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: 4,144,588 shares; 2024Q4: 3,987,908 shares; 2025Q1: 3,599,104 shares; 2025Q2: 3,538,095 shares; 2025Q3: 3,462,148 shares; 2025Q4: 3,337,312 shares; 2026Q1: 3,096,403 shares 3,096,403 $540M 6.98% -240,909 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: 1,772,556 shares; 2024Q4: 1,758,178 shares; 2025Q1: 1,742,665 shares; 2025Q2: 1,735,567 shares; 2025Q3: 1,722,290 shares; 2025Q4: 1,702,197 shares; 2026Q1: 1,679,909 shares 1,679,909 $426M 5.51% -22,288 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: 1,201,644 shares; 2024Q4: 1,202,457 shares; 2025Q1: 1,211,074 shares; 2025Q2: 1,207,493 shares; 2025Q3: 1,203,288 shares; 2025Q4: 1,186,866 shares; 2026Q1: 1,172,363 shares 1,172,363 $336M 4.35% -14,503 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909,531 shares; 2024Q4: 905,642 shares; 2025Q1: 904,386 shares; 2025Q2: 898,016 shares; 2025Q3: 894,788 shares; 2025Q4: 887,460 shares; 2026Q1: 881,583 shares 881,583 $326M 4.22% -5,877 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: 202,622 shares; 2024Q4: 200,368 shares; 2025Q1: 198,345 shares; 2025Q2: 2,945,844 shares; 2025Q3: 2,884,906 shares; 2025Q4: 2,869,787 shares; 2026Q1: 2,832,170 shares 2,832,170 $261M 3.38% -37,617 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: 749,306 shares; 2024Q4: 744,750 shares; 2025Q1: 738,002 shares; 2025Q2: 732,353 shares; 2025Q3: 727,217 shares; 2025Q4: 725,722 shares; 2026Q1: 719,551 shares 719,551 $217M 2.81% -6,171 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: 1,176,575 shares; 2024Q4: 1,171,367 shares; 2025Q1: 1,163,796 shares; 2025Q2: 1,155,533 shares; 2025Q3: 1,141,516 shares; 2025Q4: 1,123,240 shares; 2026Q1: 1,094,594 shares 1,094,594 $211M 2.73% -28,646 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: 702,477 shares; 2024Q4: 698,451 shares; 2025Q1: 689,815 shares; 2025Q2: 679,848 shares; 2025Q3: 671,288 shares; 2025Q4: 665,957 shares; 2026Q1: 652,907 shares 652,907 $192M 2.48% -13,050 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: 519,718 shares; 2024Q4: 517,223 shares; 2025Q1: 516,664 shares; 2025Q2: 514,389 shares; 2025Q3: 513,622 shares; 2025Q4: 512,479 shares; 2026Q1: 509,055 shares 509,055 $167M 2.16% -3,424 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: 168,538 shares; 2024Q4: 167,760 shares; 2025Q1: 165,611 shares; 2025Q2: 163,058 shares; 2025Q3: 161,993 shares; 2025Q4: 162,345 shares; 2026Q1: 161,366 shares 161,366 $161M 2.08% -979 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: 706,124 shares; 2024Q4: 692,606 shares; 2025Q1: 687,197 shares; 2025Q2: 687,142 shares; 2025Q3: 675,855 shares; 2025Q4: 670,094 shares; 2026Q1: 657,528 shares 657,528 $161M 2.08% -12,566 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: 134,892 shares; 2024Q4: 146,980 shares; 2025Q1: 148,535 shares; 2025Q2: 149,445 shares; 2025Q3: 168,196 shares; 2025Q4: 167,818 shares; 2026Q1: 168,235 shares 168,235 $155M 2% +417 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: 430,981 shares; 2024Q4: 430,645 shares; 2025Q1: 430,965 shares; 2025Q2: 428,324 shares; 2025Q3: 427,477 shares; 2025Q4: 428,480 shares; 2026Q1: 428,694 shares 428,694 $141M 1.82% +214 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,002 shares; 2024Q4: 405,865 shares; 2025Q1: 404,359 shares; 2025Q2: 401,368 shares; 2025Q3: 398,440 shares; 2025Q4: 393,955 shares; 2026Q1: 386,756 shares 386,756 $126M 1.63% -7,199 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: 472,455 shares; 2024Q4: 468,681 shares; 2025Q1: 471,715 shares; 2025Q2: 474,328 shares; 2025Q3: 473,582 shares; 2025Q4: 472,164 shares; 2026Q1: 470,443 shares 470,443 $125M 1.62% -1,721 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: 792,877 shares; 2024Q4: 787,381 shares; 2025Q1: 784,497 shares; 2025Q2: 785,017 shares; 2025Q3: 780,740 shares; 2025Q4: 777,967 shares; 2026Q1: 771,975 shares 771,975 $123M 1.59% -5,992 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: 520,698 shares; 2024Q4: 521,467 shares; 2025Q1: 532,722 shares; 2025Q2: 547,872 shares; 2025Q3: 550,124 shares; 2025Q4: 563,166 shares; 2026Q1: 567,966 shares 567,966 $118M 1.53% +4,800 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: 449,145 shares; 2024Q4: 440,006 shares; 2025Q1: 435,396 shares; 2025Q2: 430,647 shares; 2025Q3: 429,151 shares; 2025Q4: 421,125 shares; 2026Q1: 409,445 shares 409,445 $118M 1.52% -11,680 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676,150 shares; 2024Q4: 684,853 shares; 2025Q1: 690,602 shares; 2025Q2: 694,879 shares; 2025Q3: 622,089 shares; 2025Q4: 618,995 shares; 2026Q1: 612,657 shares 612,657 $116M 1.5% -6,338 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: 793,775 shares; 2024Q4: 794,281 shares; 2025Q1: 795,617 shares; 2025Q2: 790,238 shares; 2025Q3: 787,875 shares; 2025Q4: 768,228 shares; 2026Q1: 763,852 shares 763,852 $110M 1.43% -4,376 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: 140,310 shares; 2024Q4: 171,847 shares; 2025Q1: 169,884 shares; 2025Q2: 169,447 shares; 2025Q3: 168,530 shares; 2025Q4: 166,753 shares; 2026Q1: 161,554 shares 161,554 $99.6M 1.29% -5,199 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: 196,619 shares; 2024Q4: 197,781 shares; 2025Q1: 207,639 shares; 2025Q2: 217,244 shares; 2025Q3: 220,346 shares; 2025Q4: 218,198 shares; 2026Q1: 219,669 shares 219,669 $98.1M 1.27% +1,471 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,237 shares; 2024Q4: 169,319 shares; 2025Q1: 169,846 shares; 2025Q2: 169,017 shares; 2025Q3: 168,926 shares; 2025Q4: 168,282 shares; 2026Q1: 168,181 shares 168,181 $94.5M 1.22% -101 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: 314,305 shares; 2024Q4: 312,504 shares; 2025Q1: 312,533 shares; 2025Q2: 310,967 shares; 2025Q3: 307,613 shares; 2025Q4: 306,406 shares; 2026Q1: 303,989 shares 303,989 $94.5M 1.22% -2,417 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: 419,528 shares; 2024Q4: 412,855 shares; 2025Q1: 414,657 shares; 2025Q2: 415,588 shares; 2025Q3: 415,208 shares; 2025Q4: 407,695 shares; 2026Q1: 400,536 shares 400,536 $82.9M 1.07% -7,159 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,934 shares; 2024Q4: 179,999 shares; 2025Q1: 178,531 shares; 2025Q2: 175,953 shares; 2025Q3: 174,884 shares; 2025Q4: 173,878 shares; 2026Q1: 173,461 shares 173,461 $77.1M 1% -417 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: 112,835 shares; 2024Q4: 112,877 shares; 2025Q1: 119,331 shares; 2025Q2: 124,030 shares; 2025Q3: 126,162 shares; 2025Q4: 130,031 shares; 2026Q1: 133,969 shares 133,969 $76.6M 0.99% +3,938 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,903 shares; 2024Q4: 214,281 shares; 2025Q1: 212,257 shares; 2025Q2: 212,190 shares; 2025Q3: 213,231 shares; 2025Q4: 210,718 shares; 2026Q1: 209,805 shares 209,805 $76.3M 0.99% -913 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: 364,569 shares; 2024Q4: 363,548 shares; 2025Q1: 354,624 shares; 2025Q2: 349,910 shares; 2025Q3: 348,371 shares; 2025Q4: 345,947 shares; 2026Q1: 343,615 shares 343,615 $74.7M 0.97% -2,332 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: 113,540 shares; 2024Q4: 141,473 shares; 2025Q1: 174,158 shares; 2025Q2: 204,891 shares; 2025Q3: 211,870 shares; 2025Q4: 229,576 shares; 2026Q1: 241,441 shares 241,441 $74.7M 0.97% +11,865 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,734 shares; 2024Q4: 61,309 shares; 2025Q1: 61,033 shares; 2025Q2: 60,334 shares; 2025Q3: 59,721 shares; 2025Q4: 59,348 shares; 2026Q1: 58,807 shares 58,807 $74.2M 0.96% -541 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,952 shares; 2024Q4: 327,770 shares; 2025Q1: 329,892 shares; 2025Q2: 331,578 shares; 2025Q3: 329,836 shares; 2025Q4: 328,371 shares; 2026Q1: 326,407 shares 326,407 $73.3M 0.95% -1,964 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: 687,469 shares; 2024Q4: 679,762 shares; 2025Q1: 674,042 shares; 2025Q2: 668,938 shares; 2025Q3: 658,992 shares; 2025Q4: 656,364 shares; 2026Q1: 652,068 shares 652,068 $66.6M 0.86% -4,296 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: 509,473 shares; 2024Q4: 512,547 shares; 2025Q1: 520,363 shares; 2025Q2: 526,490 shares; 2025Q3: 529,371 shares; 2025Q4: 535,229 shares; 2026Q1: 523,098 shares 523,098 $65M 0.84% -12,131 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: 639,109 shares; 2024Q4: 636,194 shares; 2025Q1: 634,527 shares; 2025Q2: 634,135 shares; 2025Q3: 631,865 shares; 2025Q4: 631,911 shares; 2026Q1: 629,836 shares 629,836 $64.7M 0.84% -2,075 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: 568,928 shares; 2024Q4: 563,452 shares; 2025Q1: 556,244 shares; 2025Q2: 532,789 shares; 2025Q3: 440,826 shares; 2025Q4: 429,173 shares; 2026Q1: 415,977 shares 415,977 $64.6M 0.84% -13,196 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,651 shares; 2024Q4: 200,325 shares; 2025Q1: 199,706 shares; 2025Q2: 200,529 shares; 2025Q3: 199,734 shares; 2025Q4: 194,463 shares; 2026Q1: 180,120 shares 180,120 $63.7M 0.82% -14,343 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,758 shares; 2024Q4: 300,141 shares; 2025Q1: 297,886 shares; 2025Q2: 294,591 shares; 2025Q3: 292,770 shares; 2025Q4: 294,278 shares; 2026Q1: 293,288 shares 293,288 $63.5M 0.82% -990 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: 545,410 shares; 2024Q4: 550,794 shares; 2025Q1: 599,982 shares; 2025Q2: 667,412 shares; 2025Q3: 672,709 shares; 2025Q4: 676,027 shares; 2026Q1: 675,388 shares 675,388 $62.7M 0.81% -639 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: 896,950 shares; 2024Q4: 915,824 shares; 2025Q1: 959,008 shares; 2025Q2: 974,651 shares; 2025Q3: 982,158 shares; 2025Q4: 967,383 shares; 2026Q1: 970,411 shares 970,411 $62.2M 0.8% +3,028 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: 129,093 shares; 2024Q4: 124,428 shares; 2025Q1: 122,846 shares; 2025Q2: 121,186 shares; 2025Q3: 120,658 shares; 2025Q4: 118,631 shares; 2026Q1: 117,536 shares 117,536 $56.3M 0.73% -1,095 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,317 shares; 2024Q4: 203,784 shares; 2025Q1: 210,889 shares; 2025Q2: 215,456 shares; 2025Q3: 215,364 shares; 2025Q4: 212,640 shares; 2026Q1: 209,888 shares 209,888 $52.3M 0.68% -2,752 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: 97,538 shares; 2024Q4: 100,099 shares; 2025Q1: 102,275 shares; 2025Q2: 103,127 shares; 2025Q3: 103,758 shares; 2025Q4: 104,570 shares; 2026Q1: 105,270 shares 105,270 $52.2M 0.67% +700 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,387 shares; 2024Q4: 345,032 shares; 2025Q1: 368,822 shares; 2025Q2: 381,335 shares; 2025Q3: 393,371 shares; 2025Q4: 401,832 shares; 2026Q1: 413,855 shares 413,855 $49.5M 0.64% +12,023 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: 632,407 shares; 2024Q4: 638,752 shares; 2025Q1: 653,597 shares; 2025Q2: 652,563 shares; 2025Q3: 647,290 shares; 2025Q4: 642,476 shares; 2026Q1: 633,547 shares 633,547 $49.2M 0.64% -8,929 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: 311,341 shares; 2024Q4: 313,469 shares; 2025Q1: 308,300 shares; 2025Q2: 306,896 shares; 2025Q3: 291,236 shares; 2025Q4: 289,014 shares; 2026Q1: 284,982 shares 284,982 $48.4M 0.63% -4,032 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: 9,362 shares; 2024Q4: 18,736 shares; 2025Q1: 18,786 shares; 2025Q2: 18,599 shares; 2025Q3: 147,526 shares; 2025Q4: 234,423 shares; 2026Q1: 300,564 shares 300,564 $48.2M 0.62% +66,141 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,484 shares; 2024Q4: 138,138 shares; 2025Q1: 141,606 shares; 2025Q2: 142,889 shares; 2025Q3: 142,474 shares; 2025Q4: 140,884 shares; 2026Q1: 138,096 shares 138,096 $47.7M 0.62% -2,788 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: 1,047,468 shares; 2024Q4: 1,020,575 shares; 2025Q1: 1,011,483 shares; 2025Q2: 1,012,075 shares; 2025Q3: 1,005,865 shares; 2025Q4: 989,978 shares; 2026Q1: 976,595 shares 976,595 $47.6M 0.62% -13,383 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,448 shares; 2024Q4: 93,248 shares; 2025Q1: 118,051 shares; 2025Q2: 136,530 shares; 2025Q3: 140,717 shares; 2025Q4: 131,526 shares; 2026Q1: 140,466 shares 140,466 $46.9M 0.61% +8,940 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: 8,641 shares; 2024Q4: 8,545 shares; 2025Q1: 8,480 shares; 2025Q2: 8,467 shares; 2025Q3: 10,741 shares; 2025Q4: 10,655 shares; 2026Q1: 10,870 shares 10,870 $45.8M 0.59% +215 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: 242,737 shares; 2024Q4: 242,564 shares; 2025Q1: 241,138 shares; 2025Q2: 237,424 shares; 2025Q3: 228,549 shares; 2025Q4: 226,508 shares; 2026Q1: 223,960 shares 223,960 $45.5M 0.59% -2,548 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: 94,277 shares; 2024Q4: 91,031 shares; 2025Q1: 91,769 shares; 2025Q2: 91,114 shares; 2025Q3: 89,726 shares; 2025Q4: 89,084 shares; 2026Q1: 88,934 shares 88,934 $43.7M 0.57% -150 Timeline EMLP 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: 1,096,529 shares; 2024Q4: 1,076,331 shares; 2025Q1: 1,064,865 shares; 2025Q2: 1,063,563 shares; 2025Q3: 1,054,183 shares; 2025Q4: 1,040,699 shares; 2026Q1: 996,003 shares 996,003 $43.5M 0.56% -44,696 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,403 shares; 2024Q4: 568,613 shares; 2025Q1: 592,981 shares; 2025Q2: 596,244 shares; 2025Q3: 595,309 shares; 2025Q4: 585,817 shares; 2026Q1: 579,780 shares 579,780 $38.2M 0.49% -6,037 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: 367,565 shares; 2024Q4: 360,482 shares; 2025Q1: 337,558 shares; 2025Q2: 331,608 shares; 2025Q3: 326,753 shares; 2025Q4: 322,229 shares; 2026Q1: 317,368 shares 317,368 $38.2M 0.49% -4,861 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,243 shares; 2024Q4: 449,275 shares; 2025Q1: 449,504 shares; 2025Q2: 448,473 shares; 2025Q3: 443,675 shares; 2025Q4: 407,322 shares; 2026Q1: 378,902 shares 378,902 $35.4M 0.46% -28,420 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,814 shares; 2024Q4: 355,576 shares; 2025Q1: 341,424 shares; 2025Q2: 333,302 shares; 2025Q3: 326,635 shares; 2025Q4: 321,248 shares; 2026Q1: 317,011 shares 317,011 $34.8M 0.45% -4,237 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,158 shares; 2024Q4: 384,634 shares; 2025Q1: 378,711 shares; 2025Q2: 373,828 shares; 2025Q3: 371,545 shares; 2025Q4: 368,473 shares; 2026Q1: 362,116 shares 362,116 $33.4M 0.43% -6,357 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: 751,565 shares; 2024Q4: 733,070 shares; 2025Q1: 725,890 shares; 2025Q2: 727,059 shares; 2025Q3: 702,159 shares; 2025Q4: 664,664 shares; 2026Q1: 652,264 shares 652,264 $32.7M 0.42% -12,400 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,286 shares; 2024Q4: 193,029 shares; 2025Q1: 192,496 shares; 2025Q2: 193,241 shares; 2025Q3: 192,368 shares; 2025Q4: 190,507 shares; 2026Q1: 190,419 shares 190,419 $32.2M 0.42% -88 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,665 shares; 2024Q4: 161,338 shares; 2025Q1: 161,013 shares; 2025Q2: 158,550 shares; 2025Q3: 155,797 shares; 2025Q4: 144,182 shares; 2026Q1: 143,443 shares 143,443 $29.9M 0.39% -739 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: 17,284 shares; 2024Q4: 22,254 shares; 2025Q1: 42,869 shares; 2025Q2: 52,412 shares; 2025Q3: 54,046 shares; 2025Q4: 226,177 shares; 2026Q1: 284,864 shares 284,864 $29.8M 0.39% +58,687 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: 41,120 shares; 2024Q4: 46,454 shares; 2025Q1: 42,427 shares; 2025Q2: 40,816 shares; 2025Q3: 40,312 shares; 2025Q4: 56,158 shares; 2026Q1: 45,628 shares 45,628 $29.7M 0.38% -10,530 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,819 shares; 2024Q4: 519,835 shares; 2025Q1: 519,365 shares; 2025Q2: 519,365 shares; 2025Q3: 518,597 shares; 2025Q4: 518,597 shares; 2026Q1: 518,597 shares 518,597 $28.6M 0.37% 0 Timeline FTSL 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: 622,706 shares; 2024Q4: 633,271 shares; 2025Q1: 660,334 shares; 2025Q2: 682,178 shares; 2025Q3: 678,209 shares; 2025Q4: 696,962 shares; 2026Q1: 631,873 shares 631,873 $28.3M 0.37% -65,089 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896,594 shares; 2024Q4: 874,761 shares; 2025Q1: 859,496 shares; 2025Q2: 865,819 shares; 2025Q3: 872,375 shares; 2025Q4: 557,384 shares; 2026Q1: 506,394 shares 506,394 $28.3M 0.37% -50,990 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,744 shares; 2024Q4: 18,000 shares; 2025Q1: 19,135 shares; 2025Q2: 20,470 shares; 2025Q3: 24,414 shares; 2025Q4: 25,179 shares; 2026Q1: 25,794 shares 25,794 $25.3M 0.33% +615 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: 89,774 shares; 2024Q4: 89,872 shares; 2025Q1: 89,654 shares; 2025Q2: 88,793 shares; 2025Q3: 87,759 shares; 2025Q4: 87,246 shares; 2026Q1: 81,764 shares 81,764 $24.7M 0.32% -5,482 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: 47,199 shares; 2024Q4: 45,930 shares; 2025Q1: 45,788 shares; 2025Q2: 45,115 shares; 2025Q3: 45,085 shares; 2025Q4: 44,370 shares; 2026Q1: 42,811 shares 42,811 $23M 0.3% -1,559 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: 48,206 shares; 2024Q4: 48,259 shares; 2025Q1: 48,865 shares; 2025Q2: 49,106 shares; 2025Q3: 50,041 shares; 2025Q4: 50,215 shares; 2026Q1: 50,795 shares 50,795 $22.2M 0.29% +580 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,689 shares; 2024Q4: 484,922 shares; 2025Q1: 486,771 shares; 2025Q2: 488,188 shares; 2025Q3: 483,759 shares; 2025Q4: 487,847 shares; 2026Q1: 477,916 shares 477,916 $21.6M 0.28% -9,931 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: 301,058 shares; 2024Q4: 299,604 shares; 2025Q1: 296,014 shares; 2025Q2: 293,130 shares; 2025Q3: 288,794 shares; 2025Q4: 283,587 shares; 2026Q1: 281,117 shares 281,117 $21.4M 0.28% -2,470 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,515 shares; 2024Q4: 277,550 shares; 2025Q1: 263,943 shares; 2025Q2: 257,312 shares; 2025Q3: 251,938 shares; 2025Q4: 246,580 shares; 2026Q1: 245,678 shares 245,678 $18.9M 0.24% -902 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,790 shares; 2024Q4: 124,551 shares; 2025Q1: 143,601 shares; 2025Q2: 146,116 shares; 2025Q3: 150,548 shares; 2025Q4: 152,934 shares; 2026Q1: 153,531 shares 153,531 $18.2M 0.24% +597 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,780 shares; 2024Q4: 284,370 shares; 2025Q1: 272,500 shares; 2025Q2: 264,498 shares; 2025Q3: 264,351 shares; 2025Q4: 252,500 shares; 2026Q1: 238,369 shares 238,369 $18M 0.23% -14,131 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: 145,570 shares; 2024Q4: 145,416 shares; 2025Q1: 143,882 shares; 2025Q2: 143,438 shares; 2025Q3: 140,954 shares; 2025Q4: 140,036 shares; 2026Q1: 138,251 shares 138,251 $17.8M 0.23% -1,785 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,089 shares; 2024Q4: 870,343 shares; 2025Q1: 873,763 shares; 2025Q2: 858,471 shares; 2025Q3: 818,220 shares; 2025Q4: 446,573 shares; 2026Q1: 426,833 shares 426,833 $17.7M 0.23% -19,740 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,537 shares; 2024Q4: 653,626 shares; 2025Q1: 671,729 shares; 2025Q2: 666,320 shares; 2025Q3: 645,491 shares; 2025Q4: 594,427 shares; 2026Q1: 584,741 shares 584,741 $17.7M 0.23% -9,686 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: 33,956 shares; 2024Q4: 53,510 shares; 2025Q1: 98,450 shares; 2025Q2: 129,280 shares; 2025Q3: 137,641 shares; 2025Q4: 137,975 shares; 2026Q1: 141,144 shares 141,144 $17.5M 0.23% +3,169 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,692 shares; 2024Q4: 230,901 shares; 2025Q1: 242,121 shares; 2025Q2: 239,936 shares; 2025Q3: 230,269 shares; 2025Q4: 214,275 shares; 2026Q1: 187,249 shares 187,249 $17.2M 0.22% -27,026 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: 116,446 shares; 2024Q4: 113,900 shares; 2025Q1: 114,319 shares; 2025Q2: 116,838 shares; 2025Q3: 114,895 shares; 2025Q4: 112,655 shares; 2026Q1: 113,935 shares 113,935 $16.8M 0.22% +1,280 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: 121,059 shares; 2024Q4: 121,429 shares; 2025Q1: 122,763 shares; 2025Q2: 122,521 shares; 2025Q3: 111,598 shares; 2025Q4: 88,054 shares; 2026Q1: 84,177 shares 84,177 $16.7M 0.22% -3,877 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: 3,788 shares; 2024Q4: 3,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,380 shares; 2025Q4: 254,751 shares; 2026Q1: 224,048 shares 224,048 $16.1M 0.21% -30,703 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,734 shares; 2024Q4: 325,265 shares; 2025Q1: 330,342 shares; 2025Q2: 344,265 shares; 2025Q3: 339,117 shares; 2025Q4: 330,638 shares; 2026Q1: 322,893 shares 322,893 $15.8M 0.2% -7,745 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: 125,931 shares; 2024Q4: 124,474 shares; 2025Q1: 120,896 shares; 2025Q2: 117,348 shares; 2025Q3: 117,254 shares; 2025Q4: 113,174 shares; 2026Q1: 110,476 shares 110,476 $14.5M 0.19% -2,698 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,111 shares; 2024Q4: 233,715 shares; 2025Q1: 213,247 shares; 2025Q2: 185,809 shares; 2025Q3: 182,624 shares; 2025Q4: 181,671 shares; 2026Q1: 179,504 shares 179,504 $14.4M 0.19% -2,167 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,810 shares; 2024Q4: 105,462 shares; 2025Q1: 103,697 shares; 2025Q2: 103,072 shares; 2025Q3: 103,038 shares; 2025Q4: 102,259 shares; 2026Q1: 100,357 shares 100,357 $14.4M 0.19% -1,902 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: 22,654 shares; 2024Q4: 21,589 shares; 2025Q1: 20,721 shares; 2025Q2: 19,757 shares; 2025Q3: 19,444 shares; 2025Q4: 19,405 shares; 2026Q1: 19,031 shares 19,031 $13.5M 0.17% -374 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,075 shares; 2025Q4: 35,556 shares; 2026Q1: 33,491 shares 33,491 $13.3M 0.17% -2,065 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: 45,586 shares; 2024Q4: 46,516 shares; 2025Q1: 48,376 shares; 2025Q2: 47,009 shares; 2025Q3: 46,292 shares; 2025Q4: 45,283 shares; 2026Q1: 45,782 shares 45,782 $13M 0.17% +499 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: 62,288 shares; 2024Q4: 61,486 shares; 2025Q1: 60,008 shares; 2025Q2: 59,159 shares; 2025Q3: 54,413 shares; 2025Q4: 53,911 shares; 2026Q1: 53,445 shares 53,445 $13M 0.17% -466 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 328 shares; 2025Q1: 291 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 3,323 shares; 2026Q1: 118,448 shares 118,448 $11.4M 0.15% +115,125 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: 18,041 shares; 2024Q4: 18,532 shares; 2025Q1: 17,258 shares; 2025Q2: 17,366 shares; 2025Q3: 17,450 shares; 2025Q4: 18,340 shares; 2026Q1: 17,064 shares 17,064 $11.1M 0.14% -1,276 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,019 shares; 2024Q4: 77,372 shares; 2025Q1: 76,961 shares; 2025Q2: 76,432 shares; 2025Q3: 74,351 shares; 2025Q4: 72,543 shares; 2026Q1: 72,423 shares 72,423 $10M 0.13% -120 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: 456,190 shares; 2024Q4: 425,718 shares; 2025Q1: 417,057 shares; 2025Q2: 375,829 shares; 2025Q3: 365,618 shares; 2025Q4: 355,663 shares; 2026Q1: 346,584 shares 346,584 $9.73M 0.13% -9,079 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: 11,400 shares; 2024Q4: 11,564 shares; 2025Q1: 11,644 shares; 2025Q2: 11,313 shares; 2025Q3: 11,265 shares; 2025Q4: 11,000 shares; 2026Q1: 11,124 shares 11,124 $9.71M 0.13% +124 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: 36,487 shares; 2024Q4: 36,493 shares; 2025Q1: 36,525 shares; 2025Q2: 34,074 shares; 2025Q3: 33,924 shares; 2025Q4: 33,512 shares; 2026Q1: 33,262 shares 33,262 $9.66M 0.12% -250 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,576 shares; 2024Q4: 63,073 shares; 2025Q1: 61,294 shares; 2025Q2: 61,809 shares; 2025Q3: 61,146 shares; 2025Q4: 61,088 shares; 2026Q1: 57,626 shares 57,626 $8.8M 0.11% -3,462 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: 25,555 shares; 2024Q4: 25,625 shares; 2025Q1: 25,125 shares; 2025Q2: 25,434 shares; 2025Q3: 25,156 shares; 2025Q4: 24,931 shares; 2026Q1: 24,846 shares 24,846 $8.74M 0.11% -85 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,515 shares; 2024Q4: 28,696 shares; 2025Q1: 28,363 shares; 2025Q2: 27,589 shares; 2025Q3: 27,088 shares; 2025Q4: 27,013 shares; 2026Q1: 27,010 shares 27,010 $8.66M 0.11% -3 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,115 shares; 2024Q4: 100,245 shares; 2025Q1: 93,247 shares; 2025Q2: 110,382 shares; 2025Q3: 110,797 shares; 2025Q4: 110,812 shares; 2026Q1: 112,579 shares 112,579 $8.45M 0.11% +1,767 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: 28,613 shares; 2024Q4: 27,240 shares; 2025Q1: 27,217 shares; 2025Q2: 26,813 shares; 2025Q3: 27,035 shares; 2025Q4: 26,407 shares; 2026Q1: 26,057 shares 26,057 $8.29M 0.11% -350 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: 62,790 shares; 2024Q4: 62,455 shares; 2025Q1: 61,070 shares; 2025Q2: 62,075 shares; 2025Q3: 63,288 shares; 2025Q4: 63,205 shares; 2026Q1: 61,947 shares 61,947 $8.11M 0.1% -1,258 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: 150,673 shares; 2024Q4: 147,716 shares; 2025Q1: 147,219 shares; 2025Q2: 143,838 shares; 2025Q3: 143,107 shares; 2025Q4: 141,846 shares; 2026Q1: 141,199 shares 141,199 $7.95M 0.1% -647 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: 89,704 shares; 2024Q4: 88,908 shares; 2025Q1: 88,302 shares; 2025Q2: 86,883 shares; 2025Q3: 86,883 shares; 2025Q4: 86,883 shares; 2026Q1: 86,883 shares 86,883 $7.66M 0.1% 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: 119,303 shares; 2024Q4: 114,121 shares; 2025Q1: 110,443 shares; 2025Q2: 106,842 shares; 2025Q3: 98,122 shares; 2025Q4: 90,656 shares; 2026Q1: 84,551 shares 84,551 $7.57M 0.1% -6,105 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: 50,431 shares; 2024Q4: 50,531 shares; 2025Q1: 51,540 shares; 2025Q2: 52,141 shares; 2025Q3: 52,141 shares; 2025Q4: 51,097 shares; 2026Q1: 50,609 shares 50,609 $7.35M 0.1% -488 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: 39,297 shares; 2024Q4: 39,045 shares; 2025Q1: 38,992 shares; 2025Q2: 37,483 shares; 2025Q3: 36,523 shares; 2025Q4: 36,413 shares; 2026Q1: 36,257 shares 36,257 $7.19M 0.09% -156 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,186 shares; 2024Q4: 57,493 shares; 2025Q1: 51,600 shares; 2025Q2: 51,137 shares; 2025Q3: 52,114 shares; 2025Q4: 49,698 shares; 2026Q1: 49,424 shares 49,424 $6.73M 0.09% -274 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,010 shares; 2024Q4: 644,681 shares; 2025Q1: 644,201 shares; 2025Q2: 643,501 shares; 2025Q3: 643,501 shares; 2025Q4: 643,501 shares; 2026Q1: 643,501 shares 643,501 $6.44M 0.08% 0 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: 31,324 shares; 2024Q4: 30,161 shares; 2025Q1: 28,785 shares; 2025Q2: 27,749 shares; 2025Q3: 27,754 shares; 2025Q4: 27,872 shares; 2026Q1: 25,603 shares 25,603 $6.35M 0.08% -2,269 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: 307,455 shares; 2024Q4: 259,727 shares; 2025Q1: 230,441 shares; 2025Q2: 201,013 shares; 2025Q3: 146,706 shares; 2025Q4: 142,861 shares; 2026Q1: 142,291 shares 142,291 $6.28M 0.08% -570 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: 15,271 shares; 2024Q4: 14,241 shares; 2025Q1: 14,266 shares; 2025Q2: 13,828 shares; 2025Q3: 13,860 shares; 2025Q4: 13,656 shares; 2026Q1: 12,353 shares 12,353 $6.17M 0.08% -1,303 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,165 shares; 2024Q4: 68,258 shares; 2025Q1: 67,852 shares; 2025Q2: 66,901 shares; 2025Q3: 66,729 shares; 2025Q4: 65,018 shares; 2026Q1: 61,726 shares 61,726 $6.14M 0.08% -3,292 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,501 shares; 2024Q4: 61,641 shares; 2025Q1: 60,270 shares; 2025Q2: 58,745 shares; 2025Q3: 58,279 shares; 2025Q4: 56,547 shares; 2026Q1: 55,870 shares 55,870 $6.09M 0.08% -677 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,065 shares; 2024Q4: 62,373 shares; 2025Q1: 56,311 shares; 2025Q2: 49,886 shares; 2025Q3: 47,610 shares; 2025Q4: 41,191 shares; 2026Q1: 37,926 shares 37,926 $5.96M 0.08% -3,265 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: 8,971 shares; 2024Q4: 9,337 shares; 2025Q1: 8,791 shares; 2025Q2: 8,794 shares; 2025Q3: 9,475 shares; 2025Q4: 9,813 shares; 2026Q1: 10,091 shares 10,091 $5.82M 0.08% +278 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,009 shares; 2024Q4: 24,318 shares; 2025Q1: 30,948 shares; 2025Q2: 25,834 shares; 2025Q3: 22,683 shares; 2025Q4: 23,581 shares; 2026Q1: 23,585 shares 23,585 $5.77M 0.07% +4 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,213 shares; 2024Q4: 24,169 shares; 2025Q1: 23,829 shares; 2025Q2: 23,497 shares; 2025Q3: 23,347 shares; 2025Q4: 23,240 shares; 2026Q1: 23,320 shares 23,320 $5.76M 0.07% +80 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: 22,693 shares; 2024Q4: 22,666 shares; 2025Q1: 22,615 shares; 2025Q2: 22,190 shares; 2025Q3: 22,330 shares; 2025Q4: 22,120 shares; 2026Q1: 22,120 shares 22,120 $5.76M 0.07% 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: 107,719 shares; 2024Q4: 105,731 shares; 2025Q1: 103,131 shares; 2025Q2: 100,506 shares; 2025Q3: 97,478 shares; 2025Q4: 94,006 shares; 2026Q1: 94,324 shares 94,324 $5.72M 0.07% +318 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: 28,085 shares; 2024Q4: 28,358 shares; 2025Q1: 27,572 shares; 2025Q2: 27,841 shares; 2025Q3: 27,764 shares; 2025Q4: 27,603 shares; 2026Q1: 28,613 shares 28,613 $5.55M 0.07% +1,010 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,422 shares; 2024Q4: 29,430 shares; 2025Q1: 40,492 shares; 2025Q2: 44,482 shares; 2025Q3: 46,288 shares; 2025Q4: 47,656 shares; 2026Q1: 49,047 shares 49,047 $5.41M 0.07% +1,391 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: 67,675 shares; 2024Q4: 67,275 shares; 2025Q1: 65,254 shares; 2025Q2: 66,504 shares; 2025Q3: 65,162 shares; 2025Q4: 68,865 shares; 2026Q1: 78,706 shares 78,706 $5.32M 0.07% +9,841 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,335 shares; 2024Q4: 41,725 shares; 2025Q1: 40,453 shares; 2025Q2: 39,153 shares; 2025Q3: 39,153 shares; 2025Q4: 38,979 shares; 2026Q1: 38,929 shares 38,929 $4.93M 0.06% -50 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,272 shares; 2024Q4: 34,354 shares; 2025Q1: 34,286 shares; 2025Q2: 34,186 shares; 2025Q3: 33,895 shares; 2025Q4: 33,995 shares; 2026Q1: 33,995 shares 33,995 $4.86M 0.06% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,009 shares; 2024Q4: 30,806 shares; 2025Q1: 28,578 shares; 2025Q2: 28,824 shares; 2025Q3: 29,279 shares; 2025Q4: 58,991 shares; 2026Q1: 57,819 shares 57,819 $4.53M 0.06% -1,172 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: 1,178,355 shares; 2024Q4: 1,149,128 shares; 2025Q1: 788,166 shares; 2025Q2: 474,658 shares; 2025Q3: 375,868 shares; 2025Q4: 254,480 shares; 2026Q1: 157,713 shares 157,713 $4.53M 0.06% -96,767 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: 7,270 shares; 2024Q4: 7,333 shares; 2025Q1: 7,342 shares; 2025Q2: 7,342 shares; 2025Q3: 7,342 shares; 2025Q4: 7,327 shares; 2026Q1: 7,450 shares 7,450 $4.5M 0.06% +123 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: 15,001 shares; 2024Q4: 14,606 shares; 2025Q1: 14,603 shares; 2025Q2: 14,218 shares; 2025Q3: 13,985 shares; 2025Q4: 13,980 shares; 2026Q1: 13,980 shares 13,980 $4.39M 0.06% 0 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: 9,790 shares; 2024Q4: 9,696 shares; 2025Q1: 9,571 shares; 2025Q2: 9,434 shares; 2025Q3: 9,384 shares; 2025Q4: 9,311 shares; 2026Q1: 9,283 shares 9,283 $4.28M 0.06% -28 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 18,749 shares; 2025Q1: 17,760 shares; 2025Q2: 17,733 shares; 2025Q3: 17,586 shares; 2025Q4: 17,443 shares; 2026Q1: 17,549 shares 17,549 $4.26M 0.06% +106 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: 14,280 shares; 2024Q4: 14,381 shares; 2025Q1: 14,381 shares; 2025Q2: 14,381 shares; 2025Q3: 14,536 shares; 2025Q4: 14,211 shares; 2026Q1: 13,187 shares 13,187 $4.19M 0.05% -1,024 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,096 shares; 2024Q4: 55,849 shares; 2025Q1: 53,411 shares; 2025Q2: 50,752 shares; 2025Q3: 43,520 shares; 2025Q4: 41,850 shares; 2026Q1: 41,251 shares 41,251 $4.06M 0.05% -599 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,472 shares; 2024Q4: 66,974 shares; 2025Q1: 56,926 shares; 2025Q2: 47,010 shares; 2025Q3: 45,234 shares; 2025Q4: 43,734 shares; 2026Q1: 43,316 shares 43,316 $4.04M 0.05% -418 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,366 shares; 2024Q4: 51,125 shares; 2025Q1: 50,903 shares; 2025Q2: 52,730 shares; 2025Q3: 51,435 shares; 2025Q4: 47,779 shares; 2026Q1: 46,764 shares 46,764 $3.99M 0.05% -1,015 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,775 shares; 2024Q4: 284,178 shares; 2025Q1: 237,010 shares; 2025Q2: 160,551 shares; 2025Q3: 114,001 shares; 2025Q4: 78,090 shares; 2026Q1: 67,392 shares 67,392 $3.98M 0.05% -10,698 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,009 shares; 2024Q4: 83,573 shares; 2025Q1: 71,598 shares; 2025Q2: 68,343 shares; 2025Q3: 66,110 shares; 2025Q4: 57,287 shares; 2026Q1: 55,309 shares 55,309 $3.95M 0.05% -1,978 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: 135,578 shares; 2024Q4: 135,792 shares; 2025Q1: 137,205 shares; 2025Q2: 137,731 shares; 2025Q3: 133,831 shares; 2025Q4: 132,855 shares; 2026Q1: 133,287 shares 133,287 $3.86M 0.05% +432 Timeline CHEF CHEFS WHSE INC More: the full row for CHEFS WHSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,165 shares; 2024Q4: 84,865 shares; 2025Q1: 44,565 shares; 2025Q2: 43,005 shares; 2025Q3: 42,305 shares; 2025Q4: 53,105 shares; 2026Q1: 64,255 shares 64,255 $3.82M 0.05% +11,150 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 27,094 shares; 2025Q1: 27,424 shares; 2025Q2: 26,924 shares; 2025Q3: 26,924 shares; 2025Q4: 26,775 shares; 2026Q1: 26,670 shares 26,670 $3.72M 0.05% -105 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,423 shares; 2024Q4: 69,282 shares; 2025Q1: 68,856 shares; 2025Q2: 68,856 shares; 2025Q3: 68,856 shares; 2025Q4: 68,856 shares; 2026Q1: 68,856 shares 68,856 $3.68M 0.05% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,264 shares; 2024Q4: 50,264 shares; 2025Q1: 50,576 shares; 2025Q2: 50,264 shares; 2025Q3: 50,264 shares; 2025Q4: 50,264 shares; 2026Q1: 50,264 shares 50,264 $3.61M 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,445 shares; 2024Q4: 5,845 shares; 2025Q1: 5,843 shares; 2025Q2: 6,386 shares; 2025Q3: 6,449 shares; 2025Q4: 6,381 shares; 2026Q1: 6,287 shares 6,287 $3.54M 0.05% -94 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: 25,478 shares; 2024Q4: 27,274 shares; 2025Q1: 27,057 shares; 2025Q2: 27,057 shares; 2025Q3: 27,337 shares; 2025Q4: 27,252 shares; 2026Q1: 26,709 shares 26,709 $3.53M 0.05% -543 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,425 shares; 2024Q4: 23,943 shares; 2025Q1: 24,077 shares; 2025Q2: 25,039 shares; 2025Q3: 25,324 shares; 2025Q4: 26,219 shares; 2026Q1: 24,269 shares 24,269 $3.51M 0.05% -1,950 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: 46,164 shares; 2024Q4: 46,363 shares; 2025Q1: 46,194 shares; 2025Q2: 45,506 shares; 2025Q3: 44,398 shares; 2025Q4: 44,718 shares; 2026Q1: 43,897 shares 43,897 $3.49M 0.05% -821 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: 15,017 shares; 2024Q4: 14,680 shares; 2025Q1: 14,394 shares; 2025Q2: 14,398 shares; 2025Q3: 14,293 shares; 2025Q4: 14,482 shares; 2026Q1: 14,448 shares 14,448 $3.41M 0.04% -34 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: 41,285 shares; 2024Q4: 41,103 shares; 2025Q1: 39,308 shares; 2025Q2: 39,096 shares; 2025Q3: 37,775 shares; 2025Q4: 34,427 shares; 2026Q1: 34,128 shares 34,128 $3.29M 0.04% -299 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: 57,406 shares; 2024Q4: 52,126 shares; 2025Q1: 46,210 shares; 2025Q2: 46,760 shares; 2025Q3: 44,515 shares; 2025Q4: 41,075 shares; 2026Q1: 37,763 shares 37,763 $3.27M 0.04% -3,312 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: 20,687 shares; 2024Q4: 21,861 shares; 2025Q1: 21,618 shares; 2025Q2: 21,706 shares; 2025Q3: 21,191 shares; 2025Q4: 19,272 shares; 2026Q1: 19,571 shares 19,571 $3.24M 0.04% +299 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: 8,354 shares; 2024Q4: 8,354 shares; 2025Q1: 8,164 shares; 2025Q2: 9,045 shares; 2025Q3: 9,045 shares; 2025Q4: 9,045 shares; 2026Q1: 9,037 shares 9,037 $3.22M 0.04% -8 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: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 22,079 shares; 2026Q1: 22,079 shares 22,079 $3.22M 0.04% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 7,283 shares; 2025Q1: 5,770 shares; 2025Q2: 3,139 shares; 2025Q3: 5,154 shares; 2025Q4: 5,211 shares; 2026Q1: 5,320 shares 5,320 $3.18M 0.04% +109 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,085 shares; 2024Q4: 76,164 shares; 2025Q1: 63,826 shares; 2025Q2: 63,801 shares; 2025Q3: 58,933 shares; 2025Q4: 58,983 shares; 2026Q1: 60,258 shares 60,258 $3.17M 0.04% +1,275 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: 32,839 shares; 2024Q4: 32,857 shares; 2025Q1: 32,992 shares; 2025Q2: 65,884 shares; 2025Q3: 66,184 shares; 2025Q4: 66,184 shares; 2026Q1: 67,259 shares 67,259 $3.12M 0.04% +1,075 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: 9,812 shares; 2024Q4: 9,601 shares; 2025Q1: 9,540 shares; 2025Q2: 9,586 shares; 2025Q3: 9,821 shares; 2025Q4: 10,474 shares; 2026Q1: 10,496 shares 10,496 $3.01M 0.04% +22 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,867 shares; 2024Q4: 78,344 shares; 2025Q1: 75,694 shares; 2025Q2: 61,340 shares; 2025Q3: 59,376 shares; 2025Q4: 57,795 shares; 2026Q1: 54,225 shares 54,225 $3M 0.04% -3,570 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: 11,848 shares; 2024Q4: 12,278 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares; 2025Q4: 12,175 shares; 2026Q1: 12,175 shares 12,175 $2.97M 0.04% 0 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: 58,746 shares; 2024Q4: 58,335 shares; 2025Q1: 54,196 shares; 2025Q2: 54,196 shares; 2025Q3: 54,135 shares; 2025Q4: 54,901 shares; 2026Q1: 54,978 shares 54,978 $2.97M 0.04% +77 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,747 shares; 2024Q4: 18,935 shares; 2025Q1: 19,229 shares; 2025Q2: 19,139 shares; 2025Q3: 19,841 shares; 2025Q4: 16,299 shares; 2026Q1: 15,593 shares 15,593 $2.96M 0.04% -706 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: 117,255 shares; 2024Q4: 116,912 shares; 2025Q1: 118,256 shares; 2025Q2: 103,667 shares; 2025Q3: 94,978 shares; 2025Q4: 75,055 shares; 2026Q1: 12,033 shares 12,033 $2.92M 0.04% -63,022 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,170 shares; 2024Q4: 93,510 shares; 2025Q1: 93,510 shares; 2025Q2: 93,510 shares; 2025Q3: 93,510 shares; 2025Q4: 92,277 shares; 2026Q1: 92,277 shares 92,277 $2.83M 0.04% 0 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: 9,665 shares; 2024Q4: 11,858 shares; 2025Q1: 14,261 shares; 2025Q2: 15,178 shares; 2025Q3: 17,821 shares; 2025Q4: 20,280 shares; 2026Q1: 28,450 shares 28,450 $2.82M 0.04% +8,170 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 15,569 shares; 2025Q1: 15,569 shares; 2025Q2: 14,161 shares; 2025Q3: 14,161 shares; 2025Q4: 14,336 shares; 2026Q1: 14,336 shares 14,336 $2.81M 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,888 shares; 2024Q4: 12,899 shares; 2025Q1: 12,241 shares; 2025Q2: 12,230 shares; 2025Q3: 11,554 shares; 2025Q4: 10,754 shares; 2026Q1: 10,666 shares 10,666 $2.79M 0.04% -88 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,630 shares; 2024Q4: 175,151 shares; 2025Q1: 146,708 shares; 2025Q2: 146,708 shares; 2025Q3: 145,856 shares; 2025Q4: 143,860 shares; 2026Q1: 140,771 shares 140,771 $2.67M 0.03% -3,089 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: 82,548 shares; 2024Q4: 81,930 shares; 2025Q1: 81,634 shares; 2025Q2: 81,296 shares; 2025Q3: 80,973 shares; 2025Q4: 77,862 shares; 2026Q1: 70,651 shares 70,651 $2.63M 0.03% -7,211 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: 31,117 shares; 2024Q4: 31,215 shares; 2025Q1: 30,054 shares; 2025Q2: 28,553 shares; 2025Q3: 27,013 shares; 2025Q4: 27,172 shares; 2026Q1: 26,572 shares 26,572 $2.58M 0.03% -600 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: 5,027 shares; 2024Q4: 5,027 shares; 2025Q1: 5,027 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 5,087 shares 5,087 $2.5M 0.03% +60 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,593 shares; 2025Q1: 2,578 shares; 2025Q2: 2,551 shares; 2025Q3: 2,551 shares; 2025Q4: 2,505 shares; 2026Q1: 2,614 shares 2,614 $2.34M 0.03% +109 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,524 shares; 2025Q1: 8,914 shares; 2025Q2: 8,912 shares; 2025Q3: 8,742 shares; 2025Q4: 8,674 shares; 2026Q1: 8,656 shares 8,656 $2.31M 0.03% -18 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: 4,215 shares; 2024Q4: 4,548 shares; 2025Q1: 5,090 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 5,489 shares; 2026Q1: 5,412 shares 5,412 $2.31M 0.03% -77 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: 6,814 shares; 2024Q4: 7,256 shares; 2025Q1: 7,100 shares; 2025Q2: 6,967 shares; 2025Q3: 6,767 shares; 2025Q4: 6,736 shares; 2026Q1: 6,736 shares 6,736 $2.3M 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 3,739 shares; 2025Q1: 3,802 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,738 shares; 2026Q1: 7,601 shares 7,601 $2.26M 0.03% +3,863 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: 10,769 shares; 2024Q4: 10,410 shares; 2025Q1: 10,298 shares; 2025Q2: 11,040 shares; 2025Q3: 10,931 shares; 2025Q4: 10,984 shares; 2026Q1: 9,800 shares 9,800 $2.22M 0.03% -1,184 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: 22,622 shares; 2024Q4: 22,622 shares; 2025Q1: 22,617 shares; 2025Q2: 22,727 shares; 2025Q3: 22,832 shares; 2025Q4: 22,555 shares; 2026Q1: 22,435 shares 22,435 $2.18M 0.03% -120 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: 14,659 shares; 2024Q4: 14,659 shares; 2025Q1: 14,356 shares; 2025Q2: 12,818 shares; 2025Q3: 13,925 shares; 2025Q4: 14,297 shares; 2026Q1: 24,092 shares 24,092 $2.18M 0.03% +9,795 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,784 shares; 2024Q4: 205,784 shares; 2025Q1: 205,784 shares; 2025Q2: 205,784 shares; 2025Q3: 205,784 shares; 2025Q4: 205,784 shares; 2026Q1: 205,784 shares 205,784 $2.14M 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,414 shares; 2025Q1: 4,414 shares; 2025Q2: 4,864 shares; 2025Q3: 4,851 shares; 2025Q4: 4,840 shares; 2026Q1: 4,765 shares 4,765 $2.06M 0.03% -75 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: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,187 shares; 2025Q2: 3,144 shares; 2025Q3: 2,969 shares; 2025Q4: 2,983 shares; 2026Q1: 2,987 shares 2,987 $2.04M 0.03% +4 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: 8,307 shares; 2024Q4: 8,812 shares; 2025Q1: 8,846 shares; 2025Q2: 8,741 shares; 2025Q3: 8,741 shares; 2025Q4: 9,069 shares; 2026Q1: 9,419 shares 9,419 $1.96M 0.03% +350 Timeline FTSM 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: 39,922 shares; 2024Q4: 37,632 shares; 2025Q1: 36,548 shares; 2025Q2: 36,389 shares; 2025Q3: 37,189 shares; 2025Q4: 35,052 shares; 2026Q1: 32,645 shares 32,645 $1.95M 0.03% -2,407 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 18,638 shares; 2025Q2: 18,638 shares; 2025Q3: 18,998 shares; 2025Q4: 18,883 shares; 2026Q1: 18,663 shares 18,663 $1.92M 0.02% -220 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: 1,117 shares; 2024Q4: 1,149 shares; 2025Q1: 1,129 shares; 2025Q2: 1,117 shares; 2025Q3: 4,434 shares; 2025Q4: 4,429 shares; 2026Q1: 4,379 shares 4,379 $1.86M 0.02% -50 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: 9,151 shares; 2024Q4: 4,943 shares; 2025Q1: 5,161 shares; 2025Q2: 5,260 shares; 2025Q3: 4,904 shares; 2025Q4: 4,887 shares; 2026Q1: 4,881 shares 4,881 $1.81M 0.02% -6 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,116 shares; 2024Q4: 19,116 shares; 2025Q1: 19,116 shares; 2025Q2: 19,116 shares; 2025Q3: 19,116 shares; 2025Q4: 19,116 shares; 2026Q1: 19,116 shares 19,116 $1.77M 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: 1,835 shares; 2025Q1: 1,899 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,740 shares; 2026Q1: 1,721 shares 1,721 $1.66M 0.02% -19 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: 12,202 shares; 2024Q4: 12,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,831 shares; 2025Q3: 14,831 shares; 2025Q4: 14,831 shares; 2026Q1: 14,227 shares 14,227 $1.64M 0.02% -604 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,729 shares; 2024Q4: 20,263 shares; 2025Q1: 19,034 shares; 2025Q2: 18,667 shares; 2025Q3: 18,458 shares; 2025Q4: 16,852 shares; 2026Q1: 16,341 shares 16,341 $1.58M 0.02% -511 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,420 shares; 2024Q4: 37,420 shares; 2025Q1: 37,420 shares; 2025Q2: 37,420 shares; 2025Q3: 37,420 shares; 2025Q4: 37,420 shares; 2026Q1: 37,420 shares 37,420 $1.58M 0.02% 0 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $1.57M 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,630 shares; 2024Q4: 5,630 shares; 2025Q1: 5,630 shares; 2025Q2: 5,480 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 5,280 shares 5,280 $1.53M 0.02% 0 Timeline VSS 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: 10,290 shares; 2024Q4: 10,484 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares; 2026Q1: 10,334 shares 10,334 $1.51M 0.02% 0 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: 2,453 shares; 2024Q4: 3,032 shares; 2025Q1: 2,782 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,602 shares; 2026Q1: 3,432 shares 3,432 $1.48M 0.02% +830 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: 10,771 shares; 2024Q4: 10,751 shares; 2025Q1: 10,721 shares; 2025Q2: 10,981 shares; 2025Q3: 10,756 shares; 2025Q4: 9,416 shares; 2026Q1: 9,451 shares 9,451 $1.43M 0.02% +35 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: 4,335 shares; 2024Q4: 4,260 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,160 shares; 2025Q4: 4,159 shares; 2026Q1: 4,083 shares 4,083 $1.4M 0.02% -76 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 25,748 shares; 2025Q1: 24,599 shares; 2025Q2: 24,149 shares; 2025Q3: 24,149 shares; 2025Q4: 24,149 shares; 2026Q1: 23,149 shares 23,149 $1.4M 0.02% -1,000 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: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,439 shares; 2025Q2: 6,458 shares; 2025Q3: 6,439 shares; 2025Q4: 6,439 shares; 2026Q1: 6,639 shares 6,639 $1.38M 0.02% +200 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,740 shares; 2024Q4: 11,718 shares; 2025Q1: 11,748 shares; 2025Q2: 11,748 shares; 2025Q3: 11,748 shares; 2025Q4: 11,728 shares; 2026Q1: 11,648 shares 11,648 $1.35M 0.02% -80 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: 1,288 shares; 2024Q4: 1,418 shares; 2025Q1: 1,431 shares; 2025Q2: 1,819 shares; 2025Q3: 1,419 shares; 2025Q4: 1,430 shares; 2026Q1: 1,589 shares 1,589 $1.34M 0.02% +159 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: 9,292 shares; 2024Q4: 9,292 shares; 2025Q1: 8,213 shares; 2025Q2: 8,187 shares; 2025Q3: 8,005 shares; 2025Q4: 7,876 shares; 2026Q1: 7,775 shares 7,775 $1.34M 0.02% -101 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: 9,079 shares; 2024Q4: 9,395 shares; 2025Q1: 9,526 shares; 2025Q2: 9,253 shares; 2025Q3: 8,972 shares; 2025Q4: 8,958 shares; 2026Q1: 6,965 shares 6,965 $1.3M 0.02% -1,993 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: 28,493 shares; 2024Q4: 27,508 shares; 2025Q1: 26,987 shares; 2025Q2: 25,497 shares; 2025Q3: 24,297 shares; 2025Q4: 24,605 shares; 2026Q1: 24,605 shares 24,605 $1.28M 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 16,295 shares; 2025Q1: 17,092 shares; 2025Q2: 15,627 shares; 2025Q3: 15,232 shares; 2025Q4: 15,432 shares; 2026Q1: 22,345 shares 22,345 $1.27M 0.02% +6,913 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: 4,850 shares; 2024Q4: 5,460 shares; 2025Q1: 7,220 shares; 2025Q2: 7,145 shares; 2025Q3: 7,145 shares; 2025Q4: 7,145 shares; 2026Q1: 5,895 shares 5,895 $1.26M 0.02% -1,250 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $1.24M 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: 6,711 shares; 2024Q4: 6,786 shares; 2025Q1: 6,797 shares; 2025Q2: 7,047 shares; 2025Q3: 7,123 shares; 2025Q4: 6,946 shares; 2026Q1: 6,707 shares 6,707 $1.22M 0.02% -239 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: 21,245 shares; 2024Q4: 22,462 shares; 2025Q1: 19,927 shares; 2025Q2: 21,984 shares; 2025Q3: 21,984 shares; 2025Q4: 19,815 shares; 2026Q1: 18,423 shares 18,423 $1.22M 0.02% -1,392 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: 2,764 shares; 2024Q4: 3,567 shares; 2025Q1: 3,759 shares; 2025Q2: 3,756 shares; 2025Q3: 3,356 shares; 2025Q4: 3,409 shares; 2026Q1: 3,349 shares 3,349 $1.2M 0.02% -60 Timeline CEF 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: 34,001 shares; 2024Q4: 34,001 shares; 2025Q1: 34,001 shares; 2025Q2: 34,001 shares; 2025Q3: 34,001 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares 25,100 $1.2M 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 8,616 shares; 2025Q1: 5,720 shares; 2025Q2: 7,412 shares; 2025Q3: 6,937 shares; 2025Q4: 6,844 shares; 2026Q1: 6,789 shares 6,789 $1.18M 0.02% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,867 shares; 2025Q3: 5,617 shares; 2025Q4: 5,609 shares; 2026Q1: 5,769 shares 5,769 $1.17M 0.02% +160 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: 6,119 shares; 2024Q4: 6,480 shares; 2025Q1: 6,468 shares; 2025Q2: 8,134 shares; 2025Q3: 8,221 shares; 2025Q4: 8,279 shares; 2026Q1: 4,979 shares 4,979 $1.14M 0.01% -3,300 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,577 shares; 2024Q4: 23,877 shares; 2025Q1: 20,303 shares; 2025Q2: 17,339 shares; 2025Q3: 17,339 shares; 2025Q4: 17,339 shares; 2026Q1: 15,202 shares 15,202 $1.13M 0.01% -2,137 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: 29,988 shares; 2024Q4: 29,988 shares; 2025Q1: 29,963 shares; 2025Q2: 29,963 shares; 2025Q3: 29,133 shares; 2025Q4: not reported; 2026Q1: 29,295 shares 29,295 $1.11M 0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,864 shares; 2025Q4: 7,728 shares; 2026Q1: 8,130 shares 8,130 $1.08M 0.01% +402 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: 51,114 shares; 2024Q4: 40,179 shares; 2025Q1: 33,046 shares; 2025Q2: 22,734 shares; 2025Q3: 17,030 shares; 2025Q4: 17,203 shares; 2026Q1: 14,505 shares 14,505 $1.04M 0.01% -2,698 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 761 shares 761 $1.01M 0.01% +11 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,332 shares; 2024Q4: 9,157 shares; 2025Q1: 8,783 shares; 2025Q2: 7,947 shares; 2025Q3: 7,222 shares; 2025Q4: 17,173 shares; 2026Q1: 19,531 shares 19,531 $985K 0.01% +2,358 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,093 shares; 2024Q4: 7,462 shares; 2025Q1: 6,204 shares; 2025Q2: 6,147 shares; 2025Q3: 6,563 shares; 2025Q4: 6,213 shares; 2026Q1: 5,595 shares 5,595 $983K 0.01% -618 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $968K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,338 shares; 2024Q4: 19,305 shares; 2025Q1: 19,280 shares; 2025Q2: 18,740 shares; 2025Q3: 18,735 shares; 2025Q4: 18,710 shares; 2026Q1: 8,605 shares 8,605 $952K 0.01% -10,105 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,481 shares; 2024Q4: 36,941 shares; 2025Q1: 34,941 shares; 2025Q2: 32,456 shares; 2025Q3: 32,456 shares; 2025Q4: 32,456 shares; 2026Q1: 28,456 shares 28,456 $945K 0.01% -4,000 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: 6,329 shares; 2024Q4: 6,229 shares; 2025Q1: 6,211 shares; 2025Q2: 5,898 shares; 2025Q3: 5,898 shares; 2025Q4: 5,756 shares; 2026Q1: 5,657 shares 5,657 $931K 0.01% -99 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: 27,810 shares; 2024Q4: 26,845 shares; 2025Q1: 24,612 shares; 2025Q2: 24,441 shares; 2025Q3: 23,295 shares; 2025Q4: 20,508 shares; 2026Q1: 19,990 shares 19,990 $919K 0.01% -518 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,024 shares; 2024Q4: 23,024 shares; 2025Q1: 23,090 shares; 2025Q2: 23,024 shares; 2025Q3: 23,359 shares; 2025Q4: 23,359 shares; 2026Q1: 22,185 shares 22,185 $911K 0.01% -1,174 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: 8,438 shares; 2024Q4: 7,004 shares; 2025Q1: 5,119 shares; 2025Q2: 6,972 shares; 2025Q3: 6,602 shares; 2025Q4: 5,479 shares; 2026Q1: 4,942 shares 4,942 $902K 0.01% -537 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares 5,550 $902K 0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,966 shares; 2024Q4: 58,966 shares; 2025Q1: 58,966 shares; 2025Q2: 58,966 shares; 2025Q3: 58,966 shares; 2025Q4: 58,966 shares; 2026Q1: 58,966 shares 58,966 $892K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 10,091 shares; 2025Q1: 10,028 shares; 2025Q2: 10,335 shares; 2025Q3: 10,838 shares; 2025Q4: 10,933 shares; 2026Q1: 11,187 shares 11,187 $863K 0.01% +254 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 9,110 shares; 2025Q1: 7,689 shares; 2025Q2: 7,689 shares; 2025Q3: 7,689 shares; 2025Q4: 7,767 shares; 2026Q1: 7,589 shares 7,589 $858K 0.01% -178 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,127 shares; 2024Q4: 8,471 shares; 2025Q1: 7,134 shares; 2025Q2: 4,146 shares; 2025Q3: 3,007 shares; 2025Q4: 2,861 shares; 2026Q1: 3,413 shares 3,413 $855K 0.01% +552 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: 8,423 shares; 2024Q4: 8,423 shares; 2025Q1: 8,423 shares; 2025Q2: 8,423 shares; 2025Q3: 8,403 shares; 2025Q4: 8,373 shares; 2026Q1: 8,373 shares 8,373 $842K 0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,024 shares; 2025Q1: 2,027 shares; 2025Q2: 2,786 shares; 2025Q3: 3,224 shares; 2025Q4: 2,464 shares; 2026Q1: 2,603 shares 2,603 $835K 0.01% +139 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: 31,078 shares; 2024Q4: 23,499 shares; 2025Q1: 18,285 shares; 2025Q2: 17,514 shares; 2025Q3: 17,364 shares; 2025Q4: 14,803 shares; 2026Q1: 14,399 shares 14,399 $830K 0.01% -404 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,373 shares; 2024Q4: 12,373 shares; 2025Q1: 12,373 shares; 2025Q2: 13,818 shares; 2025Q3: 13,118 shares; 2025Q4: 12,869 shares; 2026Q1: 10,756 shares 10,756 $792K 0.01% -2,113 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: 21,426 shares; 2024Q4: 21,176 shares; 2025Q1: 21,546 shares; 2025Q2: 23,046 shares; 2025Q3: 21,546 shares; 2025Q4: 21,512 shares; 2026Q1: 21,297 shares 21,297 $783K 0.01% -215 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $776K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,625 shares; 2025Q1: 2,621 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares 2,611 $762K 0.01% 0 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: 13,412 shares; 2026Q1: 13,274 shares 13,274 $756K 0.01% -138 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,691 shares; 2024Q4: 9,022 shares; 2025Q1: 9,537 shares; 2025Q2: 10,712 shares; 2025Q3: 10,647 shares; 2025Q4: 10,360 shares; 2026Q1: 10,486 shares 10,486 $746K 0.01% +126 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,929 shares; 2024Q4: 19,683 shares; 2025Q1: 17,110 shares; 2025Q2: 14,659 shares; 2025Q3: 14,397 shares; 2025Q4: 13,736 shares; 2026Q1: 8,378 shares 8,378 $741K 0.01% -5,358 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 6,950 shares; 2025Q1: 6,790 shares; 2025Q2: 6,790 shares; 2025Q3: 6,790 shares; 2025Q4: 6,790 shares; 2026Q1: 6,790 shares 6,790 $735K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,724 shares; 2024Q4: 4,698 shares; 2025Q1: 4,098 shares; 2025Q2: 3,500 shares; 2025Q3: 3,530 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $728K 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: 7,836 shares; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 7,836 shares; 2025Q4: 7,836 shares; 2026Q1: 7,753 shares 7,753 $721K 0.01% -83 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.01% 0 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: 3,726 shares; 2024Q4: 3,726 shares; 2025Q1: 3,726 shares; 2025Q2: 3,786 shares; 2025Q3: 3,725 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675 $697K 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: 20,814 shares; 2024Q4: 20,814 shares; 2025Q1: 20,814 shares; 2025Q2: 19,550 shares; 2025Q3: 19,550 shares; 2025Q4: 19,550 shares; 2026Q1: 19,550 shares 19,550 $693K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares; 2026Q1: 4,164 shares 4,164 $658K 0.01% -50 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,814 shares; 2025Q1: 4,781 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares 4,766 $645K 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: 12,221 shares; 2024Q4: 12,221 shares; 2025Q1: 11,645 shares; 2025Q2: 11,645 shares; 2025Q3: 11,737 shares; 2025Q4: 8,005 shares; 2026Q1: 7,666 shares 7,666 $642K 0.01% -339 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,734 shares; 2025Q1: 2,771 shares; 2025Q2: 2,771 shares; 2025Q3: 2,771 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares 2,757 $635K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 6,912 shares; 2025Q1: 6,912 shares; 2025Q2: 6,906 shares; 2025Q3: 3,975 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $634K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 6,778 shares; 2025Q1: 6,349 shares; 2025Q2: 6,062 shares; 2025Q3: 6,546 shares; 2025Q4: 6,520 shares; 2026Q1: 6,316 shares 6,316 $610K 0.01% -204 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 10,500 shares; 2025Q4: 10,400 shares; 2026Q1: 9,100 shares 9,100 $608K 0.01% -1,300 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: 2,429 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,352 shares; 2025Q3: 2,272 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares 2,231 $608K 0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 19,535 shares; 2025Q4: 19,226 shares; 2026Q1: 14,436 shares 14,436 $600K 0.01% -4,790 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,731 shares 1,731 $585K 0.01% +250 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,024 shares; 2024Q4: 34,919 shares; 2025Q1: 12,165 shares; 2025Q2: 10,615 shares; 2025Q3: 11,853 shares; 2025Q4: 11,853 shares; 2026Q1: 12,411 shares 12,411 $583K 0.01% +558 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,170 shares; 2024Q4: 11,170 shares; 2025Q1: 10,675 shares; 2025Q2: 10,545 shares; 2025Q3: 10,545 shares; 2025Q4: 10,293 shares; 2026Q1: 10,738 shares 10,738 $581K 0.01% +445 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: 4,539 shares; 2024Q4: 4,475 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,456 shares; 2025Q4: 4,505 shares; 2026Q1: 4,405 shares 4,405 $577K 0.01% -100 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,786 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,567 shares 2,567 $568K 0.01% -219 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: 2,600 shares; 2024Q4: 2,937 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $549K 0.01% 0 Timeline QTEC 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: 2,493 shares; 2024Q4: 2,493 shares; 2025Q1: 2,493 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,493 shares; 2026Q1: 2,493 shares 2,493 $538K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,289 shares; 2025Q1: 5,842 shares; 2025Q2: 5,781 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares; 2026Q1: 5,781 shares 5,781 $535K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,322 shares; 2025Q1: 3,562 shares; 2025Q2: 3,362 shares; 2025Q3: 3,228 shares; 2025Q4: 3,062 shares; 2026Q1: 1,969 shares 1,969 $533K 0.01% -1,093 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares 707 $515K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 8,176 shares; 2025Q1: 8,186 shares; 2025Q2: 7,769 shares; 2025Q3: 6,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares 4,216 $511K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,955 shares; 2025Q3: 2,955 shares; 2025Q4: 2,955 shares; 2026Q1: 1,705 shares 1,705 $505K 0.01% -1,250 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: 7,053 shares; 2024Q4: 5,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,014 shares 2,014 $503K 0.01% -917 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,276 shares; 2025Q3: 1,281 shares; 2025Q4: 1,267 shares; 2026Q1: 1,279 shares 1,279 $499K 0.01% +12 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: 4,230 shares; 2024Q4: 4,555 shares; 2025Q1: 4,616 shares; 2025Q2: 4,356 shares; 2025Q3: 4,356 shares; 2025Q4: 4,356 shares; 2026Q1: 3,717 shares 3,717 $491K 0.01% -639 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471 shares; 2024Q4: 481 shares; 2025Q1: 426 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 437 shares 437 $477K 0.01% -5 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: 1,398 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,434 shares; 2026Q1: 1,434 shares 1,434 $471K 0.01% 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: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 695 shares; 2026Q1: 670 shares 670 $467K 0.01% -25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,015 shares; 2024Q4: 16,478 shares; 2025Q1: 16,185 shares; 2025Q2: 11,506 shares; 2025Q3: 10,108 shares; 2025Q4: 9,430 shares; 2026Q1: 8,837 shares 8,837 $467K 0.01% -593 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,280 shares; 2025Q1: 1,183 shares; 2025Q2: 811 shares; 2025Q3: 838 shares; 2025Q4: 1,053 shares; 2026Q1: 1,068 shares 1,068 $466K 0.01% +15 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,818 shares; 2025Q2: 1,832 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares 2,145 $461K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,200 shares 1,200 $460K 0.01% +7 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 10,540 shares; 2025Q1: 9,494 shares; 2025Q2: 9,444 shares; 2025Q3: 9,244 shares; 2025Q4: 6,804 shares; 2026Q1: 5,076 shares 5,076 $459K 0.01% -1,728 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares; 2026Q1: 5,401 shares 5,401 $458K 0.01% -564 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,344 shares 4,344 $445K 0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $442K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,337 shares; 2026Q1: 4,153 shares 4,153 $441K 0.01% +1,816 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,501 shares; 2026Q1: 1,566 shares 1,566 $437K 0.01% +65 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 7,803 shares; 2025Q1: 7,158 shares; 2025Q2: 6,908 shares; 2025Q3: 6,428 shares; 2025Q4: 6,298 shares; 2026Q1: 6,298 shares 6,298 $436K 0.01% 0 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525 $436K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,557 shares; 2025Q1: 4,107 shares; 2025Q2: 4,657 shares; 2025Q3: 4,657 shares; 2025Q4: 4,621 shares; 2026Q1: 4,621 shares 4,621 $434K 0.01% 0 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: 4,656 shares; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,431 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares; 2026Q1: 4,464 shares 4,464 $432K 0.01% -42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares 2,111 $428K 0.01% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares 1,219 $428K 0.01% 0 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: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $423K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $422K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,345 shares; 2024Q4: 24,345 shares; 2025Q1: 24,551 shares; 2025Q2: 24,345 shares; 2025Q3: 24,345 shares; 2025Q4: 24,345 shares; 2026Q1: 24,345 shares 24,345 $420K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,374 shares; 2025Q3: 4,549 shares; 2025Q4: 4,549 shares; 2026Q1: 4,549 shares 4,549 $414K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,712 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $412K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,741 shares; 2026Q1: 3,568 shares 3,568 $412K 0.01% -173 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 440 shares; 2025Q4: 307 shares; 2026Q1: 453 shares 453 $392K 0.01% +146 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,965 shares; 2024Q4: 6,541 shares; 2025Q1: 6,099 shares; 2025Q2: 6,099 shares; 2025Q3: 6,099 shares; 2025Q4: 6,099 shares; 2026Q1: 6,000 shares 6,000 $384K <0.01% -99 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,209 shares; 2025Q2: 7,509 shares; 2025Q3: 6,575 shares; 2025Q4: 5,585 shares; 2026Q1: 5,235 shares 5,235 $381K <0.01% -350 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 11,225 shares; 2025Q1: 10,600 shares; 2025Q2: 10,400 shares; 2025Q3: 7,650 shares; 2025Q4: 7,650 shares; 2026Q1: 7,350 shares 7,350 $374K <0.01% -300 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 619 shares; 2026Q1: 500 shares 500 $369K <0.01% -119 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: 843 shares; 2025Q1: 1,120 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares 1,016 $365K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 10,958 shares; 2025Q1: 10,930 shares; 2025Q2: 11,880 shares; 2025Q3: 7,930 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares 6,940 $357K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,290 shares; 2025Q1: 7,338 shares; 2025Q2: 7,290 shares; 2025Q3: 7,290 shares; 2025Q4: 7,270 shares; 2026Q1: 7,270 shares 7,270 $354K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,436 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,015 shares 3,015 $353K <0.01% -644 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,122 shares; 2024Q4: 7,298 shares; 2025Q1: 7,298 shares; 2025Q2: 7,485 shares; 2025Q3: 7,263 shares; 2025Q4: 7,263 shares; 2026Q1: 7,263 shares 7,263 $351K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares; 2026Q1: 4,967 shares 4,967 $349K <0.01% +1,969 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,057 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $347K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,189 shares; 2024Q4: 10,944 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares 2,746 $347K <0.01% 0 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: 1,479 shares; 2024Q4: 1,329 shares; 2025Q1: 1,504 shares; 2025Q2: 1,514 shares; 2025Q3: 1,552 shares; 2025Q4: 1,749 shares; 2026Q1: 1,792 shares 1,792 $344K <0.01% +43 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: 999 shares; 2024Q4: 1,002 shares; 2025Q1: 1,002 shares; 2025Q2: 1,011 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $342K <0.01% 0 Timeline JILL J JILL INC More: the full row for J JILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,825 shares; 2024Q4: 29,825 shares; 2025Q1: 29,825 shares; 2025Q2: 29,825 shares; 2025Q3: 29,825 shares; 2025Q4: 29,825 shares; 2026Q1: 29,825 shares 29,825 $342K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 4,189 shares; 2025Q1: 3,808 shares; 2025Q2: 3,658 shares; 2025Q3: 3,279 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173 $339K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 11,170 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,194 shares; 2026Q1: 4,187 shares 4,187 $339K <0.01% -7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,678 shares; 2025Q1: 2,621 shares; 2025Q2: 2,339 shares; 2025Q3: 2,489 shares; 2025Q4: 2,149 shares; 2026Q1: 2,137 shares 2,137 $336K <0.01% -12 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares 2,380 $332K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $331K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,794 shares; 2024Q4: 11,818 shares; 2025Q1: 11,218 shares; 2025Q2: 11,127 shares; 2025Q3: 11,219 shares; 2025Q4: 7,487 shares; 2026Q1: 7,140 shares 7,140 $327K <0.01% -347 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: 2,493 shares; 2024Q4: 2,503 shares; 2025Q1: 2,467 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $317K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,731 shares; 2026Q1: 4,089 shares 4,089 $315K <0.01% +358 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $313K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $296K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 5,300 shares 5,300 $295K <0.01% -2,500 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: 4,508 shares; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares 4,508 $295K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,866 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares 1,469 $292K <0.01% 0 Timeline PDP 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: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares 2,419 $292K <0.01% 0 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $287K <0.01% 0 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: 1,384 shares; 2024Q4: 1,334 shares; 2025Q1: 1,234 shares; 2025Q2: 1,119 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987 $283K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,202 shares; 2025Q2: 11,802 shares; 2025Q3: 10,658 shares; 2025Q4: 8,413 shares; 2026Q1: 8,292 shares 8,292 $278K <0.01% -121 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,131 shares; 2024Q4: 4,131 shares; 2025Q1: 4,070 shares; 2025Q2: 4,020 shares; 2025Q3: 3,889 shares; 2025Q4: 3,049 shares; 2026Q1: 3,049 shares 3,049 $276K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares 1,819 $266K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,440 shares; 2025Q1: 3,515 shares; 2025Q2: 4,715 shares; 2025Q3: 3,515 shares; 2025Q4: 2,175 shares; 2026Q1: 2,100 shares 2,100 $265K <0.01% -75 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $265K <0.01% 0 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: not reported; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares 884 $264K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 5,119 shares; 2025Q4: 3,619 shares; 2026Q1: 3,619 shares 3,619 $263K <0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares; 2026Q1: 3,515 shares 3,515 $257K <0.01% -57 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,471 shares; 2024Q4: 19,971 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $255K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares 2,880 $252K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,318 shares; 2026Q1: 1,135 shares 1,135 $249K <0.01% -183 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $246K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,551 shares; 2026Q1: 2,551 shares 2,551 $243K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 14,321 shares; 2025Q1: 14,320 shares; 2025Q2: 12,820 shares; 2025Q3: 12,607 shares; 2025Q4: not reported; 2026Q1: 5,839 shares 5,839 $243K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 2,605 shares; 2025Q3: 2,605 shares; 2025Q4: 2,538 shares; 2026Q1: 2,538 shares 2,538 $243K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,970 shares; 2025Q1: 3,870 shares; 2025Q2: 3,870 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares 3,870 $239K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $237K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618 shares; 2024Q4: 4,598 shares; 2025Q1: 3,612 shares; 2025Q2: 3,127 shares; 2025Q3: 3,102 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares 2,204 $233K <0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,029 shares 4,029 $230K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,365 shares; 2025Q1: 4,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,238 shares 3,238 $229K <0.01% -40 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 6,502 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares; 2026Q1: 6,352 shares 6,352 $225K <0.01% -150 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,802 shares 1,802 $222K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,050 shares 6,050 $215K <0.01% +50 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,910 shares; 2025Q3: 9,910 shares; 2025Q4: 9,910 shares; 2026Q1: 9,910 shares 9,910 $212K <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: 1,975 shares; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 1,961 shares; 2026Q1: 1,974 shares 1,974 $209K <0.01% +13 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,069 shares; 2024Q4: 107,869 shares; 2025Q1: 102,869 shares; 2025Q2: 62,199 shares; 2025Q3: 21,659 shares; 2025Q4: 17,979 shares; 2026Q1: 10,214 shares 10,214 $208K <0.01% -7,765 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares 1,456 $207K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares 3,250 $207K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $206K <0.01% new 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,178 shares 1,178 $204K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 603 shares 603 $204K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 14,900 shares; 2025Q1: 11,500 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $192K <0.01% 0 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,750 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $184K <0.01% 0 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS 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: 15,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $101K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $99.6K <0.01% 0 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000 $29.8K <0.01% new Timeline DRMA DERMATA THERAPEUTICS INC More: the full row for DERMATA 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: 20,000 shares 20,000 $24.2K <0.01% new Timeline