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: 1,448,949 shares; 2024Q4: 1,513,218 shares; 2025Q1: 1,265,051 shares; 2025Q2: 1,296,415 shares; 2025Q3: 1,317,537 shares; 2025Q4: 1,306,803 shares; 2026Q1: 2,085,852 shares 2,085,852 $371M 7.6% +779,049 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090,242 shares; 2024Q4: 1,117,416 shares; 2025Q1: 1,130,892 shares; 2025Q2: 1,091,605 shares; 2025Q3: 1,101,836 shares; 2025Q4: 1,087,824 shares; 2026Q1: 1,044,044 shares 1,044,044 $270M 5.55% -43,780 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: 603,146 shares; 2024Q4: 619,025 shares; 2025Q1: 627,578 shares; 2025Q2: 633,245 shares; 2025Q3: 621,448 shares; 2025Q4: 618,447 shares; 2026Q1: 642,285 shares 642,285 $239M 4.92% +23,838 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: 612,647 shares; 2024Q4: 643,422 shares; 2025Q1: 663,582 shares; 2025Q2: 673,027 shares; 2025Q3: 689,182 shares; 2025Q4: 688,154 shares; 2026Q1: 664,653 shares 664,653 $198M 4.06% -23,501 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: 564,455 shares; 2024Q4: 581,687 shares; 2025Q1: 598,372 shares; 2025Q2: 659,666 shares; 2025Q3: 677,938 shares; 2025Q4: 656,289 shares; 2026Q1: 685,054 shares 685,054 $146M 2.99% +28,765 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: 237,410 shares; 2024Q4: 239,605 shares; 2025Q1: 240,050 shares; 2025Q2: 239,113 shares; 2025Q3: 235,584 shares; 2025Q4: 232,642 shares; 2026Q1: 218,873 shares 218,873 $144M 2.96% -13,769 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: 154,744 shares; 2024Q4: 158,661 shares; 2025Q1: 159,155 shares; 2025Q2: 154,622 shares; 2025Q3: 155,973 shares; 2025Q4: 159,791 shares; 2026Q1: 170,587 shares 170,587 $113M 2.32% +10,796 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: 283,635 shares; 2024Q4: 297,571 shares; 2025Q1: 305,459 shares; 2025Q2: 312,801 shares; 2025Q3: 323,587 shares; 2025Q4: 318,897 shares; 2026Q1: 335,739 shares 335,739 $106M 2.17% +16,842 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: 295,061 shares; 2024Q4: 306,563 shares; 2025Q1: 310,881 shares; 2025Q2: 311,270 shares; 2025Q3: 316,069 shares; 2025Q4: 313,800 shares; 2026Q1: 328,335 shares 328,335 $97M 1.99% +14,535 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: 979,280 shares; 2024Q4: 990,291 shares; 2025Q1: 989,127 shares; 2025Q2: 1,004,429 shares; 2025Q3: 1,158,479 shares; 2025Q4: 1,163,881 shares; 2026Q1: 1,228,028 shares 1,228,028 $84.1M 1.73% +64,147 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: 999,883 shares; 2024Q4: 1,001,448 shares; 2025Q1: 1,001,275 shares; 2025Q2: 1,004,794 shares; 2025Q3: 1,102,007 shares; 2025Q4: 1,103,148 shares; 2026Q1: 1,153,845 shares 1,153,845 $80.9M 1.66% +50,697 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: 937,920 shares; 2024Q4: 942,732 shares; 2025Q1: 940,972 shares; 2025Q2: 936,976 shares; 2025Q3: 1,025,510 shares; 2025Q4: 1,053,011 shares; 2026Q1: 1,103,762 shares 1,103,762 $71.9M 1.48% +50,751 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: 214,512 shares; 2024Q4: 221,222 shares; 2025Q1: 203,454 shares; 2025Q2: 206,779 shares; 2025Q3: 210,202 shares; 2025Q4: 205,212 shares; 2026Q1: 212,646 shares 212,646 $64.5M 1.32% +7,434 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: 1,158,202 shares; 2024Q4: 1,159,111 shares; 2025Q1: 1,109,084 shares; 2025Q2: 1,097,310 shares; 2025Q3: 1,127,411 shares; 2025Q4: 1,119,048 shares; 2026Q1: 1,161,279 shares 1,161,279 $62.7M 1.29% +42,231 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: 104,922 shares; 2024Q4: 107,636 shares; 2025Q1: 110,610 shares; 2025Q2: 112,007 shares; 2025Q3: 114,811 shares; 2025Q4: 119,398 shares; 2026Q1: 126,575 shares 126,575 $60.3M 1.24% +7,177 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: 72,122 shares; 2024Q4: 77,001 shares; 2025Q1: 91,562 shares; 2025Q2: 94,596 shares; 2025Q3: 99,134 shares; 2025Q4: 95,404 shares; 2026Q1: 103,184 shares 103,184 $59.1M 1.21% +7,780 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: 452,828 shares; 2024Q4: 477,187 shares; 2025Q1: 485,366 shares; 2025Q2: 499,520 shares; 2025Q3: 520,384 shares; 2025Q4: 526,340 shares; 2026Q1: 579,092 shares 579,092 $53.2M 1.09% +52,752 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: 163,806 shares; 2024Q4: 167,678 shares; 2025Q1: 170,876 shares; 2025Q2: 170,335 shares; 2025Q3: 170,875 shares; 2025Q4: 167,592 shares; 2026Q1: 172,308 shares 172,308 $51.7M 1.06% +4,716 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: 31,591 shares; 2024Q4: 37,728 shares; 2025Q1: 39,213 shares; 2025Q2: 44,916 shares; 2025Q3: 47,440 shares; 2025Q4: 46,604 shares; 2026Q1: 49,186 shares 49,186 $45.6M 0.94% +2,582 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: 180,432 shares; 2024Q4: 190,336 shares; 2025Q1: 196,707 shares; 2025Q2: 199,924 shares; 2025Q3: 208,701 shares; 2025Q4: 201,625 shares; 2026Q1: 210,849 shares 210,849 $41.8M 0.86% +9,224 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: 218,874 shares; 2024Q4: 225,031 shares; 2025Q1: 229,008 shares; 2025Q2: 233,242 shares; 2025Q3: 299,392 shares; 2025Q4: 289,453 shares; 2026Q1: 326,376 shares 326,376 $41.2M 0.84% +36,923 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: 240,635 shares; 2024Q4: 251,440 shares; 2025Q1: 260,043 shares; 2025Q2: 251,678 shares; 2025Q3: 246,749 shares; 2025Q4: 242,562 shares; 2026Q1: 253,942 shares 253,942 $41.1M 0.84% +11,380 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: 183,558 shares; 2024Q4: 244,670 shares; 2025Q1: 316,149 shares; 2025Q2: 318,549 shares; 2025Q3: 302,178 shares; 2025Q4: 261,471 shares; 2026Q1: 201,408 shares 201,408 $40.1M 0.82% -60,063 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: 66,564 shares; 2024Q4: 66,432 shares; 2025Q1: 67,732 shares; 2025Q2: 68,066 shares; 2025Q3: 67,859 shares; 2025Q4: 67,830 shares; 2026Q1: 63,514 shares 63,514 $39.7M 0.81% -4,316 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: 103,754 shares; 2024Q4: 105,513 shares; 2025Q1: 105,513 shares; 2025Q2: 105,492 shares; 2025Q3: 105,492 shares; 2025Q4: 105,492 shares; 2026Q1: 105,492 shares 105,492 $38.1M 0.78% 0 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: 60,065 shares; 2024Q4: 61,548 shares; 2025Q1: 62,451 shares; 2025Q2: 62,130 shares; 2025Q3: 61,909 shares; 2025Q4: 63,842 shares; 2026Q1: 63,721 shares 63,721 $37.5M 0.77% -121 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: 31,656 shares; 2024Q4: 32,134 shares; 2025Q1: 32,571 shares; 2025Q2: 32,937 shares; 2025Q3: 33,508 shares; 2025Q4: 33,935 shares; 2026Q1: 35,719 shares 35,719 $36.4M 0.75% +1,784 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: 35,187 shares; 2024Q4: 43,978 shares; 2025Q1: 44,943 shares; 2025Q2: 45,894 shares; 2025Q3: 46,786 shares; 2025Q4: 46,583 shares; 2026Q1: 41,726 shares 41,726 $36.1M 0.74% -4,857 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: 12,172 shares; 2024Q4: 27,472 shares; 2025Q1: 28,359 shares; 2025Q2: 60,518 shares; 2025Q3: 66,168 shares; 2025Q4: 89,761 shares; 2026Q1: 101,550 shares 101,550 $35.8M 0.74% +11,789 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: 247,299 shares; 2024Q4: 257,592 shares; 2025Q1: 263,833 shares; 2025Q2: 270,155 shares; 2025Q3: 272,642 shares; 2025Q4: 261,332 shares; 2026Q1: 280,055 shares 280,055 $33.8M 0.69% +18,723 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: 139,447 shares; 2024Q4: 141,836 shares; 2025Q1: 146,584 shares; 2025Q2: 207,647 shares; 2025Q3: 210,314 shares; 2025Q4: 194,323 shares; 2026Q1: 259,004 shares 259,004 $32.8M 0.67% +64,681 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: 135,170 shares; 2024Q4: 135,198 shares; 2025Q1: 134,755 shares; 2025Q2: 136,352 shares; 2025Q3: 137,492 shares; 2025Q4: 123,033 shares; 2026Q1: 122,461 shares 122,461 $30.9M 0.63% -572 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: 194,981 shares; 2024Q4: 142,131 shares; 2025Q1: 141,418 shares; 2025Q2: 135,256 shares; 2025Q3: 131,064 shares; 2025Q4: 128,360 shares; 2026Q1: 128,238 shares 128,238 $30.9M 0.63% -122 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 99,861 shares; 2025Q3: 104,186 shares; 2025Q4: 130,460 shares; 2026Q1: 139,644 shares 139,644 $29.6M 0.61% +9,184 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: 114,204 shares; 2024Q4: 118,086 shares; 2025Q1: 120,881 shares; 2025Q2: 123,310 shares; 2025Q3: 125,383 shares; 2025Q4: 123,012 shares; 2026Q1: 128,488 shares 128,488 $29.3M 0.6% +5,476 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: 44,246 shares; 2024Q4: 44,257 shares; 2025Q1: 43,984 shares; 2025Q2: 43,577 shares; 2025Q3: 43,632 shares; 2025Q4: 46,744 shares; 2026Q1: 46,724 shares 46,724 $28.3M 0.58% -20 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: 38,802 shares; 2024Q4: 40,587 shares; 2025Q1: 41,189 shares; 2025Q2: 41,759 shares; 2025Q3: 55,663 shares; 2025Q4: 54,533 shares; 2026Q1: 57,900 shares 57,900 $28.3M 0.58% +3,367 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $27.9M 0.57% 0 Timeline IWC 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 70,221 shares; 2026Q1: 164,721 shares 164,721 $26.9M 0.55% +94,500 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: 59,884 shares; 2024Q4: 62,281 shares; 2025Q1: 63,039 shares; 2025Q2: 63,627 shares; 2025Q3: 128,368 shares; 2025Q4: 126,117 shares; 2026Q1: 133,764 shares 133,764 $25.7M 0.53% +7,647 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: 179,334 shares; 2024Q4: 185,919 shares; 2025Q1: 187,819 shares; 2025Q2: 191,522 shares; 2025Q3: 195,609 shares; 2025Q4: 198,998 shares; 2026Q1: 159,358 shares 159,358 $25.6M 0.52% -39,640 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: 101,245 shares; 2024Q4: 106,174 shares; 2025Q1: 109,032 shares; 2025Q2: 110,510 shares; 2025Q3: 113,365 shares; 2025Q4: 180,235 shares; 2026Q1: 192,519 shares 192,519 $24.4M 0.5% +12,284 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: 72,655 shares; 2024Q4: 74,333 shares; 2025Q1: 75,692 shares; 2025Q2: 77,702 shares; 2025Q3: 79,854 shares; 2025Q4: 79,607 shares; 2026Q1: 84,164 shares 84,164 $24.2M 0.5% +4,557 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: 35,119 shares; 2024Q4: 34,996 shares; 2025Q1: 34,589 shares; 2025Q2: 34,129 shares; 2025Q3: 34,236 shares; 2025Q4: 33,756 shares; 2026Q1: 33,476 shares 33,476 $24.1M 0.5% -280 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,990 shares; 2024Q4: 20,862 shares; 2025Q1: 21,721 shares; 2025Q2: 22,478 shares; 2025Q3: 22,604 shares; 2025Q4: 22,864 shares; 2026Q1: 20,227 shares 20,227 $23.9M 0.49% -2,637 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 30,243 shares 30,243 $23.4M 0.48% +30,234 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: 69,759 shares; 2024Q4: 74,523 shares; 2025Q1: 97,157 shares; 2025Q2: 100,372 shares; 2025Q3: 105,197 shares; 2025Q4: 103,511 shares; 2026Q1: 109,193 shares 109,193 $23.3M 0.48% +5,682 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: 23,180 shares; 2024Q4: 33,806 shares; 2025Q1: 34,574 shares; 2025Q2: 45,129 shares; 2025Q3: 49,093 shares; 2025Q4: 48,512 shares; 2026Q1: 50,950 shares 50,950 $23.1M 0.47% +2,438 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: 131,683 shares; 2024Q4: 136,510 shares; 2025Q1: 157,385 shares; 2025Q2: 158,198 shares; 2025Q3: 160,076 shares; 2025Q4: 150,370 shares; 2026Q1: 138,313 shares 138,313 $22.6M 0.46% -12,057 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: 99,422 shares; 2024Q4: 100,719 shares; 2025Q1: 101,532 shares; 2025Q2: 102,505 shares; 2025Q3: 104,375 shares; 2025Q4: 104,046 shares; 2026Q1: 108,257 shares 108,257 $22.4M 0.46% +4,211 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,250 shares; 2025Q1: 103,321 shares; 2025Q2: 92,681 shares; 2025Q3: 92,657 shares; 2025Q4: 92,657 shares; 2026Q1: 90,944 shares 90,944 $22.3M 0.46% -1,713 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,593 shares; 2024Q4: 127,926 shares; 2025Q1: 132,188 shares; 2025Q2: 135,824 shares; 2025Q3: 140,363 shares; 2025Q4: 138,159 shares; 2026Q1: 193,186 shares 193,186 $21.7M 0.45% +55,027 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: 88,018 shares; 2024Q4: 87,988 shares; 2025Q1: 87,814 shares; 2025Q2: 87,459 shares; 2025Q3: 87,934 shares; 2025Q4: 73,527 shares; 2026Q1: 73,752 shares 73,752 $21.5M 0.44% +225 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: 166,914 shares; 2024Q4: 172,646 shares; 2025Q1: 177,631 shares; 2025Q2: 170,671 shares; 2025Q3: 171,625 shares; 2025Q4: 113,692 shares; 2026Q1: 110,561 shares 110,561 $21.3M 0.44% -3,131 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: 222,239 shares; 2024Q4: 220,946 shares; 2025Q1: 203,505 shares; 2025Q2: 205,120 shares; 2025Q3: 202,682 shares; 2025Q4: 202,700 shares; 2026Q1: 211,289 shares 211,289 $20.9M 0.43% +8,589 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: 979 shares; 2024Q4: 880 shares; 2025Q1: 1,842 shares; 2025Q2: 1,624 shares; 2025Q3: 1,536 shares; 2025Q4: 25,833 shares; 2026Q1: 207,923 shares 207,923 $20.6M 0.42% +182,090 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: 10,375 shares; 2025Q1: 10,815 shares; 2025Q2: 34,677 shares; 2025Q3: 36,229 shares; 2025Q4: 48,519 shares; 2026Q1: 51,577 shares 51,577 $20.6M 0.42% +3,058 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,121 shares; 2024Q4: 69,503 shares; 2025Q1: 71,080 shares; 2025Q2: 73,209 shares; 2025Q3: 74,809 shares; 2025Q4: 75,433 shares; 2026Q1: 77,994 shares 77,994 $20.2M 0.41% +2,561 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: 13,936 shares; 2024Q4: 14,014 shares; 2025Q1: 127,811 shares; 2025Q2: 133,664 shares; 2025Q3: 139,197 shares; 2025Q4: 136,888 shares; 2026Q1: 147,784 shares 147,784 $19.5M 0.4% +10,896 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: 10,506 shares; 2024Q4: 10,622 shares; 2025Q1: 11,325 shares; 2025Q2: 19,626 shares; 2025Q3: 19,881 shares; 2025Q4: 19,789 shares; 2026Q1: 22,454 shares 22,454 $19.2M 0.39% +2,665 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: 76,625 shares; 2024Q4: 80,537 shares; 2025Q1: 81,028 shares; 2025Q2: 85,770 shares; 2025Q3: 87,983 shares; 2025Q4: 86,476 shares; 2026Q1: 76,235 shares 76,235 $18.7M 0.38% -10,241 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,502 shares; 2024Q4: 65,557 shares; 2025Q1: 64,764 shares; 2025Q2: 64,993 shares; 2025Q3: 62,177 shares; 2025Q4: 61,872 shares; 2026Q1: 60,661 shares 60,661 $18.4M 0.38% -1,211 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,675 shares; 2024Q4: 25,583 shares; 2025Q1: 26,912 shares; 2025Q2: 27,831 shares; 2025Q3: 28,006 shares; 2025Q4: 28,438 shares; 2026Q1: 26,127 shares 26,127 $18.3M 0.37% -2,311 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: 145,102 shares; 2024Q4: 152,505 shares; 2025Q1: 158,113 shares; 2025Q2: 163,192 shares; 2025Q3: 286,080 shares; 2025Q4: 286,142 shares; 2026Q1: 302,193 shares 302,193 $18.3M 0.37% +16,051 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 22,399 shares; 2025Q1: 23,462 shares; 2025Q2: 24,338 shares; 2025Q3: 25,324 shares; 2025Q4: 24,278 shares; 2026Q1: 24,221 shares 24,221 $17.8M 0.37% -57 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: 63,355 shares; 2024Q4: 63,355 shares; 2025Q1: 64,419 shares; 2025Q2: 64,382 shares; 2025Q3: 64,381 shares; 2025Q4: 64,451 shares; 2026Q1: 63,755 shares 63,755 $16.9M 0.35% -696 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: 59,682 shares; 2024Q4: 59,058 shares; 2025Q1: 57,574 shares; 2025Q2: 54,391 shares; 2025Q3: 53,781 shares; 2025Q4: 54,403 shares; 2026Q1: 54,442 shares 54,442 $16.9M 0.35% +39 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,631 shares; 2024Q4: 160,402 shares; 2025Q1: 166,718 shares; 2025Q2: 122,518 shares; 2025Q3: 122,804 shares; 2025Q4: 122,085 shares; 2026Q1: 126,463 shares 126,463 $16.3M 0.33% +4,378 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: 27,570 shares; 2024Q4: 28,911 shares; 2025Q1: 30,018 shares; 2025Q2: 31,020 shares; 2025Q3: 31,201 shares; 2025Q4: 31,621 shares; 2026Q1: 27,923 shares 27,923 $15.4M 0.32% -3,698 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: 7,978 shares; 2024Q4: 8,126 shares; 2025Q1: 8,446 shares; 2025Q2: 130,873 shares; 2025Q3: 159,240 shares; 2025Q4: 156,512 shares; 2026Q1: 166,389 shares 166,389 $15.3M 0.31% +9,877 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: 164,111 shares; 2024Q4: 170,264 shares; 2025Q1: 173,143 shares; 2025Q2: 174,846 shares; 2025Q3: 177,042 shares; 2025Q4: 149,004 shares; 2026Q1: 154,332 shares 154,332 $14.9M 0.3% +5,328 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: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,616 shares; 2025Q3: 20,551 shares; 2025Q4: 20,677 shares; 2026Q1: 66,579 shares 66,579 $14.7M 0.3% +45,902 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 106,056 shares 106,056 $14.4M 0.3% +105,900 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: 148,889 shares; 2024Q4: 148,770 shares; 2025Q1: 146,585 shares; 2025Q2: 145,640 shares; 2025Q3: 148,373 shares; 2025Q4: 146,873 shares; 2026Q1: 146,409 shares 146,409 $14.4M 0.3% -464 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: 132,696 shares; 2024Q4: 148,886 shares; 2025Q1: 150,993 shares; 2025Q2: 138,008 shares; 2025Q3: 138,335 shares; 2025Q4: 137,641 shares; 2026Q1: 100,462 shares 100,462 $14.3M 0.29% -37,179 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: 56,447 shares; 2024Q4: 56,490 shares; 2025Q1: 56,593 shares; 2025Q2: 55,591 shares; 2025Q3: 55,207 shares; 2025Q4: 49,207 shares; 2026Q1: 37,982 shares 37,982 $14.3M 0.29% -11,225 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: 1,654 shares; 2024Q4: 1,245 shares; 2025Q1: 4,860 shares; 2025Q2: 4,682 shares; 2025Q3: 39,147 shares; 2025Q4: 67,403 shares; 2026Q1: 96,199 shares 96,199 $14.2M 0.29% +28,796 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: 49,830 shares; 2024Q4: 53,048 shares; 2025Q1: 54,644 shares; 2025Q2: 56,237 shares; 2025Q3: 59,403 shares; 2025Q4: 82,445 shares; 2026Q1: 153,399 shares 153,399 $14M 0.29% +70,954 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,160 shares; 2024Q4: 126,315 shares; 2025Q1: 131,981 shares; 2025Q2: 136,390 shares; 2025Q3: 120,042 shares; 2025Q4: 121,476 shares; 2026Q1: 124,474 shares 124,474 $13.7M 0.28% +2,998 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: 166,195 shares; 2024Q4: 169,926 shares; 2025Q1: 167,320 shares; 2025Q2: 165,124 shares; 2025Q3: 163,997 shares; 2025Q4: 161,157 shares; 2026Q1: 168,458 shares 168,458 $13.5M 0.28% +7,301 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: 36,799 shares; 2024Q4: 37,705 shares; 2025Q1: 38,242 shares; 2025Q2: 38,487 shares; 2025Q3: 38,784 shares; 2025Q4: 40,104 shares; 2026Q1: 40,104 shares 40,104 $12.8M 0.26% 0 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: 40,069 shares; 2024Q4: 41,097 shares; 2025Q1: 40,162 shares; 2025Q2: 38,267 shares; 2025Q3: 37,820 shares; 2025Q4: 38,682 shares; 2026Q1: 39,036 shares 39,036 $12.8M 0.26% +354 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 14,760 shares; 2025Q1: 15,433 shares; 2025Q2: 15,924 shares; 2025Q3: 16,118 shares; 2025Q4: 16,333 shares; 2026Q1: 16,893 shares 16,893 $12.6M 0.26% +560 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: 125,919 shares; 2024Q4: 100,830 shares; 2025Q1: 92,382 shares; 2025Q2: 85,774 shares; 2025Q3: 81,366 shares; 2025Q4: 80,427 shares; 2026Q1: 79,936 shares 79,936 $12.5M 0.26% -491 Timeline SCHM 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: 123,631 shares; 2024Q4: 370,764 shares; 2025Q1: 383,114 shares; 2025Q2: 362,872 shares; 2025Q3: 356,122 shares; 2025Q4: 356,203 shares; 2026Q1: 395,158 shares 395,158 $12.4M 0.26% +38,955 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,949 shares; 2024Q4: 62,768 shares; 2025Q1: 64,679 shares; 2025Q2: 66,462 shares; 2025Q3: 67,878 shares; 2025Q4: 66,208 shares; 2026Q1: 70,687 shares 70,687 $12.4M 0.25% +4,479 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: 37,734 shares; 2024Q4: 37,549 shares; 2025Q1: 37,544 shares; 2025Q2: 37,693 shares; 2025Q3: 37,851 shares; 2025Q4: 38,340 shares; 2026Q1: 42,526 shares 42,526 $12.3M 0.25% +4,186 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: 56,399 shares; 2024Q4: 56,283 shares; 2025Q1: 56,221 shares; 2025Q2: 54,570 shares; 2025Q3: 54,347 shares; 2025Q4: 56,523 shares; 2026Q1: 55,529 shares 55,529 $12M 0.25% -994 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: 37,753 shares; 2024Q4: 37,670 shares; 2025Q1: 37,329 shares; 2025Q2: 36,896 shares; 2025Q3: 36,850 shares; 2025Q4: 37,506 shares; 2026Q1: 39,280 shares 39,280 $12M 0.25% +1,774 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,614 shares; 2024Q4: 24,788 shares; 2025Q1: 25,565 shares; 2025Q2: 26,360 shares; 2025Q3: 27,183 shares; 2025Q4: 26,750 shares; 2026Q1: 27,614 shares 27,614 $12M 0.25% +864 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 35,721 shares; 2025Q1: 38,808 shares; 2025Q2: 40,663 shares; 2025Q3: 42,571 shares; 2025Q4: 41,049 shares; 2026Q1: 43,432 shares 43,432 $12M 0.25% +2,383 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 768 shares; 2025Q2: 1,554 shares; 2025Q3: 749 shares; 2025Q4: 619 shares; 2026Q1: 31,465 shares 31,465 $11.9M 0.24% +30,846 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,389 shares; 2024Q4: 25,256 shares; 2025Q1: 25,157 shares; 2025Q2: 25,452 shares; 2025Q3: 25,042 shares; 2025Q4: 25,042 shares; 2026Q1: 25,044 shares 25,044 $11.7M 0.24% +2 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,261 shares; 2024Q4: 94,759 shares; 2025Q1: 110,067 shares; 2025Q2: 113,262 shares; 2025Q3: 101,147 shares; 2025Q4: 110,415 shares; 2026Q1: 90,800 shares 90,800 $11.6M 0.24% -19,615 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: 20,730 shares; 2024Q4: 25,542 shares; 2025Q1: 113,915 shares; 2025Q2: 117,866 shares; 2025Q3: 121,113 shares; 2025Q4: 117,785 shares; 2026Q1: 123,472 shares 123,472 $11.5M 0.24% +5,687 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 15,011 shares; 2025Q1: 15,583 shares; 2025Q2: 16,096 shares; 2025Q3: 16,160 shares; 2025Q4: 16,438 shares; 2026Q1: 17,954 shares 17,954 $11.3M 0.23% +1,516 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,177 shares; 2024Q4: 83,356 shares; 2025Q1: 86,520 shares; 2025Q2: 85,535 shares; 2025Q3: 103,465 shares; 2025Q4: 122,605 shares; 2026Q1: 128,254 shares 128,254 $11.2M 0.23% +5,649 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: 162,579 shares; 2024Q4: 162,692 shares; 2025Q1: 156,940 shares; 2025Q2: 147,265 shares; 2025Q3: 145,852 shares; 2025Q4: 147,403 shares; 2026Q1: 144,924 shares 144,924 $11M 0.23% -2,479 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,577 shares; 2024Q4: 47,710 shares; 2025Q1: 49,458 shares; 2025Q2: 51,065 shares; 2025Q3: 51,286 shares; 2025Q4: 51,543 shares; 2026Q1: 53,417 shares 53,417 $10.8M 0.22% +1,874 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: 181,160 shares; 2024Q4: 186,867 shares; 2025Q1: 189,146 shares; 2025Q2: 190,789 shares; 2025Q3: 191,900 shares; 2025Q4: 188,853 shares; 2026Q1: 103,617 shares 103,617 $10.6M 0.22% -85,236 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: 69,195 shares; 2024Q4: 69,231 shares; 2025Q1: 69,362 shares; 2025Q2: 69,472 shares; 2025Q3: 69,203 shares; 2025Q4: 68,757 shares; 2026Q1: 69,170 shares 69,170 $10.1M 0.21% +413 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: 37,392 shares; 2024Q4: 96,522 shares; 2025Q1: 101,442 shares; 2025Q2: 103,940 shares; 2025Q3: 106,358 shares; 2025Q4: 102,150 shares; 2026Q1: 108,334 shares 108,334 $10M 0.21% +6,184 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,730 shares; 2024Q4: 28,148 shares; 2025Q1: 28,888 shares; 2025Q2: 30,105 shares; 2025Q3: 31,326 shares; 2025Q4: 31,737 shares; 2026Q1: 34,470 shares 34,470 $9.2M 0.19% +2,733 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,123 shares; 2025Q1: 2,775 shares; 2025Q2: 2,582 shares; 2025Q3: 3,498 shares; 2025Q4: 8,681 shares; 2026Q1: 122,903 shares 122,903 $8.87M 0.18% +114,222 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: 14,365 shares; 2024Q4: 14,445 shares; 2025Q1: 15,647 shares; 2025Q2: 14,135 shares; 2025Q3: 13,836 shares; 2025Q4: 13,836 shares; 2026Q1: 20,090 shares 20,090 $8.59M 0.18% +6,254 Timeline SCHA 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: 148,704 shares; 2024Q4: 296,598 shares; 2025Q1: 291,675 shares; 2025Q2: 281,682 shares; 2025Q3: 282,307 shares; 2025Q4: 289,605 shares; 2026Q1: 288,105 shares 288,105 $8.54M 0.18% -1,500 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: 42,955 shares; 2024Q4: 45,020 shares; 2025Q1: 46,648 shares; 2025Q2: 48,109 shares; 2025Q3: 48,390 shares; 2025Q4: 49,062 shares; 2026Q1: 50,699 shares 50,699 $8.5M 0.17% +1,637 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: 146,078 shares; 2024Q4: 142,632 shares; 2025Q1: 144,045 shares; 2025Q2: 143,708 shares; 2025Q3: 143,554 shares; 2025Q4: 143,504 shares; 2026Q1: 148,114 shares 148,114 $8.46M 0.17% +4,610 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,380 shares; 2024Q4: 57,157 shares; 2025Q1: 59,911 shares; 2025Q2: 61,671 shares; 2025Q3: 61,833 shares; 2025Q4: 62,261 shares; 2026Q1: 67,503 shares 67,503 $8.44M 0.17% +5,242 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: 738 shares; 2024Q4: 736 shares; 2025Q1: 39,122 shares; 2025Q2: 41,043 shares; 2025Q3: 42,408 shares; 2025Q4: 41,806 shares; 2026Q1: 44,576 shares 44,576 $8.21M 0.17% +2,770 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 2,545 shares; 2025Q1: 2,543 shares; 2025Q2: 2,567 shares; 2025Q3: 2,543 shares; 2025Q4: 2,540 shares; 2026Q1: 130,931 shares 130,931 $8.19M 0.17% +128,391 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 19,441 shares; 2025Q1: 20,214 shares; 2025Q2: 20,877 shares; 2025Q3: 21,022 shares; 2025Q4: 21,386 shares; 2026Q1: 22,064 shares 22,064 $7.96M 0.16% +678 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: 8,435 shares; 2024Q4: 8,480 shares; 2025Q1: 8,510 shares; 2025Q2: 8,511 shares; 2025Q3: 8,623 shares; 2025Q4: 8,704 shares; 2026Q1: 8,819 shares 8,819 $7.91M 0.16% +115 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 36,695 shares; 2025Q1: 38,363 shares; 2025Q2: 39,623 shares; 2025Q3: 39,871 shares; 2025Q4: 40,877 shares; 2026Q1: 42,345 shares 42,345 $7.86M 0.16% +1,468 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: 21,725 shares; 2024Q4: 21,953 shares; 2025Q1: 22,310 shares; 2025Q2: 22,348 shares; 2025Q3: 22,369 shares; 2025Q4: 21,547 shares; 2026Q1: 22,943 shares 22,943 $7.86M 0.16% +1,396 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: 7,517 shares; 2025Q1: 7,300 shares; 2025Q2: 7,215 shares; 2025Q3: 7,902 shares; 2025Q4: 7,769 shares; 2026Q1: 7,768 shares 7,768 $7.45M 0.15% -1 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: 31,556 shares; 2024Q4: 33,169 shares; 2025Q1: 33,613 shares; 2025Q2: 33,037 shares; 2025Q3: 32,626 shares; 2025Q4: 31,380 shares; 2026Q1: 31,302 shares 31,302 $7.36M 0.15% -78 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: 53,202 shares; 2024Q4: 54,526 shares; 2025Q1: 54,612 shares; 2025Q2: 53,177 shares; 2025Q3: 53,169 shares; 2025Q4: 53,255 shares; 2026Q1: 55,231 shares 55,231 $7.33M 0.15% +1,976 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: 28,055 shares; 2024Q4: 27,904 shares; 2025Q1: 29,153 shares; 2025Q2: 29,006 shares; 2025Q3: 28,417 shares; 2025Q4: 28,117 shares; 2026Q1: 29,465 shares 29,465 $7.27M 0.15% +1,348 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 888 shares; 2025Q1: 919 shares; 2025Q2: 862 shares; 2025Q3: 1,278 shares; 2025Q4: 994 shares; 2026Q1: 95,576 shares 95,576 $7.09M 0.15% +94,582 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: 105,349 shares; 2024Q4: 98,846 shares; 2025Q1: 98,178 shares; 2025Q2: 96,603 shares; 2025Q3: 97,379 shares; 2025Q4: 93,908 shares; 2026Q1: 91,566 shares 91,566 $7.07M 0.15% -2,342 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: 198,333 shares; 2024Q4: 180,722 shares; 2025Q1: 168,669 shares; 2025Q2: 165,776 shares; 2025Q3: 162,061 shares; 2025Q4: 140,042 shares; 2026Q1: 139,163 shares 139,163 $7.07M 0.15% -879 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,052 shares; 2024Q4: 114,206 shares; 2025Q1: 104,949 shares; 2025Q2: 108,797 shares; 2025Q3: 109,696 shares; 2025Q4: 110,226 shares; 2026Q1: 114,395 shares 114,395 $7M 0.14% +4,169 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,753 shares; 2024Q4: 47,539 shares; 2025Q1: 50,089 shares; 2025Q2: 51,755 shares; 2025Q3: 52,162 shares; 2025Q4: 53,210 shares; 2026Q1: 45,639 shares 45,639 $6.8M 0.14% -7,571 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,641 shares; 2024Q4: 106,295 shares; 2025Q1: 110,437 shares; 2025Q2: 114,708 shares; 2025Q3: 115,160 shares; 2025Q4: 116,914 shares; 2026Q1: 121,167 shares 121,167 $6.67M 0.14% +4,253 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 816 shares; 2025Q1: 1,117 shares; 2025Q2: 3,527 shares; 2025Q3: 282,727 shares; 2025Q4: 288,940 shares; 2026Q1: 315,450 shares 315,450 $6.67M 0.14% +26,510 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: 7,408 shares; 2024Q4: 7,443 shares; 2025Q1: 10,404 shares; 2025Q2: 12,299 shares; 2025Q3: 12,335 shares; 2025Q4: 20,379 shares; 2026Q1: 20,409 shares 20,409 $6.64M 0.14% +30 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: 15,380 shares; 2024Q4: 21,949 shares; 2025Q1: 21,581 shares; 2025Q2: 21,017 shares; 2025Q3: 20,833 shares; 2025Q4: 20,575 shares; 2026Q1: 20,455 shares 20,455 $6.47M 0.13% -120 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: 45,325 shares; 2024Q4: 44,381 shares; 2025Q1: 47,218 shares; 2025Q2: 43,976 shares; 2025Q3: 43,494 shares; 2025Q4: 43,175 shares; 2026Q1: 44,035 shares 44,035 $6.44M 0.13% +860 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: 23,037 shares; 2024Q4: 23,256 shares; 2025Q1: 23,176 shares; 2025Q2: 23,275 shares; 2025Q3: 23,066 shares; 2025Q4: 22,755 shares; 2026Q1: 26,207 shares 26,207 $6.43M 0.13% +3,452 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: 21,708 shares; 2024Q4: 21,231 shares; 2025Q1: 22,052 shares; 2025Q2: 22,050 shares; 2025Q3: 22,028 shares; 2025Q4: 21,494 shares; 2026Q1: 21,039 shares 21,039 $6.22M 0.13% -455 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 105 shares; 2025Q2: 62 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: 4,308 shares 4,308 $6.18M 0.13% +4,298 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: 80,308 shares; 2024Q4: 78,817 shares; 2025Q1: 79,522 shares; 2025Q2: 79,275 shares; 2025Q3: 79,082 shares; 2025Q4: 86,176 shares; 2026Q1: 92,497 shares 92,497 $6.16M 0.13% +6,321 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,584 shares; 2024Q4: 56,259 shares; 2025Q1: 58,641 shares; 2025Q2: 60,558 shares; 2025Q3: 60,931 shares; 2025Q4: 61,608 shares; 2026Q1: 63,292 shares 63,292 $6.15M 0.13% +1,684 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,290 shares; 2025Q1: 17,161 shares; 2025Q2: 17,643 shares; 2025Q3: 17,832 shares; 2025Q4: 18,106 shares; 2026Q1: 18,974 shares 18,974 $6.15M 0.13% +868 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,332 shares; 2024Q4: 12,965 shares; 2025Q1: 13,417 shares; 2025Q2: 13,833 shares; 2025Q3: 19,405 shares; 2025Q4: 19,780 shares; 2026Q1: 20,868 shares 20,868 $6.14M 0.13% +1,088 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,344 shares; 2024Q4: 81,739 shares; 2025Q1: 85,503 shares; 2025Q2: 88,246 shares; 2025Q3: 88,645 shares; 2025Q4: 88,656 shares; 2026Q1: 92,223 shares 92,223 $6.13M 0.13% +3,567 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: 29,948 shares; 2024Q4: 29,173 shares; 2025Q1: 29,053 shares; 2025Q2: 28,170 shares; 2025Q3: 28,143 shares; 2025Q4: 27,823 shares; 2026Q1: 27,797 shares 27,797 $6.02M 0.12% -26 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: 74,115 shares; 2024Q4: 77,355 shares; 2025Q1: 79,861 shares; 2025Q2: 82,087 shares; 2025Q3: 82,622 shares; 2025Q4: 83,489 shares; 2026Q1: 85,432 shares 85,432 $6.01M 0.12% +1,943 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,748 shares; 2025Q2: 61,420 shares; 2025Q3: 63,284 shares; 2025Q4: 105,517 shares; 2026Q1: 112,164 shares 112,164 $5.95M 0.12% +6,647 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: 108,617 shares; 2024Q4: 107,285 shares; 2025Q1: 107,328 shares; 2025Q2: 108,013 shares; 2025Q3: 108,546 shares; 2025Q4: 110,517 shares; 2026Q1: 118,216 shares 118,216 $5.92M 0.12% +7,699 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: 10,059 shares; 2024Q4: 10,118 shares; 2025Q1: 10,615 shares; 2025Q2: 10,628 shares; 2025Q3: 10,593 shares; 2025Q4: 10,328 shares; 2026Q1: 10,028 shares 10,028 $5.77M 0.12% -300 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 41,670 shares; 2025Q1: 44,112 shares; 2025Q2: 45,575 shares; 2025Q3: 45,991 shares; 2025Q4: 46,535 shares; 2026Q1: 48,854 shares 48,854 $5.69M 0.12% +2,319 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: 16,286 shares; 2024Q4: 16,286 shares; 2025Q1: 20,545 shares; 2025Q2: 20,561 shares; 2025Q3: 20,545 shares; 2025Q4: 20,743 shares; 2026Q1: 23,143 shares 23,143 $5.59M 0.11% +2,400 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,265 shares; 2024Q4: 34,743 shares; 2025Q1: 36,398 shares; 2025Q2: 37,573 shares; 2025Q3: 37,747 shares; 2025Q4: 38,100 shares; 2026Q1: 39,625 shares 39,625 $5.58M 0.11% +1,525 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: 192,874 shares; 2024Q4: 186,001 shares; 2025Q1: 185,332 shares; 2025Q2: 187,473 shares; 2025Q3: 191,197 shares; 2025Q4: 190,100 shares; 2026Q1: 201,426 shares 201,426 $5.57M 0.11% +11,326 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 33,100 shares; 2025Q1: 34,493 shares; 2025Q2: 35,793 shares; 2025Q3: 35,915 shares; 2025Q4: 36,293 shares; 2026Q1: 37,525 shares 37,525 $5.25M 0.11% +1,232 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: 44,359 shares; 2024Q4: 45,088 shares; 2025Q1: 45,657 shares; 2025Q2: 20,435 shares; 2025Q3: 18,277 shares; 2025Q4: 18,394 shares; 2026Q1: 18,226 shares 18,226 $5.13M 0.11% -168 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,484 shares; 2024Q4: 29,679 shares; 2025Q1: 31,192 shares; 2025Q2: 32,244 shares; 2025Q3: 32,481 shares; 2025Q4: 32,856 shares; 2026Q1: 34,202 shares 34,202 $5.06M 0.1% +1,346 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: 166,629 shares; 2024Q4: 195,161 shares; 2025Q1: 195,374 shares; 2025Q2: 97,256 shares; 2025Q3: 94,824 shares; 2025Q4: 89,510 shares; 2026Q1: 84,267 shares 84,267 $4.92M 0.1% -5,243 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 6,177 shares; 2025Q1: 6,330 shares; 2025Q2: 6,464 shares; 2025Q3: 6,759 shares; 2025Q4: 7,685 shares; 2026Q1: 8,194 shares 8,194 $4.9M 0.1% +509 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: not reported; 2024Q4: 353,240 shares; 2025Q1: 353,240 shares; 2025Q2: 247,740 shares; 2025Q3: 252,120 shares; 2025Q4: 257,479 shares; 2026Q1: 257,479 shares 257,479 $4.88M 0.1% 0 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,535 shares; 2024Q4: 28,689 shares; 2025Q1: 30,061 shares; 2025Q2: 31,147 shares; 2025Q3: 31,338 shares; 2025Q4: 32,287 shares; 2026Q1: 33,423 shares 33,423 $4.88M 0.1% +1,136 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,110 shares 36,110 $4.87M 0.1% new 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: 85,975 shares; 2024Q4: 86,804 shares; 2025Q1: 87,928 shares; 2025Q2: 87,895 shares; 2025Q3: 85,842 shares; 2025Q4: 81,995 shares; 2026Q1: 81,997 shares 81,997 $4.86M 0.1% +2 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 69,676 shares; 2025Q1: 72,073 shares; 2025Q2: 74,518 shares; 2025Q3: 74,801 shares; 2025Q4: 75,739 shares; 2026Q1: 78,762 shares 78,762 $4.82M 0.1% +3,023 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,865 shares; 2024Q4: 14,865 shares; 2025Q1: 14,865 shares; 2025Q2: 14,865 shares; 2025Q3: 14,865 shares; 2025Q4: 14,865 shares; 2026Q1: 14,865 shares 14,865 $4.79M 0.1% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,290 shares; 2024Q4: 10,215 shares; 2025Q1: 10,625 shares; 2025Q2: 10,973 shares; 2025Q3: 11,118 shares; 2025Q4: 11,198 shares; 2026Q1: 11,464 shares 11,464 $4.74M 0.1% +266 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: 36,217 shares; 2024Q4: 35,562 shares; 2025Q1: 35,465 shares; 2025Q2: 34,624 shares; 2025Q3: 34,711 shares; 2025Q4: 34,139 shares; 2026Q1: 33,271 shares 33,271 $4.66M 0.1% -868 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,096 shares; 2024Q4: 672 shares; 2025Q1: 362 shares; 2025Q2: 239 shares; 2025Q3: 227 shares; 2025Q4: 200 shares; 2026Q1: 18,054 shares 18,054 $4.6M 0.09% +17,854 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: 30,880 shares; 2024Q4: 31,127 shares; 2025Q1: 31,001 shares; 2025Q2: 31,482 shares; 2025Q3: 32,147 shares; 2025Q4: 32,250 shares; 2026Q1: 34,163 shares 34,163 $4.52M 0.09% +1,913 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: 34,822 shares; 2024Q4: 35,356 shares; 2025Q1: 34,939 shares; 2025Q2: 33,620 shares; 2025Q3: 31,376 shares; 2025Q4: 30,005 shares; 2026Q1: 31,016 shares 31,016 $4.48M 0.09% +1,011 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,125 shares; 2024Q4: 53,974 shares; 2025Q1: 56,043 shares; 2025Q2: 57,862 shares; 2025Q3: 58,193 shares; 2025Q4: 58,945 shares; 2026Q1: 60,889 shares 60,889 $4.47M 0.09% +1,944 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: 29,326 shares; 2024Q4: 27,821 shares; 2025Q1: 26,394 shares; 2025Q2: 25,726 shares; 2025Q3: 25,063 shares; 2025Q4: 22,502 shares; 2026Q1: 20,965 shares 20,965 $4.45M 0.09% -1,537 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: 63,422 shares; 2024Q4: 63,157 shares; 2025Q1: 62,946 shares; 2025Q2: 62,554 shares; 2025Q3: 62,531 shares; 2025Q4: 64,271 shares; 2026Q1: 63,226 shares 63,226 $4.38M 0.09% -1,045 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: 70,520 shares; 2024Q4: 62,892 shares; 2025Q1: 64,412 shares; 2025Q2: 57,738 shares; 2025Q3: 56,529 shares; 2025Q4: 53,515 shares; 2026Q1: 52,846 shares 52,846 $4.37M 0.09% -669 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: 8,177 shares; 2024Q4: 8,247 shares; 2025Q1: 8,193 shares; 2025Q2: 8,157 shares; 2025Q3: 8,157 shares; 2025Q4: 9,777 shares; 2026Q1: 9,777 shares 9,777 $4.34M 0.09% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,095 shares; 2024Q4: 43,869 shares; 2025Q1: 45,780 shares; 2025Q2: 47,266 shares; 2025Q3: 47,465 shares; 2025Q4: 48,186 shares; 2026Q1: 48,935 shares 48,935 $4.33M 0.09% +749 Timeline EWY 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: 20,730 shares; 2026Q1: 32,858 shares 32,858 $4.14M 0.08% +12,128 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: 720 shares; 2024Q4: 448 shares; 2025Q1: 384 shares; 2025Q2: 446 shares; 2025Q3: 521 shares; 2025Q4: 24,120 shares; 2026Q1: 27,513 shares 27,513 $4.11M 0.08% +3,393 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 82 shares; 2025Q2: 4,576 shares; 2025Q3: 7,396 shares; 2025Q4: 7,502 shares; 2026Q1: 8,045 shares 8,045 $4.08M 0.08% +543 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: 47,819 shares; 2024Q4: 49,215 shares; 2025Q1: 46,288 shares; 2025Q2: 45,711 shares; 2025Q3: 42,878 shares; 2025Q4: 41,316 shares; 2026Q1: 42,688 shares 42,688 $4.05M 0.08% +1,372 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,871 shares; 2024Q4: 144,123 shares; 2025Q1: 125,032 shares; 2025Q2: 136,510 shares; 2025Q3: 139,634 shares; 2025Q4: 141,373 shares; 2026Q1: 77,424 shares 77,424 $4.02M 0.08% -63,949 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 817 shares; 2025Q1: 735 shares; 2025Q2: 1,311 shares; 2025Q3: 103,063 shares; 2025Q4: 106,335 shares; 2026Q1: 117,136 shares 117,136 $3.96M 0.08% +10,801 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: 10,428 shares; 2024Q4: 10,508 shares; 2025Q1: 9,973 shares; 2025Q2: 9,777 shares; 2025Q3: 9,308 shares; 2025Q4: 9,168 shares; 2026Q1: 9,156 shares 9,156 $3.95M 0.08% -12 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: 3,722 shares; 2024Q4: 3,680 shares; 2025Q1: 3,612 shares; 2025Q2: 3,620 shares; 2025Q3: 3,441 shares; 2025Q4: 5,986 shares; 2026Q1: 6,105 shares 6,105 $3.89M 0.08% +119 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: 4,480 shares; 2024Q4: 4,451 shares; 2025Q1: 4,368 shares; 2025Q2: 4,390 shares; 2025Q3: 4,386 shares; 2025Q4: 6,318 shares; 2026Q1: 7,737 shares 7,737 $3.88M 0.08% +1,419 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 590 shares; 2025Q1: 612 shares; 2025Q2: 602 shares; 2025Q3: 685 shares; 2025Q4: 610 shares; 2026Q1: 37,693 shares 37,693 $3.88M 0.08% +37,083 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,567 shares; 2025Q1: 6,901 shares; 2025Q2: 7,151 shares; 2025Q3: 5,372 shares; 2025Q4: 5,432 shares; 2026Q1: 3,518 shares 3,518 $3.85M 0.08% -1,914 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 2,568 shares; 2025Q1: 2,595 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares; 2025Q4: 2,356 shares; 2026Q1: 2,436 shares 2,436 $3.75M 0.08% +80 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: 20,272 shares; 2024Q4: 21,973 shares; 2025Q1: 24,833 shares; 2025Q2: 25,252 shares; 2025Q3: 25,252 shares; 2025Q4: 25,050 shares; 2026Q1: 29,742 shares 29,742 $3.74M 0.08% +4,692 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 192,910 shares; 2025Q4: 192,910 shares; 2026Q1: 192,910 shares 192,910 $3.73M 0.08% 0 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: 148,468 shares; 2024Q4: 150,411 shares; 2025Q1: 149,907 shares; 2025Q2: 87,704 shares; 2025Q3: 82,155 shares; 2025Q4: 76,749 shares; 2026Q1: 75,882 shares 75,882 $3.73M 0.08% -867 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,978 shares; 2024Q4: 245,184 shares; 2025Q1: 254,529 shares; 2025Q2: 263,037 shares; 2025Q3: 264,596 shares; 2025Q4: 265,819 shares; 2026Q1: 112,764 shares 112,764 $3.7M 0.08% -153,055 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 69,431 shares; 2025Q1: 72,177 shares; 2025Q2: 74,510 shares; 2025Q3: 74,145 shares; 2025Q4: 70,989 shares; 2026Q1: 44,473 shares 44,473 $3.65M 0.07% -26,516 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: 23,437 shares; 2024Q4: 23,332 shares; 2025Q1: 25,828 shares; 2025Q2: 27,472 shares; 2025Q3: 27,472 shares; 2025Q4: 27,471 shares; 2026Q1: 27,171 shares 27,171 $3.64M 0.07% -300 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 24,126 shares 24,126 $3.59M 0.07% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 246 shares; 2025Q4: 31,101 shares; 2026Q1: 56,475 shares 56,475 $3.56M 0.07% +25,374 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: 20,409 shares; 2024Q4: 23,169 shares; 2025Q1: 25,272 shares; 2025Q2: 22,674 shares; 2025Q3: 20,984 shares; 2025Q4: 21,723 shares; 2026Q1: 23,907 shares 23,907 $3.55M 0.07% +2,184 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 24,829 shares 24,829 $3.42M 0.07% new 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: 34,311 shares; 2024Q4: 102,753 shares; 2025Q1: 102,846 shares; 2025Q2: 101,757 shares; 2025Q3: 100,233 shares; 2025Q4: 100,136 shares; 2026Q1: 98,871 shares 98,871 $3.28M 0.07% -1,265 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,000 shares; 2025Q1: 72,174 shares; 2025Q2: 50,351 shares; 2025Q3: 50,730 shares; 2025Q4: 50,730 shares; 2026Q1: 50,730 shares 50,730 $3.27M 0.07% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,191 shares; 2024Q4: 13,401 shares; 2025Q1: 13,428 shares; 2025Q2: 13,118 shares; 2025Q3: 12,947 shares; 2025Q4: 12,658 shares; 2026Q1: 12,408 shares 12,408 $3.21M 0.07% -250 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 86,144 shares; 2025Q1: 85,314 shares; 2025Q2: 89,329 shares; 2025Q3: 89,759 shares; 2025Q4: 119,387 shares; 2026Q1: 121,927 shares 121,927 $3.17M 0.07% +2,540 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: 3,153 shares; 2024Q4: 29,607 shares; 2025Q1: 29,607 shares; 2025Q2: 29,607 shares; 2025Q3: 29,607 shares; 2025Q4: 29,057 shares; 2026Q1: 29,057 shares 29,057 $3.09M 0.06% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly 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: 25,317 shares 25,317 $3.05M 0.06% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 1,203 shares; 2025Q3: 1,270 shares; 2025Q4: 1,265 shares; 2026Q1: 1,739 shares 1,739 $2.97M 0.06% +474 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 6,640 shares 6,640 $2.95M 0.06% +607 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: 31,628 shares; 2024Q4: 24,018 shares; 2025Q1: 20,316 shares; 2025Q2: 19,250 shares; 2025Q3: 19,186 shares; 2025Q4: 18,231 shares; 2026Q1: 21,091 shares 21,091 $2.91M 0.06% +2,860 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: 10,527 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,527 shares; 2025Q3: 10,527 shares; 2025Q4: 21,933 shares; 2026Q1: 21,189 shares 21,189 $2.9M 0.06% -744 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: 50,741 shares; 2024Q4: 51,769 shares; 2025Q1: 44,900 shares; 2025Q2: 44,072 shares; 2025Q3: 32,025 shares; 2025Q4: 32,131 shares; 2026Q1: 31,793 shares 31,793 $2.87M 0.06% -338 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: 20,117 shares; 2024Q4: 20,117 shares; 2025Q1: 22,193 shares; 2025Q2: 23,045 shares; 2025Q3: 20,806 shares; 2025Q4: 20,988 shares; 2026Q1: 19,533 shares 19,533 $2.86M 0.06% -1,455 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: 47,699 shares; 2024Q4: 54,988 shares; 2025Q1: 57,044 shares; 2025Q2: 19,451 shares; 2025Q3: 18,114 shares; 2025Q4: 16,449 shares; 2026Q1: 15,431 shares 15,431 $2.86M 0.06% -1,018 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: 31,000 shares; 2024Q4: 30,846 shares; 2025Q1: 32,315 shares; 2025Q2: 30,701 shares; 2025Q3: 41,451 shares; 2025Q4: 49,426 shares; 2026Q1: 43,096 shares 43,096 $2.85M 0.06% -6,330 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: 15,286 shares; 2024Q4: 15,057 shares; 2025Q1: 17,431 shares; 2025Q2: 18,689 shares; 2025Q3: 18,242 shares; 2025Q4: 18,266 shares; 2026Q1: 18,283 shares 18,283 $2.78M 0.06% +17 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: 33,201 shares; 2024Q4: 33,051 shares; 2025Q1: 33,851 shares; 2025Q2: 34,218 shares; 2025Q3: 32,342 shares; 2025Q4: 26,042 shares; 2026Q1: 25,408 shares 25,408 $2.7M 0.06% -634 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: 22,959 shares; 2024Q4: 21,389 shares; 2025Q1: 21,313 shares; 2025Q2: 18,853 shares; 2025Q3: 18,616 shares; 2025Q4: 19,693 shares; 2026Q1: 19,599 shares 19,599 $2.63M 0.05% -94 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: 17,825 shares; 2024Q4: 17,825 shares; 2025Q1: 17,494 shares; 2025Q2: 17,711 shares; 2025Q3: 18,010 shares; 2025Q4: 17,685 shares; 2026Q1: 17,580 shares 17,580 $2.6M 0.05% -105 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,331 shares; 2024Q4: 22,246 shares; 2025Q1: 23,127 shares; 2025Q2: 23,888 shares; 2025Q3: 23,991 shares; 2025Q4: 23,641 shares; 2026Q1: 10,009 shares 10,009 $2.57M 0.05% -13,632 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: 66,316 shares; 2024Q4: 12,747 shares; 2025Q1: 11,573 shares; 2025Q2: 11,451 shares; 2025Q3: 11,358 shares; 2025Q4: 11,639 shares; 2026Q1: 11,615 shares 11,615 $2.56M 0.05% -24 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: 15,778 shares; 2024Q4: 15,690 shares; 2025Q1: 15,790 shares; 2025Q2: 15,828 shares; 2025Q3: 15,774 shares; 2025Q4: 16,223 shares; 2026Q1: 16,226 shares 16,226 $2.55M 0.05% +3 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: 10,925 shares; 2024Q4: 10,641 shares; 2025Q1: 10,641 shares; 2025Q2: 10,641 shares; 2025Q3: 10,841 shares; 2025Q4: 10,842 shares; 2026Q1: 13,018 shares 13,018 $2.52M 0.05% +2,176 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,374 shares; 2025Q1: 19,348 shares; 2025Q2: 19,306 shares; 2025Q3: 19,078 shares; 2025Q4: 18,628 shares; 2026Q1: 18,598 shares 18,598 $2.5M 0.05% -30 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,457 shares; 2025Q1: 23,524 shares; 2025Q2: 24,371 shares; 2025Q3: 24,467 shares; 2025Q4: 24,842 shares; 2026Q1: 25,713 shares 25,713 $2.5M 0.05% +871 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: 75,959 shares; 2024Q4: 99,040 shares; 2025Q1: 95,097 shares; 2025Q2: 89,508 shares; 2025Q3: 91,727 shares; 2025Q4: 88,763 shares; 2026Q1: 85,871 shares 85,871 $2.43M 0.05% -2,892 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: 129,127 shares; 2024Q4: 123,620 shares; 2025Q1: 115,357 shares; 2025Q2: 106,471 shares; 2025Q3: 99,349 shares; 2025Q4: 87,176 shares; 2026Q1: 84,934 shares 84,934 $2.36M 0.05% -2,242 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares 25,500 $2.35M 0.05% 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: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 15,167 shares; 2025Q2: 16,618 shares; 2025Q3: 18,658 shares; 2025Q4: 21,454 shares; 2026Q1: 20,286 shares 20,286 $2.34M 0.05% -1,168 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: 13,730 shares; 2024Q4: 11,413 shares; 2025Q1: 11,580 shares; 2025Q2: 11,681 shares; 2025Q3: 11,666 shares; 2025Q4: 11,138 shares; 2026Q1: 11,700 shares 11,700 $2.33M 0.05% +562 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,783 shares; 2024Q4: 65,652 shares; 2025Q1: 62,431 shares; 2025Q2: 61,491 shares; 2025Q3: 60,176 shares; 2025Q4: 55,718 shares; 2026Q1: 55,162 shares 55,162 $2.3M 0.05% -556 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 46 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 16,009 shares 16,009 $2.3M 0.05% +15,999 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 301 shares; 2025Q3: 480 shares; 2025Q4: 301 shares; 2026Q1: 97,843 shares 97,843 $2.26M 0.05% +97,542 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 6,053 shares; 2025Q4: 7,051 shares; 2026Q1: 9,617 shares 9,617 $2.25M 0.05% +2,566 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: 27,069 shares; 2024Q4: 26,885 shares; 2025Q1: 26,805 shares; 2025Q2: 26,655 shares; 2025Q3: 26,514 shares; 2025Q4: 26,410 shares; 2026Q1: 27,264 shares 27,264 $2.23M 0.05% +854 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 5,140 shares; 2025Q1: 4,983 shares; 2025Q2: 5,021 shares; 2025Q3: 4,935 shares; 2025Q4: 5,368 shares; 2026Q1: 7,183 shares 7,183 $2.22M 0.05% +1,815 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: 41,438 shares; 2024Q4: 40,800 shares; 2025Q1: 40,920 shares; 2025Q2: 40,263 shares; 2025Q3: 43,007 shares; 2025Q4: 40,104 shares; 2026Q1: 39,843 shares 39,843 $2.21M 0.05% -261 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: 22,345 shares; 2024Q4: 19,962 shares; 2025Q1: 16,753 shares; 2025Q2: 16,501 shares; 2025Q3: 16,583 shares; 2025Q4: 16,901 shares; 2026Q1: 16,345 shares 16,345 $2.16M 0.04% -556 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: 17,717 shares; 2024Q4: 13,634 shares; 2025Q1: 13,327 shares; 2025Q2: 13,252 shares; 2025Q3: 13,172 shares; 2025Q4: 14,847 shares; 2026Q1: 18,367 shares 18,367 $2.16M 0.04% +3,520 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: 8,532 shares; 2024Q4: 7,824 shares; 2025Q1: 6,332 shares; 2025Q2: 6,378 shares; 2025Q3: 6,695 shares; 2025Q4: 6,545 shares; 2026Q1: 6,449 shares 6,449 $2.14M 0.04% -96 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,550 shares; 2024Q4: 2,469 shares; 2025Q1: 2,742 shares; 2025Q2: 2,741 shares; 2025Q3: 2,462 shares; 2025Q4: 3,029 shares; 2026Q1: 3,065 shares 3,065 $2.13M 0.04% +36 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,942 shares; 2024Q4: 31,316 shares; 2025Q1: 30,272 shares; 2025Q2: 30,238 shares; 2025Q3: 30,238 shares; 2025Q4: 30,066 shares; 2026Q1: 30,477 shares 30,477 $2.11M 0.04% +411 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 30,466 shares; 2025Q1: 34,562 shares; 2025Q2: 49,358 shares; 2025Q3: 47,338 shares; 2025Q4: 47,776 shares; 2026Q1: 62,275 shares 62,275 $2.1M 0.04% +14,499 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,185 shares; 2024Q4: 31,982 shares; 2025Q1: 39,375 shares; 2025Q2: 40,560 shares; 2025Q3: 42,268 shares; 2025Q4: 90,899 shares; 2026Q1: 20,173 shares 20,173 $2.07M 0.04% -70,726 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: 30,777 shares; 2024Q4: 30,633 shares; 2025Q1: 30,108 shares; 2025Q2: 28,185 shares; 2025Q3: 25,724 shares; 2025Q4: 24,310 shares; 2026Q1: 24,303 shares 24,303 $2.05M 0.04% -7 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: 27,285 shares; 2024Q4: 25,892 shares; 2025Q1: 25,852 shares; 2025Q2: 25,752 shares; 2025Q3: 24,752 shares; 2025Q4: 24,752 shares; 2026Q1: 24,822 shares 24,822 $2.04M 0.04% +70 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,042 shares; 2025Q1: 11,418 shares; 2025Q2: 11,759 shares; 2025Q3: 11,821 shares; 2025Q4: 11,828 shares; 2026Q1: 12,229 shares 12,229 $2.02M 0.04% +401 Timeline ESGV 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: 11,140 shares; 2024Q4: 13,013 shares; 2025Q1: 14,093 shares; 2025Q2: 14,093 shares; 2025Q3: 17,563 shares; 2025Q4: 17,563 shares; 2026Q1: 17,563 shares 17,563 $2M 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,181 shares; 2025Q1: 13,714 shares; 2025Q2: 13,683 shares; 2025Q3: 16,015 shares; 2025Q4: 16,085 shares; 2026Q1: 15,647 shares 15,647 $1.98M 0.04% -438 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: 10,420 shares; 2024Q4: 10,172 shares; 2025Q1: 10,111 shares; 2025Q2: 9,915 shares; 2025Q3: 9,970 shares; 2025Q4: 9,732 shares; 2026Q1: 9,618 shares 9,618 $1.97M 0.04% -114 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 1,490 shares; 2025Q1: 120,390 shares; 2025Q2: 123,290 shares; 2025Q3: 171,477 shares; 2025Q4: 173,394 shares; 2026Q1: 55,277 shares 55,277 $1.8M 0.04% -118,117 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: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 3,201 shares; 2025Q2: 16,922 shares; 2025Q3: 14,677 shares; 2025Q4: 35,057 shares; 2026Q1: 30,124 shares 30,124 $1.8M 0.04% -4,933 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: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 7,745 shares; 2025Q2: 9,545 shares; 2025Q3: 8,373 shares; 2025Q4: 8,373 shares; 2026Q1: 8,373 shares 8,373 $1.78M 0.04% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,018 shares; 2024Q4: 45,159 shares; 2025Q1: 45,032 shares; 2025Q2: 46,408 shares; 2025Q3: 45,266 shares; 2025Q4: 40,642 shares; 2026Q1: 39,021 shares 39,021 $1.78M 0.04% -1,621 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 78 shares; 2026Q1: 5,825 shares 5,825 $1.78M 0.04% +5,747 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: 100,256 shares; 2024Q4: 104,133 shares; 2025Q1: 14,182 shares; 2025Q2: 14,309 shares; 2025Q3: 13,483 shares; 2025Q4: 12,143 shares; 2026Q1: 12,154 shares 12,154 $1.74M 0.04% +11 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,925 shares; 2024Q4: 147,381 shares; 2025Q1: 152,464 shares; 2025Q2: 155,967 shares; 2025Q3: 159,533 shares; 2025Q4: 115,725 shares; 2026Q1: 28,500 shares 28,500 $1.62M 0.03% -87,225 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,086 shares; 2024Q4: 38,661 shares; 2025Q1: 38,661 shares; 2025Q2: 38,661 shares; 2025Q3: 37,128 shares; 2025Q4: 37,128 shares; 2026Q1: 37,128 shares 37,128 $1.6M 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 36,806 shares; 2025Q1: 37,816 shares; 2025Q2: 39,120 shares; 2025Q3: 7,740 shares; 2025Q4: 6,004 shares; 2026Q1: 5,203 shares 5,203 $1.57M 0.03% -801 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: 5,713 shares; 2024Q4: 5,636 shares; 2025Q1: 5,634 shares; 2025Q2: 5,867 shares; 2025Q3: 5,571 shares; 2025Q4: 5,633 shares; 2026Q1: 5,316 shares 5,316 $1.56M 0.03% -317 Timeline MINT 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: 6,247 shares; 2024Q4: 22,382 shares; 2025Q1: 21,427 shares; 2025Q2: 18,412 shares; 2025Q3: 18,411 shares; 2025Q4: 16,869 shares; 2026Q1: 15,497 shares 15,497 $1.56M 0.03% -1,372 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: 19,440 shares; 2024Q4: 19,440 shares; 2025Q1: 18,440 shares; 2025Q2: 18,440 shares; 2025Q3: 17,940 shares; 2025Q4: 17,815 shares; 2026Q1: 16,515 shares 16,515 $1.54M 0.03% -1,300 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: 6,003 shares; 2024Q4: 11,661 shares; 2025Q1: 11,591 shares; 2025Q2: 11,577 shares; 2025Q3: 12,591 shares; 2025Q4: 10,150 shares; 2026Q1: 9,486 shares 9,486 $1.54M 0.03% -664 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,985 shares; 2024Q4: 74,985 shares; 2025Q1: 74,985 shares; 2025Q2: 74,985 shares; 2025Q3: 74,985 shares; 2025Q4: 74,985 shares; 2026Q1: 74,985 shares 74,985 $1.54M 0.03% 0 Timeline IYE 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: 25,173 shares; 2024Q4: 24,739 shares; 2025Q1: 24,714 shares; 2025Q2: 24,714 shares; 2025Q3: 24,714 shares; 2025Q4: 24,112 shares; 2026Q1: 24,112 shares 24,112 $1.52M 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,542 shares; 2024Q4: 17,360 shares; 2025Q1: 18,333 shares; 2025Q2: 18,004 shares; 2025Q3: 19,315 shares; 2025Q4: 18,781 shares; 2026Q1: 18,092 shares 18,092 $1.52M 0.03% -689 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: 14,909 shares; 2024Q4: 15,539 shares; 2025Q1: 4,036 shares; 2025Q2: 3,732 shares; 2025Q3: 3,663 shares; 2025Q4: 3,593 shares; 2026Q1: 3,597 shares 3,597 $1.5M 0.03% +4 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: 9,185 shares; 2024Q4: 8,067 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares; 2025Q3: 10,253 shares; 2025Q4: 11,014 shares; 2026Q1: 12,045 shares 12,045 $1.49M 0.03% +1,031 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,075 shares; 2024Q4: 6,551 shares; 2025Q1: 6,696 shares; 2025Q2: 6,582 shares; 2025Q3: 6,263 shares; 2025Q4: 6,008 shares; 2026Q1: 6,074 shares 6,074 $1.48M 0.03% +66 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: 12,975 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,905 shares; 2025Q3: 12,650 shares; 2025Q4: 12,355 shares; 2026Q1: 12,355 shares 12,355 $1.48M 0.03% 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: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 7,982 shares; 2025Q2: 9,994 shares; 2025Q3: 9,994 shares; 2025Q4: 9,994 shares; 2026Q1: 9,844 shares 9,844 $1.45M 0.03% -150 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: 5,087 shares; 2024Q4: 6,556 shares; 2025Q1: 7,224 shares; 2025Q2: 7,368 shares; 2025Q3: 7,105 shares; 2025Q4: 6,769 shares; 2026Q1: 6,953 shares 6,953 $1.45M 0.03% +184 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,749 shares; 2024Q4: 18,749 shares; 2025Q1: 18,749 shares; 2025Q2: 18,749 shares; 2025Q3: 18,749 shares; 2025Q4: 18,749 shares; 2026Q1: 18,749 shares 18,749 $1.43M 0.03% 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: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 7,992 shares; 2025Q2: 9,936 shares; 2025Q3: 10,876 shares; 2025Q4: 10,876 shares; 2026Q1: 10,876 shares 10,876 $1.41M 0.03% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 39,557 shares; 2025Q1: 41,613 shares; 2025Q2: 39,890 shares; 2025Q3: 39,890 shares; 2025Q4: 39,679 shares; 2026Q1: 38,476 shares 38,476 $1.41M 0.03% -1,203 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: 16,276 shares; 2024Q4: 4,672 shares; 2025Q1: 6,108 shares; 2025Q2: 6,174 shares; 2025Q3: 5,830 shares; 2025Q4: 4,809 shares; 2026Q1: 3,976 shares 3,976 $1.4M 0.03% -833 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,255 shares; 2024Q4: 9,288 shares; 2025Q1: 8,109 shares; 2025Q2: 6,768 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares; 2026Q1: 6,586 shares 6,586 $1.38M 0.03% -83 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: 8,645 shares; 2024Q4: 7,435 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares; 2025Q4: 25,445 shares; 2026Q1: 25,440 shares 25,440 $1.33M 0.03% -5 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,832 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 7,721 shares; 2025Q4: 7,708 shares; 2026Q1: 7,723 shares 7,723 $1.33M 0.03% +15 Timeline WELLS FARGO & CO 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 1,134 shares 1,134 $1.33M 0.03% +590 KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 771 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 1,255 shares; 2025Q4: 1,312 shares; 2026Q1: 50,738 shares 50,738 $1.3M 0.03% +49,426 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: 66,467 shares; 2024Q4: 62,129 shares; 2025Q1: 53,783 shares; 2025Q2: 35,256 shares; 2025Q3: 33,126 shares; 2025Q4: 30,750 shares; 2026Q1: 29,536 shares 29,536 $1.3M 0.03% -1,214 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,766 shares; 2024Q4: 7,416 shares; 2025Q1: 7,416 shares; 2025Q2: 7,416 shares; 2025Q3: 7,416 shares; 2025Q4: 7,415 shares; 2026Q1: 7,415 shares 7,415 $1.29M 0.03% 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: 5,219 shares; 2024Q4: 11,592 shares; 2025Q1: 11,386 shares; 2025Q2: 11,237 shares; 2025Q3: 10,652 shares; 2025Q4: 10,652 shares; 2026Q1: 10,442 shares 10,442 $1.28M 0.03% -210 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: 17,903 shares; 2024Q4: 17,973 shares; 2025Q1: 18,136 shares; 2025Q2: 17,485 shares; 2025Q3: 18,929 shares; 2025Q4: 17,313 shares; 2026Q1: 16,415 shares 16,415 $1.28M 0.03% -898 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $1.28M 0.03% 0 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: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,303 shares; 2025Q4: 12,606 shares; 2026Q1: 11,558 shares 11,558 $1.26M 0.03% -1,048 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,500 shares; 2025Q1: 30,500 shares; 2025Q2: 30,500 shares; 2025Q3: 30,500 shares; 2025Q4: 30,784 shares; 2026Q1: 30,784 shares 30,784 $1.26M 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,616 shares; 2025Q3: 7,182 shares; 2025Q4: 7,140 shares; 2026Q1: 7,198 shares 7,198 $1.24M 0.03% +58 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly 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: 37,701 shares 37,701 $1.22M 0.02% new 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: 17,327 shares; 2024Q4: 17,689 shares; 2025Q1: 19,857 shares; 2025Q2: 19,540 shares; 2025Q3: 19,156 shares; 2025Q4: 19,912 shares; 2026Q1: 18,101 shares 18,101 $1.22M 0.02% -1,811 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: 390,384 shares; 2024Q4: 415,105 shares; 2025Q1: 434,793 shares; 2025Q2: 451,887 shares; 2025Q3: 432,500 shares; 2025Q4: 40,430 shares; 2026Q1: 36,046 shares 36,046 $1.21M 0.02% -4,384 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: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 7,126 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares 6,451 $1.2M 0.02% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 24,706 shares; 2026Q1: 48,531 shares 48,531 $1.2M 0.02% +23,825 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,295 shares; 2024Q4: 12,295 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,362 shares; 2025Q4: 12,362 shares; 2026Q1: 12,295 shares 12,295 $1.19M 0.02% -67 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: 11,461 shares; 2024Q4: 12,205 shares; 2025Q1: 12,815 shares; 2025Q2: 12,437 shares; 2025Q3: 10,391 shares; 2025Q4: 10,422 shares; 2026Q1: 9,698 shares 9,698 $1.19M 0.02% -724 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 4,554 shares; 2025Q1: 5,058 shares; 2025Q2: 4,662 shares; 2025Q3: 4,670 shares; 2025Q4: 4,680 shares; 2026Q1: 4,147 shares 4,147 $1.13M 0.02% -533 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,082 shares 13,082 $1.13M 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,325 shares; 2025Q2: 5,375 shares; 2025Q3: 5,375 shares; 2025Q4: 5,325 shares; 2026Q1: 5,373 shares 5,373 $1.12M 0.02% +48 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: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 4,196 shares; 2026Q1: 4,196 shares 4,196 $1.1M 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: 11,124 shares; 2024Q4: 11,107 shares; 2025Q1: 10,888 shares; 2025Q2: 10,742 shares; 2025Q3: 10,616 shares; 2025Q4: 10,493 shares; 2026Q1: 11,227 shares 11,227 $1.09M 0.02% +734 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 1,504 shares; 2025Q2: 16,546 shares; 2025Q3: 16,947 shares; 2025Q4: 18,447 shares; 2026Q1: 19,001 shares 19,001 $1.08M 0.02% +554 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: 4,152 shares; 2024Q4: 4,123 shares; 2025Q1: 4,098 shares; 2025Q2: 4,036 shares; 2025Q3: 4,049 shares; 2025Q4: 4,035 shares; 2026Q1: 3,872 shares 3,872 $1.07M 0.02% -163 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,865 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares; 2025Q4: 5,528 shares; 2026Q1: 25,315 shares 25,315 $1.06M 0.02% +19,787 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: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 9,489 shares; 2025Q4: 9,489 shares; 2026Q1: 9,509 shares 9,509 $1.05M 0.02% +20 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: 4,105 shares; 2024Q4: 4,182 shares; 2025Q1: 4,538 shares; 2025Q2: 4,472 shares; 2025Q3: 5,154 shares; 2025Q4: 5,103 shares; 2026Q1: 6,298 shares 6,298 $1.05M 0.02% +1,195 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 984 shares; 2025Q1: 865 shares; 2025Q2: 869 shares; 2025Q3: 857 shares; 2025Q4: 853 shares; 2026Q1: 851 shares 851 $1.01M 0.02% -2 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: 4,745 shares; 2024Q4: 5,827 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 7,502 shares; 2026Q1: 7,535 shares 7,535 $990K 0.02% +33 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: 932 shares; 2024Q4: 1,056 shares; 2025Q1: 1,265 shares; 2025Q2: 1,295 shares; 2025Q3: 1,492 shares; 2025Q4: 1,886 shares; 2026Q1: 1,782 shares 1,782 $984K 0.02% -104 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,871 shares; 2025Q1: 3,861 shares; 2025Q2: 3,876 shares; 2025Q3: 3,861 shares; 2025Q4: 3,857 shares; 2026Q1: 3,860 shares 3,860 $981K 0.02% +3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,388 shares; 2025Q1: 5,728 shares; 2025Q2: 5,533 shares; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 5,475 shares 5,475 $971K 0.02% +10 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,774 shares; 2026Q1: 8,173 shares 8,173 $971K 0.02% +399 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: 48,998 shares; 2024Q4: 48,608 shares; 2025Q1: 42,168 shares; 2025Q2: 14,848 shares; 2025Q3: 14,848 shares; 2025Q4: 19,113 shares; 2026Q1: 19,113 shares 19,113 $955K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,005 shares; 2025Q3: 10,002 shares; 2025Q4: 10,753 shares; 2026Q1: 10,016 shares 10,016 $954K 0.02% -737 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,704 shares; 2025Q1: 5,204 shares; 2025Q2: 5,208 shares; 2025Q3: 5,204 shares; 2025Q4: 5,204 shares; 2026Q1: 5,217 shares 5,217 $946K 0.02% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,855 shares; 2025Q1: 3,048 shares; 2025Q2: 3,406 shares; 2025Q3: 3,389 shares; 2025Q4: 2,937 shares; 2026Q1: 2,882 shares 2,882 $943K 0.02% -55 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,749 shares; 2025Q2: 1,816 shares; 2025Q3: 1,854 shares; 2025Q4: 1,856 shares; 2026Q1: 1,858 shares 1,858 $928K 0.02% +2 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: 2,927 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,969 shares; 2025Q3: 3,045 shares; 2025Q4: 3,014 shares; 2026Q1: 3,020 shares 3,020 $927K 0.02% +6 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,782 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 4,632 shares; 2026Q1: 4,632 shares 4,632 $916K 0.02% 0 Timeline DTD 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: 10,707 shares; 2024Q4: 10,707 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,467 shares; 2025Q4: 10,467 shares; 2026Q1: 10,467 shares 10,467 $909K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,502 shares; 2026Q1: 11,649 shares 11,649 $909K 0.02% -18,853 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: 31,669 shares; 2024Q4: 31,681 shares; 2025Q1: 28,940 shares; 2025Q2: 25,928 shares; 2025Q3: 25,695 shares; 2025Q4: 25,077 shares; 2026Q1: 24,077 shares 24,077 $907K 0.02% -1,000 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 13,250 shares 13,250 $898K 0.02% +7,400 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,717 shares; 2024Q4: 8,832 shares; 2025Q1: 8,290 shares; 2025Q2: 7,962 shares; 2025Q3: 6,259 shares; 2025Q4: 5,572 shares; 2026Q1: 4,934 shares 4,934 $869K 0.02% -638 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 650 shares; 2025Q1: 580 shares; 2025Q2: 692 shares; 2025Q3: 729 shares; 2025Q4: 1,076 shares; 2026Q1: 6,116 shares 6,116 $867K 0.02% +5,040 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,077 shares; 2024Q4: 7,034 shares; 2025Q1: 7,537 shares; 2025Q2: 7,653 shares; 2025Q3: 6,473 shares; 2025Q4: 5,731 shares; 2026Q1: 5,568 shares 5,568 $865K 0.02% -163 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: 6,149 shares; 2024Q4: 6,149 shares; 2025Q1: 6,149 shares; 2025Q2: 6,149 shares; 2025Q3: 5,949 shares; 2025Q4: 5,894 shares; 2026Q1: 5,894 shares 5,894 $851K 0.02% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,085 shares; 2025Q3: 4,085 shares; 2025Q4: 4,080 shares; 2026Q1: 4,072 shares 4,072 $850K 0.02% -8 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: 6,532 shares; 2024Q4: 6,575 shares; 2025Q1: 14,754 shares; 2025Q2: 14,902 shares; 2025Q3: 14,756 shares; 2025Q4: 13,431 shares; 2026Q1: 11,926 shares 11,926 $847K 0.02% -1,505 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 3,887 shares; 2025Q2: 3,932 shares; 2025Q3: 3,930 shares; 2025Q4: 3,928 shares; 2026Q1: 3,839 shares 3,839 $842K 0.02% -89 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: 4,360 shares; 2024Q4: 4,115 shares; 2025Q1: 3,989 shares; 2025Q2: 4,006 shares; 2025Q3: 3,975 shares; 2025Q4: 4,105 shares; 2026Q1: 4,142 shares 4,142 $832K 0.02% +37 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,112 shares 13,112 $829K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares 3,784 $827K 0.02% 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: 7,254 shares; 2026Q1: 6,756 shares 6,756 $803K 0.02% -498 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: 843 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 899 shares; 2025Q3: 1,073 shares; 2025Q4: 895 shares; 2026Q1: 852 shares 852 $777K 0.02% -43 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,159 shares; 2024Q4: 8,036 shares; 2025Q1: 8,169 shares; 2025Q2: 8,182 shares; 2025Q3: 7,758 shares; 2025Q4: 7,687 shares; 2026Q1: 7,873 shares 7,873 $772K 0.02% +186 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 606 shares; 2025Q4: 6,745 shares; 2026Q1: 6,743 shares 6,743 $761K 0.02% -2 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: 16,368 shares; 2024Q4: 15,821 shares; 2025Q1: 15,945 shares; 2025Q2: 16,037 shares; 2025Q3: 15,845 shares; 2025Q4: 14,177 shares; 2026Q1: 14,190 shares 14,190 $758K 0.02% +13 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 10,153 shares; 2025Q1: 9,938 shares; 2025Q2: 10,131 shares; 2025Q3: 10,131 shares; 2025Q4: 10,131 shares; 2026Q1: 10,031 shares 10,031 $756K 0.02% -100 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,836 shares 18,836 $753K 0.02% new Timeline SPSB 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: 34,263 shares; 2024Q4: 34,263 shares; 2025Q1: 30,663 shares; 2025Q2: 30,663 shares; 2025Q3: 30,663 shares; 2025Q4: 24,847 shares; 2026Q1: 24,847 shares 24,847 $745K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 9,291 shares; 2025Q4: 14,941 shares; 2026Q1: 18,766 shares 18,766 $742K 0.02% +3,825 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: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares 10,263 $737K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 326 shares; 2025Q3: 426 shares; 2025Q4: 2,090 shares; 2026Q1: 1,846 shares 1,846 $731K 0.02% -244 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: 13,313 shares; 2024Q4: 10,767 shares; 2025Q1: 11,162 shares; 2025Q2: 10,936 shares; 2025Q3: 10,936 shares; 2025Q4: 10,936 shares; 2026Q1: 9,134 shares 9,134 $722K 0.01% -1,802 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: 4,139 shares; 2024Q4: 12,417 shares; 2025Q1: 11,982 shares; 2025Q2: 11,982 shares; 2025Q3: 12,384 shares; 2025Q4: 10,797 shares; 2026Q1: 23,521 shares 23,521 $721K 0.01% +12,724 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: 1,638 shares; 2024Q4: 2,869 shares; 2025Q1: 4,279 shares; 2025Q2: 4,391 shares; 2025Q3: 5,664 shares; 2025Q4: 5,011 shares; 2026Q1: 4,294 shares 4,294 $715K 0.01% -717 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 735 shares; 2025Q1: 737 shares; 2025Q2: 748 shares; 2025Q3: 914 shares; 2025Q4: 891 shares; 2026Q1: 701 shares 701 $712K 0.01% -190 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: 9,334 shares; 2024Q4: 9,695 shares; 2025Q1: 10,285 shares; 2025Q2: 10,167 shares; 2025Q3: 9,828 shares; 2025Q4: 10,778 shares; 2026Q1: 11,429 shares 11,429 $711K 0.01% +651 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $706K 0.01% 0 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 7,100 shares; 2026Q1: 17,750 shares 17,750 $705K 0.01% +10,650 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: 2,167 shares; 2024Q4: 2,163 shares; 2025Q1: 2,131 shares; 2025Q2: 2,304 shares; 2025Q3: 2,373 shares; 2025Q4: 2,095 shares; 2026Q1: 1,918 shares 1,918 $688K 0.01% -177 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: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 12,264 shares; 2025Q2: 8,761 shares; 2025Q3: 9,161 shares; 2025Q4: 18,160 shares; 2026Q1: 18,160 shares 18,160 $687K 0.01% 0 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: 7,164 shares; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares; 2025Q4: 7,164 shares; 2026Q1: 6,711 shares 6,711 $686K 0.01% -453 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: 44,775 shares; 2024Q4: 40,365 shares; 2025Q1: 39,798 shares; 2025Q2: 29,224 shares; 2025Q3: 28,899 shares; 2025Q4: 24,921 shares; 2026Q1: 28,165 shares 28,165 $679K 0.01% +3,244 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,743 shares; 2024Q4: 17,743 shares; 2025Q1: 17,743 shares; 2025Q2: 16,910 shares; 2025Q3: 15,410 shares; 2025Q4: 15,410 shares; 2026Q1: 15,410 shares 15,410 $670K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 5,602 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares; 2025Q4: 5,609 shares; 2026Q1: 5,609 shares 5,609 $664K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,723 shares; 2025Q2: 3,523 shares; 2025Q3: 4,490 shares; 2025Q4: 5,928 shares; 2026Q1: 5,760 shares 5,760 $660K 0.01% -168 Timeline OLN OLIN CORP More: the full row for OLIN 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: 22,351 shares 22,351 $653K 0.01% new Timeline SPIB 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: 40,656 shares; 2024Q4: 39,781 shares; 2025Q1: 32,406 shares; 2025Q2: 31,727 shares; 2025Q3: 29,293 shares; 2025Q4: 22,148 shares; 2026Q1: 19,277 shares 19,277 $645K 0.01% -2,871 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: 15,705 shares; 2024Q4: 15,142 shares; 2025Q1: 13,915 shares; 2025Q2: 12,591 shares; 2025Q3: 10,252 shares; 2025Q4: 10,193 shares; 2026Q1: 8,762 shares 8,762 $642K 0.01% -1,431 Timeline DFAS 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: 11,156 shares; 2025Q2: 11,156 shares; 2025Q3: 11,156 shares; 2025Q4: 11,156 shares; 2026Q1: 8,771 shares 8,771 $633K 0.01% -2,385 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,791 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 48,591 shares; 2025Q3: 48,591 shares; 2025Q4: 48,591 shares; 2026Q1: 48,591 shares 48,591 $622K 0.01% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,188 shares; 2024Q4: 116,375 shares; 2025Q1: 110,475 shares; 2025Q2: 96,910 shares; 2025Q3: 96,910 shares; 2025Q4: 81,242 shares; 2026Q1: 81,546 shares 81,546 $620K 0.01% +304 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 8,858 shares; 2025Q1: 8,851 shares; 2025Q2: 8,828 shares; 2025Q3: 8,816 shares; 2025Q4: 8,816 shares; 2026Q1: 10,206 shares 10,206 $620K 0.01% +1,390 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,586 shares; 2025Q1: 2,755 shares; 2025Q2: 2,810 shares; 2025Q3: 2,901 shares; 2025Q4: 2,913 shares; 2026Q1: 316 shares 316 $609K 0.01% -2,597 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: not reported; 2026Q1: 15,991 shares 15,991 $607K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 3,225 shares; 2025Q2: 2,876 shares; 2025Q3: 2,913 shares; 2025Q4: 3,426 shares; 2026Q1: 3,428 shares 3,428 $599K 0.01% +2 Timeline DLN 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: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares 6,580 $592K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,266 shares; 2024Q4: 6,979 shares; 2025Q1: 5,857 shares; 2025Q2: 5,292 shares; 2025Q3: 5,130 shares; 2025Q4: 4,676 shares; 2026Q1: 4,648 shares 4,648 $589K 0.01% -28 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 15,031 shares; 2025Q2: 14,412 shares; 2025Q3: 14,370 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares 14,370 $588K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 168 shares; 2025Q1: 178 shares; 2025Q2: 47 shares; 2025Q3: 45 shares; 2025Q4: 37 shares; 2026Q1: 5,780 shares 5,780 $587K 0.01% +5,743 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: 703 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,832 shares; 2025Q3: 1,828 shares; 2025Q4: 1,653 shares; 2026Q1: 1,661 shares 1,661 $584K 0.01% +8 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: 480 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 2,232 shares; 2025Q4: 19,904 shares; 2026Q1: 19,592 shares 19,592 $579K 0.01% -312 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: 12,525 shares; 2024Q4: 12,647 shares; 2025Q1: 13,391 shares; 2025Q2: 13,431 shares; 2025Q3: 13,004 shares; 2025Q4: 13,236 shares; 2026Q1: 12,640 shares 12,640 $576K 0.01% -596 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: 2,160 shares; 2024Q4: 2,168 shares; 2025Q1: 1,968 shares; 2025Q2: 1,912 shares; 2025Q3: 1,843 shares; 2025Q4: 1,770 shares; 2026Q1: 2,061 shares 2,061 $576K 0.01% +291 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: 23,182 shares; 2024Q4: 7,613 shares; 2025Q1: 5,844 shares; 2025Q2: 5,877 shares; 2025Q3: 5,454 shares; 2025Q4: 5,531 shares; 2026Q1: 5,697 shares 5,697 $564K 0.01% +166 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: 25,206 shares; 2024Q4: 18,083 shares; 2025Q1: 18,268 shares; 2025Q2: 18,118 shares; 2025Q3: 15,373 shares; 2025Q4: 14,243 shares; 2026Q1: 13,802 shares 13,802 $560K 0.01% -441 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: 27,193 shares; 2024Q4: 28,795 shares; 2025Q1: 30,743 shares; 2025Q2: 31,815 shares; 2025Q3: 25,278 shares; 2025Q4: 1,959 shares; 2026Q1: 1,266 shares 1,266 $559K 0.01% -693 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 947 shares; 2025Q4: 936 shares; 2026Q1: 948 shares 948 $547K 0.01% +12 Timeline IYC 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: 5,520 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares 5,520 $539K 0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,668 shares; 2026Q1: 17,658 shares 17,658 $534K 0.01% +8,990 Timeline ACWV 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: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,415 shares 4,415 $531K 0.01% -25 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: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,214 shares 1,214 $523K 0.01% +88 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 10,368 shares; 2025Q1: 10,368 shares; 2025Q2: 10,368 shares; 2025Q3: 10,368 shares; 2025Q4: 20,744 shares; 2026Q1: 20,712 shares 20,712 $521K 0.01% -32 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $518K 0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 2,602 shares; 2025Q2: 2,232 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 2,992 shares 2,992 $505K 0.01% +1,060 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: 4,390 shares; 2024Q4: 4,653 shares; 2025Q1: 6,010 shares; 2025Q2: 10,113 shares; 2025Q3: 13,465 shares; 2025Q4: 12,114 shares; 2026Q1: 10,944 shares 10,944 $502K 0.01% -1,170 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: 1,027 shares; 2024Q4: 1,867 shares; 2025Q1: 3,512 shares; 2025Q2: 4,109 shares; 2025Q3: 4,198 shares; 2025Q4: 4,173 shares; 2026Q1: 3,424 shares 3,424 $502K 0.01% -749 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,255 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 2,235 shares 2,235 $494K 0.01% +41 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 2,371 shares; 2025Q2: 2,375 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,631 shares 2,631 $494K 0.01% +260 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,770 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares 4,761 $491K 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: 5,976 shares; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares; 2025Q4: 5,326 shares; 2026Q1: 5,226 shares 5,226 $488K 0.01% -100 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $485K 0.01% new Timeline IGIB 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: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,062 shares; 2025Q4: 8,452 shares; 2026Q1: 8,947 shares 8,947 $475K 0.01% +495 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: 1,102 shares; 2024Q4: 1,933 shares; 2025Q1: 2,028 shares; 2025Q2: 1,881 shares; 2025Q3: 1,836 shares; 2025Q4: 1,361 shares; 2026Q1: 1,322 shares 1,322 $474K 0.01% -39 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,182 shares; 2024Q4: 51,614 shares; 2025Q1: 53,604 shares; 2025Q2: 54,680 shares; 2025Q3: 5,484 shares; 2025Q4: 3,219 shares; 2026Q1: 2,769 shares 2,769 $473K 0.01% -450 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: 14,620 shares; 2024Q4: 20,261 shares; 2025Q1: 25,904 shares; 2025Q2: 25,729 shares; 2025Q3: 19,417 shares; 2025Q4: 15,420 shares; 2026Q1: 15,445 shares 15,445 $471K 0.01% +25 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: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares 7,625 $469K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,588 shares; 2025Q1: 5,522 shares; 2025Q2: 5,130 shares; 2025Q3: 5,056 shares; 2025Q4: 4,511 shares; 2026Q1: 5,043 shares 5,043 $463K 0.01% +532 Timeline SCHV 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: 411 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,485 shares; 2025Q4: 15,276 shares; 2026Q1: 15,024 shares 15,024 $463K 0.01% -252 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: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 7,615 shares; 2026Q1: 4,098 shares 4,098 $458K 0.01% -3,517 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 2,073 shares; 2026Q1: 2,063 shares 2,063 $458K 0.01% -10 Timeline RWR 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 3,149 shares; 2025Q2: 3,645 shares; 2025Q3: 2,415 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares 4,430 $454K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 7,668 shares; 2025Q1: 6,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,396 shares; 2025Q4: 4,462 shares; 2026Q1: 4,428 shares 4,428 $430K 0.01% -34 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares 4,130 $424K 0.01% 0 Timeline USFR 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: 8,415 shares; 2024Q4: 8,415 shares; 2025Q1: 8,415 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares; 2025Q4: 8,415 shares; 2026Q1: 8,415 shares 8,415 $424K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,930 shares; 2026Q1: 2,814 shares 2,814 $422K 0.01% -116 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: 8,671 shares; 2024Q4: 9,193 shares; 2025Q1: 16,200 shares; 2025Q2: 15,358 shares; 2025Q3: 15,021 shares; 2025Q4: 11,514 shares; 2026Q1: 10,011 shares 10,011 $415K 0.01% -1,503 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,906 shares; 2025Q1: 11,801 shares; 2025Q2: 7,891 shares; 2025Q3: 7,889 shares; 2025Q4: 7,825 shares; 2026Q1: 8,113 shares 8,113 $412K 0.01% +288 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,162 shares; 2025Q2: 2,079 shares; 2025Q3: 2,126 shares; 2025Q4: 1,898 shares; 2026Q1: 1,917 shares 1,917 $406K 0.01% +19 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: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares; 2026Q1: 10,303 shares 10,303 $406K 0.01% 0 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 29,331 shares 29,331 $404K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 8,314 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,184 shares; 2025Q4: 8,109 shares; 2026Q1: 8,109 shares 8,109 $398K 0.01% 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: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 1,812 shares; 2025Q2: 1,964 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $398K 0.01% 0 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: 4,223 shares; 2024Q4: 4,199 shares; 2025Q1: 4,355 shares; 2025Q2: 4,306 shares; 2025Q3: 4,981 shares; 2025Q4: 4,330 shares; 2026Q1: 6,496 shares 6,496 $397K 0.01% +2,166 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $390K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 4,366 shares; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares 4,316 $386K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 4,147 shares; 2026Q1: 4,340 shares 4,340 $384K 0.01% +193 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: 5,451 shares; 2024Q4: 4,251 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares; 2025Q3: 3,808 shares; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares 8,276 $382K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,499 shares; 2024Q4: 5,814 shares; 2025Q1: 4,667 shares; 2025Q2: 4,333 shares; 2025Q3: 4,312 shares; 2025Q4: 4,293 shares; 2026Q1: 4,285 shares 4,285 $380K 0.01% -8 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: 9,271 shares; 2024Q4: 8,948 shares; 2025Q1: 8,242 shares; 2025Q2: 8,308 shares; 2025Q3: 8,284 shares; 2025Q4: 7,830 shares; 2026Q1: 7,910 shares 7,910 $377K 0.01% +80 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: 7 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,452 shares; 2025Q4: 4,452 shares; 2026Q1: 4,462 shares 4,462 $370K 0.01% +10 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 4,539 shares; 2026Q1: 6,339 shares 6,339 $370K 0.01% +1,800 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,597 shares; 2024Q4: 35,953 shares; 2025Q1: 37,583 shares; 2025Q2: 38,833 shares; 2025Q3: 38,933 shares; 2025Q4: 39,479 shares; 2026Q1: 1,941 shares 1,941 $369K 0.01% -37,538 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,750 shares; 2025Q2: 25,750 shares; 2025Q3: 25,750 shares; 2025Q4: 25,750 shares; 2026Q1: 25,750 shares 25,750 $365K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 500 shares; 2025Q1: 1,026 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 507 shares 507 $363K 0.01% -487 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: 66 shares; 2024Q4: 186 shares; 2025Q1: 300 shares; 2025Q2: 244 shares; 2025Q3: 628 shares; 2025Q4: 609 shares; 2026Q1: 649 shares 649 $360K 0.01% +40 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,308 shares; 2025Q2: 3,303 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,144 shares 2,144 $353K 0.01% -70 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,560 shares; 2025Q3: 1,602 shares; 2025Q4: 1,600 shares; 2026Q1: 1,585 shares 1,585 $350K 0.01% -15 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares; 2025Q4: 6,729 shares; 2026Q1: 6,784 shares 6,784 $346K 0.01% +55 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: 3,110 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,011 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,534 shares 3,534 $346K 0.01% -293 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,810 shares 13,810 $341K 0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,531 shares; 2025Q2: 3,832 shares; 2025Q3: 3,784 shares; 2025Q4: 6,775 shares; 2026Q1: 6,685 shares 6,685 $336K 0.01% -90 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,676 shares; 2024Q4: 130,031 shares; 2025Q1: 207,483 shares; 2025Q2: 214,413 shares; 2025Q3: 221,017 shares; 2025Q4: 16,891 shares; 2026Q1: 13,147 shares 13,147 $335K 0.01% -3,744 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $333K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,715 shares; 2025Q3: 4,667 shares; 2025Q4: 4,667 shares; 2026Q1: 4,417 shares 4,417 $323K 0.01% -250 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,745 shares; 2024Q4: 50,406 shares; 2025Q1: 50,716 shares; 2025Q2: 14,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,660 shares 14,660 $320K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $319K 0.01% 0 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares 1,419 $316K 0.01% 0 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: 1,613 shares; 2024Q4: 1,752 shares; 2025Q1: 1,755 shares; 2025Q2: 1,790 shares; 2025Q3: 1,586 shares; 2025Q4: 1,414 shares; 2026Q1: 1,592 shares 1,592 $316K 0.01% +178 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 579 shares; 2025Q2: 583 shares; 2025Q3: 609 shares; 2025Q4: 583 shares; 2026Q1: 578 shares 578 $316K 0.01% -5 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,567 shares; 2025Q2: 1,572 shares; 2025Q3: 1,565 shares; 2025Q4: 1,560 shares; 2026Q1: 1,589 shares 1,589 $312K 0.01% +29 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: 631 shares; 2024Q4: 14,322 shares; 2025Q1: 15,761 shares; 2025Q2: 16,546 shares; 2025Q3: 17,370 shares; 2025Q4: 2,216 shares; 2026Q1: 1,575 shares 1,575 $309K 0.01% -641 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 5,037 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares; 2025Q4: 5,061 shares; 2026Q1: 4,989 shares 4,989 $308K 0.01% -72 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,240 shares; 2025Q2: 1,254 shares; 2025Q3: 1,345 shares; 2025Q4: 1,252 shares; 2026Q1: 1,292 shares 1,292 $307K 0.01% +40 Timeline BAB 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: 14,883 shares; 2024Q4: 13,479 shares; 2025Q1: 11,344 shares; 2025Q2: 9,089 shares; 2025Q3: 7,580 shares; 2025Q4: 7,450 shares; 2026Q1: 11,359 shares 11,359 $305K 0.01% +3,909 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 1,003 shares; 2025Q4: 1,002 shares; 2026Q1: 2,692 shares 2,692 $299K 0.01% +1,690 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $299K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,218 shares; 2025Q1: 1,035 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,010 shares; 2026Q1: 1,015 shares 1,015 $297K 0.01% +5 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 2,781 shares; 2025Q2: 4,717 shares; 2025Q3: 4,718 shares; 2025Q4: 4,719 shares; 2026Q1: 4,719 shares 4,719 $297K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: 4,094 shares; 2025Q1: 3,592 shares; 2025Q2: 2,792 shares; 2025Q3: 2,785 shares; 2025Q4: 2,703 shares; 2026Q1: 2,814 shares 2,814 $296K 0.01% +111 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,972 shares 2,972 $294K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 9,373 shares; 2025Q4: 10,584 shares; 2026Q1: 5,859 shares 5,859 $292K 0.01% -4,725 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,981 shares; 2025Q1: 5,902 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 4,942 shares; 2026Q1: 3,981 shares 3,981 $292K 0.01% -961 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares; 2026Q1: 1,687 shares 1,687 $291K 0.01% +113 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 4,707 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 5,613 shares 5,613 $289K 0.01% -769 Timeline EEMV 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: 4,849 shares; 2024Q4: 4,299 shares; 2025Q1: 5,291 shares; 2025Q2: 5,474 shares; 2025Q3: 5,395 shares; 2025Q4: 4,480 shares; 2026Q1: 4,376 shares 4,376 $284K 0.01% -104 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: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,965 shares; 2025Q3: 2,968 shares; 2025Q4: 4,103 shares; 2026Q1: 3,103 shares 3,103 $282K 0.01% -1,000 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,670 shares; 2024Q4: 67,414 shares; 2025Q1: 45,210 shares; 2025Q2: 27,986 shares; 2025Q3: 27,635 shares; 2025Q4: 21,745 shares; 2026Q1: 19,674 shares 19,674 $282K 0.01% -2,071 Timeline RXI 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $281K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 15,357 shares; 2025Q1: 15,357 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,437 shares; 2026Q1: 11,038 shares 11,038 $281K 0.01% -399 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: 3,874 shares; 2024Q4: 3,831 shares; 2025Q1: 3,849 shares; 2025Q2: 3,842 shares; 2025Q3: 3,848 shares; 2025Q4: 3,864 shares; 2026Q1: 3,814 shares 3,814 $277K 0.01% -50 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: 24,406 shares; 2024Q4: 26,417 shares; 2025Q1: 27,356 shares; 2025Q2: 28,403 shares; 2025Q3: 1,778 shares; 2025Q4: 938 shares; 2026Q1: 971 shares 971 $276K 0.01% +33 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 10,504 shares; 2025Q4: 7,795 shares; 2026Q1: 6,555 shares 6,555 $275K 0.01% -1,240 Timeline BBIN 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: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares; 2025Q4: 3,693 shares; 2026Q1: 3,693 shares 3,693 $274K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,657 shares; 2024Q4: 5,842 shares; 2025Q1: 5,472 shares; 2025Q2: 5,038 shares; 2025Q3: 4,980 shares; 2025Q4: 4,506 shares; 2026Q1: 4,327 shares 4,327 $274K 0.01% -179 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 1,125 shares; 2026Q1: 5,225 shares 5,225 $273K 0.01% +4,100 Timeline IYF 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: 2,588 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares 2,290 $273K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 505 shares; 2025Q3: 453 shares; 2025Q4: 343 shares; 2026Q1: 356 shares 356 $270K 0.01% +13 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,496 shares; 2025Q2: 11,076 shares; 2025Q3: 12,189 shares; 2025Q4: 12,189 shares; 2026Q1: 12,189 shares 12,189 $266K 0.01% 0 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 600 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares 2,573 $262K 0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $261K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,344 shares; 2025Q2: 3,442 shares; 2025Q3: 3,126 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares 3,028 $259K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,965 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,320 shares 2,320 $257K 0.01% -124 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 741 shares; 2026Q1: 741 shares 741 $255K 0.01% 0 Timeline HELO 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: not reported; 2026Q1: 3,960 shares 3,960 $255K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,486 shares; 2025Q1: 2,222 shares; 2025Q2: 2,182 shares; 2025Q3: 2,099 shares; 2025Q4: 2,083 shares; 2026Q1: 2,052 shares 2,052 $254K 0.01% -31 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: 4,011 shares; 2024Q4: 4,049 shares; 2025Q1: 3,646 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,487 shares; 2026Q1: 2,388 shares 2,388 $254K 0.01% -1,099 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares 4,950 $251K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 485 shares; 2025Q1: 552 shares; 2025Q2: 544 shares; 2025Q3: 657 shares; 2025Q4: 553 shares; 2026Q1: 569 shares 569 $247K 0.01% +16 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,764 shares; 2025Q1: 1,781 shares; 2025Q2: 1,496 shares; 2025Q3: 1,449 shares; 2025Q4: 1,568 shares; 2026Q1: 1,333 shares 1,333 $246K 0.01% -235 Timeline FDN 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: 245 shares; 2024Q4: 245 shares; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 913 shares; 2026Q1: 1,018 shares 1,018 $244K 0.01% +105 Timeline VIGI 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: 1,407 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares 2,705 $242K <0.01% 0 Timeline FXL 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: 865 shares; 2025Q3: 865 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares 1,466 $240K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,021 shares; 2025Q1: 9,221 shares; 2025Q2: 9,501 shares; 2025Q3: 8,253 shares; 2025Q4: 6,814 shares; 2026Q1: 5,117 shares 5,117 $239K <0.01% -1,697 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,917 shares; 2024Q4: 3,200 shares; 2025Q1: 3,244 shares; 2025Q2: 3,195 shares; 2025Q3: 3,128 shares; 2025Q4: 3,102 shares; 2026Q1: 3,048 shares 3,048 $239K <0.01% -54 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 15,529 shares; 2025Q1: 8,356 shares; 2025Q2: 7,972 shares; 2025Q3: 7,857 shares; 2025Q4: 8,373 shares; 2026Q1: 8,695 shares 8,695 $238K <0.01% +322 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 609 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 646 shares 646 $237K <0.01% -9 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 221 shares; 2025Q3: 243 shares; 2025Q4: 207 shares; 2026Q1: 209 shares 209 $234K <0.01% +2 Timeline EPP 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: 2,565 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares 4,275 $230K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,503 shares; 2025Q1: 2,634 shares; 2025Q2: 2,632 shares; 2025Q3: 2,623 shares; 2025Q4: 2,716 shares; 2026Q1: 2,371 shares 2,371 $230K <0.01% -345 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 137 shares; 2025Q2: 163 shares; 2025Q3: 140 shares; 2025Q4: 1,485 shares; 2026Q1: 1,448 shares 1,448 $225K <0.01% -37 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,992 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,041 shares; 2026Q1: 3,567 shares 3,567 $222K <0.01% -474 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares; 2025Q4: 2,100 shares; 2026Q1: 2,120 shares 2,120 $222K <0.01% +20 Timeline XLRE 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 2,106 shares; 2025Q2: 2,438 shares; 2025Q3: 2,142 shares; 2025Q4: 6,066 shares; 2026Q1: 5,299 shares 5,299 $221K <0.01% -767 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $220K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 561 shares; 2025Q1: 1,294 shares; 2025Q2: 1,558 shares; 2025Q3: 2,024 shares; 2025Q4: 1,598 shares; 2026Q1: 1,202 shares 1,202 $220K <0.01% -396 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: 2,085 shares; 2024Q4: 2,215 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 2,235 shares 2,235 $217K <0.01% +57 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares 2,343 $217K <0.01% 0 Timeline DGS 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: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $214K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 6 shares; 2026Q1: 693 shares 693 $211K <0.01% +687 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: 994 shares; 2024Q4: 1,037 shares; 2025Q1: 1,065 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,054 shares; 2026Q1: 1,046 shares 1,046 $208K <0.01% -8 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 2,948 shares; 2026Q1: 1,698 shares 1,698 $207K <0.01% -1,250 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 689 shares; 2025Q1: 611 shares; 2025Q2: 1,540 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 3,018 shares 3,018 $207K <0.01% +446 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,046 shares; 2025Q1: 2,837 shares; 2025Q2: 2,844 shares; 2025Q3: 2,839 shares; 2025Q4: 4,009 shares; 2026Q1: 4,154 shares 4,154 $206K <0.01% +145 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: 585 shares; 2024Q4: 585 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 556 shares 556 $204K <0.01% +10 Timeline JNK 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: 16 shares; 2024Q4: 16 shares; 2025Q1: 1,594 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,120 shares 2,120 $203K <0.01% 0 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 16,060 shares; 2025Q1: 16,060 shares; 2025Q2: 16,060 shares; 2025Q3: 8,980 shares; 2025Q4: 8,980 shares; 2026Q1: 8,980 shares 8,980 $202K <0.01% 0 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: 785 shares; 2024Q4: 966 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,885 shares; 2025Q4: 1,423 shares; 2026Q1: 966 shares 966 $200K <0.01% -457 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,058 shares; 2025Q1: 5,058 shares; 2025Q2: 5,058 shares; 2025Q3: 5,058 shares; 2025Q4: 5,058 shares; 2026Q1: 5,058 shares 5,058 $200K <0.01% 0 Timeline