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: 877,420 shares; 2024Q4: 826,361 shares; 2025Q1: 847,112 shares; 2025Q2: 905,523 shares; 2025Q3: 855,392 shares; 2025Q4: 822,196 shares; 2026Q1: 832,689 shares 832,689 $211M 5.85% +10,493 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: 1,040,730 shares; 2024Q4: 1,262,862 shares; 2025Q1: 1,305,635 shares; 2025Q2: 1,334,404 shares; 2025Q3: 1,426,143 shares; 2025Q4: 1,502,627 shares; 2026Q1: 1,532,631 shares 1,532,631 $152M 4.21% +30,004 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: 295,274 shares; 2024Q4: 299,590 shares; 2025Q1: 304,904 shares; 2025Q2: 321,307 shares; 2025Q3: 320,138 shares; 2025Q4: 324,060 shares; 2026Q1: 325,572 shares 325,572 $121M 3.34% +1,512 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: 415,715 shares; 2024Q4: 393,628 shares; 2025Q1: 370,039 shares; 2025Q2: 363,300 shares; 2025Q3: 346,321 shares; 2025Q4: 340,952 shares; 2026Q1: 328,838 shares 328,838 $102M 2.82% -12,114 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: 371,220 shares; 2024Q4: 375,099 shares; 2025Q1: 371,137 shares; 2025Q2: 409,745 shares; 2025Q3: 377,241 shares; 2025Q4: 351,440 shares; 2026Q1: 343,807 shares 343,807 $98.9M 2.74% -7,633 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: 309,420 shares; 2024Q4: 305,827 shares; 2025Q1: 302,705 shares; 2025Q2: 313,876 shares; 2025Q3: 309,113 shares; 2025Q4: 296,968 shares; 2026Q1: 298,908 shares 298,908 $87.9M 2.43% +1,940 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: 229,807 shares; 2024Q4: 259,691 shares; 2025Q1: 355,932 shares; 2025Q2: 462,046 shares; 2025Q3: 462,834 shares; 2025Q4: 472,812 shares; 2026Q1: 499,357 shares 499,357 $87.1M 2.41% +26,545 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: 368,553 shares; 2024Q4: 337,424 shares; 2025Q1: 344,378 shares; 2025Q2: 385,123 shares; 2025Q3: 384,012 shares; 2025Q4: 397,507 shares; 2026Q1: 409,707 shares 409,707 $85.3M 2.36% +12,200 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,382 shares; 2024Q4: 663,403 shares; 2025Q1: 682,895 shares; 2025Q2: 677,553 shares; 2025Q3: 696,495 shares; 2025Q4: 754,463 shares; 2026Q1: 831,835 shares 831,835 $57M 1.58% +77,372 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: 391,898 shares; 2024Q4: 384,572 shares; 2025Q1: 384,523 shares; 2025Q2: 387,533 shares; 2025Q3: 359,824 shares; 2025Q4: 331,641 shares; 2026Q1: 332,991 shares 332,991 $56.5M 1.56% +1,350 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461,693 shares; 2024Q4: 1,452,477 shares; 2025Q1: 1,428,894 shares; 2025Q2: 1,565,869 shares; 2025Q3: 1,488,301 shares; 2025Q4: 1,570,275 shares; 2026Q1: 1,540,794 shares 1,540,794 $53.1M 1.47% -29,481 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: 228,634 shares; 2024Q4: 237,260 shares; 2025Q1: 231,419 shares; 2025Q2: 278,071 shares; 2025Q3: 274,553 shares; 2025Q4: 275,055 shares; 2026Q1: 239,956 shares 239,956 $49.6M 1.37% -35,099 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: 80,558 shares; 2024Q4: 77,672 shares; 2025Q1: 77,294 shares; 2025Q2: 84,919 shares; 2025Q3: 83,174 shares; 2025Q4: 84,617 shares; 2026Q1: 84,287 shares 84,287 $48.2M 1.33% -330 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,298 shares; 2024Q4: 102,852 shares; 2025Q1: 111,335 shares; 2025Q2: 117,149 shares; 2025Q3: 135,544 shares; 2025Q4: 141,775 shares; 2026Q1: 149,322 shares 149,322 $42.9M 1.19% +7,547 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: 303,356 shares; 2024Q4: 292,026 shares; 2025Q1: 306,424 shares; 2025Q2: 351,768 shares; 2025Q3: 339,782 shares; 2025Q4: 319,180 shares; 2026Q1: 297,827 shares 297,827 $37M 1.02% -21,353 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: 254,969 shares; 2024Q4: 251,687 shares; 2025Q1: 254,391 shares; 2025Q2: 268,416 shares; 2025Q3: 269,536 shares; 2025Q4: 256,615 shares; 2026Q1: 251,837 shares 251,837 $36.4M 1.01% -4,778 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: 153,304 shares; 2024Q4: 149,902 shares; 2025Q1: 148,045 shares; 2025Q2: 149,097 shares; 2025Q3: 149,621 shares; 2025Q4: 146,806 shares; 2026Q1: 147,489 shares 147,489 $36.1M 1% +683 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: 353,564 shares; 2024Q4: 368,419 shares; 2025Q1: 356,459 shares; 2025Q2: 351,604 shares; 2025Q3: 306,579 shares; 2025Q4: 289,400 shares; 2026Q1: 282,430 shares 282,430 $34M 0.94% -6,970 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: 394,968 shares; 2024Q4: 368,150 shares; 2025Q1: 357,495 shares; 2025Q2: 363,185 shares; 2025Q3: 406,281 shares; 2025Q4: 395,563 shares; 2026Q1: 404,600 shares 404,600 $31.4M 0.87% +9,037 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: 242,565 shares; 2024Q4: 239,206 shares; 2025Q1: 311,384 shares; 2025Q2: 307,149 shares; 2025Q3: 405,160 shares; 2025Q4: 415,357 shares; 2026Q1: 410,225 shares 410,225 $31.2M 0.86% -5,132 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: 172,796 shares; 2024Q4: 163,940 shares; 2025Q1: 163,768 shares; 2025Q2: 164,735 shares; 2025Q3: 165,313 shares; 2025Q4: 156,886 shares; 2026Q1: 157,539 shares 157,539 $30.4M 0.84% +653 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: 71,126 shares; 2024Q4: 68,280 shares; 2025Q1: 67,668 shares; 2025Q2: 65,556 shares; 2025Q3: 63,441 shares; 2025Q4: 64,020 shares; 2026Q1: 60,062 shares 60,062 $30M 0.83% -3,958 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: 52,019 shares; 2024Q4: 52,078 shares; 2025Q1: 64,170 shares; 2025Q2: 67,124 shares; 2025Q3: 69,808 shares; 2025Q4: 82,271 shares; 2026Q1: 81,500 shares 81,500 $28.7M 0.79% -771 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: 55,282 shares; 2024Q4: 110,590 shares; 2025Q1: 143,151 shares; 2025Q2: 157,769 shares; 2025Q3: 159,589 shares; 2025Q4: 165,841 shares; 2026Q1: 177,230 shares 177,230 $28.4M 0.79% +11,389 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,945 shares; 2024Q4: 217,904 shares; 2025Q1: 225,715 shares; 2025Q2: 316,222 shares; 2025Q3: 338,639 shares; 2025Q4: 342,499 shares; 2026Q1: 382,924 shares 382,924 $28.2M 0.78% +40,425 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,662 shares; 2024Q4: 196,286 shares; 2025Q1: 200,482 shares; 2025Q2: 215,198 shares; 2025Q3: 224,800 shares; 2025Q4: 236,433 shares; 2026Q1: 260,726 shares 260,726 $27.7M 0.77% +24,293 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: 165,381 shares; 2024Q4: 155,598 shares; 2025Q1: 154,031 shares; 2025Q2: 149,804 shares; 2025Q3: 147,953 shares; 2025Q4: 144,441 shares; 2026Q1: 141,796 shares 141,796 $27.5M 0.76% -2,645 Timeline VTWO 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: 46,264 shares; 2024Q4: 58,280 shares; 2025Q1: 68,721 shares; 2025Q2: 73,268 shares; 2025Q3: 196,698 shares; 2025Q4: 226,761 shares; 2026Q1: 273,187 shares 273,187 $27.4M 0.76% +46,426 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: 155,558 shares; 2024Q4: 169,404 shares; 2025Q1: 187,442 shares; 2025Q2: 186,978 shares; 2025Q3: 162,578 shares; 2025Q4: 144,985 shares; 2026Q1: 134,497 shares 134,497 $27.4M 0.76% -10,488 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: 25,798 shares; 2024Q4: 24,022 shares; 2025Q1: 23,746 shares; 2025Q2: 28,561 shares; 2025Q3: 28,809 shares; 2025Q4: 29,952 shares; 2026Q1: 29,595 shares 29,595 $27.2M 0.75% -357 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: 73,011 shares; 2024Q4: 69,218 shares; 2025Q1: 82,673 shares; 2025Q2: 93,753 shares; 2025Q3: 80,913 shares; 2025Q4: 74,776 shares; 2026Q1: 70,016 shares 70,016 $25M 0.69% -4,760 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: 33,037 shares; 2024Q4: 30,953 shares; 2025Q1: 32,335 shares; 2025Q2: 32,753 shares; 2025Q3: 32,060 shares; 2025Q4: 29,060 shares; 2026Q1: 27,101 shares 27,101 $24.3M 0.67% -1,959 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: 38,277 shares; 2024Q4: 42,973 shares; 2025Q1: 44,286 shares; 2025Q2: 50,754 shares; 2025Q3: 49,639 shares; 2025Q4: 44,165 shares; 2026Q1: 47,914 shares 47,914 $23.6M 0.65% +3,749 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: 60,366 shares; 2024Q4: 60,500 shares; 2025Q1: 50,227 shares; 2025Q2: 57,520 shares; 2025Q3: 66,798 shares; 2025Q4: 69,151 shares; 2026Q1: 70,066 shares 70,066 $23M 0.64% +915 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: 30,074 shares; 2024Q4: 31,111 shares; 2025Q1: 55,988 shares; 2025Q2: 57,147 shares; 2025Q3: 55,877 shares; 2025Q4: 55,211 shares; 2026Q1: 61,801 shares 61,801 $23M 0.64% +6,590 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,585 shares; 2024Q4: 60,608 shares; 2025Q1: 74,769 shares; 2025Q2: 86,212 shares; 2025Q3: 161,523 shares; 2025Q4: 176,940 shares; 2026Q1: 173,489 shares 173,489 $22.7M 0.63% -3,451 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: 79,638 shares; 2024Q4: 80,652 shares; 2025Q1: 78,788 shares; 2025Q2: 80,256 shares; 2025Q3: 76,556 shares; 2025Q4: 83,263 shares; 2026Q1: 78,726 shares 78,726 $22.6M 0.63% -4,537 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,800 shares; 2024Q4: 163,800 shares; 2025Q1: 163,547 shares; 2025Q2: 163,235 shares; 2025Q3: 162,720 shares; 2025Q4: 162,610 shares; 2026Q1: 162,610 shares 162,610 $22.5M 0.62% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,979 shares; 2024Q4: 10,062 shares; 2025Q1: 11,524 shares; 2025Q2: 12,698 shares; 2025Q3: 13,771 shares; 2025Q4: 174,396 shares; 2026Q1: 233,843 shares 233,843 $22.5M 0.62% +59,447 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: 21,200 shares; 2024Q4: 20,747 shares; 2025Q1: 21,038 shares; 2025Q2: 32,959 shares; 2025Q3: 32,150 shares; 2025Q4: 30,962 shares; 2026Q1: 45,164 shares 45,164 $21.6M 0.6% +14,202 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,194 shares; 2026Q1: 426,545 shares 426,545 $21.2M 0.59% +1,351 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: 35,585 shares; 2024Q4: 32,697 shares; 2025Q1: 29,867 shares; 2025Q2: 31,694 shares; 2025Q3: 31,833 shares; 2025Q4: 32,468 shares; 2026Q1: 33,595 shares 33,595 $20.1M 0.56% +1,127 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: 28,044 shares; 2024Q4: 24,746 shares; 2025Q1: 25,139 shares; 2025Q2: 33,775 shares; 2025Q3: 33,466 shares; 2025Q4: 30,071 shares; 2026Q1: 30,811 shares 30,811 $20M 0.55% +740 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: 10,497 shares; 2024Q4: 22,024 shares; 2025Q1: 24,095 shares; 2025Q2: 25,696 shares; 2025Q3: 27,911 shares; 2025Q4: 33,016 shares; 2026Q1: 32,377 shares 32,377 $19.6M 0.54% -639 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 25,595 shares; 2025Q1: 25,763 shares; 2025Q2: 29,266 shares; 2025Q3: 28,715 shares; 2025Q4: 28,562 shares; 2026Q1: 29,064 shares 29,064 $19M 0.53% +502 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: 89,194 shares; 2024Q4: 77,515 shares; 2025Q1: 76,476 shares; 2025Q2: 80,518 shares; 2025Q3: 80,799 shares; 2025Q4: 80,426 shares; 2026Q1: 77,221 shares 77,221 $18.7M 0.52% -3,205 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: 65,153 shares; 2024Q4: 103,795 shares; 2025Q1: 108,987 shares; 2025Q2: 117,035 shares; 2025Q3: 123,996 shares; 2025Q4: 131,565 shares; 2026Q1: 126,643 shares 126,643 $18.3M 0.51% -4,922 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: 39,790 shares; 2024Q4: 35,293 shares; 2025Q1: 273,374 shares; 2025Q2: 337,157 shares; 2025Q3: 336,539 shares; 2025Q4: 338,522 shares; 2026Q1: 368,265 shares 368,265 $18M 0.5% +29,743 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: 86,513 shares; 2024Q4: 85,841 shares; 2025Q1: 82,571 shares; 2025Q2: 94,751 shares; 2025Q3: 91,702 shares; 2025Q4: 82,082 shares; 2026Q1: 81,602 shares 81,602 $17.7M 0.49% -480 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,939 shares; 2024Q4: 246,910 shares; 2025Q1: 325,056 shares; 2025Q2: 337,801 shares; 2025Q3: 340,992 shares; 2025Q4: 322,368 shares; 2026Q1: 327,997 shares 327,997 $17.1M 0.47% +5,629 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,229 shares; 2024Q4: 142,132 shares; 2025Q1: 167,294 shares; 2025Q2: 175,172 shares; 2025Q3: 215,693 shares; 2025Q4: 221,221 shares; 2026Q1: 222,804 shares 222,804 $16.7M 0.46% +1,583 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: 152,685 shares; 2024Q4: 157,700 shares; 2025Q1: 161,493 shares; 2025Q2: 180,907 shares; 2025Q3: 124,141 shares; 2025Q4: 111,946 shares; 2026Q1: 105,221 shares 105,221 $16.3M 0.45% -6,725 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: 72,901 shares; 2024Q4: 69,287 shares; 2025Q1: 73,824 shares; 2025Q2: 78,090 shares; 2025Q3: 74,863 shares; 2025Q4: 62,049 shares; 2026Q1: 63,500 shares 63,500 $15.7M 0.44% +1,451 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: 22,187 shares; 2024Q4: 24,713 shares; 2025Q1: 25,842 shares; 2025Q2: 29,281 shares; 2025Q3: 30,315 shares; 2025Q4: 34,622 shares; 2026Q1: 31,646 shares 31,646 $15.7M 0.43% -2,976 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: 17,745 shares; 2024Q4: 17,242 shares; 2025Q1: 21,971 shares; 2025Q2: 50,289 shares; 2025Q3: 50,441 shares; 2025Q4: 48,882 shares; 2026Q1: 48,301 shares 48,301 $15.5M 0.43% -581 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,894 shares; 2025Q3: 181,604 shares; 2025Q4: 205,890 shares; 2026Q1: 255,550 shares 255,550 $15.3M 0.42% +49,660 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: 40,776 shares; 2024Q4: 40,236 shares; 2025Q1: 40,887 shares; 2025Q2: 75,219 shares; 2025Q3: 89,651 shares; 2025Q4: 94,826 shares; 2026Q1: 95,488 shares 95,488 $15.2M 0.42% +662 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: 22,222 shares; 2024Q4: 19,037 shares; 2025Q1: 20,781 shares; 2025Q2: 24,016 shares; 2025Q3: 24,618 shares; 2025Q4: 25,478 shares; 2026Q1: 26,256 shares 26,256 $15.2M 0.42% +778 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: 156,158 shares; 2024Q4: 159,495 shares; 2025Q1: 174,690 shares; 2025Q2: 173,285 shares; 2025Q3: 171,273 shares; 2025Q4: 196,612 shares; 2026Q1: 209,767 shares 209,767 $15.1M 0.42% +13,155 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: 75,755 shares; 2024Q4: 84,765 shares; 2025Q1: 81,117 shares; 2025Q2: 83,105 shares; 2025Q3: 78,503 shares; 2025Q4: 77,606 shares; 2026Q1: 76,083 shares 76,083 $15M 0.42% -1,523 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,740 shares; 2025Q1: 7,775 shares; 2025Q2: 8,089 shares; 2025Q3: 13,193 shares; 2025Q4: 14,387 shares; 2026Q1: 15,565 shares 15,565 $15M 0.41% +1,178 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: 65,317 shares; 2024Q4: 62,658 shares; 2025Q1: 62,746 shares; 2025Q2: 63,655 shares; 2025Q3: 60,800 shares; 2025Q4: 57,637 shares; 2026Q1: 64,039 shares 64,039 $14.5M 0.4% +6,402 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,431 shares; 2024Q4: 22,065 shares; 2025Q1: 21,478 shares; 2025Q2: 22,877 shares; 2025Q3: 21,120 shares; 2025Q4: 20,901 shares; 2026Q1: 19,857 shares 19,857 $14.1M 0.39% -1,044 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: 269,176 shares; 2024Q4: 261,577 shares; 2025Q1: 261,486 shares; 2025Q2: 259,423 shares; 2025Q3: 245,082 shares; 2025Q4: 232,773 shares; 2026Q1: 228,250 shares 228,250 $13.8M 0.38% -4,523 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: 60,935 shares; 2024Q4: 49,966 shares; 2025Q1: 50,382 shares; 2025Q2: 51,245 shares; 2025Q3: 53,108 shares; 2025Q4: 47,083 shares; 2026Q1: 48,097 shares 48,097 $13.6M 0.38% +1,014 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,976 shares; 2024Q4: 125,044 shares; 2025Q1: 121,963 shares; 2025Q2: 130,205 shares; 2025Q3: 132,260 shares; 2025Q4: 132,220 shares; 2026Q1: 139,303 shares 139,303 $13.5M 0.37% +7,083 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: 126,123 shares; 2024Q4: 117,852 shares; 2025Q1: 79,481 shares; 2025Q2: 83,866 shares; 2025Q3: 88,214 shares; 2025Q4: 86,198 shares; 2026Q1: 89,367 shares 89,367 $13.1M 0.36% +3,169 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,966 shares; 2024Q4: 126,965 shares; 2025Q1: 125,690 shares; 2025Q2: 145,912 shares; 2025Q3: 184,736 shares; 2025Q4: 197,209 shares; 2026Q1: 240,365 shares 240,365 $13M 0.36% +43,156 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: 59,299 shares; 2024Q4: 58,739 shares; 2025Q1: 58,965 shares; 2025Q2: 59,775 shares; 2025Q3: 59,231 shares; 2025Q4: 61,008 shares; 2026Q1: 60,710 shares 60,710 $12.6M 0.35% -298 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: 57,232 shares; 2024Q4: 56,041 shares; 2025Q1: 55,194 shares; 2025Q2: 55,389 shares; 2025Q3: 55,487 shares; 2025Q4: 54,854 shares; 2026Q1: 52,970 shares 52,970 $12.5M 0.35% -1,884 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: 68,562 shares; 2024Q4: 77,492 shares; 2025Q1: 76,131 shares; 2025Q2: 81,423 shares; 2025Q3: 85,976 shares; 2025Q4: 90,949 shares; 2026Q1: 89,745 shares 89,745 $12.2M 0.34% -1,204 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,191 shares; 2024Q4: 92,939 shares; 2025Q1: 89,046 shares; 2025Q2: 87,936 shares; 2025Q3: 85,460 shares; 2025Q4: 85,039 shares; 2026Q1: 83,246 shares 83,246 $12.1M 0.34% -1,793 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: 11,283 shares; 2024Q4: 11,363 shares; 2025Q1: 11,480 shares; 2025Q2: 13,492 shares; 2025Q3: 13,410 shares; 2025Q4: 12,441 shares; 2026Q1: 12,031 shares 12,031 $12M 0.33% -410 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: 160,458 shares; 2024Q4: 152,289 shares; 2025Q1: 159,097 shares; 2025Q2: 158,507 shares; 2025Q3: 149,756 shares; 2025Q4: 75,671 shares; 2026Q1: 72,621 shares 72,621 $12M 0.33% -3,050 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: 292,202 shares; 2024Q4: 310,879 shares; 2025Q1: 318,604 shares; 2025Q2: 330,859 shares; 2025Q3: 214,178 shares; 2025Q4: 131,092 shares; 2026Q1: 128,548 shares 128,548 $11.9M 0.33% -2,544 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: 60,188 shares 60,188 $11.9M 0.33% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,529 shares; 2024Q4: 45,670 shares; 2025Q1: 45,038 shares; 2025Q2: 45,295 shares; 2025Q3: 167,446 shares; 2025Q4: 201,559 shares; 2026Q1: 208,860 shares 208,860 $11.8M 0.33% +7,301 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,870 shares; 2024Q4: 49,819 shares; 2025Q1: 55,767 shares; 2025Q2: 55,899 shares; 2025Q3: 57,124 shares; 2025Q4: 63,960 shares; 2026Q1: 63,112 shares 63,112 $11.4M 0.31% -848 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: 130,816 shares; 2024Q4: 128,784 shares; 2025Q1: 127,466 shares; 2025Q2: 112,046 shares; 2025Q3: 90,363 shares; 2025Q4: 86,272 shares; 2026Q1: 85,498 shares 85,498 $11.3M 0.31% -774 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: 26,172 shares; 2024Q4: 27,496 shares; 2025Q1: 28,548 shares; 2025Q2: 32,169 shares; 2025Q3: 33,890 shares; 2025Q4: 33,521 shares; 2026Q1: 34,026 shares 34,026 $11.2M 0.31% +505 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: 1,197 shares; 2024Q4: 1,216 shares; 2025Q1: 1,505 shares; 2025Q2: 1,361 shares; 2025Q3: 1,547 shares; 2025Q4: 1,625 shares; 2026Q1: 23,555 shares 23,555 $10.9M 0.3% +21,930 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,467 shares; 2024Q4: 91,552 shares; 2025Q1: 87,315 shares; 2025Q2: 88,157 shares; 2025Q3: 90,210 shares; 2025Q4: 96,242 shares; 2026Q1: 99,404 shares 99,404 $10.8M 0.3% +3,162 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,128 shares; 2024Q4: 215,262 shares; 2025Q1: 207,883 shares; 2025Q2: 215,374 shares; 2025Q3: 224,600 shares; 2025Q4: 227,049 shares; 2026Q1: 227,792 shares 227,792 $10.8M 0.3% +743 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,504 shares; 2024Q4: 44,292 shares; 2025Q1: 43,550 shares; 2025Q2: 49,448 shares; 2025Q3: 49,023 shares; 2025Q4: 55,447 shares; 2026Q1: 51,514 shares 51,514 $10.8M 0.3% -3,933 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 5,321 shares; 2025Q1: not reported; 2025Q2: 35,291 shares; 2025Q3: 35,108 shares; 2025Q4: 177,936 shares; 2026Q1: 178,542 shares 178,542 $10.5M 0.29% +606 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: 14,736 shares; 2024Q4: 13,991 shares; 2025Q1: 14,692 shares; 2025Q2: 12,442 shares; 2025Q3: 12,418 shares; 2025Q4: 12,377 shares; 2026Q1: 11,867 shares 11,867 $10.4M 0.29% -510 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,437 shares; 2025Q3: 108,012 shares; 2025Q4: 139,011 shares; 2026Q1: 206,776 shares 206,776 $10.3M 0.29% +67,765 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: 49,503 shares; 2024Q4: 51,868 shares; 2025Q1: 52,206 shares; 2025Q2: 64,600 shares; 2025Q3: 64,752 shares; 2025Q4: 62,615 shares; 2026Q1: 36,164 shares 36,164 $9.79M 0.27% -26,451 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: 98,106 shares; 2024Q4: 83,305 shares; 2025Q1: 87,969 shares; 2025Q2: 89,094 shares; 2025Q3: 73,920 shares; 2025Q4: 71,272 shares; 2026Q1: 81,530 shares 81,530 $9.67M 0.27% +10,258 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,960 shares; 2024Q4: 144,903 shares; 2025Q1: 145,090 shares; 2025Q2: 177,487 shares; 2025Q3: 171,467 shares; 2025Q4: 147,240 shares; 2026Q1: 139,818 shares 139,818 $9.44M 0.26% -7,422 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,440 shares; 2024Q4: 16,351 shares; 2025Q1: 19,231 shares; 2025Q2: 30,631 shares; 2025Q3: 34,147 shares; 2025Q4: 33,125 shares; 2026Q1: 35,266 shares 35,266 $9.24M 0.26% +2,141 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: 7,732 shares; 2024Q4: 15,860 shares; 2025Q1: 16,350 shares; 2025Q2: 19,139 shares; 2025Q3: 19,060 shares; 2025Q4: 18,559 shares; 2026Q1: 25,807 shares 25,807 $8.72M 0.24% +7,248 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: 75,248 shares; 2024Q4: 72,263 shares; 2025Q1: 70,956 shares; 2025Q2: 69,236 shares; 2025Q3: 68,618 shares; 2025Q4: 66,354 shares; 2026Q1: 66,492 shares 66,492 $8.72M 0.24% +138 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: 18,637 shares; 2024Q4: 18,735 shares; 2025Q1: 18,004 shares; 2025Q2: 17,860 shares; 2025Q3: 16,975 shares; 2025Q4: 16,427 shares; 2026Q1: 15,368 shares 15,368 $8.66M 0.24% -1,059 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: 22,030 shares; 2024Q4: 21,471 shares; 2025Q1: 21,909 shares; 2025Q2: 21,788 shares; 2025Q3: 21,263 shares; 2025Q4: 20,755 shares; 2026Q1: 19,959 shares 19,959 $8.59M 0.24% -796 Timeline JGLO 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: 150,440 shares; 2024Q4: 119,440 shares; 2025Q1: 150,916 shares; 2025Q2: 150,916 shares; 2025Q3: 150,916 shares; 2025Q4: 128,866 shares; 2026Q1: 128,866 shares 128,866 $8.41M 0.23% 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: 3,133 shares; 2025Q3: 3,104 shares; 2025Q4: 3,532 shares; 2026Q1: 24,763 shares 24,763 $8.37M 0.23% +21,231 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: 33,021 shares; 2024Q4: 32,316 shares; 2025Q1: 32,167 shares; 2025Q2: 33,737 shares; 2025Q3: 33,555 shares; 2025Q4: 27,021 shares; 2026Q1: 26,686 shares 26,686 $8.29M 0.23% -335 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: 48,830 shares; 2024Q4: 48,849 shares; 2025Q1: 47,740 shares; 2025Q2: 47,888 shares; 2025Q3: 47,151 shares; 2025Q4: 45,452 shares; 2026Q1: 44,895 shares 44,895 $8.18M 0.23% -557 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,531 shares; 2024Q4: 2,671 shares; 2025Q1: 2,647 shares; 2025Q2: 8,421 shares; 2025Q3: 8,803 shares; 2025Q4: 9,406 shares; 2026Q1: 18,356 shares 18,356 $8.02M 0.22% +8,950 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,633 shares; 2024Q4: 30,645 shares; 2025Q1: 29,857 shares; 2025Q2: 52,283 shares; 2025Q3: 52,849 shares; 2025Q4: 53,297 shares; 2026Q1: 85,221 shares 85,221 $7.72M 0.21% +31,924 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: 55,500 shares; 2024Q4: 4,900 shares; 2025Q1: 7,009 shares; 2025Q2: 4,747 shares; 2025Q3: 79,734 shares; 2025Q4: 204,019 shares; 2026Q1: 238,866 shares 238,866 $7.65M 0.21% +34,847 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,595 shares; 2025Q3: 8,022 shares; 2025Q4: 80,186 shares; 2026Q1: 158,809 shares 158,809 $7.48M 0.21% +78,623 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,938 shares 16,938 $7.32M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,529 shares; 2025Q3: 38,620 shares; 2025Q4: 48,940 shares; 2026Q1: 79,837 shares 79,837 $7.32M 0.2% +30,897 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: 27,418 shares; 2024Q4: 27,339 shares; 2025Q1: 27,360 shares; 2025Q2: 27,543 shares; 2025Q3: 27,006 shares; 2025Q4: 28,901 shares; 2026Q1: 28,716 shares 28,716 $6.97M 0.19% -185 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: 8,101 shares; 2024Q4: 8,398 shares; 2025Q1: 4,648 shares; 2025Q2: 4,737 shares; 2025Q3: 9,076 shares; 2025Q4: 10,923 shares; 2026Q1: 56,896 shares 56,896 $6.75M 0.19% +45,973 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: 147,540 shares; 2024Q4: 143,503 shares; 2025Q1: 140,528 shares; 2025Q2: 153,132 shares; 2025Q3: 152,279 shares; 2025Q4: 131,775 shares; 2026Q1: 132,885 shares 132,885 $6.67M 0.18% +1,110 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: 8,764 shares; 2024Q4: 7,674 shares; 2025Q1: 7,492 shares; 2025Q2: 10,156 shares; 2025Q3: 9,128 shares; 2025Q4: 8,275 shares; 2026Q1: 7,831 shares 7,831 $6.62M 0.18% -444 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: 95,748 shares; 2024Q4: 96,410 shares; 2025Q1: 103,877 shares; 2025Q2: 110,968 shares; 2025Q3: 105,499 shares; 2025Q4: 98,932 shares; 2026Q1: 35,297 shares 35,297 $6.59M 0.18% -63,635 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,804 shares; 2025Q1: 51,952 shares; 2025Q2: 80,375 shares; 2025Q3: 83,248 shares; 2025Q4: 77,960 shares; 2026Q1: 79,898 shares 79,898 $6.59M 0.18% +1,938 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,415 shares; 2024Q4: 41,415 shares; 2025Q1: 44,615 shares; 2025Q2: 68,615 shares; 2025Q3: 65,615 shares; 2025Q4: 65,615 shares; 2026Q1: 65,615 shares 65,615 $6.5M 0.18% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,925 shares; 2024Q4: 112,330 shares; 2025Q1: 109,728 shares; 2025Q2: 109,368 shares; 2025Q3: 108,352 shares; 2025Q4: 105,107 shares; 2026Q1: 104,797 shares 104,797 $6.48M 0.18% -310 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,000 shares; 2024Q4: 162,307 shares; 2025Q1: 258,543 shares; 2025Q2: 345,108 shares; 2025Q3: 172,388 shares; 2025Q4: 156,218 shares; 2026Q1: 163,267 shares 163,267 $6.37M 0.18% +7,049 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,165 shares; 2024Q4: 15,165 shares; 2025Q1: 15,161 shares; 2025Q2: 14,469 shares; 2025Q3: 14,360 shares; 2025Q4: 15,040 shares; 2026Q1: 15,158 shares 15,158 $6.32M 0.17% +118 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,884 shares; 2024Q4: 63,937 shares; 2025Q1: 63,348 shares; 2025Q2: 62,169 shares; 2025Q3: 61,135 shares; 2025Q4: 60,558 shares; 2026Q1: 58,881 shares 58,881 $6.29M 0.17% -1,677 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,448 shares; 2024Q4: 60,482 shares; 2025Q1: 60,056 shares; 2025Q2: 63,168 shares; 2025Q3: 64,834 shares; 2025Q4: 64,846 shares; 2026Q1: 63,975 shares 63,975 $6.22M 0.17% -871 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: 1,998 shares; 2024Q4: 2,106 shares; 2025Q1: 2,057 shares; 2025Q2: 11,757 shares; 2025Q3: 12,499 shares; 2025Q4: 11,894 shares; 2026Q1: 11,484 shares 11,484 $6.18M 0.17% -410 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: 46,405 shares; 2024Q4: 46,473 shares; 2025Q1: 46,645 shares; 2025Q2: 45,814 shares; 2025Q3: 45,473 shares; 2025Q4: 44,044 shares; 2026Q1: 41,720 shares 41,720 $6.06M 0.17% -2,324 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: 18,895 shares; 2024Q4: 18,662 shares; 2025Q1: 18,808 shares; 2025Q2: 17,965 shares; 2025Q3: 17,667 shares; 2025Q4: 17,046 shares; 2026Q1: 16,680 shares 16,680 $5.94M 0.16% -366 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,612 shares; 2024Q4: 87,612 shares; 2025Q1: 123,140 shares; 2025Q2: 123,628 shares; 2025Q3: 123,390 shares; 2025Q4: 122,318 shares; 2026Q1: 122,877 shares 122,877 $5.71M 0.16% +559 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,350 shares; 2024Q4: 133,461 shares; 2025Q1: 135,410 shares; 2025Q2: 145,564 shares; 2025Q3: 158,781 shares; 2025Q4: 69,134 shares; 2026Q1: 62,384 shares 62,384 $5.59M 0.15% -6,750 Timeline VMBS 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: 16,427 shares; 2024Q4: 66,388 shares; 2025Q1: 65,821 shares; 2025Q2: 68,536 shares; 2025Q3: 74,212 shares; 2025Q4: 118,907 shares; 2026Q1: 117,634 shares 117,634 $5.52M 0.15% -1,273 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: 17,329 shares; 2024Q4: 22,694 shares; 2025Q1: 29,329 shares; 2025Q2: 30,498 shares; 2025Q3: 42,240 shares; 2025Q4: 55,093 shares; 2026Q1: 62,373 shares 62,373 $5.4M 0.15% +7,280 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: 332,674 shares; 2024Q4: 314,050 shares; 2025Q1: 279,026 shares; 2025Q2: 253,144 shares; 2025Q3: 196,064 shares; 2025Q4: 193,741 shares; 2026Q1: 183,206 shares 183,206 $5.31M 0.15% -10,535 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: 8,367 shares; 2024Q4: 8,007 shares; 2025Q1: 8,349 shares; 2025Q2: 15,611 shares; 2025Q3: 15,964 shares; 2025Q4: 18,228 shares; 2026Q1: 17,478 shares 17,478 $5.28M 0.15% -750 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,014 shares; 2024Q4: 31,783 shares; 2025Q1: 32,627 shares; 2025Q2: 36,694 shares; 2025Q3: 35,814 shares; 2025Q4: 47,012 shares; 2026Q1: 41,774 shares 41,774 $5.19M 0.14% -5,238 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,033 shares; 2024Q4: 33,462 shares; 2025Q1: 32,099 shares; 2025Q2: 31,246 shares; 2025Q3: 30,532 shares; 2025Q4: 28,363 shares; 2026Q1: 27,363 shares 27,363 $5.19M 0.14% -1,000 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,500 shares; 2024Q4: 41,575 shares; 2025Q1: 41,494 shares; 2025Q2: 41,194 shares; 2025Q3: 41,167 shares; 2025Q4: 40,791 shares; 2026Q1: 40,375 shares 40,375 $5.1M 0.14% -416 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: 21,122 shares; 2024Q4: 21,223 shares; 2025Q1: 21,042 shares; 2025Q2: 26,964 shares; 2025Q3: 22,702 shares; 2025Q4: 20,017 shares; 2026Q1: 20,409 shares 20,409 $4.98M 0.14% +392 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: 18,038 shares; 2024Q4: 17,817 shares; 2025Q1: 18,002 shares; 2025Q2: 17,644 shares; 2025Q3: 16,087 shares; 2025Q4: 15,877 shares; 2026Q1: 14,878 shares 14,878 $4.85M 0.13% -999 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,036 shares; 2024Q4: 68,610 shares; 2025Q1: 60,110 shares; 2025Q2: 80,706 shares; 2025Q3: 89,939 shares; 2025Q4: 68,825 shares; 2026Q1: 75,180 shares 75,180 $4.82M 0.13% +6,355 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,890 shares; 2025Q3: 123,912 shares; 2025Q4: 123,326 shares; 2026Q1: 123,312 shares 123,312 $4.79M 0.13% -14 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 11,097 shares; 2025Q1: 11,267 shares; 2025Q2: 11,020 shares; 2025Q3: 11,020 shares; 2025Q4: 11,254 shares; 2026Q1: 11,189 shares 11,189 $4.77M 0.13% -65 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,753 shares; 2025Q3: 153,649 shares; 2025Q4: 152,891 shares; 2026Q1: 160,831 shares 160,831 $4.69M 0.13% +7,940 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: 51,770 shares; 2024Q4: 52,025 shares; 2025Q1: 51,403 shares; 2025Q2: 54,012 shares; 2025Q3: 53,785 shares; 2025Q4: 48,545 shares; 2026Q1: 48,235 shares 48,235 $4.66M 0.13% -310 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: 27,386 shares; 2024Q4: 27,569 shares; 2025Q1: 27,457 shares; 2025Q2: 28,978 shares; 2025Q3: 29,115 shares; 2025Q4: 29,015 shares; 2026Q1: 27,976 shares 27,976 $4.63M 0.13% -1,039 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: 99,007 shares; 2024Q4: 99,645 shares; 2025Q1: 104,455 shares; 2025Q2: 104,796 shares; 2025Q3: 112,023 shares; 2025Q4: 119,715 shares; 2026Q1: 120,317 shares 120,317 $4.62M 0.13% +602 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,374 shares; 2024Q4: 38,374 shares; 2025Q1: 38,374 shares; 2025Q2: 38,572 shares; 2025Q3: 38,724 shares; 2025Q4: 31,324 shares; 2026Q1: 31,374 shares 31,374 $4.55M 0.13% +50 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: 60,381 shares; 2024Q4: 59,268 shares; 2025Q1: 59,304 shares; 2025Q2: 57,546 shares; 2025Q3: 46,949 shares; 2025Q4: 46,325 shares; 2026Q1: 46,080 shares 46,080 $4.53M 0.13% -245 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: 249,261 shares; 2024Q4: 199,662 shares; 2025Q1: 193,764 shares; 2025Q2: 214,238 shares; 2025Q3: 206,071 shares; 2025Q4: 177,905 shares; 2026Q1: 158,859 shares 158,859 $4.46M 0.12% -19,046 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,968 shares; 2025Q3: 24,164 shares; 2025Q4: 30,201 shares; 2026Q1: 47,037 shares 47,037 $4.39M 0.12% +16,836 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: 211,729 shares; 2024Q4: 158,974 shares; 2025Q1: 152,374 shares; 2025Q2: 149,447 shares; 2025Q3: 143,077 shares; 2025Q4: 81,361 shares; 2026Q1: 75,642 shares 75,642 $4.36M 0.12% -5,719 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: 107,066 shares; 2024Q4: 50,669 shares; 2025Q1: 50,134 shares; 2025Q2: 50,497 shares; 2025Q3: 46,956 shares; 2025Q4: 44,715 shares; 2026Q1: 42,319 shares 42,319 $4.34M 0.12% -2,396 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: 13,744 shares; 2024Q4: 13,744 shares; 2025Q1: 13,719 shares; 2025Q2: 14,319 shares; 2025Q3: 14,690 shares; 2025Q4: 32,212 shares; 2026Q1: 32,625 shares 32,625 $4.34M 0.12% +413 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: 32,041 shares; 2024Q4: 24,898 shares; 2025Q1: 22,658 shares; 2025Q2: 21,885 shares; 2025Q3: 21,358 shares; 2025Q4: 20,835 shares; 2026Q1: 21,742 shares 21,742 $4.33M 0.12% +907 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: 18,643 shares; 2024Q4: 18,610 shares; 2025Q1: 18,510 shares; 2025Q2: 18,930 shares; 2025Q3: 17,274 shares; 2025Q4: 17,269 shares; 2026Q1: 12,988 shares 12,988 $4.25M 0.12% -4,281 Timeline VRP 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: 70,279 shares; 2025Q3: 85,280 shares; 2025Q4: 112,908 shares; 2026Q1: 175,249 shares 175,249 $4.2M 0.12% +62,341 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: 160,415 shares; 2024Q4: 130,625 shares; 2025Q1: 126,369 shares; 2025Q2: 159,309 shares; 2025Q3: 141,949 shares; 2025Q4: 142,673 shares; 2026Q1: 125,297 shares 125,297 $4.2M 0.12% -17,376 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,530 shares; 2024Q4: 119,764 shares; 2025Q1: 119,166 shares; 2025Q2: 119,098 shares; 2025Q3: 117,528 shares; 2025Q4: 114,719 shares; 2026Q1: 101,359 shares 101,359 $4.2M 0.12% -13,360 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,114 shares; 2024Q4: 21,956 shares; 2025Q1: 22,031 shares; 2025Q2: 21,748 shares; 2025Q3: 21,268 shares; 2025Q4: 20,303 shares; 2026Q1: 19,871 shares 19,871 $4.2M 0.12% -432 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: 103,000 shares; 2024Q4: 107,000 shares; 2025Q1: 147,000 shares; 2025Q2: 191,000 shares; 2025Q3: 75,832 shares; 2025Q4: 53,332 shares; 2026Q1: 29,932 shares 29,932 $4.06M 0.11% -23,400 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,266 shares; 2024Q4: 46,431 shares; 2025Q1: 46,556 shares; 2025Q2: 46,478 shares; 2025Q3: 47,485 shares; 2025Q4: 47,699 shares; 2026Q1: 43,579 shares 43,579 $3.99M 0.11% -4,120 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,248 shares; 2024Q4: 22,198 shares; 2025Q1: 22,198 shares; 2025Q2: 22,198 shares; 2025Q3: 22,198 shares; 2025Q4: 15,323 shares; 2026Q1: 13,623 shares 13,623 $3.99M 0.11% -1,700 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,200 shares; 2025Q2: 24,200 shares; 2025Q3: 57,200 shares; 2025Q4: 57,200 shares; 2026Q1: 46,200 shares 46,200 $3.96M 0.11% -11,000 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: 51,351 shares; 2024Q4: 48,310 shares; 2025Q1: 52,601 shares; 2025Q2: 51,580 shares; 2025Q3: 48,195 shares; 2025Q4: 47,405 shares; 2026Q1: 40,709 shares 40,709 $3.92M 0.11% -6,696 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: 28,899 shares; 2024Q4: 28,934 shares; 2025Q1: 29,691 shares; 2025Q2: 29,592 shares; 2025Q3: 30,252 shares; 2025Q4: 30,065 shares; 2026Q1: 29,517 shares 29,517 $3.87M 0.11% -548 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,041 shares; 2024Q4: 2,881 shares; 2025Q1: 2,896 shares; 2025Q2: 16,611 shares; 2025Q3: 22,503 shares; 2025Q4: 22,366 shares; 2026Q1: 22,295 shares 22,295 $3.85M 0.11% -71 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,274 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 11,200 shares; 2025Q3: 11,185 shares; 2025Q4: 7,085 shares; 2026Q1: 7,031 shares 7,031 $3.83M 0.11% -54 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 6,582 shares; 2025Q1: 5,590 shares; 2025Q2: 4,290 shares; 2025Q3: 4,441 shares; 2025Q4: 6,129 shares; 2026Q1: 7,759 shares 7,759 $3.76M 0.1% +1,630 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,718 shares; 2024Q4: 40,633 shares; 2025Q1: 47,465 shares; 2025Q2: 49,306 shares; 2025Q3: 13,261 shares; 2025Q4: 12,073 shares; 2026Q1: 12,438 shares 12,438 $3.76M 0.1% +365 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: 45,100 shares; 2025Q3: 45,112 shares; 2025Q4: 45,105 shares; 2026Q1: 45,100 shares 45,100 $3.65M 0.1% -5 Timeline CMDY 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: 30,000 shares; 2025Q3: 60,700 shares; 2025Q4: 60,700 shares; 2026Q1: 60,700 shares 60,700 $3.61M 0.1% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,348 shares; 2024Q4: 147,193 shares; 2025Q1: 143,139 shares; 2025Q2: 148,213 shares; 2025Q3: 153,804 shares; 2025Q4: 157,393 shares; 2026Q1: 155,698 shares 155,698 $3.6M 0.1% -1,695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,053 shares; 2026Q1: 32,053 shares 32,053 $3.57M 0.1% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $3.57M 0.1% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 35,422 shares; 2025Q1: 35,422 shares; 2025Q2: 35,422 shares; 2025Q3: 35,422 shares; 2025Q4: 35,422 shares; 2026Q1: 28,922 shares 28,922 $3.47M 0.1% -6,500 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,108 shares; 2024Q4: 60,108 shares; 2025Q1: 60,108 shares; 2025Q2: 60,108 shares; 2025Q3: 60,108 shares; 2025Q4: 60,108 shares; 2026Q1: 60,108 shares 60,108 $3.39M 0.09% 0 Timeline IWP 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: 26,878 shares; 2024Q4: 26,834 shares; 2025Q1: 26,995 shares; 2025Q2: 26,123 shares; 2025Q3: 26,143 shares; 2025Q4: 26,256 shares; 2026Q1: 26,223 shares 26,223 $3.36M 0.09% -33 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: 4,178 shares; 2024Q4: 4,883 shares; 2025Q1: 4,953 shares; 2025Q2: 12,558 shares; 2025Q3: 12,533 shares; 2025Q4: 11,814 shares; 2026Q1: 11,015 shares 11,015 $3.33M 0.09% -799 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,211 shares; 2024Q4: 15,093 shares; 2025Q1: 15,047 shares; 2025Q2: 22,361 shares; 2025Q3: 21,506 shares; 2025Q4: 19,891 shares; 2026Q1: 16,711 shares 16,711 $3.31M 0.09% -3,180 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: 125,832 shares; 2024Q4: 103,249 shares; 2025Q1: 91,573 shares; 2025Q2: 88,770 shares; 2025Q3: 81,292 shares; 2025Q4: 78,280 shares; 2026Q1: 75,006 shares 75,006 $3.31M 0.09% -3,274 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: 9,348 shares; 2024Q4: 9,422 shares; 2025Q1: 9,280 shares; 2025Q2: 7,750 shares; 2025Q3: 29,762 shares; 2025Q4: 41,080 shares; 2026Q1: 40,570 shares 40,570 $3.22M 0.09% -510 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 14,705 shares; 2025Q1: 14,705 shares; 2025Q2: 12,005 shares; 2025Q3: 12,005 shares; 2025Q4: 12,005 shares; 2026Q1: 12,005 shares 12,005 $3.19M 0.09% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,137 shares; 2024Q4: 20,774 shares; 2025Q1: 20,160 shares; 2025Q2: 22,746 shares; 2025Q3: 26,054 shares; 2025Q4: 20,565 shares; 2026Q1: 32,794 shares 32,794 $3.05M 0.08% +12,229 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 1,581 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,456 shares 14,456 $3.01M 0.08% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 4,331 shares; 2025Q1: 4,487 shares; 2025Q2: 4,846 shares; 2025Q3: 4,779 shares; 2025Q4: 4,897 shares; 2026Q1: 4,864 shares 4,864 $3M 0.08% -33 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 40,651 shares; 2025Q3: 40,651 shares; 2025Q4: 70,651 shares; 2026Q1: 88,451 shares 88,451 $2.98M 0.08% +17,800 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,391 shares; 2024Q4: 30,580 shares; 2025Q1: 30,296 shares; 2025Q2: 29,178 shares; 2025Q3: 30,044 shares; 2025Q4: 29,782 shares; 2026Q1: 31,146 shares 31,146 $2.98M 0.08% +1,364 Timeline VCLT 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: 38,972 shares; 2024Q4: 38,504 shares; 2025Q1: 38,437 shares; 2025Q2: 40,017 shares; 2025Q3: 39,527 shares; 2025Q4: 39,524 shares; 2026Q1: 39,635 shares 39,635 $2.96M 0.08% +111 Timeline SGOV 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: 26,338 shares; 2025Q3: 36,906 shares; 2025Q4: 29,473 shares; 2026Q1: 29,300 shares 29,300 $2.95M 0.08% -173 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: not reported; 2024Q4: not reported; 2025Q1: 19,332 shares; 2025Q2: 14,832 shares; 2025Q3: 15,305 shares; 2025Q4: 15,360 shares; 2026Q1: 19,504 shares 19,504 $2.94M 0.08% +4,144 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: 6,473 shares; 2024Q4: 7,126 shares; 2025Q1: 7,815 shares; 2025Q2: 15,450 shares; 2025Q3: 14,944 shares; 2025Q4: 13,969 shares; 2026Q1: 11,851 shares 11,851 $2.93M 0.08% -2,118 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $2.87M 0.08% 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: not reported; 2024Q4: 8,900 shares; 2025Q1: 11,965 shares; 2025Q2: 11,965 shares; 2025Q3: 12,187 shares; 2025Q4: 13,559 shares; 2026Q1: 14,747 shares 14,747 $2.83M 0.08% +1,188 Timeline ESML 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: 66,290 shares; 2024Q4: 58,682 shares; 2025Q1: 65,007 shares; 2025Q2: 63,882 shares; 2025Q3: 61,787 shares; 2025Q4: 60,191 shares; 2026Q1: 58,777 shares 58,777 $2.76M 0.08% -1,414 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,439 shares; 2024Q4: 15,395 shares; 2025Q1: 15,126 shares; 2025Q2: 17,991 shares; 2025Q3: 18,459 shares; 2025Q4: 18,488 shares; 2026Q1: 18,191 shares 18,191 $2.75M 0.08% -297 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,400 shares; 2024Q4: 48,400 shares; 2025Q1: 48,400 shares; 2025Q2: 48,400 shares; 2025Q3: 48,400 shares; 2025Q4: 48,400 shares; 2026Q1: 48,400 shares 48,400 $2.75M 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,889 shares; 2024Q4: 36,226 shares; 2025Q1: 35,524 shares; 2025Q2: 42,222 shares; 2025Q3: 36,384 shares; 2025Q4: 35,433 shares; 2026Q1: 34,081 shares 34,081 $2.71M 0.08% -1,352 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,350 shares; 2024Q4: 18,350 shares; 2025Q1: 18,350 shares; 2025Q2: 18,350 shares; 2025Q3: 19,846 shares; 2025Q4: 17,338 shares; 2026Q1: 17,588 shares 17,588 $2.7M 0.07% +250 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,370 shares; 2024Q4: 21,283 shares; 2025Q1: 21,701 shares; 2025Q2: 22,814 shares; 2025Q3: 22,772 shares; 2025Q4: 22,049 shares; 2026Q1: 22,555 shares 22,555 $2.67M 0.07% +506 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,472 shares; 2024Q4: 6,591 shares; 2025Q1: 6,468 shares; 2025Q2: 35,747 shares; 2025Q3: 32,368 shares; 2025Q4: 30,762 shares; 2026Q1: 28,838 shares 28,838 $2.66M 0.07% -1,924 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,326 shares; 2024Q4: 18,347 shares; 2025Q1: 18,147 shares; 2025Q2: 18,171 shares; 2025Q3: 18,190 shares; 2025Q4: 18,211 shares; 2026Q1: 18,231 shares 18,231 $2.66M 0.07% +20 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,174 shares; 2024Q4: 152,029 shares; 2025Q1: 154,341 shares; 2025Q2: 235,674 shares; 2025Q3: 168,633 shares; 2025Q4: 168,633 shares; 2026Q1: 166,909 shares 166,909 $2.61M 0.07% -1,724 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,138 shares; 2024Q4: 59,138 shares; 2025Q1: 59,138 shares; 2025Q2: 59,138 shares; 2025Q3: 82,138 shares; 2025Q4: 82,138 shares; 2026Q1: 82,138 shares 82,138 $2.59M 0.07% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,864 shares; 2024Q4: 91,865 shares; 2025Q1: 75,171 shares; 2025Q2: 68,491 shares; 2025Q3: 64,173 shares; 2025Q4: 59,259 shares; 2026Q1: 56,253 shares 56,253 $2.59M 0.07% -3,006 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7,920 shares; 2025Q1: 7,879 shares; 2025Q2: 7,920 shares; 2025Q3: 7,465 shares; 2025Q4: 7,435 shares; 2026Q1: 8,819 shares 8,819 $2.56M 0.07% +1,384 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: 34,675 shares; 2024Q4: 34,376 shares; 2025Q1: 34,350 shares; 2025Q2: 34,133 shares; 2025Q3: 34,650 shares; 2025Q4: 34,984 shares; 2026Q1: 33,055 shares 33,055 $2.55M 0.07% -1,929 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 461 shares; 2025Q2: 2,785 shares; 2025Q3: 2,826 shares; 2025Q4: 3,432 shares; 2026Q1: 3,649 shares 3,649 $2.55M 0.07% +217 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,621 shares; 2025Q3: 118,007 shares; 2025Q4: 85,202 shares; 2026Q1: 82,373 shares 82,373 $2.53M 0.07% -2,829 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: 24,697 shares; 2024Q4: 24,612 shares; 2025Q1: 25,130 shares; 2025Q2: 26,130 shares; 2025Q3: 25,597 shares; 2025Q4: 27,696 shares; 2026Q1: 27,222 shares 27,222 $2.52M 0.07% -474 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: 37,891 shares; 2024Q4: 38,591 shares; 2025Q1: 38,279 shares; 2025Q2: 39,635 shares; 2025Q3: 43,882 shares; 2025Q4: 44,020 shares; 2026Q1: 37,944 shares 37,944 $2.5M 0.07% -6,076 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: 140,031 shares; 2024Q4: 99,604 shares; 2025Q1: 103,201 shares; 2025Q2: 119,889 shares; 2025Q3: 115,888 shares; 2025Q4: 114,268 shares; 2026Q1: 46,799 shares 46,799 $2.47M 0.07% -67,469 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 2,804 shares; 2025Q1: 3,250 shares; 2025Q2: 9,912 shares; 2025Q3: 10,368 shares; 2025Q4: 15,546 shares; 2026Q1: 16,643 shares 16,643 $2.46M 0.07% +1,097 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: 7,013 shares; 2024Q4: 6,229 shares; 2025Q1: 6,245 shares; 2025Q2: 6,854 shares; 2025Q3: 6,891 shares; 2025Q4: 7,319 shares; 2026Q1: 7,150 shares 7,150 $2.44M 0.07% -169 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: 20,526 shares; 2024Q4: 19,787 shares; 2025Q1: 19,557 shares; 2025Q2: 24,785 shares; 2025Q3: 20,464 shares; 2025Q4: 18,483 shares; 2026Q1: 17,278 shares 17,278 $2.41M 0.07% -1,205 Timeline GVI 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: 6,287 shares; 2025Q2: 8,502 shares; 2025Q3: 16,870 shares; 2025Q4: 22,995 shares; 2026Q1: 22,446 shares 22,446 $2.39M 0.07% -549 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,158 shares; 2024Q4: 13,147 shares; 2025Q1: 12,676 shares; 2025Q2: 13,053 shares; 2025Q3: 12,335 shares; 2025Q4: 12,210 shares; 2026Q1: 12,099 shares 12,099 $2.39M 0.07% -111 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,282 shares; 2024Q4: 68,882 shares; 2025Q1: 68,882 shares; 2025Q2: 69,303 shares; 2025Q3: 69,303 shares; 2025Q4: 69,303 shares; 2026Q1: 69,703 shares 69,703 $2.37M 0.07% +400 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 28,034 shares; 2025Q4: 55,034 shares; 2026Q1: 55,034 shares 55,034 $2.36M 0.07% 0 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: 73,428 shares; 2024Q4: 71,253 shares; 2025Q1: 70,449 shares; 2025Q2: 75,061 shares; 2025Q3: 72,660 shares; 2025Q4: 64,496 shares; 2026Q1: 63,077 shares 63,077 $2.35M 0.06% -1,419 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: 151,139 shares; 2024Q4: 150,775 shares; 2025Q1: 113,808 shares; 2025Q2: 101,329 shares; 2025Q3: 73,990 shares; 2025Q4: 57,409 shares; 2026Q1: 55,726 shares 55,726 $2.32M 0.06% -1,683 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: 59,805 shares; 2024Q4: 62,477 shares; 2025Q1: 59,137 shares; 2025Q2: 57,344 shares; 2025Q3: 57,255 shares; 2025Q4: 56,805 shares; 2026Q1: 56,455 shares 56,455 $2.32M 0.06% -350 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: 2,828 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,818 shares; 2025Q3: 2,808 shares; 2025Q4: 2,657 shares; 2026Q1: 2,673 shares 2,673 $2.31M 0.06% +16 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,262 shares; 2024Q4: 91,203 shares; 2025Q1: 87,704 shares; 2025Q2: 90,244 shares; 2025Q3: 100,424 shares; 2025Q4: 100,424 shares; 2026Q1: 100,424 shares 100,424 $2.3M 0.06% 0 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: 4,781 shares; 2024Q4: 4,817 shares; 2025Q1: 4,746 shares; 2025Q2: 15,254 shares; 2025Q3: 14,985 shares; 2025Q4: 12,382 shares; 2026Q1: 9,988 shares 9,988 $2.3M 0.06% -2,394 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,900 shares; 2025Q2: 40,900 shares; 2025Q3: 78,000 shares; 2025Q4: 78,000 shares; 2026Q1: 78,000 shares 78,000 $2.28M 0.06% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,839 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares 27,500 $2.28M 0.06% 0 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,494 shares; 2024Q4: 20,494 shares; 2025Q1: 20,494 shares; 2025Q2: 35,994 shares; 2025Q3: 35,994 shares; 2025Q4: 35,994 shares; 2026Q1: 35,994 shares 35,994 $2.27M 0.06% 0 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: 166,561 shares; 2024Q4: 55,297 shares; 2025Q1: 47,059 shares; 2025Q2: 42,352 shares; 2025Q3: 37,942 shares; 2025Q4: 34,414 shares; 2026Q1: 31,213 shares 31,213 $2.24M 0.06% -3,201 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,665 shares; 2024Q4: 62,700 shares; 2025Q1: 62,700 shares; 2025Q2: 62,700 shares; 2025Q3: 62,700 shares; 2025Q4: 62,700 shares; 2026Q1: 62,700 shares 62,700 $2.24M 0.06% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 9,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $2.24M 0.06% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 64,291 shares; 2025Q1: 64,291 shares; 2025Q2: 51,291 shares; 2025Q3: 39,800 shares; 2025Q4: 27,800 shares; 2026Q1: 22,800 shares 22,800 $2.22M 0.06% -5,000 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 13,427 shares; 2025Q1: 13,427 shares; 2025Q2: 13,427 shares; 2025Q3: 13,427 shares; 2025Q4: 8,327 shares; 2026Q1: 8,327 shares 8,327 $2.21M 0.06% 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: 26,981 shares; 2024Q4: 26,763 shares; 2025Q1: 25,811 shares; 2025Q2: 24,057 shares; 2025Q3: 22,466 shares; 2025Q4: 21,961 shares; 2026Q1: 22,470 shares 22,470 $2.2M 0.06% +509 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,751 shares; 2025Q4: 79,751 shares; 2026Q1: 79,751 shares 79,751 $2.19M 0.06% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,788 shares; 2024Q4: 24,534 shares; 2025Q1: 24,584 shares; 2025Q2: 24,506 shares; 2025Q3: 23,988 shares; 2025Q4: 23,653 shares; 2026Q1: 23,400 shares 23,400 $2.18M 0.06% -253 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,827 shares; 2024Q4: 27,827 shares; 2025Q1: 27,827 shares; 2025Q2: 27,827 shares; 2025Q3: 27,827 shares; 2025Q4: 27,827 shares; 2026Q1: 27,827 shares 27,827 $2.17M 0.06% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,600 shares; 2025Q2: 11,400 shares; 2025Q3: 17,400 shares; 2025Q4: 17,400 shares; 2026Q1: 19,800 shares 19,800 $2.16M 0.06% +2,400 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: 28,692 shares; 2024Q4: 28,052 shares; 2025Q1: 27,703 shares; 2025Q2: 29,014 shares; 2025Q3: 28,316 shares; 2025Q4: 26,218 shares; 2026Q1: 25,662 shares 25,662 $2.15M 0.06% -556 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: 13,590 shares; 2024Q4: 13,178 shares; 2025Q1: 12,845 shares; 2025Q2: 12,747 shares; 2025Q3: 13,860 shares; 2025Q4: 17,565 shares; 2026Q1: 16,467 shares 16,467 $2.12M 0.06% -1,098 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 30,300 shares; 2026Q1: 30,300 shares 30,300 $2.11M 0.06% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $2.09M 0.06% 0 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,000 shares; 2025Q2: 136,500 shares; 2025Q3: 136,500 shares; 2025Q4: 136,500 shares; 2026Q1: 136,500 shares 136,500 $2.09M 0.06% 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: 6,470 shares; 2024Q4: 5,970 shares; 2025Q1: 6,249 shares; 2025Q2: 7,079 shares; 2025Q3: 6,923 shares; 2025Q4: 5,957 shares; 2026Q1: 5,797 shares 5,797 $2.08M 0.06% -160 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: 5,626 shares; 2024Q4: 5,557 shares; 2025Q1: 5,464 shares; 2025Q2: 5,425 shares; 2025Q3: 6,080 shares; 2025Q4: 5,927 shares; 2026Q1: 7,758 shares 7,758 $2.07M 0.06% +1,831 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: 36,521 shares; 2024Q4: 105,700 shares; 2025Q1: 109,900 shares; 2025Q2: 110,157 shares; 2025Q3: 110,639 shares; 2025Q4: 106,917 shares; 2026Q1: 106,917 shares 106,917 $2.06M 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 11,992 shares; 2025Q1: 11,927 shares; 2025Q2: 11,523 shares; 2025Q3: 11,184 shares; 2025Q4: 10,649 shares; 2026Q1: 10,638 shares 10,638 $2.02M 0.06% -11 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $2.01M 0.06% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,423 shares; 2024Q4: 8,423 shares; 2025Q1: 8,423 shares; 2025Q2: 8,423 shares; 2025Q3: 8,423 shares; 2025Q4: 8,423 shares; 2026Q1: 8,413 shares 8,413 $1.99M 0.06% -10 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $1.98M 0.05% 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: 11,697 shares; 2024Q4: 11,697 shares; 2025Q1: 11,647 shares; 2025Q2: 11,647 shares; 2025Q3: 11,647 shares; 2025Q4: 11,647 shares; 2026Q1: 11,647 shares 11,647 $1.97M 0.05% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,188 shares; 2024Q4: 9,378 shares; 2025Q1: 9,419 shares; 2025Q2: 9,607 shares; 2025Q3: 10,092 shares; 2025Q4: 8,826 shares; 2026Q1: 9,023 shares 9,023 $1.96M 0.05% +197 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 56,000 shares; 2025Q3: 56,000 shares; 2025Q4: 56,000 shares; 2026Q1: 79,000 shares 79,000 $1.96M 0.05% +23,000 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,549 shares; 2024Q4: 149,549 shares; 2025Q1: 149,549 shares; 2025Q2: 56,549 shares; 2025Q3: 92,549 shares; 2025Q4: 92,549 shares; 2026Q1: 92,549 shares 92,549 $1.95M 0.05% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC 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: 16,500 shares; 2025Q3: 36,500 shares; 2025Q4: 36,500 shares; 2026Q1: 36,500 shares 36,500 $1.93M 0.05% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 28,400 shares; 2025Q2: 28,400 shares; 2025Q3: 28,400 shares; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200 $1.93M 0.05% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,177 shares; 2026Q1: 16,632 shares 16,632 $1.92M 0.05% -2,545 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,480 shares; 2024Q4: 13,352 shares; 2025Q1: 13,602 shares; 2025Q2: 14,797 shares; 2025Q3: 10,951 shares; 2025Q4: 10,583 shares; 2026Q1: 9,964 shares 9,964 $1.91M 0.05% -619 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 60,034 shares; 2025Q4: 105,034 shares; 2026Q1: 105,034 shares 105,034 $1.91M 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 7,402 shares; 2025Q1: 7,412 shares; 2025Q2: 7,207 shares; 2025Q3: 7,084 shares; 2025Q4: 6,754 shares; 2026Q1: 6,509 shares 6,509 $1.87M 0.05% -245 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 10,365 shares; 2025Q1: 10,365 shares; 2025Q2: 10,365 shares; 2025Q3: 10,365 shares; 2025Q4: 10,216 shares; 2026Q1: 10,216 shares 10,216 $1.85M 0.05% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,400 shares; 2025Q4: 58,400 shares; 2026Q1: 58,400 shares 58,400 $1.84M 0.05% 0 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL 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: 94,400 shares; 2025Q4: 94,400 shares; 2026Q1: 94,400 shares 94,400 $1.84M 0.05% 0 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 11,500 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $1.83M 0.05% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 8,800 shares; 2026Q1: 10,800 shares 10,800 $1.83M 0.05% +2,000 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,335 shares; 2026Q1: 36,103 shares 36,103 $1.8M 0.05% +21,768 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: 43,367 shares; 2024Q4: 42,918 shares; 2025Q1: 41,997 shares; 2025Q2: 41,742 shares; 2025Q3: 42,126 shares; 2025Q4: 41,018 shares; 2026Q1: 39,397 shares 39,397 $1.8M 0.05% -1,621 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,166 shares; 2024Q4: 12,140 shares; 2025Q1: 17,687 shares; 2025Q2: 19,576 shares; 2025Q3: 21,602 shares; 2025Q4: 22,228 shares; 2026Q1: 22,955 shares 22,955 $1.77M 0.05% +727 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: 6,784 shares; 2024Q4: 7,675 shares; 2025Q1: 7,673 shares; 2025Q2: 7,551 shares; 2025Q3: 4,923 shares; 2025Q4: 4,913 shares; 2026Q1: 5,057 shares 5,057 $1.75M 0.05% +144 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,411 shares; 2024Q4: 19,849 shares; 2025Q1: 20,012 shares; 2025Q2: 19,699 shares; 2025Q3: 19,589 shares; 2025Q4: 19,287 shares; 2026Q1: 19,286 shares 19,286 $1.74M 0.05% -1 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,800 shares; 2024Q4: 51,800 shares; 2025Q1: 51,800 shares; 2025Q2: 78,200 shares; 2025Q3: 78,200 shares; 2025Q4: 78,200 shares; 2026Q1: 78,200 shares 78,200 $1.74M 0.05% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 4,937 shares; 2025Q1: 4,970 shares; 2025Q2: 4,998 shares; 2025Q3: 5,013 shares; 2025Q4: 4,853 shares; 2026Q1: 4,869 shares 4,869 $1.74M 0.05% +16 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,256 shares; 2024Q4: 38,866 shares; 2025Q1: 37,481 shares; 2025Q2: 40,895 shares; 2025Q3: 39,308 shares; 2025Q4: 38,756 shares; 2026Q1: 37,192 shares 37,192 $1.74M 0.05% -1,564 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: 43,827 shares; 2024Q4: 38,863 shares; 2025Q1: 31,377 shares; 2025Q2: 31,154 shares; 2025Q3: 64,182 shares; 2025Q4: 61,268 shares; 2026Q1: 59,925 shares 59,925 $1.72M 0.05% -1,343 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: 20,873 shares; 2024Q4: 20,921 shares; 2025Q1: 20,806 shares; 2025Q2: 20,633 shares; 2025Q3: 18,140 shares; 2025Q4: 14,561 shares; 2026Q1: 14,088 shares 14,088 $1.71M 0.05% -473 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,428 shares; 2024Q4: 36,863 shares; 2025Q1: 36,002 shares; 2025Q2: 34,421 shares; 2025Q3: 31,799 shares; 2025Q4: 28,855 shares; 2026Q1: 26,389 shares 26,389 $1.7M 0.05% -2,466 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,100 shares; 2025Q2: 44,600 shares; 2025Q3: 44,600 shares; 2025Q4: 44,600 shares; 2026Q1: 44,600 shares 44,600 $1.7M 0.05% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 23,800 shares; 2025Q2: 52,000 shares; 2025Q3: 52,000 shares; 2025Q4: 52,000 shares; 2026Q1: 52,000 shares 52,000 $1.69M 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 15,640 shares; 2025Q1: 6,360 shares; 2025Q2: 7,947 shares; 2025Q3: 7,875 shares; 2025Q4: 8,520 shares; 2026Q1: 8,112 shares 8,112 $1.68M 0.05% -408 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,896 shares; 2024Q4: 56,896 shares; 2025Q1: 57,096 shares; 2025Q2: 57,096 shares; 2025Q3: 84,100 shares; 2025Q4: 102,600 shares; 2026Q1: 130,100 shares 130,100 $1.68M 0.05% +27,500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,994 shares; 2024Q4: 27,072 shares; 2025Q1: 28,596 shares; 2025Q2: 30,615 shares; 2025Q3: 30,809 shares; 2025Q4: 31,779 shares; 2026Q1: 31,770 shares 31,770 $1.67M 0.05% -9 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,736 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 11,736 shares; 2025Q4: 11,736 shares; 2026Q1: 11,736 shares 11,736 $1.64M 0.05% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 40,400 shares; 2025Q2: 40,400 shares; 2025Q3: 40,400 shares; 2025Q4: 40,400 shares; 2026Q1: 40,400 shares 40,400 $1.62M 0.04% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,568 shares; 2024Q4: 4,454 shares; 2025Q1: 5,378 shares; 2025Q2: 7,074 shares; 2025Q3: 7,472 shares; 2025Q4: 8,363 shares; 2026Q1: 8,200 shares 8,200 $1.61M 0.04% -163 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 543 shares; 2025Q4: 505 shares; 2026Q1: 469 shares 469 $1.58M 0.04% -36 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: 9,100 shares; 2024Q4: 9,600 shares; 2025Q1: 9,956 shares; 2025Q2: 10,066 shares; 2025Q3: 14,085 shares; 2025Q4: 11,293 shares; 2026Q1: 10,809 shares 10,809 $1.58M 0.04% -484 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,700 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares 25,500 $1.57M 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,101 shares; 2025Q1: 8,152 shares; 2025Q2: 9,452 shares; 2025Q3: 10,728 shares; 2025Q4: 10,278 shares; 2026Q1: 10,630 shares 10,630 $1.54M 0.04% +352 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: 14,816 shares; 2024Q4: 15,066 shares; 2025Q1: 15,066 shares; 2025Q2: 17,821 shares; 2025Q3: 17,704 shares; 2025Q4: 16,250 shares; 2026Q1: 18,033 shares 18,033 $1.54M 0.04% +1,783 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: 20,068 shares; 2024Q4: 18,914 shares; 2025Q1: 17,594 shares; 2025Q2: 18,476 shares; 2025Q3: 20,554 shares; 2025Q4: 19,567 shares; 2026Q1: 17,710 shares 17,710 $1.53M 0.04% -1,857 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 33,000 shares; 2026Q1: 41,400 shares 41,400 $1.53M 0.04% +8,400 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 13,300 shares 13,300 $1.53M 0.04% +3,300 Timeline PWP PERELLA WEINBERG PARTNERS More: the full row for PERELLA WEINBERG PARTNERS 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: 57,000 shares; 2026Q1: 84,000 shares 84,000 $1.53M 0.04% +27,000 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: 159,602 shares; 2024Q4: 140,232 shares; 2025Q1: 177,891 shares; 2025Q2: 183,506 shares; 2025Q3: 142,400 shares; 2025Q4: 158,018 shares; 2026Q1: 31,452 shares 31,452 $1.52M 0.04% -126,566 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,702 shares; 2024Q4: 6,316 shares; 2025Q1: 6,956 shares; 2025Q2: 8,575 shares; 2025Q3: 7,402 shares; 2025Q4: 6,749 shares; 2026Q1: 7,076 shares 7,076 $1.52M 0.04% +327 Timeline CGON CG ONCOLOGY INC More: the full row for CG ONCOLOGY 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: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 22,300 shares 22,300 $1.51M 0.04% -4,700 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: 8,535 shares; 2024Q4: 8,517 shares; 2025Q1: 8,811 shares; 2025Q2: 9,241 shares; 2025Q3: 9,063 shares; 2025Q4: 8,288 shares; 2026Q1: 7,590 shares 7,590 $1.51M 0.04% -698 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: 11,923 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,629 shares; 2025Q3: 11,647 shares; 2025Q4: 11,304 shares; 2026Q1: 11,062 shares 11,062 $1.5M 0.04% -242 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,045 shares; 2024Q4: 21,413 shares; 2025Q1: 20,401 shares; 2025Q2: 26,484 shares; 2025Q3: 28,428 shares; 2025Q4: 27,192 shares; 2026Q1: 26,177 shares 26,177 $1.49M 0.04% -1,015 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,149 shares; 2024Q4: 36,190 shares; 2025Q1: 36,543 shares; 2025Q2: 38,958 shares; 2025Q3: 38,091 shares; 2025Q4: 40,913 shares; 2026Q1: 40,819 shares 40,819 $1.47M 0.04% -94 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,161 shares; 2024Q4: 81,200 shares; 2025Q1: 81,200 shares; 2025Q2: 81,200 shares; 2025Q3: 68,200 shares; 2025Q4: 68,200 shares; 2026Q1: 68,200 shares 68,200 $1.46M 0.04% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,947 shares; 2024Q4: 64,947 shares; 2025Q1: 64,947 shares; 2025Q2: 64,947 shares; 2025Q3: 64,947 shares; 2025Q4: 64,947 shares; 2026Q1: 64,947 shares 64,947 $1.45M 0.04% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,797 shares; 2024Q4: 8,797 shares; 2025Q1: 8,797 shares; 2025Q2: 8,797 shares; 2025Q3: 8,797 shares; 2025Q4: 8,797 shares; 2026Q1: 8,797 shares 8,797 $1.45M 0.04% 0 Timeline VTHR 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: 5,005 shares; 2024Q4: 5,005 shares; 2025Q1: 5,005 shares; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 5,005 shares 5,005 $1.44M 0.04% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,318 shares; 2024Q4: 16,318 shares; 2025Q1: 16,318 shares; 2025Q2: 16,318 shares; 2025Q3: 16,318 shares; 2025Q4: 16,318 shares; 2026Q1: 16,318 shares 16,318 $1.44M 0.04% 0 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,363 shares; 2024Q4: 39,363 shares; 2025Q1: 39,363 shares; 2025Q2: 120,000 shares; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares 120,000 $1.43M 0.04% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,171 shares; 2024Q4: 26,650 shares; 2025Q1: 22,897 shares; 2025Q2: 21,584 shares; 2025Q3: 27,069 shares; 2025Q4: 25,044 shares; 2026Q1: 21,512 shares 21,512 $1.43M 0.04% -3,532 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,452 shares; 2025Q4: 12,730 shares; 2026Q1: 13,117 shares 13,117 $1.43M 0.04% +387 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,449 shares; 2025Q1: 66,449 shares; 2025Q2: 66,449 shares; 2025Q3: 66,449 shares; 2025Q4: 66,449 shares; 2026Q1: 66,449 shares 66,449 $1.43M 0.04% 0 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,500 shares; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 52,500 shares; 2025Q3: 22,000 shares; 2025Q4: 48,500 shares; 2026Q1: 48,500 shares 48,500 $1.42M 0.04% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 16,000 shares 16,000 $1.42M 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,921 shares; 2024Q4: 7,802 shares; 2025Q1: 8,286 shares; 2025Q2: 8,386 shares; 2025Q3: 8,513 shares; 2025Q4: 4,736 shares; 2026Q1: 4,447 shares 4,447 $1.41M 0.04% -289 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 14,099 shares; 2025Q1: 12,817 shares; 2025Q2: 13,204 shares; 2025Q3: 13,785 shares; 2025Q4: 13,785 shares; 2026Q1: 13,514 shares 13,514 $1.41M 0.04% -271 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,962 shares; 2024Q4: 28,962 shares; 2025Q1: 28,962 shares; 2025Q2: 29,433 shares; 2025Q3: 29,433 shares; 2025Q4: 28,962 shares; 2026Q1: 21,462 shares 21,462 $1.41M 0.04% -7,500 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,504 shares; 2024Q4: 52,504 shares; 2025Q1: 52,504 shares; 2025Q2: 85,504 shares; 2025Q3: 85,504 shares; 2025Q4: 85,504 shares; 2026Q1: 62,904 shares 62,904 $1.39M 0.04% -22,600 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 9,577 shares; 2025Q3: 8,440 shares; 2025Q4: 7,492 shares; 2026Q1: 6,541 shares 6,541 $1.38M 0.04% -951 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 10,066 shares; 2025Q1: 10,114 shares; 2025Q2: 10,013 shares; 2025Q3: 9,708 shares; 2025Q4: 7,098 shares; 2026Q1: 6,763 shares 6,763 $1.37M 0.04% -335 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 32,000 shares 32,000 $1.37M 0.04% +22,200 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,428 shares; 2024Q4: 24,428 shares; 2025Q1: 24,428 shares; 2025Q2: 24,428 shares; 2025Q3: 24,428 shares; 2025Q4: 33,928 shares; 2026Q1: 33,928 shares 33,928 $1.35M 0.04% 0 Timeline IGV 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: 2,893 shares; 2024Q4: 3,631 shares; 2025Q1: 15,998 shares; 2025Q2: 15,077 shares; 2025Q3: 14,878 shares; 2025Q4: 13,828 shares; 2026Q1: 16,808 shares 16,808 $1.35M 0.04% +2,980 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,169 shares; 2024Q4: 22,169 shares; 2025Q1: 22,169 shares; 2025Q2: 22,169 shares; 2025Q3: 22,169 shares; 2025Q4: 22,169 shares; 2026Q1: 22,169 shares 22,169 $1.35M 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,261 shares; 2024Q4: 10,804 shares; 2025Q1: 11,595 shares; 2025Q2: 12,810 shares; 2025Q3: 12,860 shares; 2025Q4: 11,949 shares; 2026Q1: 11,847 shares 11,847 $1.34M 0.04% -102 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,011 shares; 2024Q4: 113,635 shares; 2025Q1: 111,977 shares; 2025Q2: 112,518 shares; 2025Q3: 112,980 shares; 2025Q4: 113,280 shares; 2026Q1: 119,057 shares 119,057 $1.34M 0.04% +5,777 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES 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: 21,200 shares; 2025Q4: 39,700 shares; 2026Q1: 39,700 shares 39,700 $1.32M 0.04% 0 Timeline STRF STRATEGY INC 10.00% SERIES A P More: the full row for STRATEGY INC 10.00% SERIES A P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares; 2026Q1: 13,800 shares 13,800 $1.32M 0.04% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,200 shares; 2024Q4: 17,700 shares; 2025Q1: 17,700 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $1.32M 0.04% 0 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: 2,526 shares; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,514 shares; 2025Q3: 5,663 shares; 2025Q4: 4,418 shares; 2026Q1: 4,728 shares 4,728 $1.32M 0.04% +310 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 62,000 shares 62,000 $1.31M 0.04% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 26,700 shares 26,700 $1.31M 0.04% +7,700 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,582 shares; 2024Q4: 28,659 shares; 2025Q1: 24,377 shares; 2025Q2: 10,877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,800 shares 16,800 $1.3M 0.04% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,091 shares; 2026Q1: 51,091 shares 51,091 $1.29M 0.04% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 8,956 shares; 2025Q1: 8,268 shares; 2025Q2: 9,335 shares; 2025Q3: 12,747 shares; 2025Q4: 15,943 shares; 2026Q1: 15,532 shares 15,532 $1.29M 0.04% -411 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA 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: 42,500 shares; 2025Q4: 66,500 shares; 2026Q1: 66,500 shares 66,500 $1.28M 0.04% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,437 shares; 2024Q4: 32,227 shares; 2025Q1: 32,307 shares; 2025Q2: 31,107 shares; 2025Q3: 30,176 shares; 2025Q4: 30,176 shares; 2026Q1: 27,979 shares 27,979 $1.27M 0.04% -2,197 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: 6,269 shares; 2024Q4: 12,324 shares; 2025Q1: 11,876 shares; 2025Q2: 11,765 shares; 2025Q3: 11,565 shares; 2025Q4: 11,554 shares; 2026Q1: 11,258 shares 11,258 $1.26M 0.04% -296 Timeline GEF 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: 9,839 shares; 2024Q4: 9,839 shares; 2025Q1: 9,839 shares; 2025Q2: 9,839 shares; 2025Q3: 9,839 shares; 2025Q4: 18,839 shares; 2026Q1: 18,839 shares 18,839 $1.26M 0.03% 0 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,122 shares; 2024Q4: 32,122 shares; 2025Q1: 32,122 shares; 2025Q2: 32,122 shares; 2025Q3: 32,122 shares; 2025Q4: 32,122 shares; 2026Q1: 32,122 shares 32,122 $1.26M 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 3,753 shares; 2025Q3: 3,753 shares; 2025Q4: 3,729 shares; 2026Q1: 3,390 shares 3,390 $1.26M 0.03% -339 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,647 shares; 2025Q1: 7,647 shares; 2025Q2: 8,047 shares; 2025Q3: 8,294 shares; 2025Q4: 8,214 shares; 2026Q1: 7,391 shares 7,391 $1.25M 0.03% -823 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: 34,616 shares; 2024Q4: 34,745 shares; 2025Q1: 34,685 shares; 2025Q2: 38,812 shares; 2025Q3: 38,812 shares; 2025Q4: 33,462 shares; 2026Q1: 32,949 shares 32,949 $1.25M 0.03% -513 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 10,984 shares; 2025Q2: 27,984 shares; 2025Q3: 22,809 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares 14,300 $1.23M 0.03% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,312 shares; 2025Q3: 17,312 shares; 2025Q4: 17,312 shares; 2026Q1: 17,312 shares 17,312 $1.23M 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 140 shares; 2025Q2: 532 shares; 2025Q3: 418 shares; 2025Q4: 389 shares; 2026Q1: 290 shares 290 $1.22M 0.03% -99 Timeline KRE 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: 20,718 shares; 2024Q4: 20,718 shares; 2025Q1: 20,718 shares; 2025Q2: 20,538 shares; 2025Q3: 19,951 shares; 2025Q4: 18,751 shares; 2026Q1: 18,737 shares 18,737 $1.22M 0.03% -14 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 3,374 shares; 2025Q1: 3,147 shares; 2025Q2: 2,956 shares; 2025Q3: 2,536 shares; 2025Q4: 2,461 shares; 2026Q1: 2,316 shares 2,316 $1.21M 0.03% -145 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 150,000 shares; 2025Q4: 270,000 shares; 2026Q1: 270,000 shares 270,000 $1.19M 0.03% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: not reported; 2026Q1: 12,800 shares 12,800 $1.19M 0.03% new 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: 54,950 shares; 2026Q1: 48,950 shares 48,950 $1.19M 0.03% -6,000 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $1.19M 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,327 shares; 2025Q1: 6,327 shares; 2025Q2: 6,145 shares; 2025Q3: 6,079 shares; 2025Q4: 5,538 shares; 2026Q1: 5,533 shares 5,533 $1.18M 0.03% -5 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 19,200 shares; 2026Q1: 19,200 shares 19,200 $1.17M 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,196 shares; 2024Q4: 11,743 shares; 2025Q1: 11,508 shares; 2025Q2: 13,963 shares; 2025Q3: 14,248 shares; 2025Q4: 13,928 shares; 2026Q1: 13,165 shares 13,165 $1.17M 0.03% -763 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,817 shares; 2025Q2: 21,043 shares; 2025Q3: 36,315 shares; 2025Q4: 46,872 shares; 2026Q1: 46,390 shares 46,390 $1.17M 0.03% -482 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,977 shares; 2026Q1: 48,074 shares 48,074 $1.17M 0.03% -5,903 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: 2,115 shares; 2024Q4: 2,052 shares; 2025Q1: 1,989 shares; 2025Q2: 1,773 shares; 2025Q3: 1,778 shares; 2025Q4: 1,743 shares; 2026Q1: 4,103 shares 4,103 $1.16M 0.03% +2,360 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 9,201 shares; 2025Q1: 9,351 shares; 2025Q2: 8,875 shares; 2025Q3: 8,875 shares; 2025Q4: 8,508 shares; 2026Q1: 8,773 shares 8,773 $1.16M 0.03% +265 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 21,906 shares; 2025Q2: 21,900 shares; 2025Q3: 21,900 shares; 2025Q4: 21,900 shares; 2026Q1: 21,900 shares 21,900 $1.16M 0.03% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,347 shares; 2025Q3: 41,423 shares; 2025Q4: 54,845 shares; 2026Q1: 64,882 shares 64,882 $1.15M 0.03% +10,037 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,638 shares; 2024Q4: 143,418 shares; 2025Q1: 48,597 shares; 2025Q2: 41,496 shares; 2025Q3: 24,121 shares; 2025Q4: 19,777 shares; 2026Q1: 25,406 shares 25,406 $1.15M 0.03% +5,629 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,700 shares; 2024Q4: 102,700 shares; 2025Q1: 102,700 shares; 2025Q2: 102,700 shares; 2025Q3: 71,700 shares; 2025Q4: 48,500 shares; 2026Q1: 48,500 shares 48,500 $1.14M 0.03% 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: 1,931 shares; 2024Q4: 1,846 shares; 2025Q1: 1,699 shares; 2025Q2: 1,702 shares; 2025Q3: 1,700 shares; 2025Q4: 1,653 shares; 2026Q1: 1,673 shares 1,673 $1.14M 0.03% +20 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 26,976 shares; 2025Q4: 26,926 shares; 2026Q1: 26,926 shares 26,926 $1.14M 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,308 shares; 2025Q1: not reported; 2025Q2: 5,581 shares; 2025Q3: 5,659 shares; 2025Q4: 5,056 shares; 2026Q1: 4,909 shares 4,909 $1.13M 0.03% -147 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,840 shares; 2025Q1: 3,338 shares; 2025Q2: 3,269 shares; 2025Q3: 3,379 shares; 2025Q4: 3,412 shares; 2026Q1: 3,576 shares 3,576 $1.12M 0.03% +164 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: 8,407 shares; 2024Q4: 8,107 shares; 2025Q1: 8,087 shares; 2025Q2: 11,305 shares; 2025Q3: 11,197 shares; 2025Q4: 7,638 shares; 2026Q1: 9,908 shares 9,908 $1.12M 0.03% +2,270 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,000 shares; 2025Q4: 61,000 shares; 2026Q1: 61,000 shares 61,000 $1.11M 0.03% 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: 8,776 shares; 2024Q4: 8,776 shares; 2025Q1: 8,776 shares; 2025Q2: 8,376 shares; 2025Q3: 8,361 shares; 2025Q4: 8,358 shares; 2026Q1: 8,356 shares 8,356 $1.1M 0.03% -2 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 31,009 shares; 2025Q4: 31,007 shares; 2026Q1: 31,000 shares 31,000 $1.1M 0.03% -7 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares; 2026Q1: 40,500 shares 40,500 $1.1M 0.03% +19,000 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,764 shares; 2024Q4: 38,665 shares; 2025Q1: 39,125 shares; 2025Q2: 43,329 shares; 2025Q3: 14,293 shares; 2025Q4: 10,138 shares; 2026Q1: 7,320 shares 7,320 $1.1M 0.03% -2,818 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,527 shares; 2025Q1: 3,487 shares; 2025Q2: 4,080 shares; 2025Q3: 5,399 shares; 2025Q4: 7,884 shares; 2026Q1: 8,249 shares 8,249 $1.09M 0.03% +365 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: 17,832 shares; 2024Q4: 12,175 shares; 2025Q1: 11,313 shares; 2025Q2: 10,779 shares; 2025Q3: 11,169 shares; 2025Q4: 9,817 shares; 2026Q1: 9,839 shares 9,839 $1.09M 0.03% +22 Timeline UNTY UNITY BANCORP INC More: the full row for UNITY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,900 shares 20,900 $1.08M 0.03% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,656 shares; 2025Q1: 6,656 shares; 2025Q2: 10,156 shares; 2025Q3: 10,156 shares; 2025Q4: 12,156 shares; 2026Q1: 12,156 shares 12,156 $1.07M 0.03% 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: 25,790 shares; 2024Q4: 25,272 shares; 2025Q1: 25,230 shares; 2025Q2: 26,912 shares; 2025Q3: 23,770 shares; 2025Q4: 22,683 shares; 2026Q1: 22,522 shares 22,522 $1.06M 0.03% -161 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,751 shares 9,751 $1.04M 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 10,864 shares; 2025Q3: 11,000 shares; 2025Q4: 21,984 shares; 2026Q1: 22,514 shares 22,514 $1.03M 0.03% +530 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: 6,020 shares; 2024Q4: 5,733 shares; 2025Q1: 5,955 shares; 2025Q2: 6,531 shares; 2025Q3: 6,500 shares; 2025Q4: 3,948 shares; 2026Q1: 3,939 shares 3,939 $1.03M 0.03% -9 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,996 shares; 2024Q4: 15,950 shares; 2025Q1: 16,475 shares; 2025Q2: 15,668 shares; 2025Q3: 14,796 shares; 2025Q4: 16,995 shares; 2026Q1: 16,718 shares 16,718 $1.01M 0.03% -277 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,579 shares; 2025Q1: 8,557 shares; 2025Q2: 8,940 shares; 2025Q3: 9,005 shares; 2025Q4: 7,848 shares; 2026Q1: 8,714 shares 8,714 $1.01M 0.03% +866 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: 10,996 shares; 2024Q4: 10,975 shares; 2025Q1: 10,700 shares; 2025Q2: 17,313 shares; 2025Q3: 16,486 shares; 2025Q4: 11,234 shares; 2026Q1: 10,922 shares 10,922 $987K 0.03% -312 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,946 shares; 2024Q4: 41,946 shares; 2025Q1: 41,946 shares; 2025Q2: 41,946 shares; 2025Q3: not reported; 2025Q4: 32,000 shares; 2026Q1: 68,500 shares 68,500 $983K 0.03% +36,500 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: 5,329 shares; 2024Q4: 4,464 shares; 2025Q1: 4,218 shares; 2025Q2: 5,000 shares; 2025Q3: 8,749 shares; 2025Q4: 9,672 shares; 2026Q1: 8,631 shares 8,631 $979K 0.03% -1,041 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 34,462 shares; 2025Q4: 33,572 shares; 2026Q1: 60,570 shares 60,570 $975K 0.03% +26,998 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: 67,709 shares; 2024Q4: 67,735 shares; 2025Q1: 68,727 shares; 2025Q2: 45,378 shares; 2025Q3: 33,778 shares; 2025Q4: 32,647 shares; 2026Q1: 32,083 shares 32,083 $973K 0.03% -564 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: 2,077 shares; 2024Q4: 2,102 shares; 2025Q1: 2,031 shares; 2025Q2: 2,025 shares; 2025Q3: 2,426 shares; 2025Q4: 2,889 shares; 2026Q1: 2,820 shares 2,820 $968K 0.03% -69 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,198 shares; 2024Q4: 13,212 shares; 2025Q1: 13,192 shares; 2025Q2: 12,189 shares; 2025Q3: 12,189 shares; 2025Q4: 12,071 shares; 2026Q1: 12,071 shares 12,071 $967K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,811 shares; 2024Q4: 3,760 shares; 2025Q1: 3,732 shares; 2025Q2: 3,671 shares; 2025Q3: 3,573 shares; 2025Q4: 3,571 shares; 2026Q1: 3,531 shares 3,531 $961K 0.03% -40 Timeline KYTX KYVERNA THERAPEUTICS INC More: the full row for KYVERNA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,300 shares 110,300 $952K 0.03% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,905 shares; 2024Q4: 48,905 shares; 2025Q1: 48,905 shares; 2025Q2: 48,905 shares; 2025Q3: 48,805 shares; 2025Q4: 48,805 shares; 2026Q1: 48,805 shares 48,805 $939K 0.03% 0 Timeline TREX TREX INC More: the full row for TREX 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: 25,600 shares 25,600 $932K 0.03% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 46,900 shares; 2026Q1: 81,400 shares 81,400 $925K 0.03% +34,500 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,651 shares; 2024Q4: 3,651 shares; 2025Q1: 3,651 shares; 2025Q2: 3,651 shares; 2025Q3: 3,654 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $915K 0.03% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,162 shares; 2024Q4: 73,162 shares; 2025Q1: 73,556 shares; 2025Q2: 73,556 shares; 2025Q3: 73,979 shares; 2025Q4: 73,979 shares; 2026Q1: 73,979 shares 73,979 $912K 0.03% 0 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS 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: 16,100 shares 16,100 $907K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 7,802 shares; 2025Q1: 7,727 shares; 2025Q2: 7,727 shares; 2025Q3: 8,734 shares; 2025Q4: 9,052 shares; 2026Q1: 9,772 shares 9,772 $897K 0.02% +720 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 98,000 shares 98,000 $895K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,696 shares; 2025Q1: 2,835 shares; 2025Q2: 2,729 shares; 2025Q3: 3,083 shares; 2025Q4: 3,332 shares; 2026Q1: 3,473 shares 3,473 $894K 0.02% +141 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: 15,360 shares; 2024Q4: 8,192 shares; 2025Q1: 1,558 shares; 2025Q2: 1,548 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,618 shares 1,618 $888K 0.02% -185 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: 9,675 shares; 2024Q4: 9,586 shares; 2025Q1: 9,586 shares; 2025Q2: 9,586 shares; 2025Q3: 9,599 shares; 2025Q4: 9,090 shares; 2026Q1: 8,090 shares 8,090 $888K 0.02% -1,000 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares; 2026Q1: 6,342 shares 6,342 $877K 0.02% +431 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX 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: 103,000 shares 103,000 $872K 0.02% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 6,411 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 5,888 shares; 2025Q4: 5,787 shares; 2026Q1: 5,937 shares 5,937 $870K 0.02% +150 Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS 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: 37,000 shares; 2026Q1: 37,000 shares 37,000 $864K 0.02% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 8,616 shares; 2025Q1: 9,316 shares; 2025Q2: 9,316 shares; 2025Q3: 9,716 shares; 2025Q4: 9,716 shares; 2026Q1: 9,216 shares 9,216 $861K 0.02% -500 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: 9,159 shares; 2025Q1: 9,159 shares; 2025Q2: 9,159 shares; 2025Q3: 9,159 shares; 2025Q4: 9,159 shares; 2026Q1: 9,159 shares 9,159 $856K 0.02% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,027 shares; 2025Q1: 6,384 shares; 2025Q2: 6,384 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares; 2026Q1: 4,314 shares 4,314 $855K 0.02% 0 Timeline RIESBECK FOOD MARKETS, INC RIESBECK FOOD MARKETS, INC More: the full row for RIESBECK FOOD MARKETS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 9,583 shares; 2025Q1: 9,583 shares; 2025Q2: 9,681 shares; 2025Q3: 9,681 shares; 2025Q4: 9,695 shares; 2026Q1: 9,695 shares 9,695 $853K 0.02% 0 EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,465 shares; 2024Q4: 9,502 shares; 2025Q1: 9,368 shares; 2025Q2: 9,808 shares; 2025Q3: 9,765 shares; 2025Q4: 9,298 shares; 2026Q1: 9,231 shares 9,231 $843K 0.02% -67 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 39,711 shares; 2025Q4: 39,700 shares; 2026Q1: 39,700 shares 39,700 $839K 0.02% 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: 12,339 shares; 2024Q4: 12,179 shares; 2025Q1: 12,139 shares; 2025Q2: 12,344 shares; 2025Q3: 12,269 shares; 2025Q4: 12,421 shares; 2026Q1: 12,117 shares 12,117 $826K 0.02% -304 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA 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: 64,000 shares; 2026Q1: 64,000 shares 64,000 $820K 0.02% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,169 shares; 2024Q4: 160,021 shares; 2025Q1: 160,671 shares; 2025Q2: 165,332 shares; 2025Q3: 25,335 shares; 2025Q4: 41,162 shares; 2026Q1: 47,148 shares 47,148 $817K 0.02% +5,986 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: 29,181 shares; 2024Q4: 24,631 shares; 2025Q1: 10,931 shares; 2025Q2: 10,531 shares; 2025Q3: 5,858 shares; 2025Q4: 5,049 shares; 2026Q1: 4,936 shares 4,936 $810K 0.02% -113 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,007 shares; 2025Q1: 2,958 shares; 2025Q2: 2,928 shares; 2025Q3: 2,919 shares; 2025Q4: 2,824 shares; 2026Q1: 2,288 shares 2,288 $810K 0.02% -536 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: 17,027 shares; 2024Q4: 14,396 shares; 2025Q1: 14,302 shares; 2025Q2: 13,861 shares; 2025Q3: 14,244 shares; 2025Q4: 12,498 shares; 2026Q1: 11,327 shares 11,327 $806K 0.02% -1,171 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: 3,779 shares; 2024Q4: 3,802 shares; 2025Q1: 3,782 shares; 2025Q2: 3,792 shares; 2025Q3: 4,604 shares; 2025Q4: 4,210 shares; 2026Q1: 4,092 shares 4,092 $802K 0.02% -118 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: 56,094 shares; 2024Q4: 23,849 shares; 2025Q1: 23,217 shares; 2025Q2: 23,667 shares; 2025Q3: 25,604 shares; 2025Q4: 16,824 shares; 2026Q1: 16,067 shares 16,067 $793K 0.02% -757 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 8,884 shares; 2025Q1: 17,060 shares; 2025Q2: 13,063 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $788K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,512 shares; 2025Q1: 2,629 shares; 2025Q2: 4,579 shares; 2025Q3: 4,591 shares; 2025Q4: 4,988 shares; 2026Q1: 5,463 shares 5,463 $778K 0.02% +475 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 15,770 shares; 2025Q3: 15,915 shares; 2025Q4: 16,668 shares; 2026Q1: 14,014 shares 14,014 $778K 0.02% -2,654 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL 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: 21,500 shares 21,500 $777K 0.02% new 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: 8,616 shares; 2024Q4: 8,566 shares; 2025Q1: 7,414 shares; 2025Q2: 8,064 shares; 2025Q3: 8,268 shares; 2025Q4: 7,208 shares; 2026Q1: 12,204 shares 12,204 $777K 0.02% +4,996 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: 3,230 shares; 2025Q1: 3,228 shares; 2025Q2: 4,004 shares; 2025Q3: 3,632 shares; 2025Q4: 3,622 shares; 2026Q1: 3,633 shares 3,633 $776K 0.02% +11 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: 31,296 shares; 2024Q4: 30,020 shares; 2025Q1: 24,954 shares; 2025Q2: 25,436 shares; 2025Q3: 6,785 shares; 2025Q4: 10,570 shares; 2026Q1: 12,667 shares 12,667 $776K 0.02% +2,097 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,157 shares; 2024Q4: 20,889 shares; 2025Q1: 20,991 shares; 2025Q2: 19,169 shares; 2025Q3: 18,023 shares; 2025Q4: 18,563 shares; 2026Q1: 18,176 shares 18,176 $764K 0.02% -387 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: 4,424 shares; 2024Q4: 4,994 shares; 2025Q1: 4,994 shares; 2025Q2: 4,994 shares; 2025Q3: 5,044 shares; 2025Q4: 5,044 shares; 2026Q1: 4,344 shares 4,344 $746K 0.02% -700 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,500 shares 24,500 $742K 0.02% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,555 shares 2,555 $742K 0.02% -10 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,655 shares; 2024Q4: 9,951 shares; 2025Q1: 8,751 shares; 2025Q2: 8,751 shares; 2025Q3: 17,733 shares; 2025Q4: 15,303 shares; 2026Q1: 15,115 shares 15,115 $741K 0.02% -188 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: 13,349 shares; 2026Q1: 9,672 shares 9,672 $737K 0.02% -3,677 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,049 shares 28,049 $735K 0.02% new Timeline ASAN ASANA INC More: the full row for ASANA 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: 35,000 shares; 2025Q4: 73,500 shares; 2026Q1: 113,500 shares 113,500 $726K 0.02% +40,000 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,989 shares; 2025Q1: 1,750 shares; 2025Q2: 3,724 shares; 2025Q3: 4,267 shares; 2025Q4: 3,771 shares; 2026Q1: 4,618 shares 4,618 $726K 0.02% +847 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,690 shares; 2025Q4: 2,690 shares; 2026Q1: 2,690 shares 2,690 $713K 0.02% 0 Timeline WSBCO WESBANCO INC SHS REP 1/40 SH F More: the full row for WESBANCO INC SHS REP 1/40 SH F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,850 shares; 2026Q1: 28,470 shares 28,470 $713K 0.02% +6,620 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: 85,917 shares; 2024Q4: 79,865 shares; 2025Q1: 79,512 shares; 2025Q2: 79,761 shares; 2025Q3: 71,491 shares; 2025Q4: 60,852 shares; 2026Q1: 60,204 shares 60,204 $695K 0.02% -648 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 4,186 shares; 2025Q1: 4,186 shares; 2025Q2: 4,186 shares; 2025Q3: 3,926 shares; 2025Q4: 3,926 shares; 2026Q1: 3,926 shares 3,926 $694K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 11,909 shares; 2025Q1: 11,940 shares; 2025Q2: 14,016 shares; 2025Q3: 14,657 shares; 2025Q4: 16,030 shares; 2026Q1: 2,078 shares 2,078 $671K 0.02% -13,952 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: 12,405 shares; 2024Q4: 11,902 shares; 2025Q1: 11,783 shares; 2025Q2: 12,373 shares; 2025Q3: 12,443 shares; 2025Q4: 12,219 shares; 2026Q1: 12,219 shares 12,219 $662K 0.02% 0 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: 12,266 shares; 2024Q4: 12,533 shares; 2025Q1: 12,883 shares; 2025Q2: 2,854 shares; 2025Q3: 3,454 shares; 2025Q4: 3,654 shares; 2026Q1: 4,067 shares 4,067 $658K 0.02% +413 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,904 shares; 2025Q1: 2,896 shares; 2025Q2: 3,308 shares; 2025Q3: 3,433 shares; 2025Q4: 3,308 shares; 2026Q1: 3,549 shares 3,549 $654K 0.02% +241 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,957 shares; 2025Q3: 23,957 shares; 2025Q4: 23,957 shares; 2026Q1: 28,127 shares 28,127 $653K 0.02% +4,170 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 3,664 shares; 2025Q1: 3,664 shares; 2025Q2: 3,664 shares; 2025Q3: 3,524 shares; 2025Q4: 3,350 shares; 2026Q1: 4,265 shares 4,265 $651K 0.02% +915 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,536 shares; 2024Q4: 5,633 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 12,854 shares; 2025Q4: 11,845 shares; 2026Q1: 12,371 shares 12,371 $650K 0.02% +526 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,925 shares 12,925 $645K 0.02% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,789 shares; 2025Q2: 10,789 shares; 2025Q3: 10,589 shares; 2025Q4: 7,789 shares; 2026Q1: 17,689 shares 17,689 $644K 0.02% +9,900 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: 17,090 shares; 2024Q4: 13,443 shares; 2025Q1: 12,713 shares; 2025Q2: 13,215 shares; 2025Q3: 13,328 shares; 2025Q4: 13,328 shares; 2026Q1: 12,816 shares 12,816 $640K 0.02% -512 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,385 shares; 2025Q1: 10,385 shares; 2025Q2: 10,385 shares; 2025Q3: 10,385 shares; 2025Q4: 10,385 shares; 2026Q1: 10,385 shares 10,385 $640K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,195 shares; 2025Q1: 7,195 shares; 2025Q2: 7,195 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares 6,848 $639K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,139 shares; 2024Q4: 8,157 shares; 2025Q1: 7,030 shares; 2025Q2: 10,868 shares; 2025Q3: 10,797 shares; 2025Q4: 9,113 shares; 2026Q1: 9,113 shares 9,113 $636K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,161 shares; 2025Q1: 7,169 shares; 2025Q2: 7,059 shares; 2025Q3: 7,043 shares; 2025Q4: 7,041 shares; 2026Q1: 6,547 shares 6,547 $632K 0.02% -494 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 2,511 shares; 2025Q3: 2,389 shares; 2025Q4: 2,000 shares; 2026Q1: 2,063 shares 2,063 $627K 0.02% +63 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,288 shares; 2025Q1: 2,279 shares; 2025Q2: 2,159 shares; 2025Q3: 2,381 shares; 2025Q4: 2,017 shares; 2026Q1: 1,992 shares 1,992 $626K 0.02% -25 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 4,226 shares; 2025Q2: 3,928 shares; 2025Q3: 3,881 shares; 2025Q4: 4,281 shares; 2026Q1: 4,281 shares 4,281 $622K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,346 shares; 2025Q1: 2,407 shares; 2025Q2: 1,946 shares; 2025Q3: 2,018 shares; 2025Q4: 1,990 shares; 2026Q1: 2,230 shares 2,230 $620K 0.02% +240 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,554 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,379 shares; 2025Q4: 3,497 shares; 2026Q1: 3,918 shares 3,918 $619K 0.02% +421 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,350 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,140 shares 1,140 $619K 0.02% -110 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 47,000 shares 47,000 $615K 0.02% new 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: 5,855 shares; 2024Q4: 6,449 shares; 2025Q1: 7,349 shares; 2025Q2: 14,194 shares; 2025Q3: 11,855 shares; 2025Q4: 12,544 shares; 2026Q1: 10,719 shares 10,719 $608K 0.02% -1,825 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,636 shares; 2024Q4: 3,926 shares; 2025Q1: 3,926 shares; 2025Q2: 3,926 shares; 2025Q3: 3,926 shares; 2025Q4: 3,896 shares; 2026Q1: 3,892 shares 3,892 $605K 0.02% -4 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,628 shares; 2024Q4: 55,176 shares; 2025Q1: 19,146 shares; 2025Q2: 19,767 shares; 2025Q3: 8,059 shares; 2025Q4: 7,230 shares; 2026Q1: 7,200 shares 7,200 $595K 0.02% -30 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: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,416 shares; 2025Q2: 3,326 shares; 2025Q3: 3,288 shares; 2025Q4: 3,288 shares; 2026Q1: 3,288 shares 3,288 $592K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 19,777 shares; 2025Q1: 18,902 shares; 2025Q2: 17,667 shares; 2025Q3: 17,349 shares; 2025Q4: 17,341 shares; 2026Q1: 16,361 shares 16,361 $584K 0.02% -980 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,482 shares; 2025Q3: 3,564 shares; 2025Q4: 3,375 shares; 2026Q1: 3,201 shares 3,201 $584K 0.02% -174 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,635 shares; 2024Q4: 22,635 shares; 2025Q1: 26,498 shares; 2025Q2: 26,498 shares; 2025Q3: 26,498 shares; 2025Q4: 26,498 shares; 2026Q1: 51,537 shares 51,537 $581K 0.02% +25,039 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: 1,263 shares; 2024Q4: 1,289 shares; 2025Q1: 1,315 shares; 2025Q2: 1,617 shares; 2025Q3: 1,445 shares; 2025Q4: 1,359 shares; 2026Q1: 1,334 shares 1,334 $579K 0.02% -25 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 6,372 shares; 2025Q1: 5,639 shares; 2025Q2: 5,628 shares; 2025Q3: 5,631 shares; 2025Q4: 5,576 shares; 2026Q1: 6,096 shares 6,096 $573K 0.02% +520 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,828 shares; 2025Q2: 2,089 shares; 2025Q3: 1,884 shares; 2025Q4: 1,820 shares; 2026Q1: 1,786 shares 1,786 $573K 0.02% -34 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,241 shares; 2025Q1: 7,241 shares; 2025Q2: 7,635 shares; 2025Q3: 7,310 shares; 2025Q4: 7,310 shares; 2026Q1: 7,265 shares 7,265 $571K 0.02% -45 Timeline FTQI 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: 13,779 shares; 2025Q4: 23,111 shares; 2026Q1: 28,312 shares 28,312 $564K 0.02% +5,201 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,955 shares; 2025Q4: 4,845 shares; 2026Q1: 4,165 shares 4,165 $563K 0.02% -680 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,659 shares; 2025Q4: 1,300 shares; 2026Q1: 1,265 shares 1,265 $562K 0.02% -35 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 5,645 shares; 2025Q2: 5,664 shares; 2025Q3: 6,164 shares; 2025Q4: 8,952 shares; 2026Q1: 9,852 shares 9,852 $562K 0.02% +900 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,300 shares; 2025Q2: 7,375 shares; 2025Q3: 7,406 shares; 2025Q4: 7,389 shares; 2026Q1: 6,864 shares 6,864 $561K 0.02% -525 Timeline AIP ARTERIS INC More: the full row for ARTERIS 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: 34,000 shares 34,000 $559K 0.02% new Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,500 shares 14,500 $559K 0.02% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $557K 0.02% 0 Timeline FTHI 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: 18,793 shares; 2025Q4: 22,617 shares; 2026Q1: 24,246 shares 24,246 $556K 0.02% +1,629 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 7,089 shares; 2025Q1: 7,089 shares; 2025Q2: 7,089 shares; 2025Q3: 6,789 shares; 2025Q4: 6,789 shares; 2026Q1: 6,539 shares 6,539 $554K 0.02% -250 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: 5,145 shares; 2024Q4: 4,977 shares; 2025Q1: 5,072 shares; 2025Q2: 7,825 shares; 2025Q3: 7,549 shares; 2025Q4: 7,525 shares; 2026Q1: 7,525 shares 7,525 $548K 0.02% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 3,890 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares; 2026Q1: 3,410 shares 3,410 $547K 0.02% -320 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: 7,967 shares; 2024Q4: 8,060 shares; 2025Q1: 7,866 shares; 2025Q2: 7,768 shares; 2025Q3: 7,872 shares; 2025Q4: 7,774 shares; 2026Q1: 7,641 shares 7,641 $540K 0.01% -133 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,758 shares; 2024Q4: 6,758 shares; 2025Q1: 6,758 shares; 2025Q2: 6,758 shares; 2025Q3: 6,764 shares; 2025Q4: 6,764 shares; 2026Q1: 6,564 shares 6,564 $537K 0.01% -200 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,740 shares; 2024Q4: 8,740 shares; 2025Q1: 8,777 shares; 2025Q2: 9,272 shares; 2025Q3: 6,660 shares; 2025Q4: 6,616 shares; 2026Q1: 6,613 shares 6,613 $535K 0.01% -3 Timeline FALN 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: 20,000 shares; 2026Q1: 20,000 shares 20,000 $534K 0.01% 0 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,809 shares; 2024Q4: 8,709 shares; 2025Q1: 8,709 shares; 2025Q2: 8,709 shares; 2025Q3: 8,709 shares; 2025Q4: 8,889 shares; 2026Q1: 9,339 shares 9,339 $532K 0.01% +450 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 17,769 shares; 2025Q3: 16,941 shares; 2025Q4: 14,565 shares; 2026Q1: 11,387 shares 11,387 $528K 0.01% -3,178 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,044 shares; 2025Q1: 4,011 shares; 2025Q2: 4,007 shares; 2025Q3: 4,504 shares; 2025Q4: 4,238 shares; 2026Q1: 4,761 shares 4,761 $528K 0.01% +523 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $525K 0.01% 0 Timeline EVHY MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $519K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,744 shares; 2026Q1: 1,780 shares 1,780 $519K 0.01% +36 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 6,879 shares; 2025Q1: 8,819 shares; 2025Q2: 12,230 shares; 2025Q3: 10,045 shares; 2025Q4: 10,045 shares; 2026Q1: 9,045 shares 9,045 $516K 0.01% -1,000 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,243 shares; 2025Q1: 7,798 shares; 2025Q2: 7,840 shares; 2025Q3: 8,605 shares; 2025Q4: 8,705 shares; 2026Q1: 8,705 shares 8,705 $514K 0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,835 shares; 2024Q4: 4,332 shares; 2025Q1: 5,293 shares; 2025Q2: 5,293 shares; 2025Q3: 5,543 shares; 2025Q4: 5,543 shares; 2026Q1: 5,543 shares 5,543 $511K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,727 shares; 2025Q1: 3,674 shares; 2025Q2: 3,599 shares; 2025Q3: 4,191 shares; 2025Q4: 4,170 shares; 2026Q1: 4,201 shares 4,201 $509K 0.01% +31 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,797 shares; 2024Q4: 18,797 shares; 2025Q1: 18,797 shares; 2025Q2: 20,437 shares; 2025Q3: 20,437 shares; 2025Q4: 20,437 shares; 2026Q1: 20,437 shares 20,437 $504K 0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,678 shares; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,728 shares; 2025Q4: 5,801 shares; 2026Q1: 5,801 shares 5,801 $501K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,456 shares; 2025Q1: 4,631 shares; 2025Q2: 5,184 shares; 2025Q3: 5,278 shares; 2025Q4: 5,013 shares; 2026Q1: 5,362 shares 5,362 $497K 0.01% +349 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 15,000 shares; 2026Q1: 35,000 shares 35,000 $494K 0.01% +20,000 Timeline HARRIS OFFICE EQUIPMENT INC HARRIS OFFICE EQUIPMENT INC More: the full row for HARRIS OFFICE EQUIPMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $492K 0.01% 0 SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $492K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,469 shares; 2024Q4: 12,314 shares; 2025Q1: 11,789 shares; 2025Q2: 12,038 shares; 2025Q3: 12,038 shares; 2025Q4: 14,288 shares; 2026Q1: 14,238 shares 14,238 $490K 0.01% -50 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: 9,487 shares; 2024Q4: 8,777 shares; 2025Q1: 8,777 shares; 2025Q2: 8,983 shares; 2025Q3: 8,782 shares; 2025Q4: 9,897 shares; 2026Q1: 9,300 shares 9,300 $478K 0.01% -597 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,505 shares; 2024Q4: 42,055 shares; 2025Q1: 34,055 shares; 2025Q2: 34,055 shares; 2025Q3: 32,360 shares; 2025Q4: 32,360 shares; 2026Q1: 31,360 shares 31,360 $477K 0.01% -1,000 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,597 shares; 2025Q1: 5,624 shares; 2025Q2: 5,692 shares; 2025Q3: 5,649 shares; 2025Q4: 4,235 shares; 2026Q1: 4,725 shares 4,725 $475K 0.01% +490 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,697 shares; 2025Q1: 6,437 shares; 2025Q2: 6,437 shares; 2025Q3: 7,440 shares; 2025Q4: 7,542 shares; 2026Q1: 9,548 shares 9,548 $475K 0.01% +2,006 Timeline POOL POOL CORP More: the full row for POOL 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: 2,330 shares 2,330 $471K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,807 shares; 2025Q3: 13,537 shares; 2025Q4: not reported; 2026Q1: 13,294 shares 13,294 $467K 0.01% new Timeline