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: 363,921 shares; 2024Q4: 361,297 shares; 2025Q1: 360,722 shares; 2025Q2: 375,181 shares; 2025Q3: 378,099 shares; 2025Q4: 375,861 shares; 2026Q1: 375,212 shares 375,212 $95.2M 3.58% -649 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: 543,575 shares; 2024Q4: 542,103 shares; 2025Q1: 522,020 shares; 2025Q2: 521,476 shares; 2025Q3: 518,150 shares; 2025Q4: 500,842 shares; 2026Q1: 463,345 shares 463,345 $89.4M 3.36% -37,497 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: 386,666 shares; 2024Q4: 394,292 shares; 2025Q1: 410,177 shares; 2025Q2: 419,880 shares; 2025Q3: 427,227 shares; 2025Q4: 429,985 shares; 2026Q1: 430,312 shares 430,312 $89M 3.35% +327 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,753 shares; 2024Q4: 512,125 shares; 2025Q1: 527,239 shares; 2025Q2: 535,498 shares; 2025Q3: 544,075 shares; 2025Q4: 548,346 shares; 2026Q1: 524,383 shares 524,383 $89M 3.34% -23,963 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: 345,797 shares; 2024Q4: 339,526 shares; 2025Q1: 372,781 shares; 2025Q2: 378,913 shares; 2025Q3: 383,400 shares; 2025Q4: 380,080 shares; 2026Q1: 359,007 shares 359,007 $87.8M 3.3% -21,073 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: 305,937 shares; 2024Q4: 301,071 shares; 2025Q1: 284,147 shares; 2025Q2: 285,533 shares; 2025Q3: 285,172 shares; 2025Q4: 281,039 shares; 2026Q1: 277,004 shares 277,004 $81.5M 3.06% -4,035 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: 360,199 shares; 2024Q4: 364,516 shares; 2025Q1: 362,012 shares; 2025Q2: 367,359 shares; 2025Q3: 370,508 shares; 2025Q4: 367,597 shares; 2026Q1: 365,933 shares 365,933 $79.6M 2.99% -1,664 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: 200,855 shares; 2024Q4: 201,277 shares; 2025Q1: 203,897 shares; 2025Q2: 204,974 shares; 2025Q3: 207,049 shares; 2025Q4: 206,681 shares; 2026Q1: 214,123 shares 214,123 $79.3M 2.98% +7,442 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: 807,968 shares; 2024Q4: 802,465 shares; 2025Q1: 835,011 shares; 2025Q2: 850,837 shares; 2025Q3: 870,827 shares; 2025Q4: 869,421 shares; 2026Q1: 852,934 shares 852,934 $79.2M 2.98% -16,487 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: 116,542 shares; 2024Q4: 117,754 shares; 2025Q1: 124,203 shares; 2025Q2: 126,912 shares; 2025Q3: 130,685 shares; 2025Q4: 132,684 shares; 2026Q1: 126,656 shares 126,656 $76.5M 2.88% -6,028 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: 785,721 shares; 2024Q4: 780,346 shares; 2025Q1: 766,450 shares; 2025Q2: 767,455 shares; 2025Q3: 772,574 shares; 2025Q4: 779,260 shares; 2026Q1: 782,791 shares 782,791 $75.6M 2.84% +3,531 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: 141,344 shares; 2024Q4: 145,248 shares; 2025Q1: 944,561 shares; 2025Q2: 956,197 shares; 2025Q3: 966,136 shares; 2025Q4: 965,959 shares; 2026Q1: 946,955 shares 946,955 $73.5M 2.76% -19,004 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: 322,975 shares; 2024Q4: 319,247 shares; 2025Q1: 301,213 shares; 2025Q2: 300,394 shares; 2025Q3: 301,260 shares; 2025Q4: 291,893 shares; 2026Q1: 294,802 shares 294,802 $71.5M 2.69% +2,909 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139,239 shares; 2024Q4: 1,035,624 shares; 2025Q1: 974,185 shares; 2025Q2: 974,158 shares; 2025Q3: 983,776 shares; 2025Q4: 1,003,503 shares; 2026Q1: 975,931 shares 975,931 $71.1M 2.67% -27,572 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: 196,657 shares; 2024Q4: 199,402 shares; 2025Q1: 203,824 shares; 2025Q2: 206,004 shares; 2025Q3: 209,774 shares; 2025Q4: 212,229 shares; 2026Q1: 215,074 shares 215,074 $66.8M 2.51% +2,845 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: 170,044 shares; 2024Q4: 170,173 shares; 2025Q1: 172,569 shares; 2025Q2: 176,698 shares; 2025Q3: 178,824 shares; 2025Q4: 183,438 shares; 2026Q1: 190,518 shares 190,518 $62.7M 2.35% +7,080 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,155 shares; 2024Q4: 407,097 shares; 2025Q1: 398,679 shares; 2025Q2: 400,492 shares; 2025Q3: 402,235 shares; 2025Q4: 399,079 shares; 2026Q1: 396,491 shares 396,491 $62.4M 2.34% -2,588 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: 1,241,834 shares; 2024Q4: 1,247,422 shares; 2025Q1: 1,254,371 shares; 2025Q2: 1,298,835 shares; 2025Q3: 1,311,936 shares; 2025Q4: 1,324,063 shares; 2026Q1: 1,329,163 shares 1,329,163 $61.1M 2.3% +5,100 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: 483,941 shares; 2024Q4: 480,432 shares; 2025Q1: 474,075 shares; 2025Q2: 483,059 shares; 2025Q3: 482,412 shares; 2025Q4: 479,571 shares; 2026Q1: 466,282 shares 466,282 $61.1M 2.3% -13,289 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: 1,086,181 shares; 2024Q4: 1,074,430 shares; 2025Q1: 1,137,904 shares; 2025Q2: 1,147,934 shares; 2025Q3: 1,166,318 shares; 2025Q4: 1,182,228 shares; 2026Q1: 1,203,860 shares 1,203,860 $60.4M 2.27% +21,632 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: 1,592,222 shares; 2024Q4: 1,032,856 shares; 2025Q1: 1,826,932 shares; 2025Q2: 1,908,773 shares; 2025Q3: 1,986,914 shares; 2025Q4: 1,982,578 shares; 2026Q1: 2,148,091 shares 2,148,091 $60.3M 2.27% +165,513 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,289 shares; 2024Q4: 502,903 shares; 2025Q1: 513,393 shares; 2025Q2: 514,010 shares; 2025Q3: 522,697 shares; 2025Q4: 528,169 shares; 2026Q1: 529,096 shares 529,096 $59.9M 2.25% +927 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: 235,046 shares; 2024Q4: 234,210 shares; 2025Q1: 225,825 shares; 2025Q2: 224,038 shares; 2025Q3: 226,514 shares; 2025Q4: 229,225 shares; 2026Q1: 253,012 shares 253,012 $54.8M 2.06% +23,787 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: 346,448 shares; 2024Q4: 351,061 shares; 2025Q1: 362,799 shares; 2025Q2: 375,898 shares; 2025Q3: 383,804 shares; 2025Q4: 386,404 shares; 2026Q1: 417,596 shares 417,596 $53.8M 2.02% +31,192 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: 323,870 shares; 2024Q4: 326,148 shares; 2025Q1: 333,073 shares; 2025Q2: 337,798 shares; 2025Q3: 344,698 shares; 2025Q4: 347,845 shares; 2026Q1: 370,354 shares 370,354 $53.5M 2.01% +22,509 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: 622,482 shares; 2024Q4: 631,619 shares; 2025Q1: 655,352 shares; 2025Q2: 665,041 shares; 2025Q3: 685,785 shares; 2025Q4: 613,176 shares; 2026Q1: 626,828 shares 626,828 $53.4M 2.01% +13,652 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: 313,111 shares; 2024Q4: 315,840 shares; 2025Q1: 350,706 shares; 2025Q2: 363,869 shares; 2025Q3: 330,181 shares; 2025Q4: 326,764 shares; 2026Q1: 339,979 shares 339,979 $52.8M 1.98% +13,215 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: 235,001 shares; 2024Q4: 237,479 shares; 2025Q1: 245,860 shares; 2025Q2: 252,853 shares; 2025Q3: 257,192 shares; 2025Q4: 263,129 shares; 2026Q1: 267,292 shares 267,292 $51.9M 1.95% +4,163 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: 6,852 shares; 2024Q4: 6,871 shares; 2025Q1: 8,167 shares; 2025Q2: 8,188 shares; 2025Q3: 8,194 shares; 2025Q4: 325,185 shares; 2026Q1: 376,452 shares 376,452 $49.3M 1.85% +51,267 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: 404,557 shares; 2024Q4: 403,801 shares; 2025Q1: 398,409 shares; 2025Q2: 398,493 shares; 2025Q3: 406,394 shares; 2025Q4: 406,802 shares; 2026Q1: 484,448 shares 484,448 $44.6M 1.68% +77,646 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: 351,207 shares; 2024Q4: 354,631 shares; 2025Q1: 363,350 shares; 2025Q2: 367,551 shares; 2025Q3: 376,064 shares; 2025Q4: 324,477 shares; 2026Q1: 447,054 shares 447,054 $43.1M 1.62% +122,577 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,657 shares; 2024Q4: 182,764 shares; 2025Q1: 179,394 shares; 2025Q2: 184,091 shares; 2025Q3: 182,318 shares; 2025Q4: 176,997 shares; 2026Q1: 176,675 shares 176,675 $30.8M 1.16% -322 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: 36,111 shares; 2024Q4: 36,814 shares; 2025Q1: 37,970 shares; 2025Q2: 39,634 shares; 2025Q3: 40,697 shares; 2025Q4: 40,627 shares; 2026Q1: 39,108 shares 39,108 $27.7M 1.04% -1,519 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: 244,180 shares; 2024Q4: 249,437 shares; 2025Q1: 256,665 shares; 2025Q2: 259,317 shares; 2025Q3: 269,136 shares; 2025Q4: 273,740 shares; 2026Q1: 273,685 shares 273,685 $20.8M 0.78% -55 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735,021 shares; 2026Q1: 758,878 shares 758,878 $19.9M 0.75% +23,857 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: 57,297 shares; 2024Q4: 59,438 shares; 2025Q1: 61,795 shares; 2025Q2: 64,262 shares; 2025Q3: 64,689 shares; 2025Q4: 64,794 shares; 2026Q1: 63,649 shares 63,649 $18.3M 0.69% -1,145 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: 24,234 shares; 2024Q4: 24,728 shares; 2025Q1: 25,125 shares; 2025Q2: 25,557 shares; 2025Q3: 26,258 shares; 2025Q4: 27,013 shares; 2026Q1: 27,061 shares 27,061 $15.2M 0.57% +48 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: 55,874 shares; 2024Q4: 57,438 shares; 2025Q1: 58,213 shares; 2025Q2: 60,924 shares; 2025Q3: 63,023 shares; 2025Q4: 65,396 shares; 2026Q1: 67,464 shares 67,464 $14.1M 0.53% +2,068 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: 47,485 shares; 2024Q4: 50,466 shares; 2025Q1: 62,616 shares; 2025Q2: 70,087 shares; 2025Q3: 71,260 shares; 2025Q4: 67,622 shares; 2026Q1: 66,951 shares 66,951 $13.6M 0.51% -671 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: 15,722 shares; 2024Q4: 15,868 shares; 2025Q1: 15,903 shares; 2025Q2: 16,404 shares; 2025Q3: 16,502 shares; 2025Q4: 16,337 shares; 2026Q1: 16,006 shares 16,006 $13.5M 0.51% -331 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: 31,138 shares; 2024Q4: 31,446 shares; 2025Q1: 34,716 shares; 2025Q2: 35,425 shares; 2025Q3: 37,881 shares; 2025Q4: 39,154 shares; 2026Q1: 40,998 shares 40,998 $12.4M 0.47% +1,844 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: 4,464 shares; 2024Q4: 4,764 shares; 2025Q1: 4,806 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 35,912 shares; 2026Q1: 35,957 shares 35,957 $12.1M 0.46% +45 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: 65,002 shares; 2024Q4: 66,719 shares; 2025Q1: 68,904 shares; 2025Q2: 71,935 shares; 2025Q3: 74,424 shares; 2025Q4: 75,098 shares; 2026Q1: 75,257 shares 75,257 $12M 0.45% +159 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: 17,633 shares; 2024Q4: 24,704 shares; 2025Q1: 17,603 shares; 2025Q2: 17,635 shares; 2025Q3: 18,254 shares; 2025Q4: 19,139 shares; 2026Q1: 18,252 shares 18,252 $11.9M 0.45% -887 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: 61,940 shares; 2024Q4: 62,163 shares; 2025Q1: 63,107 shares; 2025Q2: 65,885 shares; 2025Q3: 67,411 shares; 2025Q4: 68,286 shares; 2026Q1: 74,617 shares 74,617 $11M 0.41% +6,331 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: 1,845 shares; 2024Q4: 16,863 shares; 2025Q1: 28,464 shares; 2025Q2: 32,562 shares; 2025Q3: 33,252 shares; 2025Q4: 33,567 shares; 2026Q1: 33,634 shares 33,634 $10.4M 0.39% +67 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: 14,411 shares; 2024Q4: 15,050 shares; 2025Q1: 15,098 shares; 2025Q2: 15,686 shares; 2025Q3: 15,861 shares; 2025Q4: 16,525 shares; 2026Q1: 17,407 shares 17,407 $9.96M 0.37% +882 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: 41,489 shares; 2024Q4: 42,199 shares; 2025Q1: 53,887 shares; 2025Q2: 61,631 shares; 2025Q3: 69,410 shares; 2025Q4: 61,530 shares; 2026Q1: 79,640 shares 79,640 $9.65M 0.36% +18,110 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: 57,398 shares; 2024Q4: 57,212 shares; 2025Q1: 59,206 shares; 2025Q2: 62,641 shares; 2025Q3: 64,041 shares; 2025Q4: 66,949 shares; 2026Q1: 80,773 shares 80,773 $9.29M 0.35% +13,824 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: 13,888 shares; 2024Q4: 14,526 shares; 2025Q1: 15,002 shares; 2025Q2: 15,507 shares; 2025Q3: 16,017 shares; 2025Q4: 16,934 shares; 2026Q1: 18,305 shares 18,305 $9.15M 0.34% +1,371 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: 65,174 shares; 2024Q4: 68,653 shares; 2025Q1: 70,553 shares; 2025Q2: 74,915 shares; 2025Q3: 77,565 shares; 2025Q4: 81,285 shares; 2026Q1: 88,991 shares 88,991 $9.14M 0.34% +7,706 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: 19,105 shares; 2024Q4: 19,708 shares; 2025Q1: 20,763 shares; 2025Q2: 21,736 shares; 2025Q3: 24,112 shares; 2025Q4: 25,297 shares; 2026Q1: 26,848 shares 26,848 $8.82M 0.33% +1,551 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: 20,353 shares; 2024Q4: 20,854 shares; 2025Q1: 22,005 shares; 2025Q2: 22,897 shares; 2025Q3: 24,014 shares; 2025Q4: 25,382 shares; 2026Q1: 26,902 shares 26,902 $8.62M 0.32% +1,520 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: 92,424 shares; 2024Q4: 95,071 shares; 2025Q1: 103,549 shares; 2025Q2: 109,266 shares; 2025Q3: 117,455 shares; 2025Q4: 126,006 shares; 2026Q1: 143,179 shares 143,179 $8.06M 0.3% +17,173 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,906 shares; 2025Q4: 41,149 shares; 2026Q1: 49,841 shares 49,841 $7.99M 0.3% +8,692 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,751 shares; 2024Q4: 27,780 shares; 2025Q1: 27,399 shares; 2025Q2: 27,990 shares; 2025Q3: 27,865 shares; 2025Q4: 27,492 shares; 2026Q1: 27,492 shares 27,492 $7.49M 0.28% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,598 shares; 2025Q1: 1,671 shares; 2025Q2: 1,691 shares; 2025Q3: 1,741 shares; 2025Q4: 1,918 shares; 2026Q1: 21,881 shares 21,881 $7.48M 0.28% +19,963 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: 6,548 shares; 2024Q4: 6,500 shares; 2025Q1: 6,435 shares; 2025Q2: 6,510 shares; 2025Q3: 7,514 shares; 2025Q4: 7,686 shares; 2026Q1: 7,649 shares 7,649 $7.04M 0.26% -37 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: 48,930 shares; 2024Q4: 48,099 shares; 2025Q1: 47,705 shares; 2025Q2: 47,577 shares; 2025Q3: 47,333 shares; 2025Q4: 46,875 shares; 2026Q1: 46,461 shares 46,461 $6.47M 0.24% -414 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: 2,536 shares; 2024Q4: 2,400 shares; 2025Q1: 3,115 shares; 2025Q2: 2,869 shares; 2025Q3: 2,871 shares; 2025Q4: 3,212 shares; 2026Q1: 16,721 shares 16,721 $6.22M 0.23% +13,509 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: 47,529 shares; 2024Q4: 46,744 shares; 2025Q1: 47,134 shares; 2025Q2: 47,970 shares; 2025Q3: 50,486 shares; 2025Q4: 50,903 shares; 2026Q1: 49,889 shares 49,889 $6.2M 0.23% -1,014 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: 18,500 shares; 2024Q4: 18,823 shares; 2025Q1: 18,809 shares; 2025Q2: 18,833 shares; 2025Q3: 18,866 shares; 2025Q4: 18,892 shares; 2026Q1: 18,908 shares 18,908 $5.72M 0.21% +16 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: 8,387 shares; 2024Q4: 7,617 shares; 2025Q1: 7,604 shares; 2025Q2: 9,258 shares; 2025Q3: 8,721 shares; 2025Q4: 9,972 shares; 2026Q1: 8,775 shares 8,775 $5.24M 0.2% -1,197 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: 84,218 shares; 2024Q4: 82,196 shares; 2025Q1: 79,800 shares; 2025Q2: 78,407 shares; 2025Q3: 65,434 shares; 2025Q4: 53,635 shares; 2026Q1: 45,336 shares 45,336 $4.97M 0.19% -8,299 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,311 shares; 2025Q4: 21,040 shares; 2026Q1: 49,521 shares 49,521 $4.59M 0.17% +28,481 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: 30,700 shares; 2024Q4: 30,663 shares; 2025Q1: 31,867 shares; 2025Q2: 33,286 shares; 2025Q3: 34,242 shares; 2025Q4: 34,481 shares; 2026Q1: 36,783 shares 36,783 $4.42M 0.17% +2,302 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: 1,920 shares; 2024Q4: 1,923 shares; 2025Q1: 1,875 shares; 2025Q2: 1,839 shares; 2025Q3: 3,213 shares; 2025Q4: 3,123 shares; 2026Q1: 14,503 shares 14,503 $4.16M 0.16% +11,380 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,565 shares; 2024Q4: 140,279 shares; 2025Q1: 135,160 shares; 2025Q2: 137,556 shares; 2025Q3: 151,408 shares; 2025Q4: 147,472 shares; 2026Q1: 150,235 shares 150,235 $3.92M 0.15% +2,763 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: 7,659 shares; 2024Q4: 7,764 shares; 2025Q1: 7,596 shares; 2025Q2: 7,944 shares; 2025Q3: 8,368 shares; 2025Q4: 9,639 shares; 2026Q1: 9,070 shares 9,070 $3.9M 0.15% -569 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,204 shares; 2025Q1: 44,013 shares; 2025Q2: 37,476 shares; 2025Q3: 54,347 shares; 2025Q4: 63,425 shares; 2026Q1: 66,335 shares 66,335 $3.88M 0.15% +2,910 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: 11,939 shares; 2024Q4: 12,642 shares; 2025Q1: 12,215 shares; 2025Q2: 12,936 shares; 2025Q3: 12,837 shares; 2025Q4: 13,073 shares; 2026Q1: 13,111 shares 13,111 $3.76M 0.14% +38 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: 21,577 shares; 2024Q4: 21,586 shares; 2025Q1: 21,597 shares; 2025Q2: 21,656 shares; 2025Q3: 21,716 shares; 2025Q4: 21,780 shares; 2026Q1: 21,466 shares 21,466 $3.55M 0.13% -314 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 8,448 shares; 2025Q1: 3,700 shares; 2025Q2: 5,052 shares; 2025Q3: 5,592 shares; 2025Q4: 13,265 shares; 2026Q1: 5,297 shares 5,297 $3.44M 0.13% -7,968 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $2.82M 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,040 shares; 2024Q4: 41,088 shares; 2025Q1: 40,993 shares; 2025Q2: 42,318 shares; 2025Q3: 41,161 shares; 2025Q4: 42,196 shares; 2026Q1: 42,241 shares 42,241 $2.79M 0.1% +45 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 31,702 shares 31,702 $2.73M 0.1% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,744 shares; 2025Q1: 3,729 shares; 2025Q2: 4,839 shares; 2025Q3: 5,088 shares; 2025Q4: 4,324 shares; 2026Q1: 4,426 shares 4,426 $2.55M 0.1% +102 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,812 shares; 2024Q4: 85,372 shares; 2025Q1: 86,351 shares; 2025Q2: 85,164 shares; 2025Q3: 93,820 shares; 2025Q4: 88,574 shares; 2026Q1: 86,777 shares 86,777 $2.52M 0.09% -1,797 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $2.44M 0.09% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 19,927 shares; 2025Q1: 25,192 shares; 2025Q2: 34,529 shares; 2025Q3: 38,549 shares; 2025Q4: 45,614 shares; 2026Q1: 29,463 shares 29,463 $2.43M 0.09% -16,151 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,703 shares; 2025Q3: 10,703 shares; 2025Q4: 10,731 shares; 2026Q1: 10,731 shares 10,731 $2.12M 0.08% 0 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: 1,850 shares; 2024Q4: 1,905 shares; 2025Q1: 1,848 shares; 2025Q2: 1,755 shares; 2025Q3: 1,808 shares; 2025Q4: 2,286 shares; 2026Q1: 2,029 shares 2,029 $2.02M 0.08% -257 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,936 shares; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,936 shares; 2025Q3: 16,936 shares; 2025Q4: 16,936 shares; 2026Q1: 16,936 shares 16,936 $2.01M 0.08% 0 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: 21,360 shares; 2024Q4: 21,545 shares; 2025Q1: 21,461 shares; 2025Q2: 22,467 shares; 2025Q3: 23,405 shares; 2025Q4: 23,996 shares; 2026Q1: 24,003 shares 24,003 $1.91M 0.07% +7 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,872 shares; 2025Q3: 2,911 shares; 2025Q4: 2,816 shares; 2026Q1: 2,770 shares 2,770 $1.89M 0.07% -46 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: 6,788 shares; 2024Q4: 6,788 shares; 2025Q1: 6,788 shares; 2025Q2: 6,790 shares; 2025Q3: 8,281 shares; 2025Q4: 8,316 shares; 2026Q1: 8,216 shares 8,216 $1.89M 0.07% -100 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.88M 0.07% 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: 8,609 shares; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,123 shares; 2025Q3: 8,123 shares; 2025Q4: 8,123 shares; 2026Q1: 8,123 shares 8,123 $1.78M 0.07% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,791 shares; 2024Q4: 23,791 shares; 2025Q1: 23,791 shares; 2025Q2: 20,653 shares; 2025Q3: 20,653 shares; 2025Q4: 20,653 shares; 2026Q1: 20,653 shares 20,653 $1.75M 0.07% 0 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: 7,053 shares; 2024Q4: 7,405 shares; 2025Q1: 7,383 shares; 2025Q2: 7,386 shares; 2025Q3: 7,716 shares; 2025Q4: 7,579 shares; 2026Q1: 7,579 shares 7,579 $1.71M 0.06% 0 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: 12,145 shares; 2024Q4: 12,316 shares; 2025Q1: 12,319 shares; 2025Q2: 12,400 shares; 2025Q3: 12,821 shares; 2025Q4: 13,370 shares; 2026Q1: 12,807 shares 12,807 $1.68M 0.06% -563 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,272 shares; 2024Q4: 5,272 shares; 2025Q1: 5,129 shares; 2025Q2: 5,130 shares; 2025Q3: 5,130 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $1.66M 0.06% 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: 4,419 shares; 2025Q1: 4,485 shares; 2025Q2: 4,502 shares; 2025Q3: 5,046 shares; 2025Q4: 5,351 shares; 2026Q1: 11,002 shares 11,002 $1.61M 0.06% +5,651 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $1.57M 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 9,428 shares; 2025Q1: 10,350 shares; 2025Q2: 10,454 shares; 2025Q3: 11,771 shares; 2025Q4: 11,663 shares; 2026Q1: 11,538 shares 11,538 $1.52M 0.06% -125 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: 42,481 shares; 2024Q4: 34,700 shares; 2025Q1: 28,011 shares; 2025Q2: 28,697 shares; 2025Q3: 31,022 shares; 2025Q4: 31,119 shares; 2026Q1: 30,511 shares 30,511 $1.49M 0.06% -608 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 21,892 shares; 2025Q1: 21,567 shares; 2025Q2: 26,043 shares; 2025Q3: 25,233 shares; 2025Q4: 27,230 shares; 2026Q1: 21,791 shares 21,791 $1.48M 0.06% -5,439 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: 1,971 shares; 2024Q4: 1,943 shares; 2025Q1: 1,844 shares; 2025Q2: 2,435 shares; 2025Q3: 2,953 shares; 2025Q4: 3,950 shares; 2026Q1: 4,595 shares 4,595 $1.47M 0.06% +645 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,917 shares; 2026Q1: 12,385 shares 12,385 $1.47M 0.06% +8,468 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,046 shares; 2024Q4: 68,046 shares; 2025Q1: 63,173 shares; 2025Q2: 63,458 shares; 2025Q3: 76,785 shares; 2025Q4: 68,497 shares; 2026Q1: 67,195 shares 67,195 $1.46M 0.05% -1,302 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: 9,842 shares; 2024Q4: 9,458 shares; 2025Q1: 9,446 shares; 2025Q2: 9,466 shares; 2025Q3: 9,466 shares; 2025Q4: 9,656 shares; 2026Q1: 9,466 shares 9,466 $1.45M 0.05% -190 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: 13,015 shares; 2024Q4: 13,016 shares; 2025Q1: 13,016 shares; 2025Q2: 13,017 shares; 2025Q3: 13,858 shares; 2025Q4: 13,873 shares; 2026Q1: 13,556 shares 13,556 $1.43M 0.05% -317 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: 15,400 shares; 2024Q4: 15,400 shares; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400 $1.35M 0.05% 0 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: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,272 shares; 2025Q3: 14,069 shares; 2025Q4: 14,737 shares; 2026Q1: 14,859 shares 14,859 $1.34M 0.05% +122 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: 8,622 shares; 2024Q4: 8,626 shares; 2025Q1: 12,026 shares; 2025Q2: 12,034 shares; 2025Q3: 12,187 shares; 2025Q4: 12,357 shares; 2026Q1: 12,080 shares 12,080 $1.31M 0.05% -277 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 7,512 shares; 2025Q3: 7,512 shares; 2025Q4: 7,512 shares; 2026Q1: 7,512 shares 7,512 $1.28M 0.05% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,366 shares; 2025Q1: 4,237 shares; 2025Q2: 4,237 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares; 2026Q1: 4,222 shares 4,222 $1.25M 0.05% -15 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: 277 shares; 2024Q4: 274 shares; 2025Q1: 264 shares; 2025Q2: 13,440 shares; 2025Q3: 13,240 shares; 2025Q4: 13,342 shares; 2026Q1: 13,342 shares 13,342 $1.23M 0.05% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,040 shares; 2025Q1: 4,383 shares; 2025Q2: 4,590 shares; 2025Q3: 5,113 shares; 2025Q4: 4,341 shares; 2026Q1: 5,577 shares 5,577 $1.1M 0.04% +1,236 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: 18,848 shares; 2024Q4: 18,847 shares; 2025Q1: 18,766 shares; 2025Q2: 18,889 shares; 2025Q3: 19,587 shares; 2025Q4: 19,423 shares; 2026Q1: 18,981 shares 18,981 $1.09M 0.04% -442 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,899 shares; 2025Q1: 12,394 shares; 2025Q2: 23,718 shares; 2025Q3: 12,231 shares; 2025Q4: 11,528 shares; 2026Q1: 11,877 shares 11,877 $1.09M 0.04% +349 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: not reported; 2025Q1: 751 shares; 2025Q2: 760 shares; 2025Q3: 1,073 shares; 2025Q4: 1,139 shares; 2026Q1: 1,104 shares 1,104 $1.06M 0.04% -35 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 742 shares; 2025Q1: 897 shares; 2025Q2: 901 shares; 2025Q3: 897 shares; 2025Q4: 9,894 shares; 2026Q1: 10,944 shares 10,944 $1.05M 0.04% +1,050 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: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,672 shares; 2025Q3: 3,221 shares; 2025Q4: 3,237 shares; 2026Q1: 3,204 shares 3,204 $1.04M 0.04% -33 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: 2,333 shares; 2024Q4: 2,333 shares; 2025Q1: 2,333 shares; 2025Q2: 2,834 shares; 2025Q3: 2,873 shares; 2025Q4: 2,735 shares; 2026Q1: 2,719 shares 2,719 $1.04M 0.04% -16 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,390 shares; 2025Q2: 6,403 shares; 2025Q3: 6,403 shares; 2025Q4: 6,403 shares; 2026Q1: 6,436 shares 6,436 $1.04M 0.04% +33 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 6,051 shares; 2025Q4: 7,110 shares; 2026Q1: 6,955 shares 6,955 $1.03M 0.04% -155 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: not reported; 2025Q3: 13,239 shares; 2025Q4: 13,239 shares; 2026Q1: 13,239 shares 13,239 $1.02M 0.04% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 2,657 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,616 shares; 2025Q4: 2,659 shares; 2026Q1: 2,819 shares 2,819 $1.01M 0.04% +160 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $1M 0.04% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,976 shares; 2024Q4: 20,976 shares; 2025Q1: 20,976 shares; 2025Q2: 20,976 shares; 2025Q3: 20,976 shares; 2025Q4: 20,976 shares; 2026Q1: 20,976 shares 20,976 $989K 0.04% 0 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: 8,348 shares; 2024Q4: 8,348 shares; 2025Q1: 8,348 shares; 2025Q2: 8,353 shares; 2025Q3: 8,653 shares; 2025Q4: 8,683 shares; 2026Q1: 7,635 shares 7,635 $966K 0.04% -1,048 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 9,700 shares; 2025Q2: 9,700 shares; 2025Q3: 10,108 shares; 2025Q4: 10,108 shares; 2026Q1: 10,108 shares 10,108 $950K 0.04% 0 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: 1,482 shares; 2024Q4: 1,430 shares; 2025Q1: 1,539 shares; 2025Q2: 1,221 shares; 2025Q3: 1,173 shares; 2025Q4: 1,142 shares; 2026Q1: 2,157 shares 2,157 $942K 0.04% +1,015 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: 10,937 shares; 2024Q4: 9,672 shares; 2025Q1: 9,562 shares; 2025Q2: 9,661 shares; 2025Q3: 10,052 shares; 2025Q4: 10,128 shares; 2026Q1: 9,675 shares 9,675 $933K 0.04% -453 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: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares; 2026Q1: 7,802 shares 7,802 $932K 0.04% 0 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: 3,366 shares; 2024Q4: 3,467 shares; 2025Q1: 3,410 shares; 2025Q2: 3,268 shares; 2025Q3: 3,276 shares; 2025Q4: 8,075 shares; 2026Q1: 6,770 shares 6,770 $900K 0.03% -1,305 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,453 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares; 2025Q4: 2,106 shares; 2026Q1: 3,139 shares 3,139 $891K 0.03% +1,033 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,947 shares; 2025Q1: 4,948 shares; 2025Q2: 5,398 shares; 2025Q3: 5,397 shares; 2025Q4: 5,456 shares; 2026Q1: 5,457 shares 5,457 $848K 0.03% +1 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,120 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares 1,129 $823K 0.03% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,714 shares; 2024Q4: 34,558 shares; 2025Q1: 34,558 shares; 2025Q2: 34,558 shares; 2025Q3: 34,558 shares; 2025Q4: 31,083 shares; 2026Q1: 26,047 shares 26,047 $820K 0.03% -5,036 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: 2,619 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 4,048 shares; 2026Q1: 4,037 shares 4,037 $803K 0.03% -11 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $796K 0.03% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,256 shares; 2024Q4: 12,869 shares; 2025Q1: 5,763 shares; 2025Q2: 6,173 shares; 2025Q3: 6,416 shares; 2025Q4: 14,613 shares; 2026Q1: 12,937 shares 12,937 $793K 0.03% -1,676 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,048 shares; 2025Q3: 2,393 shares; 2025Q4: 2,391 shares; 2026Q1: 2,295 shares 2,295 $788K 0.03% -96 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: not reported; 2024Q4: not reported; 2025Q1: 1,463 shares; 2025Q2: 2,014 shares; 2025Q3: 2,210 shares; 2025Q4: 3,135 shares; 2026Q1: 3,161 shares 3,161 $784K 0.03% +26 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,440 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,439 shares 2,439 $784K 0.03% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,017 shares; 2024Q4: 19,017 shares; 2025Q1: 19,017 shares; 2025Q2: 22,500 shares; 2025Q3: 21,229 shares; 2025Q4: 19,729 shares; 2026Q1: 19,729 shares 19,729 $775K 0.03% 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: 12,866 shares; 2024Q4: 12,220 shares; 2025Q1: 11,541 shares; 2025Q2: 11,775 shares; 2025Q3: 11,775 shares; 2025Q4: 15,775 shares; 2026Q1: 22,803 shares 22,803 $765K 0.03% +7,028 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 11,879 shares; 2025Q1: 10,210 shares; 2025Q2: 10,318 shares; 2025Q3: 10,991 shares; 2025Q4: 11,711 shares; 2026Q1: 12,093 shares 12,093 $733K 0.03% +382 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,850 shares; 2025Q2: 9,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $724K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $718K 0.03% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 17,599 shares; 2025Q1: 16,472 shares; 2025Q2: 16,370 shares; 2025Q3: 16,565 shares; 2025Q4: 16,238 shares; 2026Q1: 13,613 shares 13,613 $714K 0.03% -2,625 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,717 shares; 2025Q3: 2,940 shares; 2025Q4: 2,942 shares; 2026Q1: 2,469 shares 2,469 $709K 0.03% -473 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,343 shares; 2025Q3: 6,343 shares; 2025Q4: 6,303 shares; 2026Q1: 6,303 shares 6,303 $708K 0.03% 0 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: 3,254 shares; 2024Q4: 5,514 shares; 2025Q1: 3,259 shares; 2025Q2: 4,459 shares; 2025Q3: 4,662 shares; 2025Q4: 13,958 shares; 2026Q1: 4,667 shares 4,667 $707K 0.03% -9,291 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares 3,707 $703K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 418 shares; 2025Q4: 546 shares; 2026Q1: 801 shares 801 $699K 0.03% +255 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,051 shares 5,051 $687K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 4,467 shares; 2025Q2: 5,196 shares; 2025Q3: 8,179 shares; 2025Q4: 7,875 shares; 2026Q1: 5,857 shares 5,857 $662K 0.02% -2,018 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: 2,430 shares; 2024Q4: 2,444 shares; 2025Q1: 2,464 shares; 2025Q2: 3,770 shares; 2025Q3: 3,002 shares; 2025Q4: 3,157 shares; 2026Q1: 3,068 shares 3,068 $660K 0.02% -89 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 368 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 349 shares; 2026Q1: 849 shares 849 $656K 0.02% +500 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,396 shares; 2024Q4: 48,396 shares; 2025Q1: 48,396 shares; 2025Q2: 48,396 shares; 2025Q3: 48,396 shares; 2025Q4: 48,396 shares; 2026Q1: 48,396 shares 48,396 $653K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,489 shares; 2024Q4: 28,875 shares; 2025Q1: 31,854 shares; 2025Q2: 32,085 shares; 2025Q3: 31,037 shares; 2025Q4: 33,158 shares; 2026Q1: 33,823 shares 33,823 $653K 0.02% +665 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: 851 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 1,145 shares; 2026Q1: 922 shares 922 $643K 0.02% -223 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 14,003 shares; 2025Q1: 14,003 shares; 2025Q2: 13,853 shares; 2025Q3: 14,305 shares; 2025Q4: 14,523 shares; 2026Q1: 14,516 shares 14,516 $641K 0.02% -7 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,118 shares; 2024Q4: 58,118 shares; 2025Q1: 58,118 shares; 2025Q2: 58,118 shares; 2025Q3: 58,118 shares; 2025Q4: 58,118 shares; 2026Q1: 58,118 shares 58,118 $639K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,976 shares; 2025Q3: 3,079 shares; 2025Q4: 3,118 shares; 2026Q1: 3,015 shares 3,015 $627K 0.02% -103 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: 3,647 shares; 2024Q4: 3,494 shares; 2025Q1: 3,506 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares 3,337 $608K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $598K 0.02% 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: 7,899 shares; 2024Q4: 7,666 shares; 2025Q1: 7,361 shares; 2025Q2: 7,597 shares; 2025Q3: 7,650 shares; 2025Q4: 7,922 shares; 2026Q1: 9,490 shares 9,490 $587K 0.02% +1,568 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: 4,136 shares; 2024Q4: 4,139 shares; 2025Q1: 3,007 shares; 2025Q2: 3,883 shares; 2025Q3: 3,949 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares 4,184 $583K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,972 shares; 2025Q3: 2,976 shares; 2025Q4: 3,116 shares; 2026Q1: 3,120 shares 3,120 $582K 0.02% +4 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 5,800 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $577K 0.02% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,675 shares; 2026Q1: 6,993 shares 6,993 $573K 0.02% -79,682 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,570 shares; 2025Q3: 1,528 shares; 2025Q4: 2,660 shares; 2026Q1: 2,693 shares 2,693 $569K 0.02% +33 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: 2,549 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares 2,264 $553K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 17,678 shares; 2025Q4: 15,611 shares; 2026Q1: 10,227 shares 10,227 $553K 0.02% -5,384 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,467 shares; 2025Q4: 8,513 shares; 2026Q1: 8,513 shares 8,513 $546K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 19,536 shares; 2025Q1: 19,536 shares; 2025Q2: 24,801 shares; 2025Q3: 19,536 shares; 2025Q4: 19,536 shares; 2026Q1: 19,536 shares 19,536 $544K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $526K 0.02% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,656 shares; 2025Q1: 3,656 shares; 2025Q2: 3,656 shares; 2025Q3: 3,656 shares; 2025Q4: 3,656 shares; 2026Q1: 3,656 shares 3,656 $523K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 25,265 shares; 2025Q1: 25,000 shares; 2025Q2: 25,156 shares; 2025Q3: 25,373 shares; 2025Q4: 25,156 shares; 2026Q1: 25,156 shares 25,156 $521K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,531 shares; 2025Q1: 4,531 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,781 shares; 2026Q1: 5,069 shares 5,069 $518K 0.02% +288 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,901 shares; 2024Q4: 9,950 shares; 2025Q1: 10,003 shares; 2025Q2: 10,063 shares; 2025Q3: 10,336 shares; 2025Q4: 10,365 shares; 2026Q1: 10,209 shares 10,209 $517K 0.02% -156 Timeline AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $508K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,947 shares; 2025Q1: 1,973 shares; 2025Q2: 2,512 shares; 2025Q3: 2,615 shares; 2025Q4: 2,634 shares; 2026Q1: 2,068 shares 2,068 $502K 0.02% -566 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: 5,261 shares; 2024Q4: 5,261 shares; 2025Q1: 5,208 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,350 shares; 2026Q1: 5,550 shares 5,550 $502K 0.02% +200 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $484K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,104 shares; 2026Q1: 5,104 shares 5,104 $473K 0.02% 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: 12,841 shares; 2024Q4: 11,843 shares; 2025Q1: 11,845 shares; 2025Q2: 12,042 shares; 2025Q3: 12,025 shares; 2025Q4: 12,081 shares; 2026Q1: 11,941 shares 11,941 $466K 0.02% -140 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: 12,801 shares; 2024Q4: 12,869 shares; 2025Q1: 12,933 shares; 2025Q2: 13,002 shares; 2025Q3: 12,042 shares; 2025Q4: 12,242 shares; 2026Q1: 12,242 shares 12,242 $463K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares 2,402 $458K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 2,098 shares; 2026Q1: 2,132 shares 2,132 $455K 0.02% +34 Timeline SCHK 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: 7,190 shares; 2024Q4: 14,380 shares; 2025Q1: 14,380 shares; 2025Q2: 14,380 shares; 2025Q3: 14,380 shares; 2025Q4: 14,380 shares; 2026Q1: 14,380 shares 14,380 $451K 0.02% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 9,113 shares; 2025Q1: 9,180 shares; 2025Q2: 9,271 shares; 2025Q3: 9,294 shares; 2025Q4: 9,294 shares; 2026Q1: 9,356 shares 9,356 $445K 0.02% +62 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 3,979 shares; 2025Q2: 3,982 shares; 2025Q3: 3,985 shares; 2025Q4: 5,084 shares; 2026Q1: 3,992 shares 3,992 $443K 0.02% -1,092 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,582 shares; 2025Q3: 5,500 shares; 2025Q4: 4,872 shares; 2026Q1: 5,934 shares 5,934 $442K 0.02% +1,062 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: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 3,066 shares; 2025Q2: 3,153 shares; 2025Q3: 3,153 shares; 2025Q4: 3,153 shares; 2026Q1: 3,153 shares 3,153 $440K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,426 shares; 2026Q1: 2,412 shares 2,412 $440K 0.02% -14 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $440K 0.02% 0 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $438K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,460 shares; 2026Q1: 4,463 shares 4,463 $433K 0.02% +3 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,472 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $431K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,300 shares; 2025Q1: 2,676 shares; 2025Q2: 2,677 shares; 2025Q3: 2,535 shares; 2025Q4: 2,661 shares; 2026Q1: 2,537 shares 2,537 $429K 0.02% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,467 shares; 2026Q1: 1,467 shares 1,467 $428K 0.02% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,947 shares; 2025Q1: 4,947 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 5,029 shares; 2026Q1: 5,029 shares 5,029 $427K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,906 shares; 2026Q1: 9,906 shares 9,906 $422K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,936 shares; 2025Q3: 5,936 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares 6,023 $417K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 857 shares; 2025Q3: 1,092 shares; 2025Q4: 1,182 shares; 2026Q1: 1,183 shares 1,183 $416K 0.02% +1 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,816 shares; 2024Q4: 10,816 shares; 2025Q1: 18,200 shares; 2025Q2: 17,798 shares; 2025Q3: 17,798 shares; 2025Q4: 17,798 shares; 2026Q1: 19,298 shares 19,298 $415K 0.02% +1,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,395 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $415K 0.02% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,591 shares 2,591 $411K 0.02% +395 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,822 shares; 2025Q2: 3,147 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 2,813 shares 2,813 $408K 0.02% -259 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: 4,909 shares; 2024Q4: 4,909 shares; 2025Q1: 5,513 shares; 2025Q2: 6,898 shares; 2025Q3: 7,304 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares 5,906 $399K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,989 shares; 2025Q1: 4,989 shares; 2025Q2: 4,989 shares; 2025Q3: 5,279 shares; 2025Q4: 5,279 shares; 2026Q1: 4,989 shares 4,989 $396K 0.01% -290 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,835 shares; 2025Q3: 5,835 shares; 2025Q4: 5,835 shares; 2026Q1: 5,835 shares 5,835 $393K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,548 shares; 2025Q3: 1,912 shares; 2025Q4: 1,949 shares; 2026Q1: 1,927 shares 1,927 $392K 0.01% -22 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: 3,629 shares; 2026Q1: 3,629 shares 3,629 $385K 0.01% 0 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: 4,052 shares; 2024Q4: 4,052 shares; 2025Q1: 3,752 shares; 2025Q2: 3,755 shares; 2025Q3: 2,087 shares; 2025Q4: 2,103 shares; 2026Q1: 1,892 shares 1,892 $384K 0.01% -211 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,468 shares; 2025Q1: 3,407 shares; 2025Q2: 3,866 shares; 2025Q3: 3,930 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $383K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,281 shares; 2025Q1: 2,187 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,371 shares; 2026Q1: 2,321 shares 2,321 $382K 0.01% -50 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,238 shares; 2025Q3: 9,238 shares; 2025Q4: 9,238 shares; 2026Q1: 9,238 shares 9,238 $378K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,608 shares; 2025Q3: 1,606 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739 $377K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,157 shares; 2025Q2: 1,158 shares; 2025Q3: 1,301 shares; 2025Q4: 1,297 shares; 2026Q1: 1,281 shares 1,281 $372K 0.01% -16 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: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,167 shares; 2025Q4: 2,141 shares; 2026Q1: 2,141 shares 2,141 $370K 0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC 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 $370K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 955 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares 1,068 $369K 0.01% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $363K 0.01% 0 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: 12,614 shares; 2025Q1: 10,815 shares; 2025Q2: 9,575 shares; 2025Q3: 14,619 shares; 2025Q4: 20,326 shares; 2026Q1: 14,619 shares 14,619 $361K 0.01% -5,707 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,630 shares; 2025Q4: 6,630 shares; 2026Q1: 6,630 shares 6,630 $354K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,481 shares; 2025Q3: 1,633 shares; 2025Q4: 1,634 shares; 2026Q1: 2,435 shares 2,435 $354K 0.01% +801 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: 5,797 shares; 2024Q4: 6,206 shares; 2025Q1: 6,263 shares; 2025Q2: 6,402 shares; 2025Q3: 6,382 shares; 2025Q4: 6,499 shares; 2026Q1: 6,784 shares 6,784 $349K 0.01% +285 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: 6,838 shares; 2026Q1: 5,966 shares 5,966 $340K 0.01% -872 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,403 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $336K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: 1,079 shares; 2025Q2: 1,210 shares; 2025Q3: 1,067 shares; 2025Q4: 1,712 shares; 2026Q1: 1,413 shares 1,413 $334K 0.01% -299 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,899 shares; 2026Q1: 6,266 shares 6,266 $324K 0.01% +367 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,661 shares; 2026Q1: 3,675 shares 3,675 $324K 0.01% +14 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,599 shares; 2025Q2: 1,602 shares; 2025Q3: 1,747 shares; 2025Q4: 1,722 shares; 2026Q1: 1,539 shares 1,539 $319K 0.01% -183 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,127 shares; 2025Q4: 6,127 shares; 2026Q1: 6,127 shares 6,127 $318K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,775 shares; 2024Q4: not reported; 2025Q1: 5,775 shares; 2025Q2: 9,126 shares; 2025Q3: 10,894 shares; 2025Q4: 11,766 shares; 2026Q1: 11,062 shares 11,062 $318K 0.01% -704 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $311K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 5,881 shares; 2025Q2: 5,912 shares; 2025Q3: 6,316 shares; 2025Q4: 3,455 shares; 2026Q1: 3,455 shares 3,455 $310K 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $306K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,159 shares; 2025Q3: 3,831 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares 3,302 $303K 0.01% 0 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: 2,026 shares; 2024Q4: 2,026 shares; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 2,936 shares; 2025Q4: 2,368 shares; 2026Q1: 2,382 shares 2,382 $296K 0.01% +14 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $293K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 594 shares; 2026Q1: 583 shares 583 $289K 0.01% -11 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 797 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 769 shares 769 $283K 0.01% -49 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $281K 0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares 1,365 $281K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 17,826 shares; 2025Q1: 18,263 shares; 2025Q2: 18,758 shares; 2025Q3: 19,225 shares; 2025Q4: 19,771 shares; 2026Q1: 25,346 shares 25,346 $280K 0.01% +5,575 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 2,193 shares; 2025Q4: 2,864 shares; 2026Q1: 2,664 shares 2,664 $276K 0.01% -200 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,463 shares; 2025Q3: 2,410 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares 2,450 $269K 0.01% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 12,758 shares 12,758 $269K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 4,539 shares; 2025Q1: 4,482 shares; 2025Q2: 4,641 shares; 2025Q3: 4,641 shares; 2025Q4: 4,718 shares; 2026Q1: 4,287 shares 4,287 $269K 0.01% -431 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: 1,568 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,525 shares; 2025Q3: 1,498 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares 1,336 $262K 0.01% 0 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,497 shares; 2024Q4: 33,497 shares; 2025Q1: 23,288 shares; 2025Q2: 23,288 shares; 2025Q3: 23,288 shares; 2025Q4: 23,288 shares; 2026Q1: 23,288 shares 23,288 $262K 0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 2,227 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares 2,227 $261K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 8,499 shares; 2026Q1: 8,499 shares 8,499 $259K 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: 793 shares; 2026Q1: 728 shares 728 $259K 0.01% -65 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $258K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,219 shares; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 3,709 shares; 2026Q1: 3,552 shares 3,552 $255K 0.01% -157 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,499 shares; 2025Q1: 6,499 shares; 2025Q2: 6,499 shares; 2025Q3: 6,499 shares; 2025Q4: 6,499 shares; 2026Q1: 6,499 shares 6,499 $254K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,496 shares; 2025Q1: 4,419 shares; 2025Q2: 4,432 shares; 2025Q3: 4,443 shares; 2025Q4: 4,454 shares; 2026Q1: 4,465 shares 4,465 $253K 0.01% +11 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,716 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,166 shares; 2025Q3: 2,167 shares; 2025Q4: 2,118 shares; 2026Q1: 2,118 shares 2,118 $251K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $249K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,970 shares; 2025Q3: 3,036 shares; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $249K 0.01% new 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: 592 shares; 2024Q4: not reported; 2025Q1: 542 shares; 2025Q2: 568 shares; 2025Q3: 675 shares; 2025Q4: not reported; 2026Q1: 1,003 shares 1,003 $244K 0.01% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,993 shares; 2026Q1: 9,993 shares 9,993 $244K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 9,378 shares; 2025Q1: 9,378 shares; 2025Q2: 10,778 shares; 2025Q3: 9,378 shares; 2025Q4: 9,378 shares; 2026Q1: 9,378 shares 9,378 $240K 0.01% 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: 452 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 460 shares; 2025Q3: 505 shares; 2025Q4: 639 shares; 2026Q1: 519 shares 519 $239K 0.01% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,304 shares; 2025Q3: 2,321 shares; 2025Q4: 2,447 shares; 2026Q1: 2,458 shares 2,458 $239K 0.01% +11 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: 705 shares 705 $238K 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,865 shares; 2025Q1: 1,868 shares; 2025Q2: 1,870 shares; 2025Q3: 1,872 shares; 2025Q4: 1,939 shares; 2026Q1: 1,941 shares 1,941 $234K 0.01% +2 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 563 shares; 2025Q4: 724 shares; 2026Q1: 599 shares 599 $234K 0.01% -125 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: 1,596 shares; 2024Q4: 1,559 shares; 2025Q1: 1,630 shares; 2025Q2: 1,582 shares; 2025Q3: 1,669 shares; 2025Q4: 1,764 shares; 2026Q1: 1,251 shares 1,251 $234K 0.01% -513 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: 2,169 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares 2,181 $233K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: 287 shares; 2026Q1: 269 shares 269 $233K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares 1,957 $232K 0.01% 0 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,643 shares; 2025Q3: 3,643 shares; 2025Q4: 3,643 shares; 2026Q1: 3,643 shares 3,643 $232K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares 543 $232K 0.01% new Timeline VOT 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: 842 shares; 2024Q4: 842 shares; 2025Q1: 820 shares; 2025Q2: 903 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893 $230K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,602 shares; 2025Q3: 1,604 shares; 2025Q4: 1,658 shares; 2026Q1: 1,660 shares 1,660 $230K 0.01% +2 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,725 shares; 2024Q4: 33,256 shares; 2025Q1: 38,830 shares; 2025Q2: 51,264 shares; 2025Q3: 42,333 shares; 2025Q4: 45,874 shares; 2026Q1: 49,222 shares 49,222 $228K 0.01% +3,348 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 464 shares 464 $228K 0.01% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,035 shares; 2025Q4: 4,367 shares; 2026Q1: 4,367 shares 4,367 $227K 0.01% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,933 shares 1,933 $227K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 859 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $225K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,076 shares 3,076 $224K 0.01% new Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $223K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,250 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares 3,950 $219K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 5,829 shares; 2025Q1: 5,829 shares; 2025Q2: 5,831 shares; 2025Q3: 5,833 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $219K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares 300 $218K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 829 shares; 2026Q1: 830 shares 830 $216K 0.01% +1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares 3,651 $215K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $213K 0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,018 shares; 2026Q1: 4,018 shares 4,018 $212K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,292 shares 13,292 $208K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares 1,833 $208K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,804 shares; 2025Q3: 5,804 shares; 2025Q4: 5,804 shares; 2026Q1: 5,804 shares 5,804 $207K 0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,511 shares 7,511 $206K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 7,795 shares; 2025Q1: 8,100 shares; 2025Q2: 11,724 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,724 shares 6,724 $206K 0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,741 shares; 2025Q1: 2,741 shares; 2025Q2: 2,741 shares; 2025Q3: 2,559 shares; 2025Q4: not reported; 2026Q1: 2,517 shares 2,517 $202K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: not reported; 2025Q1: 11,116 shares; 2025Q2: 11,116 shares; 2025Q3: 11,116 shares; 2025Q4: 11,076 shares; 2026Q1: 11,076 shares 11,076 $167K 0.01% 0 Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,852 shares 14,852 $157K 0.01% new Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,008 shares; 2025Q2: 22,008 shares; 2025Q3: 22,008 shares; 2025Q4: 22,008 shares; 2026Q1: 30,008 shares 30,008 $144K 0.01% +8,000 Timeline ZDGE ZEDGE INC More: the full row for ZEDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 45,671 shares; 2025Q4: 45,671 shares; 2026Q1: 45,671 shares 45,671 $134K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,191 shares; 2024Q4: 44,191 shares; 2025Q1: 44,191 shares; 2025Q2: 44,319 shares; 2025Q3: 44,191 shares; 2025Q4: 45,491 shares; 2026Q1: 45,191 shares 45,191 $132K <0.01% -300 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,064 shares 10,064 $101K <0.01% new Timeline MARPS MARINE PETE TR More: the full row for MARINE PETE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,956 shares 15,956 $84.6K <0.01% new Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE 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 $83.4K <0.01% new Timeline MTR MESA RTY TR More: the full row for MESA RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,370 shares; 2025Q2: 16,370 shares; 2025Q3: 16,370 shares; 2025Q4: 16,370 shares; 2026Q1: 16,370 shares 16,370 $79.6K <0.01% 0 Timeline BITF BITFARMS LTD More: the full row for BITFARMS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,740 shares; 2024Q4: 32,740 shares; 2025Q1: 32,740 shares; 2025Q2: 32,740 shares; 2025Q3: 32,740 shares; 2025Q4: 32,740 shares; 2026Q1: 32,740 shares 32,740 $63.8K <0.01% 0 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,369 shares; 2025Q2: 12,369 shares; 2025Q3: 12,369 shares; 2025Q4: 12,369 shares; 2026Q1: 12,369 shares 12,369 $53.7K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,610 shares; 2025Q2: 17,610 shares; 2025Q3: 17,610 shares; 2025Q4: 14,110 shares; 2026Q1: 14,110 shares 14,110 $51.5K <0.01% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,954 shares; 2024Q4: 22,954 shares; 2025Q1: 22,954 shares; 2025Q2: 22,954 shares; 2025Q3: 22,954 shares; 2025Q4: 22,954 shares; 2026Q1: 22,954 shares 22,954 $15K <0.01% 0 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $5.89K <0.01% 0 Timeline