.3M 2.25% -5,441 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: 186,435 shares; 2024Q4: 175,755 shares; 2025Q1: 113,886 shares; 2025Q2: 113,062 shares; 2025Q3: 112,650 shares; 2025Q4: 114,202 shares; 2026Q1: 115,282 shares 115,282 $27.9M 2.08% +1,080 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: 150,809 shares; 2024Q4: 156,854 shares; 2025Q1: 128,407 shares; 2025Q2: 136,267 shares; 2025Q3: 138,430 shares; 2025Q4: 142,344 shares; 2026Q1: 162,161 shares 162,161 $27.5M 2.04% +19,817 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: 101,246 shares; 2024Q4: 103,389 shares; 2025Q1: 77,463 shares; 2025Q2: 82,469 shares; 2025Q3: 84,189 shares; 2025Q4: 85,532 shares; 2026Q1: 85,394 shares 85,394 $26.5M 1.97% -138 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: 437,550 shares; 2024Q4: 436,739 shares; 2025Q1: 511,193 shares; 2025Q2: 520,937 shares; 2025Q3: 493,911 shares; 2025Q4: 330,065 shares; 2026Q1: 322,945 shares 322,945 $25.1M 1.86% -7,120 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: 30,780 shares; 2024Q4: 31,535 shares; 2025Q1: 30,856 shares; 2025Q2: 30,756 shares; 2025Q3: 31,997 shares; 2025Q4: 33,358 shares; 2026Q1: 33,445 shares 33,445 $21.8M 1.62% +87 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: 88,498 shares; 2024Q4: 89,378 shares; 2025Q1: 66,640 shares; 2025Q2: 83,734 shares; 2025Q3: 87,860 shares; 2025Q4: 93,685 shares; 2026Q1: 104,451 shares 104,451 $21.8M 1.62% +10,766 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: 75,584 shares; 2024Q4: 76,493 shares; 2025Q1: 63,270 shares; 2025Q2: 99,654 shares; 2025Q3: 102,473 shares; 2025Q4: 114,005 shares; 2026Q1: 113,545 shares 113,545 $21.5M 1.6% -460 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: 1,320 shares; 2024Q4: 35,940 shares; 2025Q1: 32,252 shares; 2025Q2: 35,748 shares; 2025Q3: 35,951 shares; 2025Q4: 36,355 shares; 2026Q1: 64,019 shares 64,019 $20.9M 1.55% +27,664 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: 219,907 shares; 2024Q4: 165,436 shares; 2025Q1: 108,306 shares; 2025Q2: 116,724 shares; 2025Q3: 116,102 shares; 2025Q4: 116,831 shares; 2026Q1: 119,299 shares 119,299 $20.8M 1.55% +2,468 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: 127,473 shares; 2024Q4: 129,686 shares; 2025Q1: 127,378 shares; 2025Q2: 111,624 shares; 2025Q3: 114,598 shares; 2025Q4: 102,795 shares; 2026Q1: 102,591 shares 102,591 $19.7M 1.46% -204 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: 70,910 shares; 2024Q4: 70,929 shares; 2025Q1: 51,910 shares; 2025Q2: 53,521 shares; 2025Q3: 53,232 shares; 2025Q4: 56,181 shares; 2026Q1: 54,448 shares 54,448 $19.5M 1.45% -1,733 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 6,927 shares; 2025Q1: 5,944 shares; 2025Q2: 7,540 shares; 2025Q3: 25,283 shares; 2025Q4: 117,612 shares; 2026Q1: 120,083 shares 120,083 $18.6M 1.39% +2,471 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: 46,587 shares; 2024Q4: 47,752 shares; 2025Q1: 47,059 shares; 2025Q2: 46,685 shares; 2025Q3: 55,048 shares; 2025Q4: 56,585 shares; 2026Q1: 63,373 shares 63,373 $18.6M 1.39% +6,788 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: 24,191 shares; 2024Q4: 23,633 shares; 2025Q1: 27,353 shares; 2025Q2: 30,034 shares; 2025Q3: 27,718 shares; 2025Q4: 28,863 shares; 2026Q1: 30,727 shares 30,727 $17.6M 1.31% +1,864 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: 2,131 shares; 2025Q1: 180,291 shares; 2025Q2: 251,067 shares; 2025Q3: 273,946 shares; 2025Q4: 288,602 shares; 2026Q1: 290,647 shares 290,647 $16.9M 1.26% +2,045 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: 185,777 shares; 2024Q4: 189,310 shares; 2025Q1: 181,830 shares; 2025Q2: 182,830 shares; 2025Q3: 183,090 shares; 2025Q4: 183,193 shares; 2026Q1: 173,203 shares 173,203 $16.1M 1.2% -9,990 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: 238,828 shares; 2024Q4: 243,168 shares; 2025Q1: 247,315 shares; 2025Q2: 198,945 shares; 2025Q3: 204,746 shares; 2025Q4: 202,434 shares; 2026Q1: 181,387 shares 181,387 $16M 1.19% -21,047 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: 57,190 shares; 2025Q1: 56,390 shares; 2025Q2: 158,943 shares; 2025Q3: 159,434 shares; 2025Q4: 77,558 shares; 2026Q1: 74,625 shares 74,625 $15.9M 1.18% -2,933 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: 243,522 shares; 2024Q4: 245,650 shares; 2025Q1: 197,650 shares; 2025Q2: 208,302 shares; 2025Q3: 209,145 shares; 2025Q4: 209,927 shares; 2026Q1: 208,386 shares 208,386 $15.8M 1.18% -1,541 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,873 shares; 2024Q4: 152,954 shares; 2025Q1: 199,473 shares; 2025Q2: 214,295 shares; 2025Q3: 224,336 shares; 2025Q4: 281,384 shares; 2026Q1: 295,026 shares 295,026 $15.3M 1.14% +13,642 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,750 shares; 2024Q4: 259,367 shares; 2025Q1: 261,497 shares; 2025Q2: 259,260 shares; 2025Q3: 258,644 shares; 2025Q4: 257,213 shares; 2026Q1: 256,315 shares 256,315 $15.1M 1.12% -898 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,439 shares; 2024Q4: 353,571 shares; 2025Q1: 250,215 shares; 2025Q2: 274,636 shares; 2025Q3: 274,622 shares; 2025Q4: 287,413 shares; 2026Q1: 270,653 shares 270,653 $13.3M 0.99% -16,760 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: 18,671 shares; 2024Q4: 18,884 shares; 2025Q1: 18,465 shares; 2025Q2: 18,277 shares; 2025Q3: 17,935 shares; 2025Q4: 18,802 shares; 2026Q1: 19,678 shares 19,678 $12.8M 0.95% +876 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: 91,591 shares; 2024Q4: 89,357 shares; 2025Q1: 87,000 shares; 2025Q2: 87,413 shares; 2025Q3: 87,848 shares; 2025Q4: 89,903 shares; 2026Q1: 89,844 shares 89,844 $12.7M 0.94% -59 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: 12,107 shares; 2024Q4: 11,968 shares; 2025Q1: 12,412 shares; 2025Q2: 14,466 shares; 2025Q3: 13,685 shares; 2025Q4: 13,987 shares; 2026Q1: 12,696 shares 12,696 $12.7M 0.94% -1,291 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: 146,668 shares; 2024Q4: 149,386 shares; 2025Q1: 145,156 shares; 2025Q2: 146,794 shares; 2025Q3: 151,776 shares; 2025Q4: 169,462 shares; 2026Q1: 169,026 shares 169,026 $12.6M 0.93% -436 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: 76,005 shares; 2024Q4: 77,207 shares; 2025Q1: 32,206 shares; 2025Q2: 48,655 shares; 2025Q3: 54,151 shares; 2025Q4: 70,604 shares; 2026Q1: 74,411 shares 74,411 $11.9M 0.88% +3,807 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: 112,614 shares; 2024Q4: 114,205 shares; 2025Q1: 111,723 shares; 2025Q2: 113,525 shares; 2025Q3: 113,167 shares; 2025Q4: 112,586 shares; 2026Q1: 106,562 shares 106,562 $10.6M 0.79% -6,024 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: 952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,572 shares; 2026Q1: 77,966 shares 77,966 $10.2M 0.76% +25,394 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: 166,400 shares; 2024Q4: 169,374 shares; 2025Q1: 42,778 shares; 2025Q2: 43,994 shares; 2025Q3: 44,552 shares; 2025Q4: 45,447 shares; 2026Q1: 45,864 shares 45,864 $9.97M 0.74% +417 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: 827 shares; 2024Q4: 861 shares; 2025Q1: 27,464 shares; 2025Q2: 31,760 shares; 2025Q3: 33,359 shares; 2025Q4: 33,202 shares; 2026Q1: 35,802 shares 35,802 $9.32M 0.69% +2,600 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 336,426 shares; 2025Q1: 219,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179,080 shares 179,080 $9.2M 0.68% 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: 87,668 shares; 2024Q4: 90,011 shares; 2025Q1: 89,716 shares; 2025Q2: 91,573 shares; 2025Q3: 95,305 shares; 2025Q4: 98,158 shares; 2026Q1: 99,010 shares 99,010 $9.18M 0.68% +852 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: 20,606 shares; 2024Q4: 20,857 shares; 2025Q1: 10,712 shares; 2025Q2: 12,301 shares; 2025Q3: 12,499 shares; 2025Q4: 13,055 shares; 2026Q1: 25,944 shares 25,944 $9.18M 0.68% +12,889 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: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,706 shares; 2026Q1: 20,320 shares 20,320 $8.47M 0.63% +614 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: 650,991 shares; 2024Q4: 35,995 shares; 2025Q1: 22,250 shares; 2025Q2: 225,322 shares; 2025Q3: 228,020 shares; 2025Q4: 237,718 shares; 2026Q1: 251,991 shares 251,991 $8.45M 0.63% +14,273 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: 10,472 shares; 2024Q4: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,021 shares 28,021 $8.28M 0.61% 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: 31,070 shares; 2024Q4: 31,428 shares; 2025Q1: 30,327 shares; 2025Q2: 26,590 shares; 2025Q3: 25,382 shares; 2025Q4: 25,932 shares; 2026Q1: 18,772 shares 18,772 $8.08M 0.6% -7,160 Timeline BALL BALL CORP More: the full row for BALL 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: 267,009 shares; 2026Q1: 133,500 shares 133,500 $7.89M 0.59% -133,509 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: 32,533 shares; 2024Q4: 34,661 shares; 2025Q1: 37,369 shares; 2025Q2: 41,978 shares; 2025Q3: 50,616 shares; 2025Q4: 67,592 shares; 2026Q1: 80,434 shares 80,434 $7.56M 0.56% +12,842 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: 21,612 shares; 2024Q4: 21,675 shares; 2025Q1: 21,013 shares; 2025Q2: 22,347 shares; 2025Q3: 23,612 shares; 2025Q4: 23,635 shares; 2026Q1: 23,704 shares 23,704 $7.54M 0.56% +69 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: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 3,703 shares; 2025Q2: 3,772 shares; 2025Q3: 3,859 shares; 2025Q4: 3,600 shares; 2026Q1: 30,087 shares 30,087 $6.91M 0.51% +26,487 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: 52,113 shares; 2024Q4: 53,150 shares; 2025Q1: 21,886 shares; 2025Q2: 22,217 shares; 2025Q3: 17,194 shares; 2025Q4: 17,924 shares; 2026Q1: 22,341 shares 22,341 $6.75M 0.5% +4,417 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: 1,985 shares; 2024Q4: 1,952 shares; 2025Q1: 2,228 shares; 2025Q2: 2,867 shares; 2025Q3: 3,216 shares; 2025Q4: 3,293 shares; 2026Q1: 78,507 shares 78,507 $6.69M 0.5% +75,214 Timeline EMXC 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: 77,897 shares; 2024Q4: 77,342 shares; 2025Q1: 74,818 shares; 2025Q2: 77,221 shares; 2025Q3: 80,675 shares; 2025Q4: 83,530 shares; 2026Q1: 84,463 shares 84,463 $6.64M 0.49% +933 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $6.46M 0.48% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,393 shares; 2024Q4: 30,003 shares; 2025Q1: 23,605 shares; 2025Q2: 24,152 shares; 2025Q3: 23,831 shares; 2025Q4: 63,033 shares; 2026Q1: 66,871 shares 66,871 $6.35M 0.47% +3,838 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,147 shares; 2024Q4: 98,039 shares; 2025Q1: 79,117 shares; 2025Q2: 83,122 shares; 2025Q3: 88,445 shares; 2025Q4: 95,470 shares; 2026Q1: 27,364 shares 27,364 $5.93M 0.44% -68,106 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: 30,007 shares; 2024Q4: 30,005 shares; 2025Q1: 30,118 shares; 2025Q2: 30,061 shares; 2025Q3: 30,016 shares; 2025Q4: 30,254 shares; 2026Q1: 30,071 shares 30,071 $5.8M 0.43% -183 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,196 shares 71,196 $5.7M 0.42% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,303 shares; 2024Q4: 5,013 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,124 shares; 2025Q4: 6,135 shares; 2026Q1: 96,522 shares 96,522 $5.67M 0.42% +90,387 Timeline TLH 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: 47,265 shares; 2025Q2: 48,138 shares; 2025Q3: 49,727 shares; 2025Q4: 53,349 shares; 2026Q1: 55,238 shares 55,238 $5.56M 0.41% +1,889 Timeline TFLO 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: 129,392 shares; 2024Q4: 146,067 shares; 2025Q1: 163,333 shares; 2025Q2: 170,551 shares; 2025Q3: 180,965 shares; 2025Q4: 106,869 shares; 2026Q1: 104,167 shares 104,167 $5.27M 0.39% -2,702 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: 26,287 shares; 2024Q4: 26,191 shares; 2025Q1: 24,385 shares; 2025Q2: 23,785 shares; 2025Q3: 23,644 shares; 2025Q4: 24,942 shares; 2026Q1: 25,086 shares 25,086 $5.19M 0.39% +144 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,104 shares; 2024Q4: 74,605 shares; 2025Q1: 79,777 shares; 2025Q2: 81,436 shares; 2025Q3: 84,675 shares; 2025Q4: 92,930 shares; 2026Q1: 95,971 shares 95,971 $4.88M 0.36% +3,041 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,438 shares; 2024Q4: 32,988 shares; 2025Q1: 33,000 shares; 2025Q2: 33,905 shares; 2025Q3: 33,862 shares; 2025Q4: 34,522 shares; 2026Q1: 34,864 shares 34,864 $4.87M 0.36% +342 Timeline THRO 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: not reported; 2025Q4: 132,125 shares; 2026Q1: 134,233 shares 134,233 $4.86M 0.36% +2,108 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: 956 shares; 2024Q4: 956 shares; 2025Q1: 1,242 shares; 2025Q2: 15,642 shares; 2025Q3: 15,412 shares; 2025Q4: 15,631 shares; 2026Q1: 14,667 shares 14,667 $4.82M 0.36% -964 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: 60,240 shares; 2024Q4: 61,415 shares; 2025Q1: 61,404 shares; 2025Q2: 62,044 shares; 2025Q3: 62,473 shares; 2025Q4: 64,190 shares; 2026Q1: 36,839 shares 36,839 $4.74M 0.35% -27,351 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: 34,802 shares; 2025Q1: 33,830 shares; 2025Q2: 33,872 shares; 2025Q3: 32,344 shares; 2025Q4: 32,675 shares; 2026Q1: 35,982 shares 35,982 $4.42M 0.33% +3,307 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: 96,106 shares; 2024Q4: 96,537 shares; 2025Q1: 96,645 shares; 2025Q2: 69,667 shares; 2025Q3: 65,945 shares; 2025Q4: 61,710 shares; 2026Q1: 52,467 shares 52,467 $4.33M 0.32% -9,243 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: 26,997 shares; 2024Q4: 47,378 shares; 2025Q1: 19,874 shares; 2025Q2: 20,504 shares; 2025Q3: 20,005 shares; 2025Q4: 19,000 shares; 2026Q1: 19,153 shares 19,153 $4.33M 0.32% +153 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,438 shares; 2024Q4: 85,278 shares; 2025Q1: 84,201 shares; 2025Q2: 79,622 shares; 2025Q3: 78,572 shares; 2025Q4: 77,934 shares; 2026Q1: 77,634 shares 77,634 $4.1M 0.3% -300 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,882 shares; 2024Q4: 89,725 shares; 2025Q1: 88,646 shares; 2025Q2: 91,252 shares; 2025Q3: 81,681 shares; 2025Q4: 79,019 shares; 2026Q1: 76,535 shares 76,535 $4.07M 0.3% -2,484 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: 23,422 shares; 2024Q4: 23,568 shares; 2025Q1: 21,472 shares; 2025Q2: 21,239 shares; 2025Q3: 21,428 shares; 2025Q4: 21,992 shares; 2026Q1: 22,619 shares 22,619 $4.07M 0.3% +627 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,856 shares; 2024Q4: 15,792 shares; 2025Q1: 11,689 shares; 2025Q2: 11,834 shares; 2025Q3: 12,159 shares; 2025Q4: 12,663 shares; 2026Q1: 13,665 shares 13,665 $3.88M 0.29% +1,002 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: 4,640 shares; 2024Q4: 4,475 shares; 2025Q1: 4,465 shares; 2025Q2: 4,293 shares; 2025Q3: 4,307 shares; 2025Q4: 4,392 shares; 2026Q1: 4,434 shares 4,434 $3.84M 0.29% +42 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: 12,402 shares; 2024Q4: 12,357 shares; 2025Q1: 12,336 shares; 2025Q2: 12,336 shares; 2025Q3: 12,336 shares; 2025Q4: 11,883 shares; 2026Q1: 11,158 shares 11,158 $3.83M 0.28% -725 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: 22,569 shares; 2024Q4: 22,206 shares; 2025Q1: 25,046 shares; 2025Q2: 27,592 shares; 2025Q3: 33,211 shares; 2025Q4: 29,816 shares; 2026Q1: 30,707 shares 30,707 $3.82M 0.28% +891 Timeline FSMD 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: not reported; 2025Q1: 71,412 shares; 2025Q2: 73,228 shares; 2025Q3: 77,279 shares; 2025Q4: 79,981 shares; 2026Q1: 80,714 shares 80,714 $3.61M 0.27% +733 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: 93,000 shares; 2024Q4: 93,000 shares; 2025Q1: 93,000 shares; 2025Q2: 93,000 shares; 2025Q3: 93,000 shares; 2025Q4: 93,454 shares; 2026Q1: 87,404 shares 87,404 $3.59M 0.27% -6,050 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 15,987 shares; 2025Q1: 16,502 shares; 2025Q2: 17,639 shares; 2025Q3: 16,475 shares; 2025Q4: 17,487 shares; 2026Q1: 17,746 shares 17,746 $3.41M 0.25% +259 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,666 shares; 2025Q3: 23,332 shares; 2025Q4: 26,625 shares; 2026Q1: 30,322 shares 30,322 $3.14M 0.23% +3,697 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 8,656 shares; 2025Q1: 9,857 shares; 2025Q2: 8,916 shares; 2025Q3: 8,414 shares; 2025Q4: 11,757 shares; 2026Q1: 13,550 shares 13,550 $3.02M 0.22% +1,793 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: 17,435 shares; 2024Q4: 14,264 shares; 2025Q1: 14,435 shares; 2025Q2: 13,828 shares; 2025Q3: 13,778 shares; 2025Q4: 14,615 shares; 2026Q1: 12,077 shares 12,077 $2.94M 0.22% -2,538 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: 4,042 shares; 2024Q4: 4,055 shares; 2025Q1: 4,263 shares; 2025Q2: 4,068 shares; 2025Q3: 4,910 shares; 2025Q4: 4,911 shares; 2026Q1: 5,073 shares 5,073 $2.93M 0.22% +162 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: 13,476 shares; 2024Q4: 13,696 shares; 2025Q1: 10,518 shares; 2025Q2: 10,456 shares; 2025Q3: 8,415 shares; 2025Q4: 8,101 shares; 2026Q1: 9,907 shares 9,907 $2.84M 0.21% +1,806 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,132 shares; 2025Q1: 34,000 shares; 2025Q2: 34,039 shares; 2025Q3: 34,024 shares; 2025Q4: 34,024 shares; 2026Q1: 34,024 shares 34,024 $2.72M 0.2% 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: 21,897 shares; 2024Q4: 22,281 shares; 2025Q1: 5,750 shares; 2025Q2: 5,571 shares; 2025Q3: 12,119 shares; 2025Q4: 8,843 shares; 2026Q1: 9,845 shares 9,845 $2.66M 0.2% +1,002 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,869 shares; 2024Q4: 30,869 shares; 2025Q1: 30,869 shares; 2025Q2: 30,769 shares; 2025Q3: 30,769 shares; 2025Q4: 30,769 shares; 2026Q1: 30,869 shares 30,869 $2.66M 0.2% +100 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,977 shares; 2024Q4: 70,992 shares; 2025Q1: 70,349 shares; 2025Q2: 71,510 shares; 2025Q3: 73,823 shares; 2025Q4: 23,785 shares; 2026Q1: 23,813 shares 23,813 $2.65M 0.2% +28 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,339 shares; 2024Q4: 35,352 shares; 2025Q1: 36,172 shares; 2025Q2: 38,526 shares; 2025Q3: 39,745 shares; 2025Q4: 39,836 shares; 2026Q1: 45,146 shares 45,146 $2.56M 0.19% +5,310 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,589 shares; 2026Q1: 35,786 shares 35,786 $2.54M 0.19% +197 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,387 shares; 2024Q4: 54,331 shares; 2025Q1: 11,273 shares; 2025Q2: 11,204 shares; 2025Q3: 10,828 shares; 2025Q4: 9,748 shares; 2026Q1: 9,902 shares 9,902 $2.38M 0.18% +154 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 14,303 shares; 2025Q1: 16,478 shares; 2025Q2: 16,536 shares; 2025Q3: 17,634 shares; 2025Q4: 16,631 shares; 2026Q1: 17,443 shares 17,443 $2.37M 0.18% +812 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: 15,772 shares; 2024Q4: 15,096 shares; 2025Q1: 12,304 shares; 2025Q2: 12,256 shares; 2025Q3: 11,852 shares; 2025Q4: 11,729 shares; 2026Q1: 10,880 shares 10,880 $2.34M 0.17% -849 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: 15,863 shares; 2024Q4: 120,258 shares; 2025Q1: 91,399 shares; 2025Q2: 97,851 shares; 2025Q3: 99,145 shares; 2025Q4: 15,863 shares; 2026Q1: 15,380 shares 15,380 $2.22M 0.17% -483 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: 11,968 shares; 2024Q4: 11,770 shares; 2025Q1: 11,483 shares; 2025Q2: 11,625 shares; 2025Q3: 4,231 shares; 2025Q4: 4,450 shares; 2026Q1: 6,025 shares 6,025 $2.12M 0.16% +1,575 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 10,609 shares; 2025Q1: 10,006 shares; 2025Q2: 8,958 shares; 2025Q3: 8,619 shares; 2025Q4: 7,858 shares; 2026Q1: 7,751 shares 7,751 $2.06M 0.15% -107 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: 13,572 shares; 2024Q4: 13,517 shares; 2025Q1: 13,267 shares; 2025Q2: 13,184 shares; 2025Q3: 13,124 shares; 2025Q4: 12,975 shares; 2026Q1: 12,928 shares 12,928 $2.03M 0.15% -47 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,229 shares; 2024Q4: 35,218 shares; 2025Q1: 33,935 shares; 2025Q2: 22,200 shares; 2025Q3: 32,057 shares; 2025Q4: 29,451 shares; 2026Q1: 26,462 shares 26,462 $2M 0.15% -2,989 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: 16,324 shares; 2024Q4: 16,324 shares; 2025Q1: 16,354 shares; 2025Q2: 16,366 shares; 2025Q3: 16,366 shares; 2025Q4: 16,366 shares; 2026Q1: 16,743 shares 16,743 $1.99M 0.15% +377 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 50,899 shares; 2025Q4: 47,357 shares; 2026Q1: 42,142 shares 42,142 $1.98M 0.15% -5,215 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: 2,217 shares; 2024Q4: 2,344 shares; 2025Q1: 2,353 shares; 2025Q2: 2,288 shares; 2025Q3: 1,900 shares; 2025Q4: 1,822 shares; 2026Q1: 2,088 shares 2,088 $1.92M 0.14% +266 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: 11,670 shares; 2024Q4: 11,120 shares; 2025Q1: 6,186 shares; 2025Q2: 6,209 shares; 2025Q3: 6,351 shares; 2025Q4: 6,133 shares; 2026Q1: 5,785 shares 5,785 $1.9M 0.14% -348 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: 4,601 shares; 2025Q1: 10,972 shares; 2025Q2: 9,668 shares; 2025Q3: 5,698 shares; 2025Q4: 5,148 shares; 2026Q1: 4,565 shares 4,565 $1.86M 0.14% -583 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: 30,390 shares; 2024Q4: 36,625 shares; 2025Q1: 17,416 shares; 2025Q2: 17,571 shares; 2025Q3: 17,377 shares; 2025Q4: 17,856 shares; 2026Q1: 17,889 shares 17,889 $1.84M 0.14% +33 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 37,788 shares; 2025Q1: 33,325 shares; 2025Q2: 26,612 shares; 2025Q3: 29,193 shares; 2025Q4: 29,800 shares; 2026Q1: 26,227 shares 26,227 $1.79M 0.13% -3,573 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,698 shares; 2025Q1: 48,667 shares; 2025Q2: 43,145 shares; 2025Q3: 46,654 shares; 2025Q4: 41,757 shares; 2026Q1: 36,831 shares 36,831 $1.78M 0.13% -4,926 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: 13,992 shares; 2024Q4: 13,842 shares; 2025Q1: 13,842 shares; 2025Q2: 61,899 shares; 2025Q3: 60,754 shares; 2025Q4: 20,961 shares; 2026Q1: 17,462 shares 17,462 $1.75M 0.13% -3,499 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,396 shares; 2024Q4: 29,611 shares; 2025Q1: 27,916 shares; 2025Q2: 24,657 shares; 2025Q3: 23,731 shares; 2025Q4: 22,573 shares; 2026Q1: 19,875 shares 19,875 $1.75M 0.13% -2,698 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: 2,747 shares; 2024Q4: 2,747 shares; 2025Q1: 2,781 shares; 2025Q2: 2,621 shares; 2025Q3: 3,319 shares; 2025Q4: 3,269 shares; 2026Q1: 3,215 shares 3,215 $1.73M 0.13% -54 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: 123,363 shares; 2024Q4: 123,764 shares; 2025Q1: 98,770 shares; 2025Q2: 14,021 shares; 2025Q3: 12,026 shares; 2025Q4: 11,812 shares; 2026Q1: 11,734 shares 11,734 $1.73M 0.13% -78 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 9,539 shares; 2025Q2: 8,429 shares; 2025Q3: 8,081 shares; 2025Q4: 7,182 shares; 2026Q1: 8,392 shares 8,392 $1.72M 0.13% +1,210 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147,952 shares; 2025Q4: 162,178 shares; 2026Q1: 114,263 shares 114,263 $1.7M 0.13% -47,915 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: 186,608 shares; 2024Q4: 48,678 shares; 2025Q1: 16,111 shares; 2025Q2: 15,702 shares; 2025Q3: 13,463 shares; 2025Q4: 12,682 shares; 2026Q1: 14,051 shares 14,051 $1.69M 0.13% +1,369 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,883 shares; 2025Q1: 5,611 shares; 2025Q2: 5,361 shares; 2025Q3: 5,410 shares; 2025Q4: 5,755 shares; 2026Q1: 5,624 shares 5,624 $1.68M 0.12% -131 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502 shares; 2025Q1: 9,501 shares; 2025Q2: 8,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 6,001 shares 6,001 $1.65M 0.12% +4,000 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,331 shares; 2025Q1: 38,553 shares; 2025Q2: 36,407 shares; 2025Q3: 40,597 shares; 2025Q4: 57,283 shares; 2026Q1: 54,925 shares 54,925 $1.65M 0.12% -2,358 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,734 shares; 2024Q4: 52,827 shares; 2025Q1: 50,846 shares; 2025Q2: 45,042 shares; 2025Q3: 43,574 shares; 2025Q4: 39,285 shares; 2026Q1: 33,996 shares 33,996 $1.64M 0.12% -5,289 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,800 shares; 2025Q1: 14,354 shares; 2025Q2: 12,787 shares; 2025Q3: 27,538 shares; 2025Q4: 25,805 shares; 2026Q1: 23,099 shares 23,099 $1.59M 0.12% -2,706 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: 28,753 shares; 2024Q4: 29,053 shares; 2025Q1: 27,275 shares; 2025Q2: 27,174 shares; 2025Q3: 27,232 shares; 2025Q4: 27,350 shares; 2026Q1: 27,220 shares 27,220 $1.53M 0.11% -130 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 9,150 shares; 2025Q1: 17,519 shares; 2025Q2: 15,541 shares; 2025Q3: 15,160 shares; 2025Q4: 30,046 shares; 2026Q1: 26,719 shares 26,719 $1.52M 0.11% -3,327 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,486 shares; 2024Q4: 8,280 shares; 2025Q1: 7,868 shares; 2025Q2: 19,243 shares; 2025Q3: 18,663 shares; 2025Q4: 16,883 shares; 2026Q1: 15,205 shares 15,205 $1.51M 0.11% -1,678 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: 40,149 shares; 2024Q4: 41,955 shares; 2025Q1: 15,554 shares; 2025Q2: 15,651 shares; 2025Q3: 15,914 shares; 2025Q4: 15,998 shares; 2026Q1: 16,489 shares 16,489 $1.48M 0.11% +491 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,047 shares; 2024Q4: 45,872 shares; 2025Q1: 55,818 shares; 2025Q2: 116,783 shares; 2025Q3: 126,694 shares; 2025Q4: 83,004 shares; 2026Q1: 84,689 shares 84,689 $1.45M 0.11% +1,685 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,959 shares; 2025Q1: 8,330 shares; 2025Q2: 8,428 shares; 2025Q3: 8,501 shares; 2025Q4: 9,500 shares; 2026Q1: 9,280 shares 9,280 $1.44M 0.11% -220 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: 7,706 shares; 2024Q4: 7,713 shares; 2025Q1: 7,720 shares; 2025Q2: 7,746 shares; 2025Q3: 7,814 shares; 2025Q4: 7,814 shares; 2026Q1: 7,814 shares 7,814 $1.42M 0.11% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 12,201 shares; 2025Q1: 12,201 shares; 2025Q2: 12,209 shares; 2025Q3: 11,808 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares 11,808 $1.41M 0.1% 0 Timeline DFCF 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: 15,422 shares; 2024Q4: 24,919 shares; 2025Q1: 25,958 shares; 2025Q2: 26,872 shares; 2025Q3: 30,612 shares; 2025Q4: 32,822 shares; 2026Q1: 33,329 shares 33,329 $1.41M 0.1% +507 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 21,629 shares; 2025Q3: 20,965 shares; 2025Q4: 19,036 shares; 2026Q1: 15,703 shares 15,703 $1.4M 0.1% -3,333 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: 10,154 shares; 2024Q4: 6,317 shares; 2025Q1: 6,204 shares; 2025Q2: 6,174 shares; 2025Q3: 6,787 shares; 2025Q4: 5,888 shares; 2026Q1: 6,795 shares 6,795 $1.38M 0.1% +907 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,345 shares; 2024Q4: 28,656 shares; 2025Q1: 27,014 shares; 2025Q2: 23,325 shares; 2025Q3: 22,404 shares; 2025Q4: 20,138 shares; 2026Q1: 16,174 shares 16,174 $1.38M 0.1% -3,964 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 22,174 shares; 2025Q1: 21,428 shares; 2025Q2: 19,176 shares; 2025Q3: 18,554 shares; 2025Q4: 16,743 shares; 2026Q1: 14,534 shares 14,534 $1.36M 0.1% -2,209 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,758 shares; 2024Q4: 24,334 shares; 2025Q1: 23,364 shares; 2025Q2: 20,890 shares; 2025Q3: 20,150 shares; 2025Q4: 18,413 shares; 2026Q1: 11,794 shares 11,794 $1.29M 0.1% -6,619 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,860 shares; 2024Q4: 67,322 shares; 2025Q1: 14,986 shares; 2025Q2: 15,640 shares; 2025Q3: 15,332 shares; 2025Q4: 14,686 shares; 2026Q1: 14,784 shares 14,784 $1.28M 0.1% +98 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,618 shares; 2024Q4: 21,253 shares; 2025Q1: 20,283 shares; 2025Q2: 17,838 shares; 2025Q3: 17,259 shares; 2025Q4: 15,631 shares; 2026Q1: 13,603 shares 13,603 $1.27M 0.09% -2,028 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: 751 shares; 2024Q4: 646 shares; 2025Q1: 574 shares; 2025Q2: 883 shares; 2025Q3: 1,182 shares; 2025Q4: 76,030 shares; 2026Q1: 13,055 shares 13,055 $1.26M 0.09% -62,975 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: 12,878 shares; 2024Q4: 2,453 shares; 2025Q1: 2,532 shares; 2025Q2: 2,449 shares; 2025Q3: 2,334 shares; 2025Q4: 2,251 shares; 2026Q1: 2,058 shares 2,058 $1.24M 0.09% -193 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,471 shares; 2025Q1: 64,990 shares; 2025Q2: 57,764 shares; 2025Q3: 56,066 shares; 2025Q4: 51,405 shares; 2026Q1: 45,093 shares 45,093 $1.24M 0.09% -6,312 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 6,098 shares; 2025Q1: 8,884 shares; 2025Q2: 6,005 shares; 2025Q3: 5,858 shares; 2025Q4: 5,388 shares; 2026Q1: 4,699 shares 4,699 $1.22M 0.09% -689 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,508 shares; 2025Q3: 7,508 shares; 2025Q4: 7,508 shares; 2026Q1: 7,837 shares 7,837 $1.22M 0.09% +329 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,958 shares; 2024Q4: 15,422 shares; 2025Q1: 15,327 shares; 2025Q2: 18,460 shares; 2025Q3: 18,740 shares; 2025Q4: 18,840 shares; 2026Q1: 19,715 shares 19,715 $1.21M 0.09% +875 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 2,910 shares; 2025Q1: 2,810 shares; 2025Q2: 2,965 shares; 2025Q3: 2,906 shares; 2025Q4: 5,843 shares; 2026Q1: 5,998 shares 5,998 $1.19M 0.09% +155 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: 20,956 shares; 2024Q4: 19,744 shares; 2025Q1: 16,263 shares; 2025Q2: 16,273 shares; 2025Q3: 14,655 shares; 2025Q4: 14,520 shares; 2026Q1: 10,781 shares 10,781 $1.17M 0.09% -3,739 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 20,978 shares; 2025Q1: 19,640 shares; 2025Q2: 16,875 shares; 2025Q3: 16,504 shares; 2025Q4: 14,086 shares; 2026Q1: 13,226 shares 13,226 $1.17M 0.09% -860 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,436 shares; 2025Q1: 7,252 shares; 2025Q2: 6,087 shares; 2025Q3: 5,868 shares; 2025Q4: 5,303 shares; 2026Q1: 4,545 shares 4,545 $1.16M 0.09% -758 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: 1,986 shares; 2024Q4: 1,764 shares; 2025Q1: 1,455 shares; 2025Q2: 1,526 shares; 2025Q3: 1,323 shares; 2025Q4: 1,282 shares; 2026Q1: 1,309 shares 1,309 $1.14M 0.08% +27 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 18,928 shares; 2025Q1: 18,528 shares; 2025Q2: 16,333 shares; 2025Q3: 18,611 shares; 2025Q4: 14,230 shares; 2026Q1: 12,530 shares 12,530 $1.14M 0.08% -1,700 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: 19,046 shares; 2024Q4: 19,508 shares; 2025Q1: 946 shares; 2025Q2: 2,266 shares; 2025Q3: 2,192 shares; 2025Q4: 2,025 shares; 2026Q1: 2,020 shares 2,020 $1.14M 0.08% -5 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: 12,132 shares; 2024Q4: 11,931 shares; 2025Q1: 8,561 shares; 2025Q2: 8,319 shares; 2025Q3: 8,323 shares; 2025Q4: 8,180 shares; 2026Q1: 8,156 shares 8,156 $1.14M 0.08% -24 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,521 shares; 2024Q4: 53,355 shares; 2025Q1: 50,768 shares; 2025Q2: 44,987 shares; 2025Q3: 44,496 shares; 2025Q4: 35,235 shares; 2026Q1: 44,178 shares 44,178 $1.13M 0.08% +8,943 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,947 shares; 2024Q4: 23,712 shares; 2025Q1: 24,542 shares; 2025Q2: 24,602 shares; 2025Q3: 24,609 shares; 2025Q4: 35,991 shares; 2026Q1: 39,543 shares 39,543 $1.11M 0.08% +3,552 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,703 shares; 2024Q4: 21,933 shares; 2025Q1: 21,947 shares; 2025Q2: 21,839 shares; 2025Q3: 21,861 shares; 2025Q4: 22,891 shares; 2026Q1: 23,329 shares 23,329 $1.11M 0.08% +438 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,711 shares; 2024Q4: 17,200 shares; 2025Q1: 18,018 shares; 2025Q2: 18,489 shares; 2025Q3: 18,864 shares; 2025Q4: 20,823 shares; 2026Q1: 21,313 shares 21,313 $1.09M 0.08% +490 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: 1,576 shares; 2024Q4: 1,634 shares; 2025Q1: 1,449 shares; 2025Q2: 1,864 shares; 2025Q3: 1,811 shares; 2025Q4: 1,725 shares; 2026Q1: 1,516 shares 1,516 $1.07M 0.08% -209 Timeline EUSB 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: 24,762 shares; 2024Q4: 24,762 shares; 2025Q1: 24,762 shares; 2025Q2: 24,762 shares; 2025Q3: 24,762 shares; 2025Q4: 24,635 shares; 2026Q1: 24,635 shares 24,635 $1.07M 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,223 shares; 2025Q1: 8,357 shares; 2025Q2: 8,448 shares; 2025Q3: 8,156 shares; 2025Q4: 7,889 shares; 2026Q1: 8,089 shares 8,089 $1.07M 0.08% +200 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: 14,734 shares; 2024Q4: 15,024 shares; 2025Q1: 14,134 shares; 2025Q2: 15,044 shares; 2025Q3: 14,024 shares; 2025Q4: 18,264 shares; 2026Q1: 17,594 shares 17,594 $1.07M 0.08% -670 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: 3,291 shares; 2025Q2: 3,305 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares 3,296 $1.06M 0.08% 0 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,578 shares; 2025Q2: 12,822 shares; 2025Q3: 14,243 shares; 2025Q4: 17,384 shares; 2026Q1: 17,848 shares 17,848 $1.05M 0.08% +464 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: 4,785 shares; 2025Q1: 6,648 shares; 2025Q2: 5,667 shares; 2025Q3: 3,497 shares; 2025Q4: 5,572 shares; 2026Q1: 7,161 shares 7,161 $1.05M 0.08% +1,589 Timeline ICVT 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: 2,966 shares; 2024Q4: 2,960 shares; 2025Q1: 2,714 shares; 2025Q2: 2,724 shares; 2025Q3: 2,789 shares; 2025Q4: 9,733 shares; 2026Q1: 10,290 shares 10,290 $1.05M 0.08% +557 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: 24,110 shares; 2024Q4: 23,610 shares; 2025Q1: 20,410 shares; 2025Q2: 22,510 shares; 2025Q3: 22,510 shares; 2025Q4: 22,610 shares; 2026Q1: 22,510 shares 22,510 $1.05M 0.08% -100 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,662 shares; 2025Q2: 8,716 shares; 2025Q3: 8,455 shares; 2025Q4: 7,721 shares; 2026Q1: 9,386 shares 9,386 $1.04M 0.08% +1,665 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,373 shares; 2024Q4: 81,823 shares; 2025Q1: 80,923 shares; 2025Q2: 71,057 shares; 2025Q3: 63,677 shares; 2025Q4: 62,257 shares; 2026Q1: 60,657 shares 60,657 $1.04M 0.08% -1,600 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,867 shares; 2024Q4: 23,626 shares; 2025Q1: 22,650 shares; 2025Q2: 12,249 shares; 2025Q3: 11,855 shares; 2025Q4: 10,615 shares; 2026Q1: 9,324 shares 9,324 $1.01M 0.07% -1,291 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,643 shares; 2024Q4: 21,643 shares; 2025Q1: 21,643 shares; 2025Q2: 21,643 shares; 2025Q3: 21,643 shares; 2025Q4: 21,643 shares; 2026Q1: 21,643 shares 21,643 $1M 0.07% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,619 shares; 2024Q4: 21,873 shares; 2025Q1: 22,716 shares; 2025Q2: 22,367 shares; 2025Q3: 22,076 shares; 2025Q4: 21,220 shares; 2026Q1: 22,009 shares 22,009 $1M 0.07% +789 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,622 shares; 2025Q1: 1,632 shares; 2025Q2: 1,822 shares; 2025Q3: 1,933 shares; 2025Q4: 1,897 shares; 2026Q1: 1,668 shares 1,668 $997K 0.07% -229 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: 5,509 shares; 2024Q4: 5,859 shares; 2025Q1: 9,875 shares; 2025Q2: 10,045 shares; 2025Q3: 10,006 shares; 2025Q4: 10,210 shares; 2026Q1: 10,196 shares 10,196 $991K 0.07% -14 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: 5,720 shares; 2024Q4: 17,166 shares; 2025Q1: 17,174 shares; 2025Q2: 16,804 shares; 2025Q3: 16,812 shares; 2025Q4: 17,700 shares; 2026Q1: 32,118 shares 32,118 $985K 0.07% +14,418 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,291 shares; 2025Q1: 17,704 shares; 2025Q2: 15,699 shares; 2025Q3: 15,206 shares; 2025Q4: 13,607 shares; 2026Q1: 11,825 shares 11,825 $961K 0.07% -1,782 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: 12,997 shares; 2024Q4: 11,997 shares; 2025Q1: 10,897 shares; 2025Q2: 10,385 shares; 2025Q3: 9,458 shares; 2025Q4: 7,650 shares; 2026Q1: 7,550 shares 7,550 $953K 0.07% -100 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,450 shares; 2024Q4: 34,659 shares; 2025Q1: 34,454 shares; 2025Q2: 31,440 shares; 2025Q3: 30,464 shares; 2025Q4: 26,541 shares; 2026Q1: 23,792 shares 23,792 $949K 0.07% -2,749 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,834 shares; 2025Q1: 7,834 shares; 2025Q2: 7,802 shares; 2025Q3: 7,084 shares; 2025Q4: 6,987 shares; 2026Q1: 6,981 shares 6,981 $947K 0.07% -6 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: 6,395 shares; 2024Q4: 6,795 shares; 2025Q1: 5,325 shares; 2025Q2: 5,405 shares; 2025Q3: 5,255 shares; 2025Q4: 4,815 shares; 2026Q1: 4,565 shares 4,565 $942K 0.07% -250 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,498 shares; 2025Q1: 2,321 shares; 2025Q2: 4,479 shares; 2025Q3: 4,315 shares; 2025Q4: 3,851 shares; 2026Q1: 3,358 shares 3,358 $941K 0.07% -493 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: 2,666 shares; 2024Q4: 2,563 shares; 2025Q1: 2,571 shares; 2025Q2: 2,606 shares; 2025Q3: 2,719 shares; 2025Q4: 2,749 shares; 2026Q1: 2,889 shares 2,889 $927K 0.07% +140 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,688 shares; 2025Q1: 1,393 shares; 2025Q2: 1,280 shares; 2025Q3: 1,393 shares; 2025Q4: 1,482 shares; 2026Q1: 2,336 shares 2,336 $912K 0.07% +854 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 18,197 shares; 2025Q1: 17,584 shares; 2025Q2: 15,692 shares; 2025Q3: 7,447 shares; 2025Q4: 6,723 shares; 2026Q1: 5,879 shares 5,879 $903K 0.07% -844 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: 3,584 shares; 2024Q4: 3,584 shares; 2025Q1: 3,556 shares; 2025Q2: 3,793 shares; 2025Q3: 3,920 shares; 2025Q4: 4,022 shares; 2026Q1: 5,442 shares 5,442 $900K 0.07% +1,420 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: 26,939 shares; 2024Q4: 26,926 shares; 2025Q1: 2,601 shares; 2025Q2: 2,046 shares; 2025Q3: 2,102 shares; 2025Q4: 2,114 shares; 2026Q1: 2,828 shares 2,828 $888K 0.07% +714 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 11,773 shares; 2025Q1: 11,357 shares; 2025Q2: 10,858 shares; 2025Q3: 22,181 shares; 2025Q4: 16,973 shares; 2026Q1: 15,886 shares 15,886 $884K 0.07% -1,087 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,366 shares; 2025Q1: 3,176 shares; 2025Q2: 2,815 shares; 2025Q3: 2,729 shares; 2025Q4: 2,474 shares; 2026Q1: 5,725 shares 5,725 $872K 0.06% +3,251 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 7,613 shares 7,613 $855K 0.06% +3,913 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: 4,311 shares; 2024Q4: 4,171 shares; 2025Q1: 3,747 shares; 2025Q2: 3,721 shares; 2025Q3: 3,729 shares; 2025Q4: 4,059 shares; 2026Q1: 3,944 shares 3,944 $821K 0.06% -115 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 4,395 shares; 2025Q1: 3,795 shares; 2025Q2: 4,555 shares; 2025Q3: 4,795 shares; 2025Q4: 5,835 shares; 2026Q1: 6,315 shares 6,315 $795K 0.06% +480 Timeline SUSC 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: 34,308 shares; 2024Q4: 34,308 shares; 2025Q1: 34,308 shares; 2025Q2: 34,308 shares; 2025Q3: 34,308 shares; 2025Q4: 34,308 shares; 2026Q1: 34,308 shares 34,308 $794K 0.06% 0 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,855 shares; 2025Q3: 19,567 shares; 2025Q4: 15,040 shares; 2026Q1: 13,003 shares 13,003 $771K 0.06% -2,037 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,092 shares 4,092 $769K 0.06% new 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: 7,507 shares; 2024Q4: 7,292 shares; 2025Q1: 6,913 shares; 2025Q2: 7,334 shares; 2025Q3: 6,915 shares; 2025Q4: 6,956 shares; 2026Q1: 6,653 shares 6,653 $753K 0.06% -303 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 720 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 678 shares; 2025Q4: 644 shares; 2026Q1: 642 shares 642 $741K 0.06% -2 EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,345 shares; 2025Q1: not reported; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,232 shares; 2026Q1: 7,566 shares 7,566 $735K 0.05% +3,334 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: not reported; 2024Q4: 367 shares; 2025Q1: 393 shares; 2025Q2: 427 shares; 2025Q3: 423 shares; 2025Q4: 416 shares; 2026Q1: 1,459 shares 1,459 $729K 0.05% +1,043 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: 5,170 shares; 2024Q4: 5,020 shares; 2025Q1: 4,939 shares; 2025Q2: 4,938 shares; 2025Q3: 4,779 shares; 2025Q4: 4,832 shares; 2026Q1: 4,776 shares 4,776 $707K 0.05% -56 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: 3,595 shares; 2024Q4: 3,595 shares; 2025Q1: 3,096 shares; 2025Q2: 3,075 shares; 2025Q3: 3,076 shares; 2025Q4: 2,877 shares; 2026Q1: 2,421 shares 2,421 $706K 0.05% -456 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 3,844 shares; 2025Q1: 3,852 shares; 2025Q2: 3,861 shares; 2025Q3: 3,861 shares; 2025Q4: 3,561 shares; 2026Q1: 3,567 shares 3,567 $705K 0.05% +6 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,453 shares; 2025Q1: 22,159 shares; 2025Q2: 24,024 shares; 2025Q3: 24,995 shares; 2025Q4: 20,611 shares; 2026Q1: 35,091 shares 35,091 $697K 0.05% +14,480 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: 33,100 shares; 2024Q4: 32,300 shares; 2025Q1: 27,450 shares; 2025Q2: 30,950 shares; 2025Q3: 31,010 shares; 2025Q4: 29,760 shares; 2026Q1: 29,960 shares 29,960 $682K 0.05% +200 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: 761 shares; 2024Q4: 1,512 shares; 2025Q1: not reported; 2025Q2: 1,258 shares; 2025Q3: 2,032 shares; 2025Q4: 1,912 shares; 2026Q1: 4,249 shares 4,249 $681K 0.05% +2,337 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: 6,006 shares; 2024Q4: 5,006 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 2,952 shares; 2026Q1: 4,952 shares 4,952 $680K 0.05% +2,000 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: 17,748 shares; 2024Q4: 17,248 shares; 2025Q1: 14,935 shares; 2025Q2: 14,285 shares; 2025Q3: 13,985 shares; 2025Q4: 12,485 shares; 2026Q1: 12,822 shares 12,822 $667K 0.05% +337 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: 4,055 shares; 2024Q4: 4,055 shares; 2025Q1: 4,454 shares; 2025Q2: 4,887 shares; 2025Q3: 5,187 shares; 2025Q4: 5,625 shares; 2026Q1: 9,839 shares 9,839 $649K 0.05% +4,214 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: 4,582 shares; 2024Q4: 3,423 shares; 2025Q1: 3,428 shares; 2025Q2: 4,628 shares; 2025Q3: 5,923 shares; 2025Q4: 6,493 shares; 2026Q1: 8,689 shares 8,689 $640K 0.05% +2,196 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: 3,697 shares; 2024Q4: 3,698 shares; 2025Q1: 1,998 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 3,060 shares; 2026Q1: 3,064 shares 3,064 $635K 0.05% +4 Timeline USXF 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: 14,309 shares; 2024Q4: 14,309 shares; 2025Q1: 14,309 shares; 2025Q2: 13,309 shares; 2025Q3: 12,859 shares; 2025Q4: 11,324 shares; 2026Q1: 11,324 shares 11,324 $625K 0.05% 0 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: 12,529 shares; 2024Q4: 12,829 shares; 2025Q1: 12,365 shares; 2025Q2: 14,486 shares; 2025Q3: 14,778 shares; 2025Q4: 14,842 shares; 2026Q1: 14,510 shares 14,510 $618K 0.05% -332 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 16,718 shares; 2025Q1: 12,418 shares; 2025Q2: 12,418 shares; 2025Q3: 12,168 shares; 2025Q4: 11,668 shares; 2026Q1: 9,550 shares 9,550 $617K 0.05% -2,118 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: 2,748 shares; 2024Q4: 2,775 shares; 2025Q1: 2,451 shares; 2025Q2: 2,351 shares; 2025Q3: 2,188 shares; 2025Q4: 2,212 shares; 2026Q1: 1,931 shares 1,931 $614K 0.05% -281 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,799 shares; 2025Q2: 3,055 shares; 2025Q3: 3,795 shares; 2025Q4: 4,438 shares; 2026Q1: 4,588 shares 4,588 $606K 0.05% +150 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: 1,932 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,267 shares; 2025Q4: 10,529 shares; 2026Q1: 23,843 shares 23,843 $604K 0.04% +13,314 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: not reported; 2024Q4: 3,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,171 shares; 2025Q4: 11,455 shares; 2026Q1: 25,434 shares 25,434 $592K 0.04% +13,979 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: 6,770 shares; 2024Q4: 6,770 shares; 2025Q1: 6,771 shares; 2025Q2: 6,849 shares; 2025Q3: 6,811 shares; 2025Q4: 6,611 shares; 2026Q1: 6,011 shares 6,011 $580K 0.04% -600 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: 2,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,401 shares; 2026Q1: 26,361 shares 26,361 $577K 0.04% +14,960 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: not reported; 2024Q4: 1,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,446 shares; 2025Q4: 11,305 shares; 2026Q1: 23,798 shares 23,798 $577K 0.04% +12,493 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: 558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 569 shares; 2026Q1: 2,048 shares 2,048 $572K 0.04% +1,479 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,862 shares; 2025Q1: 1,874 shares; 2025Q2: 2,009 shares; 2025Q3: 1,855 shares; 2025Q4: 1,898 shares; 2026Q1: 1,998 shares 1,998 $567K 0.04% +100 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 18,900 shares; 2025Q3: 19,202 shares; 2025Q4: 31,169 shares; 2026Q1: 30,630 shares 30,630 $552K 0.04% -539 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,977 shares; 2024Q4: 22,615 shares; 2025Q1: 12,086 shares; 2025Q2: 10,648 shares; 2025Q3: 9,426 shares; 2025Q4: 6,468 shares; 2026Q1: 5,993 shares 5,993 $549K 0.04% -475 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: 11,636 shares; 2024Q4: 11,132 shares; 2025Q1: 13,186 shares; 2025Q2: 13,732 shares; 2025Q3: 13,069 shares; 2025Q4: 12,486 shares; 2026Q1: 10,931 shares 10,931 $549K 0.04% -1,555 Timeline CORP 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: 1,655 shares; 2025Q1: 3,877 shares; 2025Q2: 3,915 shares; 2025Q3: 4,581 shares; 2025Q4: 5,223 shares; 2026Q1: 5,668 shares 5,668 $549K 0.04% +445 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 1,611 shares 1,611 $544K 0.04% +908 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,694 shares; 2024Q4: 47,316 shares; 2025Q1: 40,458 shares; 2025Q2: 35,802 shares; 2025Q3: 35,745 shares; 2025Q4: 34,664 shares; 2026Q1: 23,234 shares 23,234 $532K 0.04% -11,430 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: 3,754 shares; 2024Q4: 15,016 shares; 2025Q1: 15,419 shares; 2025Q2: 15,976 shares; 2025Q3: 17,839 shares; 2025Q4: 17,855 shares; 2026Q1: 17,873 shares 17,873 $521K 0.04% +18 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 5,700 shares; 2025Q1: 4,500 shares; 2025Q2: 3,000 shares; 2025Q3: 2,645 shares; 2025Q4: 2,600 shares; 2026Q1: 3,450 shares 3,450 $520K 0.04% +850 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: 3,894 shares; 2025Q1: 5,684 shares; 2025Q2: 7,795 shares; 2025Q3: 9,732 shares; 2025Q4: 10,775 shares; 2026Q1: 11,261 shares 11,261 $519K 0.04% +486 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 11,351 shares; 2025Q3: 11,351 shares; 2025Q4: 11,351 shares; 2026Q1: 11,351 shares 11,351 $509K 0.04% 0 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: 77,109 shares; 2024Q4: 77,895 shares; 2025Q1: 65,498 shares; 2025Q2: 70,333 shares; 2025Q3: 71,741 shares; 2025Q4: 73,587 shares; 2026Q1: 2,502 shares 2,502 $508K 0.04% -71,085 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,100 shares; 2024Q4: 38,000 shares; 2025Q1: 63,000 shares; 2025Q2: 70,000 shares; 2025Q3: 65,000 shares; 2025Q4: 59,853 shares; 2026Q1: 59,628 shares 59,628 $508K 0.04% -225 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: 2,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,462 shares; 2026Q1: 23,771 shares 23,771 $498K 0.04% +13,309 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: 2,491 shares; 2024Q4: 2,510 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,979 shares 3,979 $482K 0.04% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,990 shares; 2024Q4: 4,029 shares; 2025Q1: 5,438 shares; 2025Q2: 5,720 shares; 2025Q3: 6,144 shares; 2025Q4: 7,066 shares; 2026Q1: 6,379 shares 6,379 $481K 0.04% -687 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 10,600 shares; 2025Q3: 11,112 shares; 2025Q4: 19,152 shares; 2026Q1: 20,303 shares 20,303 $481K 0.04% +1,151 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares 2,818 $477K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,035 shares; 2024Q4: 125,676 shares; 2025Q1: 93,510 shares; 2025Q2: 93,560 shares; 2025Q3: 94,903 shares; 2025Q4: 33,170 shares; 2026Q1: 4,938 shares 4,938 $476K 0.04% -28,232 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: not reported; 2024Q4: 6,222 shares; 2025Q1: 4,616 shares; 2025Q2: 6,016 shares; 2025Q3: 7,016 shares; 2025Q4: 7,116 shares; 2026Q1: 4,016 shares 4,016 $472K 0.04% -3,100 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,226 shares; 2024Q4: 50,950 shares; 2025Q1: 50,950 shares; 2025Q2: 51,950 shares; 2025Q3: 55,250 shares; 2025Q4: 53,250 shares; 2026Q1: 40,290 shares 40,290 $469K 0.03% -12,960 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: 14,315 shares; 2024Q4: 14,432 shares; 2025Q1: 13,367 shares; 2025Q2: 14,067 shares; 2025Q3: 19,940 shares; 2025Q4: 10,962 shares; 2026Q1: 10,571 shares 10,571 $466K 0.03% -391 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares 3,530 $463K 0.03% new 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: 31,620 shares; 2024Q4: 8,904 shares; 2025Q1: 9,015 shares; 2025Q2: 12,474 shares; 2025Q3: 154,138 shares; 2025Q4: 161,436 shares; 2026Q1: 9,337 shares 9,337 $455K 0.03% -152,099 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,478 shares 45,478 $452K 0.03% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,465 shares; 2024Q4: 73,094 shares; 2025Q1: 34,576 shares; 2025Q2: 3,707 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares; 2026Q1: 3,357 shares 3,357 $440K 0.03% -350 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares 995 $434K 0.03% new Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,282 shares 3,282 $429K 0.03% new Timeline LCTU 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: 7,019 shares; 2024Q4: 7,019 shares; 2025Q1: 7,019 shares; 2025Q2: 7,019 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares; 2026Q1: 6,069 shares 6,069 $426K 0.03% -600 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773 shares 773 $424K 0.03% new 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: 1,818 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,743 shares 16,743 $423K 0.03% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $418K 0.03% 0 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: 13,449 shares; 2024Q4: 13,749 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares 965 $410K 0.03% new 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: 276 shares; 2024Q4: 277 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares 277 $408K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,167 shares; 2025Q1: 1,172 shares; 2025Q2: 1,165 shares; 2025Q3: 1,047 shares; 2025Q4: 1,052 shares; 2026Q1: 942 shares 942 $407K 0.03% -110 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 2,685 shares; 2025Q4: 2,560 shares; 2026Q1: 3,015 shares 3,015 $406K 0.03% +455 Timeline ACWV 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: 4,051 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 3,815 shares; 2025Q3: 3,790 shares; 2025Q4: 3,470 shares; 2026Q1: 3,357 shares 3,357 $401K 0.03% -113 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: 2,392 shares; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,229 shares; 2025Q4: 5,137 shares; 2026Q1: 4,290 shares 4,290 $398K 0.03% -847 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: 6,160 shares; 2024Q4: 2,796 shares; 2025Q1: 3,446 shares; 2025Q2: 4,421 shares; 2025Q3: 4,831 shares; 2025Q4: 5,866 shares; 2026Q1: 5,249 shares 5,249 $394K 0.03% -617 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: 5,200 shares; 2024Q4: 9,600 shares; 2025Q1: 7,550 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,368 shares; 2026Q1: 4,268 shares 4,268 $392K 0.03% -1,100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 575 shares 575 $392K 0.03% new 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 662 shares; 2025Q2: 532 shares; 2025Q3: 525 shares; 2025Q4: 475 shares; 2026Q1: 785 shares 785 $389K 0.03% +310 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,773 shares; 2025Q1: 4,200 shares; 2025Q2: 4,228 shares; 2025Q3: 4,829 shares; 2025Q4: 6,429 shares; 2026Q1: 5,993 shares 5,993 $387K 0.03% -436 Timeline JEPQ 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: 4,376 shares; 2025Q1: 5,122 shares; 2025Q2: 6,336 shares; 2025Q3: 6,616 shares; 2025Q4: 6,632 shares; 2026Q1: 6,949 shares 6,949 $386K 0.03% +317 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,057 shares 6,057 $385K 0.03% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,592 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares 1,593 $385K 0.03% 0 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: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,368 shares; 2026Q1: 15,873 shares 15,873 $385K 0.03% +6,505 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,081 shares 5,081 $381K 0.03% 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: 8,174 shares; 2025Q1: 12,873 shares; 2025Q2: 12,710 shares; 2025Q3: 13,258 shares; 2025Q4: 16,522 shares; 2026Q1: 15,132 shares 15,132 $380K 0.03% -1,390 Timeline DUSB 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: 5,000 shares; 2024Q4: 5,730 shares; 2025Q1: 4,730 shares; 2025Q2: not reported; 2025Q3: 8,130 shares; 2025Q4: 7,730 shares; 2026Q1: 7,430 shares 7,430 $377K 0.03% -300 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: not reported; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,391 shares; 2025Q4: 2,576 shares; 2026Q1: 4,713 shares 4,713 $375K 0.03% +2,137 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,234 shares; 2025Q1: 2,214 shares; 2025Q2: 2,238 shares; 2025Q3: 2,820 shares; 2025Q4: 3,218 shares; 2026Q1: 3,398 shares 3,398 $375K 0.03% +180 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,273 shares; 2025Q1: 8,278 shares; 2025Q2: 7,749 shares; 2025Q3: 6,753 shares; 2025Q4: 7,349 shares; 2026Q1: 9,612 shares 9,612 $369K 0.03% +2,263 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: 1,266 shares; 2024Q4: 1,222 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 2,167 shares; 2025Q4: 1,967 shares; 2026Q1: 839 shares 839 $366K 0.03% -1,128 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: 17,120 shares; 2024Q4: 17,420 shares; 2025Q1: 17,120 shares; 2025Q2: 17,220 shares; 2025Q3: 17,120 shares; 2025Q4: 17,120 shares; 2026Q1: 18,920 shares 18,920 $365K 0.03% +1,800 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,138 shares; 2024Q4: 5,238 shares; 2025Q1: not reported; 2025Q2: 5,531 shares; 2025Q3: 5,331 shares; 2025Q4: 5,531 shares; 2026Q1: 6,386 shares 6,386 $363K 0.03% +855 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: 12,287 shares; 2024Q4: 12,696 shares; 2025Q1: 15,742 shares; 2025Q2: 15,540 shares; 2025Q3: 15,153 shares; 2025Q4: 14,137 shares; 2026Q1: 11,830 shares 11,830 $359K 0.03% -2,307 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,220 shares; 2024Q4: 51,170 shares; 2025Q1: 49,930 shares; 2025Q2: 25,630 shares; 2025Q3: 23,200 shares; 2025Q4: 21,550 shares; 2026Q1: 21,050 shares 21,050 $358K 0.03% -500 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: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares 2,487 $355K 0.03% 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: 2,715 shares; 2024Q4: 2,737 shares; 2025Q1: 2,794 shares; 2025Q2: 2,978 shares; 2025Q3: 3,037 shares; 2025Q4: 1,709 shares; 2026Q1: 1,784 shares 1,784 $354K 0.03% +75 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 11,170 shares; 2025Q1: 7,180 shares; 2025Q2: 7,010 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares 6,960 $353K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,668 shares; 2025Q1: 2,717 shares; 2025Q2: 2,577 shares; 2025Q3: 2,543 shares; 2025Q4: 6,538 shares; 2026Q1: 5,736 shares 5,736 $351K 0.03% -802 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: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,004 shares; 2025Q4: 1,402 shares; 2026Q1: 1,340 shares 1,340 $351K 0.03% -62 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,087 shares; 2025Q1: 3,465 shares; 2025Q2: 3,365 shares; 2025Q3: 3,345 shares; 2025Q4: 2,935 shares; 2026Q1: 2,950 shares 2,950 $350K 0.03% +15 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 15,940 shares; 2025Q1: 16,790 shares; 2025Q2: 16,550 shares; 2025Q3: 16,000 shares; 2025Q4: 10,300 shares; 2026Q1: 15,500 shares 15,500 $350K 0.03% +5,200 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: 23,793 shares; 2024Q4: 24,644 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: 2,813 shares 2,813 $350K 0.03% +180 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: 1,982 shares; 2024Q4: 1,983 shares; 2025Q1: 1,981 shares; 2025Q2: 2,026 shares; 2025Q3: 1,998 shares; 2025Q4: 2,663 shares; 2026Q1: 2,642 shares 2,642 $346K 0.03% -21 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,897 shares; 2025Q1: 7,897 shares; 2025Q2: 7,897 shares; 2025Q3: 7,897 shares; 2025Q4: 7,897 shares; 2026Q1: 7,897 shares 7,897 $344K 0.03% 0 Timeline VGK 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: 4,137 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $338K 0.03% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,994 shares; 2024Q4: 28,521 shares; 2025Q1: 28,539 shares; 2025Q2: 27,467 shares; 2025Q3: 28,514 shares; 2025Q4: 28,553 shares; 2026Q1: 28,372 shares 28,372 $338K 0.03% -181 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: 7,432 shares; 2024Q4: 7,698 shares; 2025Q1: 5,873 shares; 2025Q2: 6,043 shares; 2025Q3: 7,517 shares; 2025Q4: 6,022 shares; 2026Q1: 4,662 shares 4,662 $335K 0.02% -1,360 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: 138,197 shares; 2024Q4: 32,429 shares; 2025Q1: 2,646 shares; 2025Q2: 3,543 shares; 2025Q3: 2,809 shares; 2025Q4: 1,800 shares; 2026Q1: 1,568 shares 1,568 $326K 0.02% -232 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,450 shares; 2025Q1: 3,341 shares; 2025Q2: 3,997 shares; 2025Q3: 4,088 shares; 2025Q4: 4,268 shares; 2026Q1: 1,926 shares 1,926 $317K 0.02% -2,342 Timeline SCHA 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: 5,651 shares; 2024Q4: 12,672 shares; 2025Q1: 10,962 shares; 2025Q2: 11,489 shares; 2025Q3: 10,478 shares; 2025Q4: 10,587 shares; 2026Q1: 10,759 shares 10,759 $313K 0.02% +172 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH 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: 10,070 shares; 2025Q4: 9,002 shares; 2026Q1: 7,973 shares 7,973 $307K 0.02% -1,029 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: 1,885 shares; 2024Q4: 1,856 shares; 2025Q1: 1,603 shares; 2025Q2: 1,973 shares; 2025Q3: 2,109 shares; 2025Q4: 2,170 shares; 2026Q1: 2,079 shares 2,079 $303K 0.02% -91 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 1,019 shares; 2025Q2: 1,142 shares; 2025Q3: 1,049 shares; 2025Q4: 2,140 shares; 2026Q1: 2,247 shares 2,247 $299K 0.02% +107 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,505 shares 7,505 $298K 0.02% new 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: 1,174 shares; 2025Q1: 88,504 shares; 2025Q2: 6,980 shares; 2025Q3: 7,026 shares; 2025Q4: 5,875 shares; 2026Q1: 5,582 shares 5,582 $295K 0.02% -293 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,234 shares 11,234 $290K 0.02% 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: 7,574 shares; 2024Q4: 8,243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,228 shares 1,228 $290K 0.02% +160 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,082 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares 5,060 $288K 0.02% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 16,068 shares; 2025Q1: 15,070 shares; 2025Q2: 26,158 shares; 2025Q3: 25,517 shares; 2025Q4: 25,517 shares; 2026Q1: 27,877 shares 27,877 $284K 0.02% +2,360 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,556 shares; 2024Q4: 36,364 shares; 2025Q1: 36,886 shares; 2025Q2: 31,911 shares; 2025Q3: 72,962 shares; 2025Q4: 23,226 shares; 2026Q1: 19,629 shares 19,629 $282K 0.02% -3,597 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,387 shares; 2025Q2: 2,628 shares; 2025Q3: 2,778 shares; 2025Q4: 1,388 shares; 2026Q1: 2,235 shares 2,235 $279K 0.02% +847 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 5,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,700 shares; 2025Q3: 6,000 shares; 2025Q4: 4,000 shares; 2026Q1: 2,000 shares 2,000 $273K 0.02% -2,000 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares 1,996 $271K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,077 shares; 2024Q4: 28,720 shares; 2025Q1: 16,477 shares; 2025Q2: 15,677 shares; 2025Q3: 15,427 shares; 2025Q4: 17,927 shares; 2026Q1: 23,327 shares 23,327 $269K 0.02% +5,400 Timeline IWV 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 741 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $269K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares 5,650 $269K 0.02% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,089 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 4,039 shares; 2025Q3: 4,639 shares; 2025Q4: 4,639 shares; 2026Q1: 5,642 shares 5,642 $264K 0.02% +1,003 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 11,840 shares; 2025Q1: 10,986 shares; 2025Q2: 10,969 shares; 2025Q3: 10,891 shares; 2025Q4: 10,342 shares; 2026Q1: 9,059 shares 9,059 $263K 0.02% -1,283 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 565 shares 565 $262K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,567 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,717 shares 1,717 $260K 0.02% +150 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,745 shares; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,435 shares 3,435 $259K 0.02% -410 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: 24,581 shares; 2024Q4: 23,288 shares; 2025Q1: 22,495 shares; 2025Q2: 17,502 shares; 2025Q3: 17,509 shares; 2025Q4: 16,515 shares; 2026Q1: 16,522 shares 16,522 $259K 0.02% +7 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $258K 0.02% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares 897 $257K 0.02% 0 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: 3,028 shares; 2024Q4: 2,948 shares; 2025Q1: 3,335 shares; 2025Q2: 3,337 shares; 2025Q3: 3,299 shares; 2025Q4: 2,851 shares; 2026Q1: 2,654 shares 2,654 $256K 0.02% -197 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,019 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,286 shares; 2026Q1: 3,291 shares 3,291 $251K 0.02% +5 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: not reported; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,685 shares 3,685 $249K 0.02% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares; 2026Q1: 6,784 shares 6,784 $248K 0.02% +958 Timeline SPTL 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: 2,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,600 shares; 2025Q4: 10,149 shares; 2026Q1: 9,424 shares 9,424 $248K 0.02% -725 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: 5,736 shares; 2024Q4: 4,642 shares; 2025Q1: 4,499 shares; 2025Q2: 4,304 shares; 2025Q3: 4,109 shares; 2025Q4: 4,075 shares; 2026Q1: 3,449 shares 3,449 $248K 0.02% -626 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: 1,329 shares; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,149 shares; 2026Q1: 722 shares 722 $247K 0.02% -427 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: not reported; 2024Q4: 4,609 shares; 2025Q1: 4,660 shares; 2025Q2: 4,660 shares; 2025Q3: 4,560 shares; 2025Q4: 4,560 shares; 2026Q1: 4,520 shares 4,520 $245K 0.02% -40 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 612 shares 612 $241K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,739 shares 3,739 $240K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,076 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 1,989 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares 2,069 $235K 0.02% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,690 shares; 2024Q4: 26,990 shares; 2025Q1: 26,990 shares; 2025Q2: 17,500 shares; 2025Q3: 16,900 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares 13,700 $233K 0.02% 0 Timeline DSI 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: 2,651 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,019 shares; 2026Q1: 1,917 shares 1,917 $232K 0.02% -102 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 543 shares 543 $231K 0.02% -167 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: not reported; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,235 shares 1,235 $230K 0.02% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,970 shares; 2025Q1: 1,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares; 2026Q1: 2,466 shares 2,466 $230K 0.02% -71 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 5,512 shares; 2025Q1: 5,363 shares; 2025Q2: 4,763 shares; 2025Q3: 4,543 shares; 2025Q4: 4,543 shares; 2026Q1: 4,458 shares 4,458 $227K 0.02% -85 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: 2,420 shares; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 3,111 shares; 2025Q3: 2,560 shares; 2025Q4: 2,612 shares; 2026Q1: 2,560 shares 2,560 $227K 0.02% -52 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,352 shares; 2025Q4: 12,184 shares; 2026Q1: 12,922 shares 12,922 $227K 0.02% +738 Timeline SUSA 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: 2,327 shares; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares 1,695 $224K 0.02% 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: 371 shares; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 953 shares; 2025Q4: 974 shares; 2026Q1: 942 shares 942 $224K 0.02% -32 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: 1,010 shares; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 1,967 shares 1,967 $216K 0.02% -64 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,616 shares; 2025Q1: 1,375 shares; 2025Q2: 1,335 shares; 2025Q3: not reported; 2025Q4: 1,385 shares; 2026Q1: 1,486 shares 1,486 $216K 0.02% +101 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $215K 0.02% new 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: not reported; 2024Q4: 6,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,500 shares 9,500 $214K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares; 2026Q1: 556 shares 556 $213K 0.02% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,929 shares 2,929 $210K 0.02% new 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: 62 shares 62 $209K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 1,120 shares 1,120 $207K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares 5,460 $207K 0.02% new 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: 9,756 shares; 2024Q4: 10,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: not reported; 2026Q1: 1,061 shares 1,061 $206K 0.02% new Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $204K 0.02% new Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,927 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,201 shares 4,201 $203K 0.02% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $202K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,292 shares; 2025Q1: 4,667 shares; 2025Q2: 4,682 shares; 2025Q3: 4,296 shares; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $201K 0.01% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,174 shares; 2025Q1: 10,693 shares; 2025Q2: 13,222 shares; 2025Q3: 15,252 shares; 2025Q4: 17,382 shares; 2026Q1: 17,882 shares 17,882 $186K 0.01% +500 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,596 shares; 2024Q4: 11,696 shares; 2025Q1: 11,696 shares; 2025Q2: 11,696 shares; 2025Q3: 11,696 shares; 2025Q4: 11,605 shares; 2026Q1: 11,605 shares 11,605 $182K 0.01% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly 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: 11,585 shares; 2026Q1: 11,585 shares 11,585 $162K 0.01% 0 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,850 shares; 2024Q4: 20,250 shares; 2025Q1: 20,750 shares; 2025Q2: 22,750 shares; 2025Q3: 22,150 shares; 2025Q4: 12,650 shares; 2026Q1: 12,650 shares 12,650 $161K 0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $151K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: not reported; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $151K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 10,390 shares; 2025Q1: not reported; 2025Q2: 28,710 shares; 2025Q3: 28,710 shares; 2025Q4: 28,710 shares; 2026Q1: 28,710 shares 28,710 $146K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares; 2026Q1: 14,350 shares 14,350 $124K 0.01% 0 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,026 shares; 2024Q4: 18,026 shares; 2025Q1: 16,276 shares; 2025Q2: 17,124 shares; 2025Q3: 22,182 shares; 2025Q4: 20,382 shares; 2026Q1: 19,382 shares 19,382 $112K 0.01% -1,000 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,657 shares; 2024Q4: 15,657 shares; 2025Q1: 15,657 shares; 2025Q2: 15,657 shares; 2025Q3: 15,657 shares; 2025Q4: 10,312 shares; 2026Q1: 10,312 shares 10,312 $107K 0.01% 0 Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares; 2025Q1: 31,000 shares; 2025Q2: 45,000 shares; 2025Q3: 46,000 shares; 2025Q4: 40,000 shares; 2026Q1: 32,000 shares 32,000 $40.6K <0.01% -8,000 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,000 shares; 2024Q4: 41,000 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 41,000 shares 41,000 $30.4K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares 5 $3.08K <0.01% new Timeline