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: 110,771 shares; 2024Q4: 109,510 shares; 2025Q1: 111,561 shares; 2025Q2: 110,733 shares; 2025Q3: 111,255 shares; 2025Q4: 110,258 shares; 2026Q1: 109,187 shares 109,187 $27.7M 7.06% -1,071 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: 68,525 shares; 2024Q4: 68,202 shares; 2025Q1: 68,741 shares; 2025Q2: 68,792 shares; 2025Q3: 68,186 shares; 2025Q4: 69,990 shares; 2026Q1: 69,747 shares 69,747 $25.8M 6.58% -243 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: 48,351 shares; 2024Q4: 48,224 shares; 2025Q1: 48,224 shares; 2025Q2: 49,835 shares; 2025Q3: 49,308 shares; 2025Q4: 47,531 shares; 2026Q1: 47,581 shares 47,581 $14M 3.57% +50 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: 62,664 shares; 2024Q4: 61,437 shares; 2025Q1: 61,809 shares; 2025Q2: 67,916 shares; 2025Q3: 67,596 shares; 2025Q4: 76,928 shares; 2026Q1: 78,716 shares 78,716 $13.4M 3.4% +1,788 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: 13,535 shares; 2024Q4: 13,235 shares; 2025Q1: 12,871 shares; 2025Q2: 12,765 shares; 2025Q3: 12,820 shares; 2025Q4: 12,977 shares; 2026Q1: 12,963 shares 12,963 $11.9M 3.04% -14 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: 67,201 shares; 2024Q4: 66,437 shares; 2025Q1: 66,226 shares; 2025Q2: 66,693 shares; 2025Q3: 66,573 shares; 2025Q4: 68,172 shares; 2026Q1: 68,344 shares 68,344 $11.9M 3.04% +172 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: 34,221 shares; 2024Q4: 33,663 shares; 2025Q1: 34,299 shares; 2025Q2: 34,167 shares; 2025Q3: 34,823 shares; 2025Q4: 35,538 shares; 2026Q1: 35,355 shares 35,355 $10.1M 2.58% -183 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: 9,608 shares; 2024Q4: 9,608 shares; 2025Q1: 9,637 shares; 2025Q2: 8,908 shares; 2025Q3: 8,908 shares; 2025Q4: 9,417 shares; 2026Q1: 9,483 shares 9,483 $6.72M 1.71% +66 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: 29,637 shares; 2024Q4: 29,932 shares; 2025Q1: 30,457 shares; 2025Q2: 29,742 shares; 2025Q3: 29,442 shares; 2025Q4: 30,817 shares; 2026Q1: 30,817 shares 30,817 $6.7M 1.71% 0 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: 29,012 shares; 2024Q4: 27,759 shares; 2025Q1: 27,993 shares; 2025Q2: 29,623 shares; 2025Q3: 30,268 shares; 2025Q4: 30,236 shares; 2026Q1: 30,623 shares 30,623 $6.38M 1.63% +387 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: 25,061 shares; 2024Q4: 24,186 shares; 2025Q1: 24,950 shares; 2025Q2: 27,267 shares; 2025Q3: 26,969 shares; 2025Q4: 26,503 shares; 2026Q1: 26,124 shares 26,124 $6.33M 1.61% -379 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: 16,079 shares; 2024Q4: 15,909 shares; 2025Q1: 18,019 shares; 2025Q2: 18,919 shares; 2025Q3: 18,419 shares; 2025Q4: 16,540 shares; 2026Q1: 16,540 shares 16,540 $4.76M 1.21% 0 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: 3,603 shares; 2024Q4: 3,852 shares; 2025Q1: 4,377 shares; 2025Q2: 4,390 shares; 2025Q3: 4,460 shares; 2025Q4: 6,816 shares; 2026Q1: 7,129 shares 7,129 $4.64M 1.18% +313 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: 20,664 shares; 2024Q4: 20,534 shares; 2025Q1: 20,534 shares; 2025Q2: 20,534 shares; 2025Q3: 20,534 shares; 2025Q4: 20,044 shares; 2026Q1: 20,044 shares 20,044 $4.53M 1.15% 0 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: 32,215 shares; 2024Q4: 32,215 shares; 2025Q1: 32,215 shares; 2025Q2: 36,527 shares; 2025Q3: 35,953 shares; 2025Q4: 36,002 shares; 2026Q1: 35,957 shares 35,957 $4.47M 1.14% -45 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,825 shares; 2025Q1: 7,027 shares; 2025Q2: 8,154 shares; 2025Q3: 8,178 shares; 2025Q4: 8,652 shares; 2026Q1: 9,155 shares 9,155 $4.39M 1.12% +503 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: 18,221 shares; 2024Q4: 18,121 shares; 2025Q1: 17,488 shares; 2025Q2: 17,488 shares; 2025Q3: 17,488 shares; 2025Q4: 17,488 shares; 2026Q1: 17,388 shares 17,388 $4.22M 1.08% -100 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: 15,845 shares; 2024Q4: 15,845 shares; 2025Q1: 15,845 shares; 2025Q2: 15,895 shares; 2025Q3: 15,795 shares; 2025Q4: 16,815 shares; 2026Q1: 17,090 shares 17,090 $4.18M 1.06% +275 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: 37,120 shares; 2024Q4: 36,120 shares; 2025Q1: 37,020 shares; 2025Q2: 36,176 shares; 2025Q3: 30,676 shares; 2025Q4: 29,576 shares; 2026Q1: 29,376 shares 29,376 $3.99M 1.02% -200 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: 32,527 shares; 2024Q4: 32,246 shares; 2025Q1: 33,096 shares; 2025Q2: 33,006 shares; 2025Q3: 33,352 shares; 2025Q4: 33,301 shares; 2026Q1: 33,146 shares 33,146 $3.81M 0.97% -155 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: 12,759 shares; 2024Q4: 11,961 shares; 2025Q1: 12,243 shares; 2025Q2: 12,342 shares; 2025Q3: 12,648 shares; 2025Q4: 12,941 shares; 2026Q1: 12,429 shares 12,429 $3.76M 0.96% -512 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 76,515 shares; 2025Q3: 72,656 shares; 2025Q4: 57,643 shares; 2026Q1: 58,120 shares 58,120 $3.73M 0.95% +477 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: 10,015 shares; 2024Q4: 9,815 shares; 2025Q1: 10,234 shares; 2025Q2: 10,622 shares; 2025Q3: 10,510 shares; 2025Q4: 12,097 shares; 2026Q1: 12,542 shares 12,542 $3.56M 0.91% +445 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,775 shares; 2024Q4: 32,692 shares; 2025Q1: 29,227 shares; 2025Q2: 29,227 shares; 2025Q3: 29,227 shares; 2025Q4: 28,618 shares; 2026Q1: 28,618 shares 28,618 $3.53M 0.9% 0 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: 29,511 shares; 2024Q4: 29,511 shares; 2025Q1: 30,711 shares; 2025Q2: 31,688 shares; 2025Q3: 31,188 shares; 2025Q4: 31,188 shares; 2026Q1: 30,873 shares 30,873 $3.5M 0.89% -315 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: 36,350 shares; 2024Q4: 38,950 shares; 2025Q1: 39,600 shares; 2025Q2: 39,200 shares; 2025Q3: 37,800 shares; 2025Q4: 36,200 shares; 2026Q1: 31,400 shares 31,400 $3.4M 0.87% -4,800 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: 26,736 shares; 2024Q4: 26,753 shares; 2025Q1: 26,753 shares; 2025Q2: 26,753 shares; 2025Q3: 26,653 shares; 2025Q4: 29,746 shares; 2026Q1: 29,746 shares 29,746 $3.05M 0.78% 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: 93,854 shares; 2024Q4: 90,129 shares; 2025Q1: 90,954 shares; 2025Q2: 90,361 shares; 2025Q3: 90,624 shares; 2025Q4: 90,624 shares; 2026Q1: 89,624 shares 89,624 $3.01M 0.77% -1,000 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: 5,841 shares; 2024Q4: 11,332 shares; 2025Q1: 12,148 shares; 2025Q2: 12,157 shares; 2025Q3: 12,629 shares; 2025Q4: 14,962 shares; 2026Q1: 18,603 shares 18,603 $2.98M 0.76% +3,641 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: 15,210 shares; 2024Q4: 15,128 shares; 2025Q1: 14,828 shares; 2025Q2: 13,035 shares; 2025Q3: 12,667 shares; 2025Q4: 12,167 shares; 2026Q1: 9,471 shares 9,471 $2.93M 0.75% -2,696 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: 26,416 shares; 2024Q4: 26,216 shares; 2025Q1: 26,141 shares; 2025Q2: 29,897 shares; 2025Q3: 24,291 shares; 2025Q4: 23,366 shares; 2026Q1: 23,266 shares 23,266 $2.8M 0.71% -100 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: 505 shares; 2024Q4: 517 shares; 2025Q1: 2,038 shares; 2025Q2: 4,540 shares; 2025Q3: 6,851 shares; 2025Q4: 9,728 shares; 2026Q1: 10,010 shares 10,010 $2.8M 0.71% +282 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: 2,353 shares; 2024Q4: 2,064 shares; 2025Q1: 2,137 shares; 2025Q2: 2,344 shares; 2025Q3: 2,495 shares; 2025Q4: 3,145 shares; 2026Q1: 3,186 shares 3,186 $2.76M 0.7% +41 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: 12,464 shares; 2024Q4: 12,726 shares; 2025Q1: 12,876 shares; 2025Q2: 12,476 shares; 2025Q3: 12,889 shares; 2025Q4: 13,013 shares; 2026Q1: 13,139 shares 13,139 $2.72M 0.69% +126 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: 31,388 shares; 2024Q4: 30,813 shares; 2025Q1: 31,432 shares; 2025Q2: 30,597 shares; 2025Q3: 30,748 shares; 2025Q4: 28,250 shares; 2026Q1: 27,657 shares 27,657 $2.67M 0.68% -593 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323,528 shares; 2024Q4: 323,528 shares; 2025Q1: 323,567 shares; 2025Q2: 323,520 shares; 2025Q3: 323,352 shares; 2025Q4: 320,985 shares; 2026Q1: 321,078 shares 321,078 $2.62M 0.67% +93 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: 3,511 shares; 2024Q4: 3,751 shares; 2025Q1: 3,728 shares; 2025Q2: 3,962 shares; 2025Q3: 3,860 shares; 2025Q4: 4,217 shares; 2026Q1: 4,329 shares 4,329 $2.5M 0.64% +112 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: 83,674 shares; 2024Q4: 83,155 shares; 2025Q1: 81,840 shares; 2025Q2: 82,594 shares; 2025Q3: 81,848 shares; 2025Q4: 85,844 shares; 2026Q1: 85,544 shares 85,544 $2.48M 0.63% -300 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 6,600 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares 5,800 $2.47M 0.63% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,826 shares; 2024Q4: 39,254 shares; 2025Q1: 40,334 shares; 2025Q2: 39,902 shares; 2025Q3: 39,902 shares; 2025Q4: 40,540 shares; 2026Q1: 40,174 shares 40,174 $2.44M 0.62% -366 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,712 shares; 2025Q1: 2,033 shares; 2025Q2: 2,156 shares; 2025Q3: 2,168 shares; 2025Q4: 2,602 shares; 2026Q1: 2,734 shares 2,734 $2.39M 0.61% +132 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: 6,469 shares; 2024Q4: 6,470 shares; 2025Q1: 6,321 shares; 2025Q2: 6,271 shares; 2025Q3: 6,222 shares; 2025Q4: 15,929 shares; 2026Q1: 16,230 shares 16,230 $2.34M 0.6% +301 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: 9,220 shares; 2024Q4: 9,220 shares; 2025Q1: 9,188 shares; 2025Q2: 9,162 shares; 2025Q3: 9,163 shares; 2025Q4: 9,464 shares; 2026Q1: 9,442 shares 9,442 $2.17M 0.55% -22 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: 3,000 shares; 2024Q4: 5,272 shares; 2025Q1: 5,002 shares; 2025Q2: 3,593 shares; 2025Q3: 4,905 shares; 2025Q4: 5,829 shares; 2026Q1: 6,350 shares 6,350 $2.15M 0.55% +521 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: 78,402 shares; 2024Q4: 75,794 shares; 2025Q1: 74,994 shares; 2025Q2: 78,894 shares; 2025Q3: 78,991 shares; 2025Q4: 80,956 shares; 2026Q1: 76,295 shares 76,295 $2.14M 0.55% -4,661 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 15,606 shares; 2025Q1: 16,816 shares; 2025Q2: 18,411 shares; 2025Q3: 18,708 shares; 2025Q4: 20,676 shares; 2026Q1: 19,220 shares 19,220 $2.14M 0.55% -1,456 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 5,493 shares; 2025Q1: 5,928 shares; 2025Q2: 5,920 shares; 2025Q3: 5,920 shares; 2025Q4: 6,816 shares; 2026Q1: 6,455 shares 6,455 $2.12M 0.54% -361 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 15,699 shares; 2025Q1: 15,549 shares; 2025Q2: 16,679 shares; 2025Q3: 15,734 shares; 2025Q4: 15,734 shares; 2026Q1: 14,359 shares 14,359 $2.1M 0.54% -1,375 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,000 shares; 2024Q4: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares 34,000 $2.04M 0.52% 0 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: 30,287 shares; 2024Q4: 29,987 shares; 2025Q1: 25,837 shares; 2025Q2: 25,237 shares; 2025Q3: 25,210 shares; 2025Q4: 25,510 shares; 2026Q1: 24,924 shares 24,924 $1.93M 0.49% -586 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: 17,075 shares; 2024Q4: 17,075 shares; 2025Q1: 16,975 shares; 2025Q2: 28,775 shares; 2025Q3: 27,405 shares; 2025Q4: 25,400 shares; 2026Q1: 24,800 shares 24,800 $1.89M 0.48% -600 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,489 shares; 2024Q4: 292,489 shares; 2025Q1: 292,489 shares; 2025Q2: 292,489 shares; 2025Q3: 292,489 shares; 2025Q4: 292,489 shares; 2026Q1: 292,489 shares 292,489 $1.86M 0.47% 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: 4,814 shares; 2024Q4: 4,814 shares; 2025Q1: 5,159 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 5,309 shares; 2026Q1: 5,059 shares 5,059 $1.78M 0.45% -250 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: 37,789 shares; 2024Q4: 36,953 shares; 2025Q1: 36,953 shares; 2025Q2: 37,741 shares; 2025Q3: 37,631 shares; 2025Q4: 35,498 shares; 2026Q1: 35,176 shares 35,176 $1.77M 0.45% -322 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: 17,820 shares; 2024Q4: 17,820 shares; 2025Q1: 17,820 shares; 2025Q2: 17,820 shares; 2025Q3: 17,320 shares; 2025Q4: 18,886 shares; 2026Q1: 19,386 shares 19,386 $1.75M 0.45% +500 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: 17,334 shares; 2024Q4: 17,334 shares; 2025Q1: 17,334 shares; 2025Q2: 17,234 shares; 2025Q3: 17,288 shares; 2025Q4: 18,484 shares; 2026Q1: 18,084 shares 18,084 $1.75M 0.44% -400 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: 21,583 shares; 2024Q4: 21,003 shares; 2025Q1: 18,343 shares; 2025Q2: 15,943 shares; 2025Q3: 15,643 shares; 2025Q4: 14,893 shares; 2026Q1: 14,450 shares 14,450 $1.71M 0.44% -443 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,506 shares; 2024Q4: 21,743 shares; 2025Q1: 23,908 shares; 2025Q2: 25,197 shares; 2025Q3: 25,025 shares; 2025Q4: 30,726 shares; 2026Q1: 32,409 shares 32,409 $1.63M 0.42% +1,683 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,500 shares; 2024Q4: 75,000 shares; 2025Q1: 82,157 shares; 2025Q2: 81,770 shares; 2025Q3: 81,770 shares; 2025Q4: 81,770 shares; 2026Q1: 81,770 shares 81,770 $1.59M 0.4% 0 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: 43,670 shares; 2024Q4: 42,470 shares; 2025Q1: 41,548 shares; 2025Q2: 41,448 shares; 2025Q3: 41,448 shares; 2025Q4: 41,448 shares; 2026Q1: 41,448 shares 41,448 $1.57M 0.4% 0 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: 4,220 shares; 2024Q4: 4,220 shares; 2025Q1: 4,616 shares; 2025Q2: 4,999 shares; 2025Q3: 5,019 shares; 2025Q4: 5,186 shares; 2026Q1: 5,061 shares 5,061 $1.53M 0.39% -125 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: 9,752 shares; 2024Q4: 8,752 shares; 2025Q1: 7,952 shares; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 8,033 shares; 2026Q1: 7,797 shares 7,797 $1.5M 0.38% -236 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: 2,263 shares; 2024Q4: 2,260 shares; 2025Q1: 2,660 shares; 2025Q2: 2,760 shares; 2025Q3: 2,960 shares; 2025Q4: 2,660 shares; 2026Q1: 2,453 shares 2,453 $1.48M 0.38% -207 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: 13,333 shares; 2024Q4: 13,338 shares; 2025Q1: 13,338 shares; 2025Q2: 14,138 shares; 2025Q3: 13,866 shares; 2025Q4: 13,866 shares; 2026Q1: 13,366 shares 13,366 $1.47M 0.37% -500 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: 7,278 shares; 2024Q4: 6,506 shares; 2025Q1: 8,006 shares; 2025Q2: 6,959 shares; 2025Q3: 6,974 shares; 2025Q4: 7,389 shares; 2026Q1: 7,242 shares 7,242 $1.44M 0.37% -147 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 6,863 shares; 2025Q1: 7,218 shares; 2025Q2: 7,556 shares; 2025Q3: 7,506 shares; 2025Q4: 7,359 shares; 2026Q1: 7,305 shares 7,305 $1.43M 0.36% -54 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: 2,600 shares; 2024Q4: 2,400 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 4,650 shares; 2026Q1: 4,150 shares 4,150 $1.42M 0.36% -500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,847 shares; 2024Q4: 33,847 shares; 2025Q1: 33,847 shares; 2025Q2: 33,847 shares; 2025Q3: 33,847 shares; 2025Q4: 33,847 shares; 2026Q1: 33,647 shares 33,647 $1.38M 0.35% -200 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: 3,416 shares; 2024Q4: 3,997 shares; 2025Q1: 4,137 shares; 2025Q2: 4,112 shares; 2025Q3: 3,976 shares; 2025Q4: 4,257 shares; 2026Q1: 3,790 shares 3,790 $1.36M 0.35% -467 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: 1,348 shares; 2024Q4: 1,334 shares; 2025Q1: 1,378 shares; 2025Q2: 1,306 shares; 2025Q3: 1,338 shares; 2025Q4: 1,418 shares; 2026Q1: 1,390 shares 1,390 $1.34M 0.34% -28 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,022 shares; 2025Q1: 3,159 shares; 2025Q2: 3,279 shares; 2025Q3: 3,214 shares; 2025Q4: 3,020 shares; 2026Q1: 2,613 shares 2,613 $1.3M 0.33% -407 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 12,375 shares; 2025Q1: 12,375 shares; 2025Q2: 12,375 shares; 2025Q3: 12,375 shares; 2025Q4: 12,163 shares; 2026Q1: 11,927 shares 11,927 $1.26M 0.32% -236 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly 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: 12,700 shares; 2025Q4: 15,400 shares; 2026Q1: 17,200 shares 17,200 $1.26M 0.32% +1,800 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 22,609 shares; 2025Q1: 22,609 shares; 2025Q2: 22,609 shares; 2025Q3: 22,638 shares; 2025Q4: 22,889 shares; 2026Q1: 22,889 shares 22,889 $1.24M 0.32% 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: 5,700 shares; 2024Q4: 5,500 shares; 2025Q1: 5,700 shares; 2025Q2: 6,700 shares; 2025Q3: 7,300 shares; 2025Q4: 7,819 shares; 2026Q1: 6,624 shares 6,624 $1.24M 0.31% -1,195 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,200 shares; 2024Q4: 61,200 shares; 2025Q1: 61,200 shares; 2025Q2: 61,200 shares; 2025Q3: 61,200 shares; 2025Q4: 61,200 shares; 2026Q1: 61,200 shares 61,200 $1.23M 0.31% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 896 shares; 2025Q1: 906 shares; 2025Q2: 748 shares; 2025Q3: 884 shares; 2025Q4: 885 shares; 2026Q1: 886 shares 886 $1.22M 0.31% +1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,706 shares; 2024Q4: 22,747 shares; 2025Q1: 21,120 shares; 2025Q2: 21,020 shares; 2025Q3: 19,152 shares; 2025Q4: 17,844 shares; 2026Q1: 16,749 shares 16,749 $1.2M 0.31% -1,095 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,330 shares; 2024Q4: 12,330 shares; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,330 shares; 2025Q4: 12,330 shares; 2026Q1: 12,330 shares 12,330 $1.19M 0.3% 0 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: 2,105 shares; 2024Q4: 2,037 shares; 2025Q1: 2,179 shares; 2025Q2: 2,207 shares; 2025Q3: 2,221 shares; 2025Q4: 2,178 shares; 2026Q1: 2,082 shares 2,082 $1.19M 0.3% -96 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,132 shares; 2025Q4: 7,132 shares; 2026Q1: 7,132 shares 7,132 $1.18M 0.3% 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: 7,815 shares; 2024Q4: 7,490 shares; 2025Q1: 7,199 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,974 shares; 2026Q1: 7,924 shares 7,924 $1.15M 0.29% -50 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 4,495 shares; 2025Q1: 5,153 shares; 2025Q2: 5,626 shares; 2025Q3: 5,579 shares; 2025Q4: 5,727 shares; 2026Q1: 5,733 shares 5,733 $1.13M 0.29% +6 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,800 shares 32,800 $1.12M 0.29% new 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: 13,414 shares; 2024Q4: 13,214 shares; 2025Q1: 13,414 shares; 2025Q2: 14,314 shares; 2025Q3: 14,214 shares; 2025Q4: 12,464 shares; 2026Q1: 11,995 shares 11,995 $1.11M 0.28% -469 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: 10,643 shares; 2024Q4: 10,643 shares; 2025Q1: 10,643 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 10,643 shares; 2026Q1: 10,643 shares 10,643 $1.09M 0.28% 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: 1,100 shares; 2024Q4: 1,025 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $1.05M 0.27% 0 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: 1,530 shares; 2024Q4: 1,479 shares; 2025Q1: 1,529 shares; 2025Q2: 1,529 shares; 2025Q3: 1,529 shares; 2025Q4: 1,525 shares; 2026Q1: 1,530 shares 1,530 $1.04M 0.27% +5 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,300 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 34,300 shares; 2026Q1: 34,313 shares 34,313 $1.03M 0.26% +13 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,915 shares; 2025Q2: 6,315 shares; 2025Q3: 6,480 shares; 2025Q4: 7,345 shares; 2026Q1: 6,445 shares 6,445 $1M 0.26% -900 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: 20,837 shares; 2024Q4: 20,437 shares; 2025Q1: 21,337 shares; 2025Q2: 20,537 shares; 2025Q3: 20,019 shares; 2025Q4: 20,019 shares; 2026Q1: 16,362 shares 16,362 $962K 0.25% -3,657 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,047 shares; 2024Q4: 39,772 shares; 2025Q1: 39,772 shares; 2025Q2: 39,772 shares; 2025Q3: 38,772 shares; 2025Q4: 38,772 shares; 2026Q1: 38,002 shares 38,002 $928K 0.24% -770 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 5,083 shares; 2025Q1: 5,059 shares; 2025Q2: 4,843 shares; 2025Q3: 4,843 shares; 2025Q4: 4,643 shares; 2026Q1: 4,444 shares 4,444 $925K 0.24% -199 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,214 shares; 2024Q4: 28,789 shares; 2025Q1: 31,294 shares; 2025Q2: 30,762 shares; 2025Q3: 32,872 shares; 2025Q4: 39,634 shares; 2026Q1: 38,985 shares 38,985 $924K 0.24% -649 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 241 shares; 2025Q1: 295 shares; 2025Q2: 361 shares; 2025Q3: 936 shares; 2025Q4: 1,980 shares; 2026Q1: 3,412 shares 3,412 $923K 0.24% +1,432 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,729 shares; 2024Q4: 6,529 shares; 2025Q1: 6,529 shares; 2025Q2: 6,529 shares; 2025Q3: 6,529 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $864K 0.22% 0 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: 6,193 shares; 2024Q4: 6,360 shares; 2025Q1: 6,569 shares; 2025Q2: 6,813 shares; 2025Q3: 6,810 shares; 2025Q4: 6,959 shares; 2026Q1: 6,540 shares 6,540 $857K 0.22% -419 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: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,770 shares; 2026Q1: 6,010 shares 6,010 $838K 0.21% +240 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: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,900 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $837K 0.21% 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: 6,213 shares; 2024Q4: 6,268 shares; 2025Q1: 6,268 shares; 2025Q2: 6,272 shares; 2025Q3: 6,272 shares; 2025Q4: 6,293 shares; 2026Q1: 6,293 shares 6,293 $831K 0.21% 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: 49,527 shares; 2024Q4: 51,527 shares; 2025Q1: 51,722 shares; 2025Q2: 52,386 shares; 2025Q3: 52,056 shares; 2025Q4: 43,803 shares; 2026Q1: 42,803 shares 42,803 $826K 0.21% -1,000 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 921 shares; 2026Q1: 1,486 shares 1,486 $799K 0.2% +565 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: 2,631 shares; 2024Q4: 2,631 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 6,192 shares; 2026Q1: 5,995 shares 5,995 $797K 0.2% -197 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 42 shares; 2025Q1: 319 shares; 2025Q2: 506 shares; 2025Q3: 511 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $792K 0.2% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 5,067 shares; 2025Q1: 7,067 shares; 2025Q2: 7,067 shares; 2025Q3: 7,067 shares; 2025Q4: 7,067 shares; 2026Q1: 7,067 shares 7,067 $780K 0.2% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 8,342 shares; 2025Q1: 9,127 shares; 2025Q2: 10,927 shares; 2025Q3: 11,237 shares; 2025Q4: 9,137 shares; 2026Q1: 7,927 shares 7,927 $774K 0.2% -1,210 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $758K 0.19% 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: 5,631 shares; 2024Q4: 5,631 shares; 2025Q1: 5,631 shares; 2025Q2: 5,831 shares; 2025Q3: 5,831 shares; 2025Q4: 5,749 shares; 2026Q1: 5,749 shares 5,749 $753K 0.19% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,274 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,774 shares; 2025Q3: 10,774 shares; 2025Q4: 10,274 shares; 2026Q1: 10,274 shares 10,274 $748K 0.19% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,619 shares; 2024Q4: 17,119 shares; 2025Q1: 17,119 shares; 2025Q2: 16,619 shares; 2025Q3: 16,619 shares; 2025Q4: 16,619 shares; 2026Q1: 15,619 shares 15,619 $734K 0.19% -1,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,975 shares; 2024Q4: 13,975 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 9,775 shares; 2025Q4: 8,075 shares; 2026Q1: 8,175 shares 8,175 $708K 0.18% +100 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $702K 0.18% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 10,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $699K 0.18% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,290 shares; 2026Q1: 31,995 shares 31,995 $699K 0.18% +16,705 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: 1,091 shares; 2024Q4: 991 shares; 2025Q1: 1,093 shares; 2025Q2: 1,074 shares; 2025Q3: 1,075 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares 1,379 $689K 0.18% 0 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: 2,289 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,216 shares 2,216 $689K 0.18% -50 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: 2,923 shares; 2024Q4: 2,735 shares; 2025Q1: 2,599 shares; 2025Q2: 1,680 shares; 2025Q3: 1,467 shares; 2025Q4: 1,510 shares; 2026Q1: 1,392 shares 1,392 $684K 0.17% -118 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 46,600 shares; 2025Q3: 46,600 shares; 2025Q4: 46,600 shares; 2026Q1: 46,600 shares 46,600 $664K 0.17% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,700 shares; 2026Q1: 1,725 shares 1,725 $655K 0.17% +25 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 16,070 shares; 2025Q1: 16,070 shares; 2025Q2: 16,070 shares; 2025Q3: 16,070 shares; 2025Q4: 16,070 shares; 2026Q1: 17,570 shares 17,570 $654K 0.17% +1,500 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: 8,823 shares; 2024Q4: 8,824 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,607 shares; 2025Q4: 9,607 shares; 2026Q1: 9,607 shares 9,607 $634K 0.16% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $625K 0.16% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,485 shares; 2024Q4: 5,485 shares; 2025Q1: 7,585 shares; 2025Q2: 7,400 shares; 2025Q3: 8,900 shares; 2025Q4: 6,513 shares; 2026Q1: 6,313 shares 6,313 $621K 0.16% -200 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: 1,144 shares; 2024Q4: 1,252 shares; 2025Q1: 1,265 shares; 2025Q2: 1,370 shares; 2025Q3: 1,409 shares; 2025Q4: 1,502 shares; 2026Q1: 1,722 shares 1,722 $591K 0.15% +220 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 7,880 shares; 2025Q1: 8,230 shares; 2025Q2: 9,230 shares; 2025Q3: 8,890 shares; 2025Q4: 8,660 shares; 2026Q1: 8,660 shares 8,660 $589K 0.15% 0 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: 3,312 shares; 2024Q4: 3,112 shares; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,830 shares; 2026Q1: 3,942 shares 3,942 $580K 0.15% +112 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: 4,740 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares 4,740 $562K 0.14% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 7,210 shares; 2025Q1: 7,210 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,790 shares; 2026Q1: 6,828 shares 6,828 $562K 0.14% +38 Timeline TOST TOAST INC More: the full row for TOAST 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: 19,700 shares; 2026Q1: 21,200 shares 21,200 $562K 0.14% +1,500 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,025 shares; 2026Q1: 34,630 shares 34,630 $560K 0.14% +20,605 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,356 shares; 2024Q4: 3,366 shares; 2025Q1: 3,041 shares; 2025Q2: 1,537 shares; 2025Q3: 1,460 shares; 2025Q4: 1,291 shares; 2026Q1: 1,293 shares 1,293 $556K 0.14% +2 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,241 shares; 2024Q4: 10,662 shares; 2025Q1: 10,339 shares; 2025Q2: 10,787 shares; 2025Q3: 10,758 shares; 2025Q4: 10,739 shares; 2026Q1: 10,720 shares 10,720 $554K 0.14% -19 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 1,555 shares; 2025Q3: 2,247 shares; 2025Q4: 3,045 shares; 2026Q1: 3,088 shares 3,088 $539K 0.14% +43 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,290 shares; 2024Q4: 5,290 shares; 2025Q1: 5,000 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares 5,001 $534K 0.14% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,392 shares; 2025Q3: 2,763 shares; 2025Q4: 3,154 shares; 2026Q1: 3,209 shares 3,209 $532K 0.14% +55 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,347 shares; 2025Q1: 1,327 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,310 shares; 2026Q1: 1,225 shares 1,225 $532K 0.14% -85 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 2,701 shares; 2025Q3: 2,001 shares; 2025Q4: not reported; 2026Q1: 5,501 shares 5,501 $531K 0.14% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,836 shares; 2024Q4: 12,787 shares; 2025Q1: 12,787 shares; 2025Q2: 12,474 shares; 2025Q3: 12,637 shares; 2025Q4: 12,788 shares; 2026Q1: 12,728 shares 12,728 $529K 0.13% -60 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $523K 0.13% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 3,600 shares; 2025Q3: 3,350 shares; 2025Q4: 7,100 shares; 2026Q1: 10,800 shares 10,800 $521K 0.13% +3,700 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: 16,274 shares; 2024Q4: 13,574 shares; 2025Q1: 13,500 shares; 2025Q2: 13,100 shares; 2025Q3: 13,450 shares; 2025Q4: 12,693 shares; 2026Q1: 11,793 shares 11,793 $520K 0.13% -900 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,915 shares; 2026Q1: 5,215 shares 5,215 $518K 0.13% +2,300 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares 2,028 $516K 0.13% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $512K 0.13% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 8,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $510K 0.13% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares 3,900 $498K 0.13% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $497K 0.13% 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: 23,959 shares; 2024Q4: 23,377 shares; 2025Q1: 22,623 shares; 2025Q2: 22,291 shares; 2025Q3: 22,368 shares; 2025Q4: 18,269 shares; 2026Q1: 17,252 shares 17,252 $495K 0.13% -1,017 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,142 shares; 2026Q1: 5,142 shares 5,142 $485K 0.12% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,500 shares; 2025Q1: 4,700 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,400 shares; 2026Q1: 3,200 shares 3,200 $483K 0.12% -200 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,037 shares; 2026Q1: 4,137 shares 4,137 $477K 0.12% +100 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 22,625 shares; 2026Q1: 22,625 shares 22,625 $477K 0.12% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,008 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 7,300 shares; 2025Q4: 7,600 shares; 2026Q1: 7,300 shares 7,300 $474K 0.12% -300 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: 3,100 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $472K 0.12% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $470K 0.12% 0 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,807 shares; 2026Q1: 25,809 shares 25,809 $463K 0.12% +2 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,085 shares; 2026Q1: 3,085 shares 3,085 $446K 0.11% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: 3,868 shares; 2025Q4: 3,485 shares; 2026Q1: 3,287 shares 3,287 $445K 0.11% -198 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,520 shares; 2025Q2: 15,261 shares; 2025Q3: 15,341 shares; 2025Q4: 15,776 shares; 2026Q1: 15,837 shares 15,837 $443K 0.11% +61 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: not reported; 2024Q4: not reported; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: not reported; 2026Q1: 4,505 shares 4,505 $435K 0.11% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,759 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $434K 0.11% 0 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,418 shares 10,418 $432K 0.11% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 927 shares; 2026Q1: 909 shares 909 $431K 0.11% -18 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 2,876 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,176 shares; 2026Q1: 2,076 shares 2,076 $421K 0.11% -100 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 1,267 shares; 2025Q1: 1,172 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,059 shares 1,059 $413K 0.11% -80 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 1,371 shares; 2025Q1: 1,656 shares; 2025Q2: 756 shares; 2025Q3: 1,230 shares; 2025Q4: 1,525 shares; 2026Q1: 1,455 shares 1,455 $413K 0.11% -70 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: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 5,674 shares; 2026Q1: 4,424 shares 4,424 $411K 0.1% -1,250 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: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 1,508 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares 1,408 $411K 0.1% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 12,800 shares; 2025Q1: 14,000 shares; 2025Q2: 16,000 shares; 2025Q3: 19,200 shares; 2025Q4: 11,600 shares; 2026Q1: 12,800 shares 12,800 $410K 0.1% +1,200 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 7,800 shares; 2025Q3: 9,200 shares; 2025Q4: 9,000 shares; 2026Q1: 6,400 shares 6,400 $407K 0.1% -2,600 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,966 shares; 2025Q1: 1,966 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares; 2026Q1: 1,966 shares 1,966 $406K 0.1% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,050 shares; 2024Q4: 14,731 shares; 2025Q1: 14,311 shares; 2025Q2: 14,288 shares; 2025Q3: 14,288 shares; 2025Q4: 14,192 shares; 2026Q1: 14,066 shares 14,066 $386K 0.1% -126 Timeline KNCT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares; 2026Q1: 2,764 shares 2,764 $383K 0.1% +71 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 6,100 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,400 shares 7,400 $380K 0.1% +100 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,590 shares; 2025Q1: 6,140 shares; 2025Q2: 6,480 shares; 2025Q3: 7,675 shares; 2025Q4: 9,525 shares; 2026Q1: 12,365 shares 12,365 $375K 0.1% +2,840 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: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,333 shares; 2025Q2: 4,333 shares; 2025Q3: 4,333 shares; 2025Q4: 4,333 shares; 2026Q1: 4,333 shares 4,333 $369K 0.09% 0 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: 494 shares; 2024Q4: 404 shares; 2025Q1: 815 shares; 2025Q2: 884 shares; 2025Q3: 1,062 shares; 2025Q4: 952 shares; 2026Q1: 991 shares 991 $368K 0.09% +39 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,142 shares; 2025Q1: 4,142 shares; 2025Q2: 6,442 shares; 2025Q3: 4,142 shares; 2025Q4: 5,142 shares; 2026Q1: 5,142 shares 5,142 $367K 0.09% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,009 shares; 2026Q1: 4,784 shares 4,784 $364K 0.09% -225 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD 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 $360K 0.09% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $359K 0.09% 0 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: 593 shares; 2024Q4: 907 shares; 2025Q1: 939 shares; 2025Q2: 989 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 1,758 shares 1,758 $358K 0.09% +1,151 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,256 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 4,256 shares; 2025Q4: 4,201 shares; 2026Q1: 4,028 shares 4,028 $353K 0.09% -173 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,420 shares; 2026Q1: 14,420 shares 14,420 $350K 0.09% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 461 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $346K 0.09% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286 $343K 0.09% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,605 shares; 2025Q1: 8,605 shares; 2025Q2: 8,145 shares; 2025Q3: 7,905 shares; 2025Q4: 7,405 shares; 2026Q1: 7,405 shares 7,405 $339K 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $334K 0.09% 0 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: 2,132 shares; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,949 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares; 2026Q1: 2,932 shares 2,932 $332K 0.08% +400 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares 4,250 $324K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,900 shares; 2025Q2: 3,800 shares; 2025Q3: 4,800 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares 6,960 $323K 0.08% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 7,605 shares; 2026Q1: 6,870 shares 6,870 $319K 0.08% -735 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,043 shares 3,043 $316K 0.08% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 9,011 shares; 2025Q3: 8,211 shares; 2025Q4: 5,711 shares; 2026Q1: 5,911 shares 5,911 $312K 0.08% +200 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: 3,529 shares; 2025Q2: 1,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,448 shares 4,448 $312K 0.08% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 145 shares; 2025Q1: 150 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 160 shares; 2026Q1: 159 shares 159 $304K 0.08% -1 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: 4,302 shares; 2024Q4: 3,752 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares 5,252 $303K 0.08% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,200 shares 2,200 $299K 0.08% +200 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 10,806 shares; 2025Q1: 10,773 shares; 2025Q2: 12,741 shares; 2025Q3: 11,290 shares; 2025Q4: 7,124 shares; 2026Q1: 7,174 shares 7,174 $299K 0.08% +50 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $299K 0.08% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,359 shares; 2025Q3: 4,354 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares 4,154 $294K 0.07% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 7,492 shares; 2025Q1: 5,557 shares; 2025Q2: 4,892 shares; 2025Q3: 4,747 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares 1,629 $292K 0.07% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $292K 0.07% 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: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $286K 0.07% 0 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $286K 0.07% 0 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,290 shares; 2024Q4: 25,536 shares; 2025Q1: 26,591 shares; 2025Q2: 26,591 shares; 2025Q3: 26,591 shares; 2025Q4: 26,023 shares; 2026Q1: 26,338 shares 26,338 $282K 0.07% +315 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $278K 0.07% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,585 shares; 2026Q1: 1,610 shares 1,610 $276K 0.07% +25 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares 1,757 $276K 0.07% 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: 3,747 shares; 2024Q4: 3,747 shares; 2025Q1: 3,747 shares; 2025Q2: 3,881 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,287 shares 3,287 $275K 0.07% -33 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: 252 shares; 2024Q4: 233 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 487 shares; 2026Q1: 487 shares 487 $274K 0.07% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 2,147 shares; 2025Q1: 2,946 shares; 2025Q2: 3,212 shares; 2025Q3: 3,537 shares; 2025Q4: 2,829 shares; 2026Q1: 2,685 shares 2,685 $274K 0.07% -144 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares 2,801 $273K 0.07% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,772 shares; 2025Q2: 7,765 shares; 2025Q3: 8,231 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares 4,071 $272K 0.07% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 5,250 shares 5,250 $262K 0.07% new 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: 1,254 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 838 shares; 2026Q1: 758 shares 758 $262K 0.07% -80 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $259K 0.07% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $257K 0.07% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $253K 0.06% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,391 shares; 2024Q4: 18,391 shares; 2025Q1: 18,191 shares; 2025Q2: 23,191 shares; 2025Q3: 21,491 shares; 2025Q4: 22,491 shares; 2026Q1: 21,922 shares 21,922 $253K 0.06% -569 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $251K 0.06% 0 Timeline NVGS NAVIGATOR HLDGS LTD More: the full row for NAVIGATOR HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,825 shares; 2024Q4: 12,870 shares; 2025Q1: 12,870 shares; 2025Q2: 12,870 shares; 2025Q3: 12,870 shares; 2025Q4: 12,870 shares; 2026Q1: 12,870 shares 12,870 $249K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares 1,526 $247K 0.06% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $246K 0.06% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 427 shares; 2025Q1: 438 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 499 shares; 2026Q1: 517 shares 517 $239K 0.06% +18 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,750 shares; 2026Q1: 1,750 shares 1,750 $236K 0.06% 0 Timeline SBIL 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: 4,360 shares; 2025Q4: 5,037 shares; 2026Q1: 2,345 shares 2,345 $235K 0.06% -2,692 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,400 shares; 2024Q4: 18,400 shares; 2025Q1: 18,400 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares 18,400 $232K 0.06% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $232K 0.06% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $228K 0.06% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP 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 $227K 0.06% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313 shares; 2024Q4: 2,113 shares; 2025Q1: 2,199 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 3,060 shares; 2026Q1: 3,048 shares 3,048 $217K 0.06% -12 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $217K 0.06% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $217K 0.06% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 12,100 shares; 2025Q4: 11,600 shares; 2026Q1: 14,600 shares 14,600 $211K 0.05% +3,000 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,732 shares; 2026Q1: 65,732 shares 65,732 $210K 0.05% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 4,200 shares; 2025Q4: 9,400 shares; 2026Q1: 10,500 shares 10,500 $208K 0.05% +1,100 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 3,155 shares; 2025Q1: 4,410 shares; 2025Q2: 5,550 shares; 2025Q3: 5,725 shares; 2025Q4: 8,275 shares; 2026Q1: 10,825 shares 10,825 $207K 0.05% +2,550 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: 1,200 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $204K 0.05% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,323 shares; 2024Q4: 33,323 shares; 2025Q1: 33,323 shares; 2025Q2: 33,323 shares; 2025Q3: 33,323 shares; 2025Q4: 30,423 shares; 2026Q1: 30,423 shares 30,423 $202K 0.05% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 630 shares; 2025Q4: 956 shares; 2026Q1: 996 shares 996 $197K 0.05% +40 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $195K 0.05% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $194K 0.05% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 20,745 shares; 2025Q1: 21,445 shares; 2025Q2: 20,220 shares; 2025Q3: 21,650 shares; 2025Q4: 21,650 shares; 2026Q1: 21,650 shares 21,650 $192K 0.05% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 3,100 shares; 2025Q4: 4,100 shares; 2026Q1: 2,550 shares 2,550 $191K 0.05% -1,550 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 900 shares; 2025Q4: not reported; 2026Q1: 933 shares 933 $183K 0.05% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares 2,346 $181K 0.05% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 1,000 shares; 2026Q1: 450 shares 450 $179K 0.05% -550 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,367 shares; 2025Q2: 3,348 shares; 2025Q3: 2,862 shares; 2025Q4: 3,912 shares; 2026Q1: 3,242 shares 3,242 $171K 0.04% -670 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 2,138 shares; 2026Q1: 2,138 shares 2,138 $170K 0.04% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $168K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $159K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $152K 0.04% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $152K 0.04% new Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,016 shares; 2025Q2: 29,016 shares; 2025Q3: 28,166 shares; 2025Q4: 27,146 shares; 2026Q1: 27,284 shares 27,284 $151K 0.04% +138 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: 675 shares; 2024Q4: 409 shares; 2025Q1: 711 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares 911 $150K 0.04% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $149K 0.04% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 4,379 shares; 2025Q1: 2,788 shares; 2025Q2: 2,703 shares; 2025Q3: 2,694 shares; 2025Q4: 2,369 shares; 2026Q1: 2,415 shares 2,415 $147K 0.04% +46 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $146K 0.04% 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,010 shares; 2026Q1: 2,500 shares 2,500 $142K 0.04% -510 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $135K 0.03% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 2,646 shares; 2026Q1: 2,646 shares 2,646 $135K 0.03% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares 2,520 $133K 0.03% 0 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 12,673 shares; 2025Q1: 13,793 shares; 2025Q2: 13,487 shares; 2025Q3: 8,158 shares; 2025Q4: 804 shares; 2026Q1: 619 shares 619 $128K 0.03% -185 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 455 shares; 2026Q1: 385 shares 385 $126K 0.03% -70 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 375 shares; 2026Q1: 375 shares 375 $123K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 402 shares; 2025Q1: 771 shares; 2025Q2: 688 shares; 2025Q3: 673 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613 $122K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 138 shares 138 $117K 0.03% +13 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 3,300 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900 $116K 0.03% new Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,727 shares; 2025Q4: 11,627 shares; 2026Q1: 12,827 shares 12,827 $116K 0.03% +1,200 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: 730 shares; 2024Q4: 630 shares; 2025Q1: 530 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $115K 0.03% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares 169 $115K 0.03% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,625 shares; 2025Q1: 8,625 shares; 2025Q2: 10,625 shares; 2025Q3: 10,325 shares; 2025Q4: 7,945 shares; 2026Q1: 7,943 shares 7,943 $113K 0.03% -2 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 696 shares; 2025Q3: 697 shares; 2025Q4: 697 shares; 2026Q1: 698 shares 698 $113K 0.03% +1 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $113K 0.03% 0 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: 700 shares; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $111K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 854 shares; 2025Q1: 1,850 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,850 shares; 2026Q1: 1,450 shares 1,450 $104K 0.03% -400 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,098 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 1,963 shares 1,963 $95K 0.02% -135 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,056 shares; 2024Q4: 15,256 shares; 2025Q1: 13,456 shares; 2025Q2: 13,422 shares; 2025Q3: 12,897 shares; 2025Q4: 13,584 shares; 2026Q1: 13,584 shares 13,584 $94.4K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $92.5K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,000 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $92.1K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 1,916 shares; 2025Q3: 3,502 shares; 2025Q4: 1,189 shares; 2026Q1: 2,383 shares 2,383 $91.6K 0.02% +1,194 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 322 shares; 2025Q1: 100 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 363 shares; 2026Q1: 363 shares 363 $87.1K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,727 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,727 shares 1,727 $84.2K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $83.1K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares 1,443 $79.6K 0.02% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,193 shares; 2024Q4: 44,793 shares; 2025Q1: 44,793 shares; 2025Q2: 42,993 shares; 2025Q3: 42,993 shares; 2025Q4: 42,527 shares; 2026Q1: 40,079 shares 40,079 $73.7K 0.02% -2,448 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $71.5K 0.02% 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 400 shares; 2026Q1: 200 shares 200 $71.2K 0.02% -200 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $70.3K 0.02% new Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,582 shares; 2024Q4: 14,605 shares; 2025Q1: 14,605 shares; 2025Q2: 14,605 shares; 2025Q3: 14,605 shares; 2025Q4: 14,305 shares; 2026Q1: 13,805 shares 13,805 $66.4K 0.02% -500 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $65.8K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares 550 $65.1K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $56.1K 0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,660 shares; 2024Q4: 22,660 shares; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,660 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares 22,660 $55.5K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $54K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $49.3K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $48.8K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 190 shares; 2025Q2: 199 shares; 2025Q3: 193 shares; 2025Q4: 192 shares; 2026Q1: 190 shares 190 $47.5K 0.01% -2 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $46.1K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $41K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 206 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 209 shares; 2026Q1: 210 shares 210 $40.3K 0.01% +1 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $37K 0.01% 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: 2,012 shares; 2024Q4: 1,800 shares; 2025Q1: 2,001 shares; 2025Q2: 770 shares; 2025Q3: 51 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $36.8K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $36K 0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 57 shares 57 $34.1K 0.01% +55 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $31.3K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 5,428 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares; 2026Q1: 5,428 shares 5,428 $30.4K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $25.6K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 500 shares 500 $24.7K 0.01% -500 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $24K 0.01% new 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: 793 shares; 2024Q4: 793 shares; 2025Q1: 846 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 261 shares; 2026Q1: 100 shares 100 $18.7K <0.01% -161 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $15.5K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 103 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $15.4K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 92 shares; 2026Q1: 109 shares 109 $14.7K <0.01% +17 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,500 shares 1,500 $13.5K <0.01% -100 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 264 shares; 2026Q1: 264 shares 264 $10.7K <0.01% 0 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $9.07K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $5.75K <0.01% 0 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 67 shares 67 $2.27K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 5,430 shares 5,430 $38 <0.01% new