VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222,778 shares; 2024Q4: 1,315,696 shares; 2025Q1: 1,443,881 shares; 2025Q2: 1,449,416 shares; 2025Q3: 1,514,464 shares; 2025Q4: 1,581,258 shares; 2026Q1: 1,791,053 shares 1,791,053 $351M 13.7% +209,795 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: 469,740 shares; 2024Q4: 499,584 shares; 2025Q1: 537,277 shares; 2025Q2: 558,569 shares; 2025Q3: 570,283 shares; 2025Q4: 591,692 shares; 2026Q1: 706,880 shares 706,880 $309M 12.04% +115,188 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635,743 shares; 2024Q4: 2,765,413 shares; 2025Q1: 2,665,074 shares; 2025Q2: 2,604,706 shares; 2025Q3: 2,665,460 shares; 2025Q4: 2,754,129 shares; 2026Q1: 2,897,980 shares 2,897,980 $251M 9.79% +143,851 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: 596,894 shares; 2024Q4: 591,369 shares; 2025Q1: 590,658 shares; 2025Q2: 593,071 shares; 2025Q3: 582,748 shares; 2025Q4: 570,836 shares; 2026Q1: 561,959 shares 561,959 $240M 9.34% -8,877 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,548 shares; 2024Q4: 850,844 shares; 2025Q1: 869,533 shares; 2025Q2: 892,418 shares; 2025Q3: 891,065 shares; 2025Q4: 880,945 shares; 2026Q1: 869,615 shares 869,615 $186M 7.25% -11,330 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,483 shares; 2024Q4: 509,135 shares; 2025Q1: 489,812 shares; 2025Q2: 548,128 shares; 2025Q3: 542,082 shares; 2025Q4: 538,486 shares; 2026Q1: 546,367 shares 546,367 $59.9M 2.34% +7,881 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: 375,322 shares; 2024Q4: 366,063 shares; 2025Q1: 353,240 shares; 2025Q2: 350,620 shares; 2025Q3: 344,948 shares; 2025Q4: 337,278 shares; 2026Q1: 376,906 shares 376,906 $55.8M 2.18% +39,628 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: 89,337 shares; 2024Q4: 88,832 shares; 2025Q1: 88,103 shares; 2025Q2: 86,405 shares; 2025Q3: 85,968 shares; 2025Q4: 84,986 shares; 2026Q1: 83,684 shares 83,684 $54.4M 2.12% -1,302 Timeline IGF 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: 550,324 shares; 2024Q4: 925,897 shares; 2025Q1: 659,055 shares; 2025Q2: 648,780 shares; 2025Q3: 633,153 shares; 2025Q4: 677,221 shares; 2026Q1: 709,906 shares 709,906 $47.6M 1.85% +32,685 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161,041 shares; 2024Q4: 1,174,659 shares; 2025Q1: 972,983 shares; 2025Q2: 859,205 shares; 2025Q3: 735,091 shares; 2025Q4: 724,138 shares; 2026Q1: 707,563 shares 707,563 $35.3M 1.38% -16,575 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,343 shares; 2024Q4: 172,974 shares; 2025Q1: 168,213 shares; 2025Q2: 167,804 shares; 2025Q3: 166,158 shares; 2025Q4: 162,374 shares; 2026Q1: 157,252 shares 157,252 $34.2M 1.33% -5,122 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,402 shares; 2024Q4: 232,917 shares; 2025Q1: 221,928 shares; 2025Q2: 219,355 shares; 2025Q3: 218,385 shares; 2025Q4: 206,914 shares; 2026Q1: 166,686 shares 166,686 $31.6M 1.23% -40,228 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,627 shares; 2024Q4: 96,476 shares; 2025Q1: 93,624 shares; 2025Q2: 93,198 shares; 2025Q3: 91,968 shares; 2025Q4: 116,557 shares; 2026Q1: 103,182 shares 103,182 $31.2M 1.22% -13,375 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: 91,680 shares; 2024Q4: 91,536 shares; 2025Q1: 92,084 shares; 2025Q2: 92,577 shares; 2025Q3: 87,925 shares; 2025Q4: 82,402 shares; 2026Q1: 80,093 shares 80,093 $29.7M 1.16% -2,309 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,703 shares; 2024Q4: 200,559 shares; 2025Q1: 112,859 shares; 2025Q2: 112,665 shares; 2025Q3: 115,765 shares; 2025Q4: 112,446 shares; 2026Q1: 110,142 shares 110,142 $28M 1.09% -2,304 Timeline ACWI 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: 199,297 shares; 2024Q4: 199,270 shares; 2025Q1: 200,284 shares; 2025Q2: 200,195 shares; 2025Q3: 199,078 shares; 2025Q4: 199,089 shares; 2026Q1: 199,442 shares 199,442 $27.6M 1.08% +353 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248,467 shares; 2025Q1: 470,348 shares; 2025Q2: 533,201 shares; 2025Q3: 487,339 shares; 2025Q4: 542,489 shares; 2026Q1: 539,424 shares 539,424 $27.2M 1.06% -3,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,518 shares; 2025Q3: 166,664 shares; 2025Q4: 164,420 shares; 2026Q1: 160,858 shares 160,858 $25M 0.97% -3,562 Timeline IUSV 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: 263,908 shares; 2025Q3: 242,418 shares; 2025Q4: 239,937 shares; 2026Q1: 234,683 shares 234,683 $24M 0.94% -5,254 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: 37,070 shares; 2024Q4: 36,075 shares; 2025Q1: 41,271 shares; 2025Q2: 37,334 shares; 2025Q3: 41,787 shares; 2025Q4: 40,437 shares; 2026Q1: 38,914 shares 38,914 $23.3M 0.91% -1,523 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: 144,142 shares; 2024Q4: 72,495 shares; 2025Q1: 69,959 shares; 2025Q2: 69,951 shares; 2025Q3: 70,023 shares; 2025Q4: 70,013 shares; 2026Q1: 70,095 shares 70,095 $23M 0.9% +82 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,462 shares; 2024Q4: 355,064 shares; 2025Q1: 282,166 shares; 2025Q2: 223,576 shares; 2025Q3: 224,664 shares; 2025Q4: 217,705 shares; 2026Q1: 214,253 shares 214,253 $22.7M 0.89% -3,452 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: 35,586 shares; 2024Q4: 35,256 shares; 2025Q1: 34,577 shares; 2025Q2: 34,036 shares; 2025Q3: 36,892 shares; 2025Q4: 36,720 shares; 2026Q1: 33,271 shares 33,271 $21.7M 0.85% -3,449 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204,858 shares; 2024Q4: 1,204,858 shares; 2025Q1: 1,204,858 shares; 2025Q2: 1,204,858 shares; 2025Q3: 1,204,948 shares; 2025Q4: 1,151,545 shares; 2026Q1: 1,151,629 shares 1,151,629 $20.2M 0.79% +84 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,526 shares; 2024Q4: 159,416 shares; 2025Q1: 149,904 shares; 2025Q2: 218,735 shares; 2025Q3: 207,376 shares; 2025Q4: 204,555 shares; 2026Q1: 215,270 shares 215,270 $20.2M 0.79% +10,715 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: 91,918 shares; 2024Q4: 92,534 shares; 2025Q1: 51,127 shares; 2025Q2: 50,866 shares; 2025Q3: 52,887 shares; 2025Q4: 52,909 shares; 2026Q1: 54,125 shares 54,125 $20M 0.78% +1,216 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: 37,143 shares; 2024Q4: 35,333 shares; 2025Q1: 35,034 shares; 2025Q2: 30,898 shares; 2025Q3: 33,618 shares; 2025Q4: 32,643 shares; 2026Q1: 31,646 shares 31,646 $19.5M 0.76% -997 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,114 shares; 2024Q4: 78,475 shares; 2025Q1: 70,383 shares; 2025Q2: 68,351 shares; 2025Q3: 67,930 shares; 2025Q4: 65,597 shares; 2026Q1: 60,860 shares 60,860 $19.1M 0.74% -4,737 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: 87,871 shares; 2024Q4: 87,707 shares; 2025Q1: 62,261 shares; 2025Q2: 61,761 shares; 2025Q3: 61,996 shares; 2025Q4: 59,076 shares; 2026Q1: 58,968 shares 58,968 $16.9M 0.66% -108 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,494 shares; 2024Q4: 205,316 shares; 2025Q1: 201,420 shares; 2025Q2: 200,274 shares; 2025Q3: 190,822 shares; 2025Q4: 186,814 shares; 2026Q1: 180,557 shares 180,557 $16.5M 0.64% -6,257 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: 45,692 shares; 2024Q4: 91,236 shares; 2025Q1: 37,310 shares; 2025Q2: 32,947 shares; 2025Q3: 32,236 shares; 2025Q4: 33,462 shares; 2026Q1: 33,988 shares 33,988 $16.3M 0.64% +526 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: 29,352 shares; 2024Q4: 29,482 shares; 2025Q1: 37,342 shares; 2025Q2: 37,996 shares; 2025Q3: 38,807 shares; 2025Q4: 39,336 shares; 2026Q1: 39,370 shares 39,370 $12.6M 0.49% +34 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: 203,918 shares; 2024Q4: 199,327 shares; 2025Q1: 197,518 shares; 2025Q2: 193,277 shares; 2025Q3: 178,980 shares; 2025Q4: 170,091 shares; 2026Q1: 169,718 shares 169,718 $11.5M 0.45% -373 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: 150,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 450,000 shares; 2026Q1: 450,000 shares 450,000 $11.3M 0.44% 0 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: 222,868 shares; 2024Q4: 172,700 shares; 2025Q1: 43,746 shares; 2025Q2: 43,896 shares; 2025Q3: 41,808 shares; 2025Q4: 59,254 shares; 2026Q1: 63,650 shares 63,650 $11.1M 0.43% +4,396 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: 73,705 shares; 2024Q4: 74,413 shares; 2025Q1: 34,548 shares; 2025Q2: 34,274 shares; 2025Q3: 35,433 shares; 2025Q4: 33,142 shares; 2026Q1: 34,008 shares 34,008 $9.78M 0.38% +866 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,856 shares; 2024Q4: 107,219 shares; 2025Q1: 101,394 shares; 2025Q2: 102,234 shares; 2025Q3: 102,921 shares; 2025Q4: 102,892 shares; 2026Q1: 102,602 shares 102,602 $9.29M 0.36% -290 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: 26,964 shares; 2024Q4: 27,030 shares; 2025Q1: 15,929 shares; 2025Q2: 15,915 shares; 2025Q3: 16,531 shares; 2025Q4: 15,601 shares; 2026Q1: 16,090 shares 16,090 $9.21M 0.36% +489 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: 140,215 shares; 2024Q4: 143,746 shares; 2025Q1: 141,132 shares; 2025Q2: 138,451 shares; 2025Q3: 141,957 shares; 2025Q4: 142,481 shares; 2026Q1: 142,830 shares 142,830 $9.15M 0.36% +349 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: 92,803 shares; 2024Q4: 93,337 shares; 2025Q1: 42,390 shares; 2025Q2: 42,194 shares; 2025Q3: 43,408 shares; 2025Q4: 42,210 shares; 2026Q1: 43,233 shares 43,233 $9M 0.35% +1,023 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: 134,884 shares; 2024Q4: 136,145 shares; 2025Q1: 113,133 shares; 2025Q2: 113,092 shares; 2025Q3: 113,004 shares; 2025Q4: 113,258 shares; 2026Q1: 113,495 shares 113,495 $8.81M 0.34% +237 Timeline REET 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: 503,751 shares; 2024Q4: 499,037 shares; 2025Q1: 391,493 shares; 2025Q2: 382,996 shares; 2025Q3: 359,807 shares; 2025Q4: 358,847 shares; 2026Q1: 340,636 shares 340,636 $8.57M 0.33% -18,211 Timeline VT 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: 40,221 shares; 2024Q4: 42,476 shares; 2025Q1: 46,196 shares; 2025Q2: 46,990 shares; 2025Q3: 52,808 shares; 2025Q4: 55,508 shares; 2026Q1: 61,220 shares 61,220 $8.47M 0.33% +5,712 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: 14,039 shares; 2024Q4: 14,113 shares; 2025Q1: 7,779 shares; 2025Q2: 7,735 shares; 2025Q3: 7,849 shares; 2025Q4: 7,950 shares; 2026Q1: 8,136 shares 8,136 $7.48M 0.29% +186 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,070 shares; 2024Q4: 228,070 shares; 2025Q1: 212,820 shares; 2025Q2: 216,121 shares; 2025Q3: 210,242 shares; 2025Q4: 210,242 shares; 2026Q1: 122,053 shares 122,053 $7.16M 0.28% -88,189 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: 33,672 shares; 2024Q4: 37,602 shares; 2025Q1: 28,155 shares; 2025Q2: 27,939 shares; 2025Q3: 28,571 shares; 2025Q4: 29,073 shares; 2026Q1: 29,614 shares 29,614 $6.44M 0.25% +541 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: 79,837 shares; 2024Q4: 79,683 shares; 2025Q1: 51,608 shares; 2025Q2: 51,174 shares; 2025Q3: 52,621 shares; 2025Q4: 51,007 shares; 2026Q1: 50,841 shares 50,841 $6.32M 0.25% -166 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: 46,109 shares; 2024Q4: 47,832 shares; 2025Q1: 23,488 shares; 2025Q2: 22,796 shares; 2025Q3: 23,129 shares; 2025Q4: 20,661 shares; 2026Q1: 21,420 shares 21,420 $6.3M 0.25% +759 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,560 shares; 2024Q4: 39,800 shares; 2025Q1: 28,896 shares; 2025Q2: 27,520 shares; 2025Q3: 25,700 shares; 2025Q4: 25,844 shares; 2026Q1: 25,742 shares 25,742 $6.29M 0.25% -102 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: 18,060 shares; 2024Q4: 36,222 shares; 2025Q1: 34,688 shares; 2025Q2: 34,099 shares; 2025Q3: 34,399 shares; 2025Q4: 36,241 shares; 2026Q1: 36,212 shares 36,212 $5.81M 0.23% -29 Timeline IWY 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: 21,694 shares; 2024Q4: 21,694 shares; 2025Q1: 21,694 shares; 2025Q2: 21,694 shares; 2025Q3: 21,501 shares; 2025Q4: 22,161 shares; 2026Q1: 22,161 shares 22,161 $5.51M 0.22% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,578 shares; 2025Q1: 5,491 shares; 2025Q2: 5,649 shares; 2025Q3: 5,853 shares; 2025Q4: 4,904 shares; 2026Q1: 7,620 shares 7,620 $5.32M 0.21% +2,716 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,026 shares; 2024Q4: 101,538 shares; 2025Q1: 48,966 shares; 2025Q2: 53,954 shares; 2025Q3: 54,058 shares; 2025Q4: 49,178 shares; 2026Q1: 45,417 shares 45,417 $5.22M 0.2% -3,761 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,558 shares; 2024Q4: 146,558 shares; 2025Q1: 146,558 shares; 2025Q2: 129,058 shares; 2025Q3: 129,066 shares; 2025Q4: 127,474 shares; 2026Q1: 124,403 shares 124,403 $5.2M 0.2% -3,071 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,013 shares; 2024Q4: 43,014 shares; 2025Q1: 41,993 shares; 2025Q2: 34,610 shares; 2025Q3: 32,505 shares; 2025Q4: 31,531 shares; 2026Q1: 30,676 shares 30,676 $5.03M 0.2% -855 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,832 shares; 2024Q4: 85,072 shares; 2025Q1: 92,202 shares; 2025Q2: 92,069 shares; 2025Q3: 95,171 shares; 2025Q4: 92,432 shares; 2026Q1: 92,432 shares 92,432 $5M 0.19% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,017 shares; 2024Q4: 16,852 shares; 2025Q1: 16,381 shares; 2025Q2: 16,307 shares; 2025Q3: 16,137 shares; 2025Q4: 14,194 shares; 2026Q1: 13,839 shares 13,839 $4.93M 0.19% -355 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: 50,503 shares; 2024Q4: 51,110 shares; 2025Q1: 29,693 shares; 2025Q2: 29,227 shares; 2025Q3: 30,097 shares; 2025Q4: 29,109 shares; 2026Q1: 28,677 shares 28,677 $4.87M 0.19% -432 Timeline RWO 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: 194,741 shares; 2024Q4: 191,247 shares; 2025Q1: 127,359 shares; 2025Q2: 123,099 shares; 2025Q3: 116,719 shares; 2025Q4: 115,063 shares; 2026Q1: 105,719 shares 105,719 $4.84M 0.19% -9,344 Timeline BILS 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: 156,659 shares; 2024Q4: 84,783 shares; 2025Q1: 72,698 shares; 2025Q2: 63,010 shares; 2025Q3: 49,830 shares; 2025Q4: 45,719 shares; 2026Q1: 47,258 shares 47,258 $4.7M 0.18% +1,539 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,000 shares; 2024Q4: 71,000 shares; 2025Q1: 71,000 shares; 2025Q2: 71,000 shares; 2025Q3: 71,000 shares; 2025Q4: 71,000 shares; 2026Q1: 71,000 shares 71,000 $4.61M 0.18% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,343 shares; 2024Q4: 17,010 shares; 2025Q1: 13,041 shares; 2025Q2: 12,989 shares; 2025Q3: 12,860 shares; 2025Q4: 12,909 shares; 2026Q1: 13,051 shares 13,051 $4.59M 0.18% +142 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: 20,748 shares; 2024Q4: 20,972 shares; 2025Q1: 20,024 shares; 2025Q2: 17,969 shares; 2025Q3: 20,169 shares; 2025Q4: 20,187 shares; 2026Q1: 16,734 shares 16,734 $4.38M 0.17% -3,453 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: 33,402 shares; 2024Q4: 33,817 shares; 2025Q1: 34,563 shares; 2025Q2: 34,413 shares; 2025Q3: 44,443 shares; 2025Q4: 35,202 shares; 2026Q1: 34,201 shares 34,201 $4.25M 0.17% -1,001 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,694 shares 23,694 $4.1M 0.16% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,238 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 25,005 shares 25,005 $4.04M 0.16% +21,701 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,415 shares; 2024Q4: 11,625 shares; 2025Q1: 16,214 shares; 2025Q2: 17,595 shares; 2025Q3: 17,595 shares; 2025Q4: 17,595 shares; 2026Q1: 75,078 shares 75,078 $3.71M 0.14% +57,483 Timeline SCZ 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: 16,679 shares; 2024Q4: 81,143 shares; 2025Q1: 43,078 shares; 2025Q2: 43,955 shares; 2025Q3: 43,606 shares; 2025Q4: 47,338 shares; 2026Q1: 46,535 shares 46,535 $3.65M 0.14% -803 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: 28,211 shares; 2024Q4: 28,082 shares; 2025Q1: 27,734 shares; 2025Q2: 29,479 shares; 2025Q3: 29,479 shares; 2025Q4: 58,958 shares; 2026Q1: 58,908 shares 58,908 $3.61M 0.14% -50 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: 42,337 shares; 2024Q4: 42,517 shares; 2025Q1: 26,786 shares; 2025Q2: 26,031 shares; 2025Q3: 25,046 shares; 2025Q4: 25,364 shares; 2026Q1: 24,553 shares 24,553 $3.55M 0.14% -811 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,144 shares; 2024Q4: 21,414 shares; 2025Q1: 16,848 shares; 2025Q2: 16,621 shares; 2025Q3: 16,683 shares; 2025Q4: 16,571 shares; 2026Q1: 16,731 shares 16,731 $3.32M 0.13% +160 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: 34,610 shares; 2024Q4: 33,013 shares; 2025Q1: 25,630 shares; 2025Q2: 25,603 shares; 2025Q3: 25,738 shares; 2025Q4: 25,523 shares; 2026Q1: 25,674 shares 25,674 $3.31M 0.13% +151 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: 21,928 shares; 2024Q4: 21,863 shares; 2025Q1: 18,148 shares; 2025Q2: 15,884 shares; 2025Q3: 15,902 shares; 2025Q4: 15,295 shares; 2026Q1: 15,303 shares 15,303 $3.17M 0.12% +8 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: 23,623 shares; 2024Q4: 48,224 shares; 2025Q1: 7,991 shares; 2025Q2: 7,967 shares; 2025Q3: 10,176 shares; 2025Q4: 9,592 shares; 2026Q1: 10,206 shares 10,206 $3.16M 0.12% +614 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: 45,865 shares; 2024Q4: 44,462 shares; 2025Q1: 39,019 shares; 2025Q2: 36,318 shares; 2025Q3: 36,226 shares; 2025Q4: 36,263 shares; 2026Q1: 34,893 shares 34,893 $3.1M 0.12% -1,370 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,131 shares; 2025Q4: 35,091 shares; 2026Q1: 34,341 shares 34,341 $3.03M 0.12% -750 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,414 shares; 2024Q4: 77,894 shares; 2025Q1: 77,341 shares; 2025Q2: 77,341 shares; 2025Q3: 77,341 shares; 2025Q4: 72,399 shares; 2026Q1: 72,399 shares 72,399 $3.01M 0.12% 0 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: 22,427 shares; 2024Q4: 21,551 shares; 2025Q1: 13,704 shares; 2025Q2: 14,812 shares; 2025Q3: 14,812 shares; 2025Q4: 15,168 shares; 2026Q1: 15,259 shares 15,259 $2.94M 0.11% +91 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: 60,720 shares; 2024Q4: 60,423 shares; 2025Q1: 37,900 shares; 2025Q2: 36,568 shares; 2025Q3: 36,568 shares; 2025Q4: 36,566 shares; 2026Q1: 38,215 shares 38,215 $2.93M 0.11% +1,649 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: 16,327 shares; 2024Q4: 16,672 shares; 2025Q1: 13,533 shares; 2025Q2: 13,300 shares; 2025Q3: 13,644 shares; 2025Q4: 13,343 shares; 2026Q1: 12,785 shares 12,785 $2.89M 0.11% -558 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,561 shares; 2024Q4: 135,201 shares; 2025Q1: 130,351 shares; 2025Q2: 130,351 shares; 2025Q3: 130,351 shares; 2025Q4: 130,390 shares; 2026Q1: 128,706 shares 128,706 $2.87M 0.11% -1,684 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: 19,166 shares; 2024Q4: 19,352 shares; 2025Q1: 9,216 shares; 2025Q2: 9,067 shares; 2025Q3: 9,325 shares; 2025Q4: 9,256 shares; 2026Q1: 9,412 shares 9,412 $2.84M 0.11% +156 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: 4,829 shares; 2024Q4: 9,794 shares; 2025Q1: 3,608 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,567 shares; 2026Q1: 3,577 shares 3,577 $2.53M 0.1% +10 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: 16,380 shares; 2024Q4: 16,363 shares; 2025Q1: 5,182 shares; 2025Q2: 5,500 shares; 2025Q3: 7,356 shares; 2025Q4: 6,464 shares; 2026Q1: 6,816 shares 6,816 $2.53M 0.1% +352 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,484 shares; 2024Q4: 12,496 shares; 2025Q1: 9,616 shares; 2025Q2: 9,616 shares; 2025Q3: 9,616 shares; 2025Q4: 9,616 shares; 2026Q1: 9,655 shares 9,655 $2.42M 0.09% +39 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,264 shares; 2024Q4: 28,546 shares; 2025Q1: 27,966 shares; 2025Q2: 26,836 shares; 2025Q3: 27,491 shares; 2025Q4: 27,520 shares; 2026Q1: 31,347 shares 31,347 $2.42M 0.09% +3,827 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: 12,016 shares; 2024Q4: 12,482 shares; 2025Q1: 7,354 shares; 2025Q2: 7,056 shares; 2025Q3: 7,596 shares; 2025Q4: 7,328 shares; 2026Q1: 7,289 shares 7,289 $2.27M 0.09% -39 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,724 shares; 2025Q1: 3,897 shares; 2025Q2: 3,929 shares; 2025Q3: 4,092 shares; 2025Q4: 3,677 shares; 2026Q1: 3,841 shares 3,841 $2.22M 0.09% +164 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: 31,890 shares; 2024Q4: 35,264 shares; 2025Q1: 46,249 shares; 2025Q2: 42,030 shares; 2025Q3: 30,810 shares; 2025Q4: 23,129 shares; 2026Q1: 22,050 shares 22,050 $2.19M 0.09% -1,079 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,241 shares; 2024Q4: 11,028 shares; 2025Q1: 13,341 shares; 2025Q2: 13,326 shares; 2025Q3: 23,576 shares; 2025Q4: 22,238 shares; 2026Q1: 22,238 shares 22,238 $2.16M 0.08% 0 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,306 shares; 2024Q4: 120,612 shares; 2025Q1: 60,306 shares; 2025Q2: 60,306 shares; 2025Q3: 60,306 shares; 2025Q4: 60,306 shares; 2026Q1: 60,306 shares 60,306 $2.06M 0.08% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,308 shares; 2024Q4: 17,308 shares; 2025Q1: 17,308 shares; 2025Q2: 17,308 shares; 2025Q3: 17,308 shares; 2025Q4: 17,308 shares; 2026Q1: 21,097 shares 21,097 $1.96M 0.08% +3,789 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: 16,007 shares; 2024Q4: 16,067 shares; 2025Q1: 15,319 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares; 2025Q4: 15,319 shares; 2026Q1: 15,331 shares 15,331 $1.94M 0.08% +12 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,061 shares; 2024Q4: 20,030 shares; 2025Q1: 16,427 shares; 2025Q2: 16,427 shares; 2025Q3: 16,686 shares; 2025Q4: 16,227 shares; 2026Q1: 16,253 shares 16,253 $1.92M 0.07% +26 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,843 shares; 2025Q1: 3,618 shares; 2025Q2: 3,595 shares; 2025Q3: 3,646 shares; 2025Q4: 18,280 shares; 2026Q1: 18,310 shares 18,310 $1.91M 0.07% +30 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: 12,727 shares; 2024Q4: 12,821 shares; 2025Q1: 8,470 shares; 2025Q2: 8,391 shares; 2025Q3: 8,266 shares; 2025Q4: 8,132 shares; 2026Q1: 8,326 shares 8,326 $1.91M 0.07% +194 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,763 shares; 2024Q4: 98,700 shares; 2025Q1: 91,655 shares; 2025Q2: 91,525 shares; 2025Q3: 91,525 shares; 2025Q4: 91,525 shares; 2026Q1: 91,847 shares 91,847 $1.9M 0.07% +322 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: 38,722 shares; 2024Q4: 39,026 shares; 2025Q1: 36,364 shares; 2025Q2: 36,324 shares; 2025Q3: 36,264 shares; 2025Q4: 36,298 shares; 2026Q1: 36,640 shares 36,640 $1.89M 0.07% +342 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,886 shares; 2025Q1: 4,196 shares; 2025Q2: 4,181 shares; 2025Q3: 4,300 shares; 2025Q4: 4,184 shares; 2026Q1: 4,221 shares 4,221 $1.88M 0.07% +37 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: 2,580 shares; 2024Q4: 2,766 shares; 2025Q1: 2,806 shares; 2025Q2: 3,149 shares; 2025Q3: 4,049 shares; 2025Q4: 4,050 shares; 2026Q1: 4,289 shares 4,289 $1.85M 0.07% +239 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,336 shares; 2025Q4: 1,374 shares; 2026Q1: 1,395 shares 1,395 $1.84M 0.07% +21 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: 5,401 shares; 2024Q4: 5,404 shares; 2025Q1: 5,452 shares; 2025Q2: 5,266 shares; 2025Q3: 5,360 shares; 2025Q4: 5,610 shares; 2026Q1: 5,632 shares 5,632 $1.68M 0.07% +22 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: 7,511 shares; 2024Q4: 7,773 shares; 2025Q1: 3,178 shares; 2025Q2: 3,130 shares; 2025Q3: 3,429 shares; 2025Q4: 3,178 shares; 2026Q1: 3,304 shares 3,304 $1.65M 0.06% +126 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: 18,230 shares; 2024Q4: 17,813 shares; 2025Q1: 10,661 shares; 2025Q2: 10,487 shares; 2025Q3: 10,924 shares; 2025Q4: 10,155 shares; 2026Q1: 10,588 shares 10,588 $1.64M 0.06% +433 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: 84,184 shares; 2024Q4: 80,208 shares; 2025Q1: 53,500 shares; 2025Q2: 52,324 shares; 2025Q3: 52,324 shares; 2025Q4: 53,156 shares; 2026Q1: 56,394 shares 56,394 $1.63M 0.06% +3,238 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,257 shares; 2024Q4: 30,537 shares; 2025Q1: 15,611 shares; 2025Q2: 14,872 shares; 2025Q3: 14,707 shares; 2025Q4: 13,694 shares; 2026Q1: 13,403 shares 13,403 $1.61M 0.06% -291 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,898 shares; 2024Q4: 5,879 shares; 2025Q1: 5,781 shares; 2025Q2: 6,189 shares; 2025Q3: 6,975 shares; 2025Q4: 7,182 shares; 2026Q1: 6,465 shares 6,465 $1.6M 0.06% -717 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: 430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,842 shares; 2025Q4: 10,842 shares; 2026Q1: 10,842 shares 10,842 $1.58M 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,810 shares; 2024Q4: 9,798 shares; 2025Q1: 3,612 shares; 2025Q2: 3,615 shares; 2025Q3: 4,325 shares; 2025Q4: 3,781 shares; 2026Q1: 4,602 shares 4,602 $1.56M 0.06% +821 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,810 shares; 2026Q1: 8,810 shares 8,810 $1.44M 0.06% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,917 shares; 2024Q4: 12,594 shares; 2025Q1: 12,453 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,903 shares; 2026Q1: 9,903 shares 9,903 $1.44M 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,155 shares; 2025Q1: 12,684 shares; 2025Q2: 10,747 shares; 2025Q3: 10,458 shares; 2025Q4: 10,458 shares; 2026Q1: 9,817 shares 9,817 $1.44M 0.06% -641 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.06% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,345 shares; 2025Q1: 6,992 shares; 2025Q2: 6,525 shares; 2025Q3: 6,525 shares; 2025Q4: 6,525 shares; 2026Q1: 6,614 shares 6,614 $1.42M 0.06% +89 Timeline VIS 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: 4,202 shares; 2024Q4: 4,205 shares; 2025Q1: 4,207 shares; 2025Q2: 4,208 shares; 2025Q3: 4,510 shares; 2025Q4: 4,511 shares; 2026Q1: 4,513 shares 4,513 $1.41M 0.05% +2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,202 shares; 2024Q4: 23,678 shares; 2025Q1: 17,728 shares; 2025Q2: 17,280 shares; 2025Q3: 19,656 shares; 2025Q4: 19,588 shares; 2026Q1: 20,026 shares 20,026 $1.4M 0.05% +438 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,840 shares; 2025Q1: 5,678 shares; 2025Q2: 5,619 shares; 2025Q3: 5,736 shares; 2025Q4: 6,429 shares; 2026Q1: 6,607 shares 6,607 $1.39M 0.05% +178 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: 23,494 shares; 2024Q4: 24,047 shares; 2025Q1: 14,264 shares; 2025Q2: 13,934 shares; 2025Q3: 15,473 shares; 2025Q4: 14,412 shares; 2026Q1: 14,816 shares 14,816 $1.38M 0.05% +404 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: 37,072 shares; 2024Q4: 37,323 shares; 2025Q1: 29,437 shares; 2025Q2: 22,700 shares; 2025Q3: 22,530 shares; 2025Q4: 22,530 shares; 2026Q1: 21,601 shares 21,601 $1.37M 0.05% -929 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: 3,033 shares; 2024Q4: 3,676 shares; 2025Q1: 1,464 shares; 2025Q2: 1,429 shares; 2025Q3: 1,373 shares; 2025Q4: 1,302 shares; 2026Q1: 1,349 shares 1,349 $1.34M 0.05% +47 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 8,306 shares; 2025Q1: 8,018 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares; 2025Q4: 8,018 shares; 2026Q1: 6,500 shares 6,500 $1.34M 0.05% -1,518 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,624 shares; 2024Q4: 73,486 shares; 2025Q1: 58,119 shares; 2025Q2: 58,119 shares; 2025Q3: 59,536 shares; 2025Q4: 56,347 shares; 2026Q1: 45,163 shares 45,163 $1.3M 0.05% -11,184 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,890 shares; 2024Q4: 6,576 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 8,338 shares; 2026Q1: 8,612 shares 8,612 $1.26M 0.05% +274 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 10,764 shares; 2025Q1: 13,845 shares; 2025Q2: 13,482 shares; 2025Q3: 13,386 shares; 2025Q4: 13,386 shares; 2026Q1: 13,549 shares 13,549 $1.24M 0.05% +163 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: 27,667 shares; 2024Q4: 27,997 shares; 2025Q1: 11,544 shares; 2025Q2: 11,577 shares; 2025Q3: 11,494 shares; 2025Q4: 9,019 shares; 2026Q1: 8,316 shares 8,316 $1.22M 0.05% -703 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: 8,153 shares; 2024Q4: 8,439 shares; 2025Q1: 6,236 shares; 2025Q2: 5,777 shares; 2025Q3: 5,036 shares; 2025Q4: 5,034 shares; 2026Q1: 5,003 shares 5,003 $1.21M 0.05% -31 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 15,770 shares; 2025Q1: 15,770 shares; 2025Q2: 15,770 shares; 2025Q3: 15,770 shares; 2025Q4: 15,770 shares; 2026Q1: 15,770 shares 15,770 $1.2M 0.05% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 12,789 shares; 2025Q1: 12,789 shares; 2025Q2: 12,789 shares; 2025Q3: 12,789 shares; 2025Q4: 25,578 shares; 2026Q1: 25,578 shares 25,578 $1.17M 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,403 shares; 2024Q4: 8,552 shares; 2025Q1: 4,542 shares; 2025Q2: 4,520 shares; 2025Q3: 4,528 shares; 2025Q4: 4,450 shares; 2026Q1: 4,504 shares 4,504 $1.17M 0.05% +54 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 19,496 shares; 2025Q1: 20,575 shares; 2025Q2: 20,204 shares; 2025Q3: 20,961 shares; 2025Q4: 20,204 shares; 2026Q1: 20,320 shares 20,320 $1.17M 0.05% +116 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: 22,686 shares; 2024Q4: 22,842 shares; 2025Q1: 11,472 shares; 2025Q2: 11,253 shares; 2025Q3: 11,809 shares; 2025Q4: 11,453 shares; 2026Q1: 11,310 shares 11,310 $1.16M 0.05% -143 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: 2,063 shares; 2025Q1: 1,692 shares; 2025Q2: 1,677 shares; 2025Q3: 1,788 shares; 2025Q4: 1,677 shares; 2026Q1: 1,687 shares 1,687 $1.15M 0.04% +10 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: 13,044 shares; 2024Q4: 13,535 shares; 2025Q1: 6,337 shares; 2025Q2: 6,750 shares; 2025Q3: 7,403 shares; 2025Q4: 6,553 shares; 2026Q1: 7,203 shares 7,203 $1.15M 0.04% +650 Timeline SPYG 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: 12,503 shares; 2024Q4: 12,145 shares; 2025Q1: 12,145 shares; 2025Q2: 12,145 shares; 2025Q3: 12,145 shares; 2025Q4: 12,145 shares; 2026Q1: 11,696 shares 11,696 $1.15M 0.04% -449 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: 2,410 shares; 2024Q4: 2,443 shares; 2025Q1: 2,003 shares; 2025Q2: 1,949 shares; 2025Q3: 1,868 shares; 2025Q4: 1,964 shares; 2026Q1: 2,033 shares 2,033 $1.14M 0.04% +69 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,521 shares; 2024Q4: 35,516 shares; 2025Q1: 35,503 shares; 2025Q2: 35,503 shares; 2025Q3: 35,503 shares; 2025Q4: 35,503 shares; 2026Q1: 36,433 shares 36,433 $1.14M 0.04% +930 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,672 shares; 2024Q4: 9,672 shares; 2025Q1: 5,002 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,244 shares 5,244 $1.11M 0.04% +242 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,672 shares; 2024Q4: 10,861 shares; 2025Q1: 7,516 shares; 2025Q2: 7,373 shares; 2025Q3: 8,031 shares; 2025Q4: 7,881 shares; 2026Q1: 8,352 shares 8,352 $1.09M 0.04% +471 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: 8,088 shares; 2024Q4: 7,609 shares; 2025Q1: 8,214 shares; 2025Q2: 8,201 shares; 2025Q3: 4,201 shares; 2025Q4: 3,029 shares; 2026Q1: 3,201 shares 3,201 $1.09M 0.04% +172 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: 13,534 shares; 2024Q4: 13,588 shares; 2025Q1: 6,745 shares; 2025Q2: 6,643 shares; 2025Q3: 7,510 shares; 2025Q4: 6,889 shares; 2026Q1: 6,494 shares 6,494 $1.07M 0.04% -395 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 4,467 shares; 2026Q1: 3,911 shares 3,911 $1.06M 0.04% -556 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,693 shares; 2024Q4: 17,922 shares; 2025Q1: 17,922 shares; 2025Q2: 17,922 shares; 2025Q3: 17,922 shares; 2025Q4: 17,922 shares; 2026Q1: 17,922 shares 17,922 $1.01M 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 3,151 shares; 2025Q1: 2,156 shares; 2025Q2: 2,113 shares; 2025Q3: 3,533 shares; 2025Q4: 3,597 shares; 2026Q1: 3,510 shares 3,510 $1.01M 0.04% -87 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares 2,803 $1.01M 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 10,950 shares; 2025Q1: 10,917 shares; 2025Q2: 10,917 shares; 2025Q3: 10,808 shares; 2025Q4: 10,602 shares; 2026Q1: 10,058 shares 10,058 $978K 0.04% -544 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: 62,399 shares; 2024Q4: 56,836 shares; 2025Q1: 34,628 shares; 2025Q2: 34,334 shares; 2025Q3: 32,626 shares; 2025Q4: 33,004 shares; 2026Q1: 34,534 shares 34,534 $970K 0.04% +1,530 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: 18,027 shares; 2024Q4: 17,778 shares; 2025Q1: 12,893 shares; 2025Q2: 12,793 shares; 2025Q3: 12,763 shares; 2025Q4: 12,786 shares; 2026Q1: 13,181 shares 13,181 $948K 0.04% +395 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5,274 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 3,497 shares; 2025Q4: 3,297 shares; 2026Q1: 3,256 shares 3,256 $934K 0.04% -41 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: 11,120 shares; 2024Q4: 9,641 shares; 2025Q1: 2,763 shares; 2025Q2: 2,613 shares; 2025Q3: 2,746 shares; 2025Q4: 2,781 shares; 2026Q1: 2,839 shares 2,839 $934K 0.04% +58 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: 7,043 shares; 2024Q4: 7,055 shares; 2025Q1: 3,001 shares; 2025Q2: 2,934 shares; 2025Q3: 2,879 shares; 2025Q4: 2,893 shares; 2026Q1: 3,285 shares 3,285 $932K 0.04% +392 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: 22,831 shares; 2024Q4: 25,015 shares; 2025Q1: 15,086 shares; 2025Q2: 14,836 shares; 2025Q3: 15,540 shares; 2025Q4: 17,355 shares; 2026Q1: 18,525 shares 18,525 $930K 0.04% +1,170 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: 56,535 shares; 2024Q4: 111,122 shares; 2025Q1: 13,595 shares; 2025Q2: 13,595 shares; 2025Q3: 14,122 shares; 2025Q4: 20,621 shares; 2026Q1: 18,823 shares 18,823 $918K 0.04% -1,798 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 11,364 shares; 2025Q1: 12,489 shares; 2025Q2: 11,184 shares; 2025Q3: 11,059 shares; 2025Q4: 11,059 shares; 2026Q1: 11,059 shares 11,059 $907K 0.04% 0 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: 2,881 shares; 2024Q4: 2,887 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,049 shares; 2025Q4: 2,052 shares; 2026Q1: 2,069 shares 2,069 $903K 0.04% +17 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: 7,472 shares; 2024Q4: 5,881 shares; 2025Q1: 4,387 shares; 2025Q2: 3,183 shares; 2025Q3: 3,183 shares; 2025Q4: not reported; 2026Q1: 9,552 shares 9,552 $897K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,058 shares; 2025Q2: 5,010 shares; 2025Q3: 5,389 shares; 2025Q4: 4,908 shares; 2026Q1: 5,154 shares 5,154 $889K 0.03% +246 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,220 shares; 2025Q1: 5,922 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 6,766 shares 6,766 $886K 0.03% +862 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: 1,814 shares; 2024Q4: 1,877 shares; 2025Q1: 833 shares; 2025Q2: 823 shares; 2025Q3: 932 shares; 2025Q4: 938 shares; 2026Q1: 998 shares 998 $871K 0.03% +60 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: 25,685 shares; 2024Q4: 28,212 shares; 2025Q1: 20,465 shares; 2025Q2: 20,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,448 shares; 2026Q1: 6,549 shares 6,549 $864K 0.03% +101 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,777 shares; 2026Q1: 15,147 shares 15,147 $863K 0.03% -630 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: 3,384 shares; 2024Q4: 7,284 shares; 2025Q1: 6,256 shares; 2025Q2: 6,234 shares; 2025Q3: 6,478 shares; 2025Q4: 6,898 shares; 2026Q1: 6,888 shares 6,888 $860K 0.03% -10 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,368 shares; 2026Q1: 11,368 shares 11,368 $855K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 8,474 shares; 2025Q1: 5,268 shares; 2025Q2: 5,197 shares; 2025Q3: 5,465 shares; 2025Q4: 3,590 shares; 2026Q1: 3,581 shares 3,581 $846K 0.03% -9 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,283 shares; 2024Q4: 21,943 shares; 2025Q1: 21,180 shares; 2025Q2: 21,180 shares; 2025Q3: 21,180 shares; 2025Q4: 21,180 shares; 2026Q1: 21,180 shares 21,180 $822K 0.03% 0 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: 2,528 shares; 2024Q4: 2,706 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,366 shares; 2025Q4: 2,069 shares; 2026Q1: 2,288 shares 2,288 $818K 0.03% +219 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,074 shares; 2025Q2: 30,074 shares; 2025Q3: 30,074 shares; 2025Q4: 30,074 shares; 2026Q1: 12,041 shares 12,041 $818K 0.03% -18,033 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: 11,349 shares; 2024Q4: 11,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 3,372 shares; 2026Q1: 3,970 shares 3,970 $808K 0.03% +598 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: 4,858 shares; 2024Q4: 4,916 shares; 2025Q1: 10,161 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,176 shares; 2026Q1: 10,640 shares 10,640 $791K 0.03% +464 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: 17,235 shares; 2024Q4: 6,175 shares; 2025Q1: 5,630 shares; 2025Q2: 6,820 shares; 2025Q3: 10,398 shares; 2025Q4: 12,204 shares; 2026Q1: 13,370 shares 13,370 $789K 0.03% +1,166 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: 1,238 shares 1,238 $787K 0.03% -240 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,853 shares; 2025Q2: 7,707 shares; 2025Q3: 15,635 shares; 2025Q4: 15,635 shares; 2026Q1: 15,635 shares 15,635 $766K 0.03% 0 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: 12,728 shares; 2024Q4: 28,498 shares; 2025Q1: 12,355 shares; 2025Q2: 11,943 shares; 2025Q3: 11,943 shares; 2025Q4: 11,795 shares; 2026Q1: 12,580 shares 12,580 $763K 0.03% +785 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 8,413 shares; 2025Q1: 5,023 shares; 2025Q2: 4,983 shares; 2025Q3: 4,895 shares; 2025Q4: 4,062 shares; 2026Q1: 3,804 shares 3,804 $754K 0.03% -258 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares 2,713 $739K 0.03% 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: 5,638 shares; 2024Q4: 5,638 shares; 2025Q1: 6,564 shares; 2025Q2: 6,564 shares; 2025Q3: 6,564 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares 4,845 $734K 0.03% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 21,128 shares; 2025Q1: 9,183 shares; 2025Q2: 9,183 shares; 2025Q3: 9,183 shares; 2025Q4: 9,183 shares; 2026Q1: 9,183 shares 9,183 $722K 0.03% 0 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: 2,989 shares; 2024Q4: 3,009 shares; 2025Q1: 1,268 shares; 2025Q2: 1,220 shares; 2025Q3: 1,561 shares; 2025Q4: 1,303 shares; 2026Q1: 1,451 shares 1,451 $719K 0.03% +148 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 4,612 shares; 2025Q1: 4,489 shares; 2025Q2: 4,449 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 4,962 shares 4,962 $707K 0.03% +513 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,745 shares; 2026Q1: 10,745 shares 10,745 $703K 0.03% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 10,766 shares; 2025Q1: 10,766 shares; 2025Q2: 10,766 shares; 2025Q3: 10,766 shares; 2025Q4: 10,766 shares; 2026Q1: 8,841 shares 8,841 $697K 0.03% -1,925 Timeline JPST 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: 30,490 shares; 2024Q4: 17,479 shares; 2025Q1: 17,479 shares; 2025Q2: 16,884 shares; 2025Q3: 15,821 shares; 2025Q4: 16,809 shares; 2026Q1: 13,624 shares 13,624 $690K 0.03% -3,185 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,348 shares; 2024Q4: 27,102 shares; 2025Q1: 24,792 shares; 2025Q2: 24,745 shares; 2025Q3: 24,745 shares; 2025Q4: 25,049 shares; 2026Q1: 25,049 shares 25,049 $688K 0.03% 0 Timeline VFH 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: 5,575 shares; 2024Q4: 5,796 shares; 2025Q1: 5,595 shares; 2025Q2: 5,616 shares; 2025Q3: 5,633 shares; 2025Q4: 5,662 shares; 2026Q1: 5,679 shares 5,679 $686K 0.03% +17 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 9,958 shares; 2025Q1: 8,681 shares; 2025Q2: 8,206 shares; 2025Q3: 7,649 shares; 2025Q4: 7,649 shares; 2026Q1: 7,504 shares 7,504 $676K 0.03% -145 Timeline MOAT 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: not reported; 2025Q4: 7,230 shares; 2026Q1: 6,905 shares 6,905 $668K 0.03% -325 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 3,328 shares; 2025Q1: 1,219 shares; 2025Q2: 1,167 shares; 2025Q3: 887 shares; 2025Q4: 755 shares; 2026Q1: 769 shares 769 $651K 0.03% +14 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,515 shares; 2025Q1: 11,784 shares; 2025Q2: 11,784 shares; 2025Q3: 11,784 shares; 2025Q4: 11,784 shares; 2026Q1: 11,805 shares 11,805 $636K 0.02% +21 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: 3,210 shares; 2024Q4: 3,206 shares; 2025Q1: 737 shares; 2025Q2: 735 shares; 2025Q3: 850 shares; 2025Q4: 5,230 shares; 2026Q1: 6,602 shares 6,602 $635K 0.02% +1,372 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: 37,098 shares; 2024Q4: 33,453 shares; 2025Q1: 16,977 shares; 2025Q2: 13,932 shares; 2025Q3: 13,432 shares; 2025Q4: 13,506 shares; 2026Q1: 14,306 shares 14,306 $631K 0.02% +800 Timeline SUB 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: 5,164 shares; 2024Q4: 3,979 shares; 2025Q1: 3,935 shares; 2025Q2: 6,679 shares; 2025Q3: 8,279 shares; 2025Q4: 5,091 shares; 2026Q1: 5,925 shares 5,925 $631K 0.02% +834 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,134 shares; 2026Q1: 6,134 shares 6,134 $617K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 587 shares; 2025Q2: 542 shares; 2025Q3: 538 shares; 2025Q4: 553 shares; 2026Q1: 635 shares 635 $611K 0.02% +82 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,060 shares; 2024Q4: 33,128 shares; 2025Q1: 33,128 shares; 2025Q2: 33,128 shares; 2025Q3: 33,128 shares; 2025Q4: 33,128 shares; 2026Q1: 17,293 shares 17,293 $609K 0.02% -15,835 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: 7,459 shares; 2024Q4: 7,669 shares; 2025Q1: 3,390 shares; 2025Q2: 3,286 shares; 2025Q3: 3,422 shares; 2025Q4: 3,610 shares; 2026Q1: 3,661 shares 3,661 $602K 0.02% +51 Timeline IYR 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: 6,246 shares; 2024Q4: 6,246 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,246 shares; 2025Q4: 6,246 shares; 2026Q1: 6,246 shares 6,246 $591K 0.02% 0 Timeline XOP 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: 3,247 shares; 2024Q4: 3,247 shares; 2025Q1: 2,444 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares 3,247 $590K 0.02% 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: 1,891 shares; 2024Q4: 1,978 shares; 2025Q1: 1,396 shares; 2025Q2: 1,356 shares; 2025Q3: 1,555 shares; 2025Q4: 1,396 shares; 2026Q1: 1,388 shares 1,388 $590K 0.02% -8 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,772 shares; 2024Q4: 7,257 shares; 2025Q1: 3,446 shares; 2025Q2: 3,381 shares; 2025Q3: 3,623 shares; 2025Q4: 3,342 shares; 2026Q1: 3,148 shares 3,148 $588K 0.02% -194 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,976 shares; 2025Q2: 62,651 shares; 2025Q3: 62,651 shares; 2025Q4: 62,651 shares; 2026Q1: 62,651 shares 62,651 $586K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,670 shares; 2024Q4: 10,742 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 5,620 shares; 2025Q4: 4,495 shares; 2026Q1: 4,625 shares 4,625 $584K 0.02% +130 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,412 shares; 2024Q4: 16,264 shares; 2025Q1: 15,148 shares; 2025Q2: 15,148 shares; 2025Q3: 15,148 shares; 2025Q4: 10,847 shares; 2026Q1: 10,847 shares 10,847 $571K 0.02% 0 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: 14,504 shares; 2024Q4: 13,575 shares; 2025Q1: 8,593 shares; 2025Q2: 8,649 shares; 2025Q3: 8,649 shares; 2025Q4: 8,649 shares; 2026Q1: 8,560 shares 8,560 $565K 0.02% -89 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 3,108 shares; 2025Q1: 1,648 shares; 2025Q2: 1,645 shares; 2025Q3: 1,536 shares; 2025Q4: 1,536 shares; 2026Q1: 1,577 shares 1,577 $564K 0.02% +41 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041,515 shares; 2024Q4: 1,008,518 shares; 2025Q1: 980,582 shares; 2025Q2: 11,526 shares; 2025Q3: 9,789 shares; 2025Q4: 9,298 shares; 2026Q1: 9,298 shares 9,298 $559K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 4,732 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,240 shares; 2025Q4: 3,250 shares; 2026Q1: 3,057 shares 3,057 $557K 0.02% -193 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares; 2025Q4: 7,716 shares; 2026Q1: 7,791 shares 7,791 $552K 0.02% +75 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,695 shares; 2025Q1: 4,955 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares; 2026Q1: 4,977 shares 4,977 $552K 0.02% 0 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,425 shares; 2025Q1: 13,425 shares; 2025Q2: 13,425 shares; 2025Q3: 13,425 shares; 2025Q4: 13,425 shares; 2026Q1: 13,425 shares 13,425 $549K 0.02% 0 Timeline IEZ 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: 18,660 shares; 2024Q4: 18,660 shares; 2025Q1: 18,660 shares; 2025Q2: 18,660 shares; 2025Q3: 18,660 shares; 2025Q4: 18,660 shares; 2026Q1: 18,660 shares 18,660 $540K 0.02% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,945 shares; 2024Q4: 13,931 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $530K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,520 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,938 shares 2,938 $529K 0.02% +419 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 9,095 shares; 2025Q1: 4,054 shares; 2025Q2: 4,054 shares; 2025Q3: 3,884 shares; 2025Q4: 3,884 shares; 2026Q1: 3,586 shares 3,586 $524K 0.02% -298 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: 2,850 shares; 2024Q4: 2,813 shares; 2025Q1: 1,736 shares; 2025Q2: 1,645 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 2,499 shares 2,499 $520K 0.02% +1,028 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: 4,004 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 3,912 shares; 2026Q1: 3,913 shares 3,913 $520K 0.02% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,771 shares; 2026Q1: 7,772 shares 7,772 $517K 0.02% +1 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,703 shares; 2025Q1: 3,941 shares; 2025Q2: 3,869 shares; 2025Q3: 3,928 shares; 2025Q4: 3,871 shares; 2026Q1: 3,890 shares 3,890 $505K 0.02% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,576 shares 2,576 $494K 0.02% new 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: 5,431 shares; 2024Q4: 9,874 shares; 2025Q1: 1,916 shares; 2025Q2: 1,914 shares; 2025Q3: 2,554 shares; 2025Q4: 2,394 shares; 2026Q1: 2,469 shares 2,469 $491K 0.02% +75 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: 7,663 shares; 2024Q4: 7,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,835 shares; 2025Q4: 4,132 shares; 2026Q1: 4,237 shares 4,237 $481K 0.02% +105 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 5,339 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares; 2025Q4: 4,656 shares; 2026Q1: 5,204 shares 5,204 $469K 0.02% +548 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: 13,994 shares; 2024Q4: 14,248 shares; 2025Q1: 4,671 shares; 2025Q2: 4,469 shares; 2025Q3: 4,210 shares; 2025Q4: 4,238 shares; 2026Q1: 5,855 shares 5,855 $466K 0.02% +1,617 Timeline XTL 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: 7,174 shares; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,474 shares 2,474 $465K 0.02% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,874 shares; 2024Q4: 24,319 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 20,040 shares 20,040 $463K 0.02% -3,750 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares; 2026Q1: 1,278 shares 1,278 $459K 0.02% +93 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,668 shares; 2024Q4: 5,684 shares; 2025Q1: 1,486 shares; 2025Q2: 1,467 shares; 2025Q3: 1,812 shares; 2025Q4: 1,393 shares; 2026Q1: 1,507 shares 1,507 $456K 0.02% +114 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,470 shares; 2025Q1: 1,364 shares; 2025Q2: 1,406 shares; 2025Q3: 1,390 shares; 2025Q4: 1,366 shares; 2026Q1: 1,405 shares 1,405 $453K 0.02% +39 Timeline IHAK 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: 10,245 shares; 2025Q4: 10,245 shares; 2026Q1: 10,245 shares 10,245 $447K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares 1,394 $443K 0.02% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 15,175 shares; 2025Q3: 15,175 shares; 2025Q4: 15,621 shares; 2026Q1: 15,621 shares 15,621 $441K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 18,263 shares; 2025Q1: 18,263 shares; 2025Q2: 19,316 shares; 2025Q3: 19,316 shares; 2025Q4: 18,376 shares; 2026Q1: 17,051 shares 17,051 $437K 0.02% -1,325 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 3,888 shares; 2025Q1: 4,323 shares; 2025Q2: 8,614 shares; 2025Q3: 8,614 shares; 2025Q4: 8,614 shares; 2026Q1: 8,896 shares 8,896 $413K 0.02% +282 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,900 shares; 2026Q1: 10,775 shares 10,775 $408K 0.02% -125 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,486 shares; 2026Q1: 8,165 shares 8,165 $407K 0.02% -9,321 Timeline MGK 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $402K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 816 shares; 2025Q1: 79 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares; 2026Q1: 95 shares 95 $400K 0.02% +8 Timeline SLYV 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: 5,480 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 4,149 shares 4,149 $392K 0.02% -1,375 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: 2,499 shares; 2024Q4: 2,463 shares; 2025Q1: 2,585 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 2,755 shares 2,755 $390K 0.02% +132 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: 2,754 shares; 2024Q4: 2,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 1,218 shares 1,218 $387K 0.02% +404 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: 2,355 shares; 2024Q4: 2,929 shares; 2025Q1: 3,245 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,439 shares 3,439 $383K 0.01% +205 Timeline ICF 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: 7,733 shares; 2024Q4: 6,956 shares; 2025Q1: 6,048 shares; 2025Q2: 6,048 shares; 2025Q3: 6,048 shares; 2025Q4: 6,048 shares; 2026Q1: 6,048 shares 6,048 $374K 0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares 1,234 $373K 0.01% 0 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: 13,512 shares; 2024Q4: 13,512 shares; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 3,911 shares; 2026Q1: 4,155 shares 4,155 $372K 0.01% +244 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 4,233 shares; 2025Q1: 4,018 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,688 shares; 2026Q1: 5,464 shares 5,464 $372K 0.01% +776 Timeline VNQI 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: 24,392 shares; 2024Q4: 23,472 shares; 2025Q1: 8,248 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 8,248 shares; 2026Q1: 8,248 shares 8,248 $367K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 760 shares; 2025Q1: 1,043 shares; 2025Q2: 990 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 1,068 shares 1,068 $367K 0.01% +137 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 794 shares; 2026Q1: 787 shares 787 $365K 0.01% -7 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares; 2026Q1: 953 shares 953 $362K 0.01% +36 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 5,446 shares; 2025Q1: 4,048 shares; 2025Q2: 3,048 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 1,773 shares 1,773 $360K 0.01% -874 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE 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: 3,753 shares; 2026Q1: 3,808 shares 3,808 $358K 0.01% +55 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 3,044 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: 3,052 shares 3,052 $349K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,205 shares 1,205 $349K 0.01% +2 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: 5,054 shares; 2024Q4: 5,070 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,413 shares; 2026Q1: 2,377 shares 2,377 $345K 0.01% -36 Timeline ACWX 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: 5,798 shares; 2024Q4: 5,774 shares; 2025Q1: 5,739 shares; 2025Q2: 5,569 shares; 2025Q3: 5,369 shares; 2025Q4: 4,970 shares; 2026Q1: 5,031 shares 5,031 $344K 0.01% +61 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 4,707 shares; 2025Q1: 2,954 shares; 2025Q2: 2,890 shares; 2025Q3: 2,833 shares; 2025Q4: 2,985 shares; 2026Q1: 3,957 shares 3,957 $343K 0.01% +972 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: 9,662 shares; 2024Q4: 9,932 shares; 2025Q1: 3,971 shares; 2025Q2: 3,701 shares; 2025Q3: 4,092 shares; 2025Q4: 3,769 shares; 2026Q1: 3,548 shares 3,548 $342K 0.01% -221 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,754 shares; 2025Q4: 1,768 shares; 2026Q1: 1,842 shares 1,842 $336K 0.01% +74 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,908 shares 4,908 $334K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,051 shares; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 984 shares; 2026Q1: 1,014 shares 1,014 $333K 0.01% +30 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares; 2026Q1: 618 shares 618 $332K 0.01% +12 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: 11,885 shares; 2024Q4: 12,045 shares; 2025Q1: 1,159 shares; 2025Q2: 944 shares; 2025Q3: 1,206 shares; 2025Q4: 1,477 shares; 2026Q1: 1,223 shares 1,223 $331K 0.01% -254 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,670 shares; 2025Q3: 6,670 shares; 2025Q4: 7,140 shares; 2026Q1: 7,100 shares 7,100 $330K 0.01% -40 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 3,064 shares; 2025Q1: 950 shares; 2025Q2: 769 shares; 2025Q3: 612 shares; 2025Q4: 565 shares; 2026Q1: 706 shares 706 $325K 0.01% +141 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: 7,005 shares; 2024Q4: 7,346 shares; 2025Q1: 3,810 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 4,460 shares; 2026Q1: 4,494 shares 4,494 $323K 0.01% +34 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,017 shares 1,017 $319K 0.01% -7 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,922 shares; 2025Q1: 5,207 shares; 2025Q2: 5,207 shares; 2025Q3: 5,207 shares; 2025Q4: 5,228 shares; 2026Q1: 4,387 shares 4,387 $319K 0.01% -841 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 4,580 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 3,250 shares 3,250 $314K 0.01% -1,330 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,499 shares; 2025Q1: 1,293 shares; 2025Q2: 1,173 shares; 2025Q3: 1,112 shares; 2025Q4: 1,114 shares; 2026Q1: 1,079 shares 1,079 $313K 0.01% -35 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,787 shares; 2026Q1: 3,835 shares 3,835 $313K 0.01% +48 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 9,927 shares; 2025Q1: 5,258 shares; 2025Q2: 5,275 shares; 2025Q3: 5,290 shares; 2025Q4: 5,461 shares; 2026Q1: 6,805 shares 6,805 $313K 0.01% +1,344 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares 7,400 $312K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,578 shares; 2026Q1: 2,578 shares 2,578 $311K 0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 4,573 shares; 2025Q1: 4,150 shares; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares 4,150 $309K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,887 shares; 2025Q1: 1,753 shares; 2025Q2: 1,717 shares; 2025Q3: 1,848 shares; 2025Q4: 1,407 shares; 2026Q1: 1,580 shares 1,580 $307K 0.01% +173 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,102 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,831 shares; 2025Q4: 4,831 shares; 2026Q1: 4,076 shares 4,076 $304K 0.01% -755 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 2,218 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,218 shares; 2025Q4: 2,218 shares; 2026Q1: 2,218 shares 2,218 $294K 0.01% 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: 2,792 shares; 2024Q4: 2,884 shares; 2025Q1: 1,467 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,418 shares 1,418 $290K 0.01% -8 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 3,405 shares 3,405 $289K 0.01% +178 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,098 shares; 2025Q1: 1,743 shares; 2025Q2: 1,626 shares; 2025Q3: 2,046 shares; 2025Q4: 1,626 shares; 2026Q1: 1,661 shares 1,661 $288K 0.01% +35 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares 3,383 $287K 0.01% 0 Timeline VAW 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,252 shares; 2025Q3: 1,257 shares; 2025Q4: 1,261 shares; 2026Q1: 1,266 shares 1,266 $285K 0.01% +5 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 6,405 shares; 2025Q1: 4,812 shares; 2025Q2: 3,386 shares; 2025Q3: 2,487 shares; 2025Q4: 1,780 shares; 2026Q1: 1,576 shares 1,576 $284K 0.01% -204 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: 1,665 shares; 2024Q4: 1,678 shares; 2025Q1: 574 shares; 2025Q2: 467 shares; 2025Q3: 440 shares; 2025Q4: 445 shares; 2026Q1: 468 shares 468 $283K 0.01% +23 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,693 shares; 2025Q1: 5,602 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: 5,602 shares; 2026Q1: 5,602 shares 5,602 $282K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: not reported; 2026Q1: 1,140 shares 1,140 $278K 0.01% new Timeline CARG CARGURUS INC More: the full row for CARGURUS 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: 8,174 shares; 2026Q1: 8,174 shares 8,174 $278K 0.01% 0 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: 13,777 shares; 2024Q4: 13,797 shares; 2025Q1: 4,825 shares; 2025Q2: 4,776 shares; 2025Q3: 4,486 shares; 2025Q4: 4,486 shares; 2026Q1: 5,276 shares 5,276 $274K 0.01% +790 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,099 shares; 2024Q4: 9,710 shares; 2025Q1: 12,938 shares; 2025Q2: 12,920 shares; 2025Q3: 12,906 shares; 2025Q4: 6,846 shares; 2026Q1: 7,368 shares 7,368 $274K 0.01% +522 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 4,047 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: 3,404 shares 3,404 $268K 0.01% +21 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 2,360 shares 2,360 $267K 0.01% +396 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,050 shares 2,050 $266K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,061 shares 4,061 $264K 0.01% new 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: 8,678 shares; 2024Q4: 16,532 shares; 2025Q1: 4,256 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,478 shares; 2026Q1: 4,678 shares 4,678 $263K 0.01% +200 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 2,092 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $259K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,105 shares 1,105 $255K 0.01% +6 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: 4,012 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $254K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 6,350 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares; 2026Q1: 2,720 shares 2,720 $253K 0.01% -1,200 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: 7,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,183 shares 1,183 $253K 0.01% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,787 shares; 2025Q1: 2,787 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089 $249K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 537 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $248K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,324 shares 2,324 $246K 0.01% -235 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 1,390 shares 1,390 $246K 0.01% -101 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: 5,450 shares; 2024Q4: 5,283 shares; 2025Q1: 1,176 shares; 2025Q2: 1,142 shares; 2025Q3: 1,012 shares; 2025Q4: 1,026 shares; 2026Q1: 1,009 shares 1,009 $245K 0.01% -17 Timeline BAI 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: 6,651 shares; 2025Q4: 6,761 shares; 2026Q1: 7,389 shares 7,389 $243K 0.01% +628 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares 1,475 $242K 0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares 2,620 $241K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $240K 0.01% new 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: 1,115 shares; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $240K 0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares 1,411 $238K 0.01% 0 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: 348 shares 348 $237K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 862 shares; 2025Q1: 207 shares; 2025Q2: 3,105 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548 shares 2,548 $235K 0.01% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831 $233K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,135 shares; 2025Q4: not reported; 2026Q1: 1,766 shares 1,766 $233K 0.01% new 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: 3,437 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,766 shares 1,766 $231K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $231K 0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares; 2026Q1: 2,225 shares 2,225 $229K 0.01% -702 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,769 shares 8,769 $229K 0.01% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS 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: 5,614 shares 5,614 $226K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares 2,054 $224K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,330 shares; 2026Q1: 4,330 shares 4,330 $224K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,300 shares 6,300 $223K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,157 shares; 2025Q4: 5,981 shares; 2026Q1: 5,981 shares 5,981 $220K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 636 shares 636 $218K 0.01% +46 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $216K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 450 shares; 2026Q1: 553 shares 553 $216K 0.01% +103 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,634 shares; 2025Q1: 970 shares; 2025Q2: 871 shares; 2025Q3: 777 shares; 2025Q4: 768 shares; 2026Q1: 801 shares 801 $213K 0.01% +33 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $213K 0.01% new 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: 2,315 shares; 2024Q4: 2,362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares 718 $212K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares 2,487 $212K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: not reported; 2026Q1: 2,023 shares 2,023 $207K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,771 shares; 2025Q1: 1,307 shares; 2025Q2: 1,184 shares; 2025Q3: 1,131 shares; 2025Q4: not reported; 2026Q1: 818 shares 818 $204K 0.01% new 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: 4,401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $203K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,245 shares 3,245 $203K 0.01% new Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,239 shares; 2024Q4: 17,239 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200 $202K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 5,562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,408 shares 2,408 $202K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,244 shares; 2025Q1: 640 shares; 2025Q2: 575 shares; 2025Q3: 619 shares; 2025Q4: 580 shares; 2026Q1: 408 shares 408 $201K 0.01% -172 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly 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: 10,988 shares; 2025Q4: 10,988 shares; 2026Q1: 10,988 shares 10,988 $176K 0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY 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: 17,187 shares; 2026Q1: 19,138 shares 19,138 $89.4K <0.01% +1,951 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,609 shares; 2024Q4: 12,609 shares; 2025Q1: 12,609 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $77.4K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC 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: not reported; 2025Q4: not reported; 2026Q1: 10,552 shares 10,552 $57.5K <0.01% new Timeline ACH ACCENDRA HEALTH INC More: the full row for ACCENDRA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,050 shares; 2025Q1: 23,758 shares; 2025Q2: 18,684 shares; 2025Q3: 18,684 shares; 2025Q4: 18,684 shares; 2026Q1: 18,684 shares 18,684 $42.6K <0.01% 0 Timeline AIFF FIREFLY NEUROSCIENCE INC More: the full row for FIREFLY NEUROSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $26.2K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,173 shares; 2024Q4: 25,211 shares; 2025Q1: 25,206 shares; 2025Q2: 25,206 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares; 2026Q1: 25,636 shares 25,636 $25.1K <0.01% +430 Timeline