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: 4,142,218 shares; 2024Q4: 4,236,787 shares; 2025Q1: 4,142,094 shares; 2025Q2: 4,517,468 shares; 2025Q3: 4,062,899 shares; 2025Q4: 4,142,828 shares; 2026Q1: 4,102,415 shares 4,102,415 $263M 6.27% -40,413 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: 8,273,052 shares; 2024Q4: 8,281,698 shares; 2025Q1: 8,266,352 shares; 2025Q2: 8,254,596 shares; 2025Q3: 8,188,501 shares; 2025Q4: 8,004,435 shares; 2026Q1: 7,959,300 shares 7,959,300 $229M 5.45% -45,135 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: 1,091,062 shares; 2024Q4: 1,095,220 shares; 2025Q1: 1,051,902 shares; 2025Q2: 965,959 shares; 2025Q3: 785,442 shares; 2025Q4: 773,797 shares; 2026Q1: 759,306 shares 759,306 $193M 4.59% -14,491 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: 425,374 shares; 2024Q4: 450,373 shares; 2025Q1: 443,566 shares; 2025Q2: 425,183 shares; 2025Q3: 288,546 shares; 2025Q4: 283,967 shares; 2026Q1: 273,187 shares 273,187 $101M 2.41% -10,780 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: 102,332 shares; 2024Q4: 106,179 shares; 2025Q1: 107,037 shares; 2025Q2: 137,817 shares; 2025Q3: 138,131 shares; 2025Q4: 151,624 shares; 2026Q1: 154,684 shares 154,684 $101M 2.41% +3,060 Timeline IWY 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: 428,764 shares; 2024Q4: 427,624 shares; 2025Q1: 407,244 shares; 2025Q2: 378,684 shares; 2025Q3: 375,287 shares; 2025Q4: 374,599 shares; 2026Q1: 372,712 shares 372,712 $92.7M 2.21% -1,887 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: 501,138 shares; 2024Q4: 486,710 shares; 2025Q1: 472,424 shares; 2025Q2: 467,091 shares; 2025Q3: 364,729 shares; 2025Q4: 360,305 shares; 2026Q1: 352,375 shares 352,375 $86.1M 2.05% -7,930 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: 584,766 shares; 2024Q4: 430,963 shares; 2025Q1: 433,914 shares; 2025Q2: 401,550 shares; 2025Q3: 241,854 shares; 2025Q4: 237,884 shares; 2026Q1: 231,862 shares 231,862 $74.4M 1.77% -6,022 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: 354,166 shares; 2024Q4: 351,105 shares; 2025Q1: 339,137 shares; 2025Q2: 330,335 shares; 2025Q3: 245,736 shares; 2025Q4: 266,099 shares; 2026Q1: 256,941 shares 256,941 $73.7M 1.76% -9,158 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: 363,152 shares; 2024Q4: 365,770 shares; 2025Q1: 353,616 shares; 2025Q2: 340,891 shares; 2025Q3: 257,719 shares; 2025Q4: 255,483 shares; 2026Q1: 248,140 shares 248,140 $73M 1.74% -7,343 Timeline SCZ 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: 571,625 shares; 2024Q4: 578,686 shares; 2025Q1: 582,846 shares; 2025Q2: 655,882 shares; 2025Q3: 777,653 shares; 2025Q4: 876,396 shares; 2026Q1: 861,100 shares 861,100 $67.5M 1.61% -15,296 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: 58,042 shares; 2024Q4: 60,238 shares; 2025Q1: 58,890 shares; 2025Q2: 56,078 shares; 2025Q3: 70,828 shares; 2025Q4: 108,059 shares; 2026Q1: 137,906 shares 137,906 $58.8M 1.4% +29,847 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,029 shares; 2024Q4: 335,395 shares; 2025Q1: 340,623 shares; 2025Q2: 384,023 shares; 2025Q3: 385,368 shares; 2025Q4: 390,162 shares; 2026Q1: 304,132 shares 304,132 $58.3M 1.39% -86,030 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: 687,957 shares; 2024Q4: 697,026 shares; 2025Q1: 705,676 shares; 2025Q2: 1,008,174 shares; 2025Q3: 472,697 shares; 2025Q4: 531,448 shares; 2026Q1: 593,527 shares 593,527 $57.6M 1.37% +62,079 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 76 shares 76 $54.6M 1.3% +2 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: 106,906 shares; 2024Q4: 108,955 shares; 2025Q1: 108,815 shares; 2025Q2: 101,217 shares; 2025Q3: 77,082 shares; 2025Q4: 78,148 shares; 2026Q1: 80,074 shares 80,074 $52.1M 1.24% +1,926 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: 380,693 shares; 2024Q4: 387,247 shares; 2025Q1: 381,795 shares; 2025Q2: 362,783 shares; 2025Q3: 302,405 shares; 2025Q4: 300,491 shares; 2026Q1: 292,661 shares 292,661 $49.7M 1.18% -7,830 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: 645,475 shares; 2024Q4: 647,638 shares; 2025Q1: 642,737 shares; 2025Q2: 639,885 shares; 2025Q3: 314,873 shares; 2025Q4: 339,617 shares; 2026Q1: 333,736 shares 333,736 $48.2M 1.15% -5,881 Timeline IWX 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: 370,904 shares; 2024Q4: 392,187 shares; 2025Q1: 421,274 shares; 2025Q2: 471,432 shares; 2025Q3: 487,300 shares; 2025Q4: 505,899 shares; 2026Q1: 504,648 shares 504,648 $46.8M 1.11% -1,251 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: 83,713 shares; 2024Q4: 92,799 shares; 2025Q1: 621,081 shares; 2025Q2: 766,018 shares; 2025Q3: 769,632 shares; 2025Q4: 799,012 shares; 2026Q1: 806,524 shares 806,524 $45.8M 1.09% +7,512 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: 365,612 shares; 2024Q4: 356,411 shares; 2025Q1: 343,106 shares; 2025Q2: 324,236 shares; 2025Q3: 309,103 shares; 2025Q4: 304,072 shares; 2026Q1: 294,342 shares 294,342 $40M 0.95% -9,730 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: 253,749 shares; 2024Q4: 288,273 shares; 2025Q1: 286,017 shares; 2025Q2: 381,204 shares; 2025Q3: 336,534 shares; 2025Q4: 347,503 shares; 2026Q1: 410,635 shares 410,635 $39.9M 0.95% +63,132 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: not reported; 2024Q4: 1,565,109 shares; 2025Q1: 1,595,876 shares; 2025Q2: 1,502,032 shares; 2025Q3: 1,510,337 shares; 2025Q4: 1,537,906 shares; 2026Q1: 1,501,436 shares 1,501,436 $38.5M 0.92% -36,470 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: 330,731 shares; 2024Q4: 325,109 shares; 2025Q1: 322,838 shares; 2025Q2: 320,576 shares; 2025Q3: 308,929 shares; 2025Q4: 296,166 shares; 2026Q1: 283,540 shares 283,540 $37.6M 0.9% -12,626 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: 489,940 shares; 2024Q4: 478,539 shares; 2025Q1: 473,833 shares; 2025Q2: 467,378 shares; 2025Q3: 438,557 shares; 2025Q4: 399,976 shares; 2026Q1: 368,137 shares 368,137 $37M 0.88% -31,839 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: 30,134 shares; 2024Q4: 37,119 shares; 2025Q1: 33,673 shares; 2025Q2: 30,434 shares; 2025Q3: 53,386 shares; 2025Q4: 115,640 shares; 2026Q1: 170,581 shares 170,581 $36.4M 0.87% +54,941 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: 607,956 shares; 2024Q4: 601,229 shares; 2025Q1: 589,159 shares; 2025Q2: 569,571 shares; 2025Q3: 451,409 shares; 2025Q4: 447,393 shares; 2026Q1: 440,027 shares 440,027 $34.1M 0.81% -7,366 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: 24,932 shares; 2026Q1: 939,800 shares 939,800 $31.9M 0.76% +914,868 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: 298,678 shares; 2024Q4: 309,329 shares; 2025Q1: 319,428 shares; 2025Q2: 316,623 shares; 2025Q3: 153,581 shares; 2025Q4: 151,839 shares; 2026Q1: 151,031 shares 151,031 $31.5M 0.75% -808 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: 85,645 shares; 2024Q4: 85,645 shares; 2025Q1: 85,645 shares; 2025Q2: 86,027 shares; 2025Q3: 85,645 shares; 2025Q4: 85,671 shares; 2026Q1: 87,001 shares 87,001 $31M 0.74% +1,330 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: 236,632 shares; 2024Q4: 245,009 shares; 2025Q1: 271,947 shares; 2025Q2: 272,445 shares; 2025Q3: 115,853 shares; 2025Q4: 118,268 shares; 2026Q1: 106,818 shares 106,818 $30.7M 0.73% -11,450 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: 287,774 shares; 2024Q4: 283,430 shares; 2025Q1: 281,113 shares; 2025Q2: 270,791 shares; 2025Q3: 260,217 shares; 2025Q4: 263,650 shares; 2026Q1: 263,812 shares 263,812 $29.8M 0.71% +162 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: 89,320 shares; 2024Q4: 90,961 shares; 2025Q1: 80,698 shares; 2025Q2: 77,284 shares; 2025Q3: 54,193 shares; 2025Q4: 54,916 shares; 2026Q1: 61,975 shares 61,975 $29.7M 0.71% +7,059 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: 110,159 shares; 2024Q4: 109,331 shares; 2025Q1: 62,004 shares; 2025Q2: 65,874 shares; 2025Q3: 53,212 shares; 2025Q4: 52,705 shares; 2026Q1: 51,312 shares 51,312 $29.6M 0.71% -1,393 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: 133,175 shares; 2024Q4: 141,778 shares; 2025Q1: 151,103 shares; 2025Q2: 171,565 shares; 2025Q3: 167,106 shares; 2025Q4: 177,651 shares; 2026Q1: 154,378 shares 154,378 $28.4M 0.68% -23,273 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: 313,953 shares; 2024Q4: 302,418 shares; 2025Q1: 294,141 shares; 2025Q2: 280,292 shares; 2025Q3: 239,973 shares; 2025Q4: 236,691 shares; 2026Q1: 226,576 shares 226,576 $27.3M 0.65% -10,115 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: 332,189 shares; 2024Q4: 311,886 shares; 2025Q1: 304,213 shares; 2025Q2: 297,664 shares; 2025Q3: 272,107 shares; 2025Q4: 267,294 shares; 2026Q1: 262,703 shares 262,703 $27M 0.64% -4,591 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: 103,872 shares; 2024Q4: 108,707 shares; 2025Q1: 117,276 shares; 2025Q2: 132,183 shares; 2025Q3: 118,482 shares; 2025Q4: 115,759 shares; 2026Q1: 104,525 shares 104,525 $26.9M 0.64% -11,234 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: 40,055 shares; 2024Q4: 40,834 shares; 2025Q1: 39,490 shares; 2025Q2: 37,704 shares; 2025Q3: 27,904 shares; 2025Q4: 29,125 shares; 2026Q1: 28,239 shares 28,239 $26M 0.62% -886 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,408 shares; 2024Q4: 556,948 shares; 2025Q1: 567,544 shares; 2025Q2: 649,508 shares; 2025Q3: 546,327 shares; 2025Q4: 467,636 shares; 2026Q1: 412,637 shares 412,637 $25.8M 0.62% -54,999 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: 216,111 shares; 2024Q4: 208,213 shares; 2025Q1: 201,615 shares; 2025Q2: 193,753 shares; 2025Q3: 168,369 shares; 2025Q4: 166,120 shares; 2026Q1: 160,907 shares 160,907 $25M 0.6% -5,213 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: 113,055 shares; 2024Q4: 112,583 shares; 2025Q1: 109,466 shares; 2025Q2: 105,565 shares; 2025Q3: 93,510 shares; 2025Q4: 92,833 shares; 2026Q1: 78,380 shares 78,380 $24.9M 0.59% -14,453 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: 75,960 shares; 2024Q4: 76,475 shares; 2025Q1: 76,487 shares; 2025Q2: 72,867 shares; 2025Q3: 53,488 shares; 2025Q4: 52,441 shares; 2026Q1: 49,858 shares 49,858 $24.9M 0.59% -2,583 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: 108,292 shares; 2024Q4: 122,191 shares; 2025Q1: 118,974 shares; 2025Q2: 113,196 shares; 2025Q3: 86,092 shares; 2025Q4: 84,161 shares; 2026Q1: 99,701 shares 99,701 $24.7M 0.59% +15,540 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: 238,649 shares; 2024Q4: 236,123 shares; 2025Q1: 223,893 shares; 2025Q2: 220,267 shares; 2025Q3: 189,174 shares; 2025Q4: 186,684 shares; 2026Q1: 151,041 shares 151,041 $24.1M 0.57% -35,643 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: 488,877 shares; 2024Q4: 490,828 shares; 2025Q1: 485,802 shares; 2025Q2: 469,895 shares; 2025Q3: 367,585 shares; 2025Q4: 360,552 shares; 2026Q1: 344,760 shares 344,760 $23.3M 0.55% -15,792 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: 155,344 shares; 2024Q4: 157,453 shares; 2025Q1: 153,176 shares; 2025Q2: 144,730 shares; 2025Q3: 116,828 shares; 2025Q4: 114,091 shares; 2026Q1: 111,875 shares 111,875 $23.1M 0.55% -2,216 Timeline GWX 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: 500,456 shares; 2024Q4: 515,965 shares; 2025Q1: 513,384 shares; 2025Q2: 476,677 shares; 2025Q3: 527,781 shares; 2025Q4: 557,131 shares; 2026Q1: 543,977 shares 543,977 $23M 0.55% -13,154 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: 52,054 shares; 2024Q4: 50,287 shares; 2025Q1: 49,007 shares; 2025Q2: 47,065 shares; 2025Q3: 43,630 shares; 2025Q4: 42,568 shares; 2026Q1: 41,860 shares 41,860 $20.6M 0.49% -708 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,266 shares; 2024Q4: 440,179 shares; 2025Q1: 299,434 shares; 2025Q2: 294,413 shares; 2025Q3: 101,800 shares; 2025Q4: 104,169 shares; 2026Q1: 117,396 shares 117,396 $20.5M 0.49% +13,227 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: 121,836 shares; 2024Q4: 120,894 shares; 2025Q1: 117,544 shares; 2025Q2: 111,368 shares; 2025Q3: 72,059 shares; 2025Q4: 70,561 shares; 2026Q1: 67,233 shares 67,233 $20.3M 0.48% -3,328 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: 672,567 shares; 2024Q4: 702,017 shares; 2025Q1: 744,102 shares; 2025Q2: 738,613 shares; 2025Q3: 372,864 shares; 2025Q4: 364,936 shares; 2026Q1: 374,155 shares 374,155 $20.2M 0.48% +9,219 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: 92,363 shares; 2024Q4: 90,782 shares; 2025Q1: 86,052 shares; 2025Q2: 79,496 shares; 2025Q3: 82,405 shares; 2025Q4: 81,533 shares; 2026Q1: 83,222 shares 83,222 $20.2M 0.48% +1,689 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,989 shares; 2024Q4: 217,793 shares; 2025Q1: 201,112 shares; 2025Q2: 198,924 shares; 2025Q3: 181,668 shares; 2025Q4: 154,092 shares; 2026Q1: 150,141 shares 150,141 $19.7M 0.47% -3,951 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: 31,212 shares; 2024Q4: 34,643 shares; 2025Q1: 29,219 shares; 2025Q2: 32,460 shares; 2025Q3: 9,505 shares; 2025Q4: 33,830 shares; 2026Q1: 33,946 shares 33,946 $19.4M 0.46% +116 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: 119,378 shares; 2024Q4: 122,622 shares; 2025Q1: 118,743 shares; 2025Q2: 115,297 shares; 2025Q3: 87,758 shares; 2025Q4: 87,004 shares; 2026Q1: 82,737 shares 82,737 $18.7M 0.45% -4,267 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: 78,751 shares; 2024Q4: 76,418 shares; 2025Q1: 76,157 shares; 2025Q2: 72,836 shares; 2025Q3: 61,012 shares; 2025Q4: 60,480 shares; 2026Q1: 59,241 shares 59,241 $18.4M 0.44% -1,239 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: 116,432 shares; 2024Q4: 114,492 shares; 2025Q1: 113,228 shares; 2025Q2: 109,007 shares; 2025Q3: 108,906 shares; 2025Q4: 85,483 shares; 2026Q1: 84,014 shares 84,014 $17.5M 0.42% -1,469 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: 65,201 shares; 2024Q4: 63,927 shares; 2025Q1: 60,355 shares; 2025Q2: 57,203 shares; 2025Q3: 51,576 shares; 2025Q4: 49,863 shares; 2026Q1: 48,443 shares 48,443 $17M 0.41% -1,420 Timeline CWI 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: 409,770 shares; 2024Q4: 409,770 shares; 2025Q1: 409,770 shares; 2025Q2: 430,680 shares; 2025Q3: 430,680 shares; 2025Q4: 431,430 shares; 2026Q1: 426,005 shares 426,005 $15.6M 0.37% -5,425 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: 130,875 shares; 2024Q4: 136,012 shares; 2025Q1: 142,740 shares; 2025Q2: 124,056 shares; 2025Q3: 100,256 shares; 2025Q4: 100,669 shares; 2026Q1: 124,228 shares 124,228 $15.4M 0.37% +23,559 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: 115,237 shares; 2024Q4: 125,244 shares; 2025Q1: 119,308 shares; 2025Q2: 111,327 shares; 2025Q3: 80,455 shares; 2025Q4: 80,421 shares; 2026Q1: 79,985 shares 79,985 $15.4M 0.37% -436 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: 63,324 shares; 2024Q4: 67,459 shares; 2025Q1: 63,810 shares; 2025Q2: 59,663 shares; 2025Q3: 47,585 shares; 2025Q4: 48,074 shares; 2026Q1: 46,660 shares 46,660 $15.3M 0.37% -1,414 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: 18,614 shares; 2024Q4: 19,268 shares; 2025Q1: 17,992 shares; 2025Q2: 16,894 shares; 2025Q3: 11,640 shares; 2025Q4: 11,171 shares; 2026Q1: 10,320 shares 10,320 $15.2M 0.36% -851 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: 393,542 shares; 2024Q4: 404,624 shares; 2025Q1: 406,344 shares; 2025Q2: 415,464 shares; 2025Q3: 376,660 shares; 2025Q4: 308,999 shares; 2026Q1: 297,625 shares 297,625 $14.9M 0.36% -11,374 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: 46,773 shares; 2024Q4: 48,063 shares; 2025Q1: 52,828 shares; 2025Q2: 52,457 shares; 2025Q3: 49,706 shares; 2025Q4: 51,503 shares; 2026Q1: 50,386 shares 50,386 $14.9M 0.35% -1,117 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares; 2025Q3: 140,000 shares; 2025Q4: 202,785 shares; 2026Q1: 202,785 shares 202,785 $14.7M 0.35% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453,821 shares; 2024Q4: 419,336 shares; 2025Q1: 730,369 shares; 2025Q2: 555,900 shares; 2025Q3: 128,144 shares; 2025Q4: 148,079 shares; 2026Q1: 142,093 shares 142,093 $14.1M 0.34% -5,986 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: 80,131 shares; 2024Q4: 79,609 shares; 2025Q1: 77,034 shares; 2025Q2: 74,860 shares; 2025Q3: 62,287 shares; 2025Q4: 60,892 shares; 2026Q1: 59,452 shares 59,452 $14M 0.33% -1,440 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: 158,424 shares; 2024Q4: 152,945 shares; 2025Q1: 148,514 shares; 2025Q2: 143,824 shares; 2025Q3: 138,116 shares; 2025Q4: 134,183 shares; 2026Q1: 128,000 shares 128,000 $14M 0.33% -6,183 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: 79,442 shares; 2024Q4: 115,422 shares; 2025Q1: 85,963 shares; 2025Q2: 121,582 shares; 2025Q3: 21,844 shares; 2025Q4: 21,863 shares; 2026Q1: 23,388 shares 23,388 $14M 0.33% +1,525 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: 56,256 shares; 2024Q4: 57,528 shares; 2025Q1: 54,089 shares; 2025Q2: 52,186 shares; 2025Q3: 45,205 shares; 2025Q4: 44,242 shares; 2026Q1: 48,144 shares 48,144 $13.8M 0.33% +3,902 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: 67,351 shares; 2024Q4: 65,887 shares; 2025Q1: 65,598 shares; 2025Q2: 65,606 shares; 2025Q3: 63,534 shares; 2025Q4: 63,520 shares; 2026Q1: 65,116 shares 65,116 $13.7M 0.33% +1,596 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: 128,153 shares; 2024Q4: 138,556 shares; 2025Q1: 140,629 shares; 2025Q2: 136,088 shares; 2025Q3: 116,476 shares; 2025Q4: 232,460 shares; 2026Q1: 221,370 shares 221,370 $13.6M 0.32% -11,090 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: 566,700 shares; 2024Q4: 566,700 shares; 2025Q1: 566,700 shares; 2025Q2: 566,668 shares; 2025Q3: 566,500 shares; 2025Q4: 566,500 shares; 2026Q1: 566,500 shares 566,500 $13.2M 0.31% 0 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: 192,237 shares; 2024Q4: 196,874 shares; 2025Q1: 194,207 shares; 2025Q2: 187,123 shares; 2025Q3: 144,867 shares; 2025Q4: 141,013 shares; 2026Q1: 166,775 shares 166,775 $12.7M 0.3% +25,762 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: 209,456 shares; 2024Q4: 208,490 shares; 2025Q1: 203,666 shares; 2025Q2: 200,842 shares; 2025Q3: 193,852 shares; 2025Q4: 186,962 shares; 2026Q1: 177,313 shares 177,313 $12.6M 0.3% -9,649 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,168 shares; 2024Q4: 58,392 shares; 2025Q1: 56,350 shares; 2025Q2: 54,406 shares; 2025Q3: 53,150 shares; 2025Q4: 52,209 shares; 2026Q1: 49,604 shares 49,604 $12.6M 0.3% -2,605 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,900 shares; 2024Q4: 52,969 shares; 2025Q1: 51,316 shares; 2025Q2: 48,904 shares; 2025Q3: 46,762 shares; 2025Q4: 46,356 shares; 2026Q1: 44,814 shares 44,814 $12.6M 0.3% -1,542 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: 25,869 shares; 2024Q4: 25,561 shares; 2025Q1: 25,115 shares; 2025Q2: 24,640 shares; 2025Q3: 26,992 shares; 2025Q4: 25,774 shares; 2026Q1: 29,020 shares 29,020 $12.5M 0.3% +3,246 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: 150,127 shares; 2024Q4: 163,402 shares; 2025Q1: 139,150 shares; 2025Q2: 128,471 shares; 2025Q3: 88,889 shares; 2025Q4: 87,132 shares; 2026Q1: 84,616 shares 84,616 $12.4M 0.3% -2,516 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: 151,082 shares; 2024Q4: 151,089 shares; 2025Q1: 160,940 shares; 2025Q2: 79,465 shares; 2025Q3: 77,987 shares; 2025Q4: 73,636 shares; 2026Q1: 77,575 shares 77,575 $12.2M 0.29% +3,939 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: 44,795 shares; 2024Q4: 44,165 shares; 2025Q1: 42,503 shares; 2025Q2: 41,496 shares; 2025Q3: 37,799 shares; 2025Q4: 37,223 shares; 2026Q1: 36,436 shares 36,436 $12M 0.29% -787 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 26,212 shares; 2025Q1: 25,348 shares; 2025Q2: 23,931 shares; 2025Q3: 23,186 shares; 2025Q4: 22,691 shares; 2026Q1: 21,722 shares 21,722 $11.8M 0.28% -969 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: 27,113 shares; 2024Q4: 25,262 shares; 2025Q1: 24,726 shares; 2025Q2: 24,231 shares; 2025Q3: 20,552 shares; 2025Q4: 17,153 shares; 2026Q1: 16,905 shares 16,905 $11.8M 0.28% -248 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: 82,223 shares; 2024Q4: 89,190 shares; 2025Q1: 83,187 shares; 2025Q2: 77,800 shares; 2025Q3: 51,720 shares; 2025Q4: 52,160 shares; 2026Q1: 53,695 shares 53,695 $11.7M 0.28% +1,535 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: 323,849 shares; 2024Q4: 317,810 shares; 2025Q1: 310,372 shares; 2025Q2: 302,226 shares; 2025Q3: 288,962 shares; 2025Q4: 261,346 shares; 2026Q1: 252,868 shares 252,868 $11.6M 0.28% -8,478 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 309,860 shares 309,860 $11.5M 0.27% new 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: 21,129 shares; 2024Q4: 22,432 shares; 2025Q1: 19,868 shares; 2025Q2: 20,099 shares; 2025Q3: 14,295 shares; 2025Q4: 15,282 shares; 2026Q1: 15,340 shares 15,340 $10.9M 0.26% +58 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: 21,563 shares; 2024Q4: 22,001 shares; 2025Q1: 21,327 shares; 2025Q2: 21,136 shares; 2025Q3: 18,237 shares; 2025Q4: 18,234 shares; 2026Q1: 18,181 shares 18,181 $10.2M 0.24% -53 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: 194,178 shares; 2024Q4: 188,989 shares; 2025Q1: 164,581 shares; 2025Q2: 159,506 shares; 2025Q3: 107,517 shares; 2025Q4: 106,454 shares; 2026Q1: 106,361 shares 106,361 $9.88M 0.24% -93 Timeline DGRW 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: 103,936 shares; 2024Q4: 97,941 shares; 2025Q1: 95,862 shares; 2025Q2: 99,110 shares; 2025Q3: 99,193 shares; 2025Q4: 104,992 shares; 2026Q1: 104,620 shares 104,620 $9.19M 0.22% -372 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: 58,688 shares; 2024Q4: 56,688 shares; 2025Q1: 52,914 shares; 2025Q2: 50,165 shares; 2025Q3: 48,180 shares; 2025Q4: 47,868 shares; 2026Q1: 45,846 shares 45,846 $8.99M 0.21% -2,022 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: 54,677 shares; 2024Q4: 54,400 shares; 2025Q1: 54,328 shares; 2025Q2: 52,950 shares; 2025Q3: 52,465 shares; 2025Q4: 67,261 shares; 2026Q1: 65,034 shares 65,034 $8.85M 0.21% -2,227 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: 52,963 shares; 2024Q4: 54,419 shares; 2025Q1: 51,190 shares; 2025Q2: 48,914 shares; 2025Q3: 38,220 shares; 2025Q4: 38,149 shares; 2026Q1: 36,373 shares 36,373 $8.82M 0.21% -1,776 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019,457 shares 1,019,457 $8.66M 0.21% new 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: 78,978 shares; 2024Q4: 80,959 shares; 2025Q1: 79,845 shares; 2025Q2: 73,378 shares; 2025Q3: 58,528 shares; 2025Q4: 60,129 shares; 2026Q1: 59,192 shares 59,192 $8.6M 0.2% -937 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,969 shares; 2024Q4: 35,850 shares; 2025Q1: 35,314 shares; 2025Q2: 33,282 shares; 2025Q3: 31,681 shares; 2025Q4: 31,309 shares; 2026Q1: 30,736 shares 30,736 $8.18M 0.19% -573 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: 41,004 shares; 2024Q4: 38,525 shares; 2025Q1: 36,668 shares; 2025Q2: 35,702 shares; 2025Q3: 27,507 shares; 2025Q4: 28,253 shares; 2026Q1: 28,150 shares 28,150 $7.99M 0.19% -103 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: 23,738 shares; 2024Q4: 23,013 shares; 2025Q1: 23,013 shares; 2025Q2: 21,315 shares; 2025Q3: 21,315 shares; 2025Q4: 21,505 shares; 2026Q1: 21,412 shares 21,412 $7.94M 0.19% -93 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,439 shares; 2024Q4: 64,870 shares; 2025Q1: 63,013 shares; 2025Q2: 60,918 shares; 2025Q3: 57,729 shares; 2025Q4: 57,089 shares; 2026Q1: 54,785 shares 54,785 $7.93M 0.19% -2,304 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,371 shares; 2024Q4: 297,986 shares; 2025Q1: 297,986 shares; 2025Q2: 297,986 shares; 2025Q3: 299,485 shares; 2025Q4: 305,230 shares; 2026Q1: 277,989 shares 277,989 $7.74M 0.18% -27,241 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: 128,029 shares; 2024Q4: 138,770 shares; 2025Q1: 147,388 shares; 2025Q2: 133,156 shares; 2025Q3: 62,315 shares; 2025Q4: 61,837 shares; 2026Q1: 61,292 shares 61,292 $7.62M 0.18% -545 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: 71,766 shares; 2024Q4: 69,137 shares; 2025Q1: 67,636 shares; 2025Q2: 67,391 shares; 2025Q3: 56,135 shares; 2025Q4: 53,426 shares; 2026Q1: 52,103 shares 52,103 $7.53M 0.18% -1,323 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,020 shares; 2024Q4: 39,490 shares; 2025Q1: 37,947 shares; 2025Q2: 36,167 shares; 2025Q3: 34,539 shares; 2025Q4: 34,000 shares; 2026Q1: 33,514 shares 33,514 $7.41M 0.18% -486 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: 55,860 shares; 2024Q4: 58,351 shares; 2025Q1: 60,453 shares; 2025Q2: 62,665 shares; 2025Q3: 15,714 shares; 2025Q4: 16,403 shares; 2026Q1: 16,508 shares 16,508 $7.1M 0.17% +105 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,100 shares; 2025Q4: 123,207 shares; 2026Q1: 121,818 shares 121,818 $6.82M 0.16% -1,389 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,373 shares; 2024Q4: 75,060 shares; 2025Q1: 75,196 shares; 2025Q2: 102,488 shares; 2025Q3: 81,234 shares; 2025Q4: 78,685 shares; 2026Q1: 78,575 shares 78,575 $6.81M 0.16% -110 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,552 shares; 2024Q4: 53,540 shares; 2025Q1: 67,159 shares; 2025Q2: 90,471 shares; 2025Q3: 89,747 shares; 2025Q4: 89,031 shares; 2026Q1: 88,466 shares 88,466 $6.68M 0.16% -565 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: 148,383 shares; 2024Q4: 146,490 shares; 2025Q1: 130,006 shares; 2025Q2: 133,118 shares; 2025Q3: 104,431 shares; 2025Q4: 99,478 shares; 2026Q1: 125,879 shares 125,879 $6.65M 0.16% +26,401 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: 159,681 shares; 2024Q4: 155,702 shares; 2025Q1: 146,387 shares; 2025Q2: 146,830 shares; 2025Q3: 116,259 shares; 2025Q4: 111,176 shares; 2026Q1: 107,131 shares 107,131 $6.5M 0.15% -4,045 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: 55,668 shares; 2024Q4: 59,563 shares; 2025Q1: 57,181 shares; 2025Q2: 56,242 shares; 2025Q3: 46,597 shares; 2025Q4: 48,252 shares; 2026Q1: 50,444 shares 50,444 $6.5M 0.15% +2,192 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,708 shares 32,708 $6.45M 0.15% new Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,349 shares; 2024Q4: 92,403 shares; 2025Q1: 89,464 shares; 2025Q2: 85,227 shares; 2025Q3: 82,164 shares; 2025Q4: 81,512 shares; 2026Q1: 78,798 shares 78,798 $6.4M 0.15% -2,714 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: 36,075 shares; 2024Q4: 38,422 shares; 2025Q1: 42,363 shares; 2025Q2: 49,330 shares; 2025Q3: 34,101 shares; 2025Q4: 34,394 shares; 2026Q1: 33,652 shares 33,652 $6.38M 0.15% -742 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,400 shares; 2025Q1: 24,346 shares; 2025Q2: 64,888 shares; 2025Q3: 63,065 shares; 2025Q4: 63,065 shares; 2026Q1: 62,806 shares 62,806 $6.32M 0.15% -259 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: 35,527 shares; 2024Q4: 37,434 shares; 2025Q1: 36,015 shares; 2025Q2: 35,448 shares; 2025Q3: 32,913 shares; 2025Q4: 40,715 shares; 2026Q1: 42,034 shares 42,034 $6.23M 0.15% +1,319 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,932 shares; 2024Q4: 60,960 shares; 2025Q1: 61,432 shares; 2025Q2: 60,417 shares; 2025Q3: 63,791 shares; 2025Q4: 64,580 shares; 2026Q1: 64,030 shares 64,030 $6.15M 0.15% -550 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: 104,764 shares; 2024Q4: 109,854 shares; 2025Q1: 117,220 shares; 2025Q2: 121,983 shares; 2025Q3: 125,818 shares; 2025Q4: 114,357 shares; 2026Q1: 105,204 shares 105,204 $6.06M 0.14% -9,153 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: 10,265 shares; 2024Q4: 8,773 shares; 2025Q1: 8,809 shares; 2025Q2: 9,759 shares; 2025Q3: 6,635 shares; 2025Q4: 6,830 shares; 2026Q1: 6,847 shares 6,847 $5.98M 0.14% +17 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,955 shares; 2024Q4: 94,806 shares; 2025Q1: 92,328 shares; 2025Q2: 87,887 shares; 2025Q3: 85,304 shares; 2025Q4: 84,388 shares; 2026Q1: 86,656 shares 86,656 $5.97M 0.14% +2,268 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: 7,959 shares; 2025Q1: 7,838 shares; 2025Q2: 7,937 shares; 2025Q3: 6,234 shares; 2025Q4: 6,129 shares; 2026Q1: 6,158 shares 6,158 $5.92M 0.14% +29 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: 266,565 shares; 2024Q4: 258,408 shares; 2025Q1: 254,850 shares; 2025Q2: 253,918 shares; 2025Q3: 205,549 shares; 2025Q4: 201,452 shares; 2026Q1: 203,763 shares 203,763 $5.91M 0.14% +2,311 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: 44,497 shares; 2025Q1: 41,988 shares; 2025Q2: 40,257 shares; 2025Q3: 27,418 shares; 2025Q4: 27,326 shares; 2026Q1: 26,943 shares 26,943 $5.76M 0.14% -383 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: 149,176 shares; 2024Q4: 151,072 shares; 2025Q1: 149,578 shares; 2025Q2: 145,967 shares; 2025Q3: 140,366 shares; 2025Q4: 141,518 shares; 2026Q1: 135,082 shares 135,082 $5.75M 0.14% -6,436 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: 60,413 shares; 2024Q4: 65,537 shares; 2025Q1: 65,641 shares; 2025Q2: 59,821 shares; 2025Q3: 35,346 shares; 2025Q4: 35,410 shares; 2026Q1: 34,432 shares 34,432 $5.69M 0.14% -978 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: 56,341 shares; 2024Q4: 58,394 shares; 2025Q1: 57,404 shares; 2025Q2: 57,300 shares; 2025Q3: 46,993 shares; 2025Q4: 43,545 shares; 2026Q1: 43,279 shares 43,279 $5.67M 0.14% -266 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,404 shares; 2024Q4: 74,008 shares; 2025Q1: 72,499 shares; 2025Q2: 67,107 shares; 2025Q3: 65,105 shares; 2025Q4: 63,253 shares; 2026Q1: 58,851 shares 58,851 $5.49M 0.13% -4,402 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: 323,016 shares; 2024Q4: 311,773 shares; 2025Q1: 305,671 shares; 2025Q2: 290,871 shares; 2025Q3: 215,728 shares; 2025Q4: 208,380 shares; 2026Q1: 194,065 shares 194,065 $5.45M 0.13% -14,315 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: 2,933 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,894 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares 2,891 $5.45M 0.13% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,379 shares; 2024Q4: 42,468 shares; 2025Q1: 39,361 shares; 2025Q2: 37,915 shares; 2025Q3: 26,377 shares; 2025Q4: 25,192 shares; 2026Q1: 25,892 shares 25,892 $5.26M 0.13% +700 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: 73,727 shares; 2024Q4: 71,930 shares; 2025Q1: 67,950 shares; 2025Q2: 55,065 shares; 2025Q3: 51,731 shares; 2025Q4: 46,429 shares; 2026Q1: 44,320 shares 44,320 $5.25M 0.13% -2,109 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: 20,676 shares; 2026Q1: 68,581 shares 68,581 $5.22M 0.12% +47,905 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,662 shares; 2024Q4: 37,844 shares; 2025Q1: 36,487 shares; 2025Q2: 34,974 shares; 2025Q3: 34,283 shares; 2025Q4: 34,284 shares; 2026Q1: 34,216 shares 34,216 $5.21M 0.12% -68 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: 56,058 shares; 2024Q4: 73,291 shares; 2025Q1: 73,647 shares; 2025Q2: 74,165 shares; 2025Q3: 25,502 shares; 2025Q4: 16,061 shares; 2026Q1: 16,807 shares 16,807 $5.2M 0.12% +746 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,558 shares; 2024Q4: 59,136 shares; 2025Q1: 63,371 shares; 2025Q2: 61,198 shares; 2025Q3: 89,669 shares; 2025Q4: 78,697 shares; 2026Q1: 78,407 shares 78,407 $5.13M 0.12% -290 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: 26,477 shares; 2024Q4: 26,824 shares; 2025Q1: 23,287 shares; 2025Q2: 28,123 shares; 2025Q3: 12,268 shares; 2025Q4: 12,227 shares; 2026Q1: 11,741 shares 11,741 $5.13M 0.12% -486 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: 46,839 shares; 2024Q4: 52,562 shares; 2025Q1: 35,870 shares; 2025Q2: 57,974 shares; 2025Q3: 26,615 shares; 2025Q4: 53,014 shares; 2026Q1: 56,212 shares 56,212 $5.09M 0.12% +3,198 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 808 shares; 2025Q1: 108,876 shares; 2025Q2: 107,448 shares; 2025Q3: 104,368 shares; 2025Q4: 104,021 shares; 2026Q1: 104,713 shares 104,713 $5.02M 0.12% +692 Timeline NULV 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: 99,367 shares; 2024Q4: 87,318 shares; 2025Q1: 86,057 shares; 2025Q2: 85,790 shares; 2025Q3: 85,790 shares; 2025Q4: 108,565 shares; 2026Q1: 108,672 shares 108,672 $4.94M 0.12% +107 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,827 shares; 2024Q4: 118,170 shares; 2025Q1: 115,832 shares; 2025Q2: 110,611 shares; 2025Q3: 107,235 shares; 2025Q4: 105,302 shares; 2026Q1: 101,661 shares 101,661 $4.82M 0.11% -3,641 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: 43,812 shares; 2024Q4: 47,042 shares; 2025Q1: 40,306 shares; 2025Q2: 38,007 shares; 2025Q3: 30,832 shares; 2025Q4: 30,155 shares; 2026Q1: 25,839 shares 25,839 $4.82M 0.11% -4,316 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: 34,446 shares; 2024Q4: 30,299 shares; 2025Q1: 30,104 shares; 2025Q2: 28,730 shares; 2025Q3: 23,303 shares; 2025Q4: 23,065 shares; 2026Q1: 22,836 shares 22,836 $4.75M 0.11% -229 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: 28,886 shares; 2024Q4: 31,168 shares; 2025Q1: 29,155 shares; 2025Q2: 26,613 shares; 2025Q3: 16,891 shares; 2025Q4: 16,555 shares; 2026Q1: 17,284 shares 17,284 $4.68M 0.11% +729 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,501 shares; 2025Q4: 33,501 shares; 2026Q1: 33,299 shares 33,299 $4.63M 0.11% -202 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,847 shares; 2024Q4: 25,596 shares; 2025Q1: 25,352 shares; 2025Q2: 24,084 shares; 2025Q3: 17,713 shares; 2025Q4: 17,516 shares; 2026Q1: 17,166 shares 17,166 $4.58M 0.11% -350 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: 392 shares; 2024Q4: 734 shares; 2025Q1: 490 shares; 2025Q2: 978 shares; 2025Q3: 35,534 shares; 2025Q4: 38,114 shares; 2026Q1: 38,459 shares 38,459 $4.57M 0.11% +345 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: 62,376 shares; 2024Q4: 59,042 shares; 2025Q1: 56,893 shares; 2025Q2: 54,527 shares; 2025Q3: 51,618 shares; 2025Q4: 50,684 shares; 2026Q1: 48,916 shares 48,916 $4.51M 0.11% -1,768 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: 45,969 shares; 2024Q4: 53,578 shares; 2025Q1: 51,385 shares; 2025Q2: 52,148 shares; 2025Q3: 24,918 shares; 2025Q4: 24,980 shares; 2026Q1: 22,902 shares 22,902 $4.45M 0.11% -2,078 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,853 shares; 2024Q4: 14,703 shares; 2025Q1: 14,677 shares; 2025Q2: 14,448 shares; 2025Q3: 13,175 shares; 2025Q4: 12,545 shares; 2026Q1: 12,388 shares 12,388 $4.43M 0.11% -157 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: 21,299 shares; 2024Q4: 21,485 shares; 2025Q1: 21,378 shares; 2025Q2: 20,406 shares; 2025Q3: 16,320 shares; 2025Q4: 14,835 shares; 2026Q1: 14,867 shares 14,867 $4.32M 0.1% +32 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: 53,268 shares; 2024Q4: 52,421 shares; 2025Q1: 50,388 shares; 2025Q2: 35,301 shares; 2025Q3: 32,444 shares; 2025Q4: 31,037 shares; 2026Q1: 29,612 shares 29,612 $4.29M 0.1% -1,425 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: 93,400 shares; 2024Q4: 89,736 shares; 2025Q1: 87,764 shares; 2025Q2: 85,003 shares; 2025Q3: 84,194 shares; 2025Q4: 82,273 shares; 2026Q1: 84,054 shares 84,054 $4.24M 0.1% +1,781 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,660 shares; 2024Q4: 18,981 shares; 2025Q1: 18,779 shares; 2025Q2: 19,314 shares; 2025Q3: 14,734 shares; 2025Q4: 15,681 shares; 2026Q1: 12,910 shares 12,910 $4.21M 0.1% -2,771 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: 89,761 shares; 2024Q4: 90,168 shares; 2025Q1: 93,496 shares; 2025Q2: 86,194 shares; 2025Q3: 64,159 shares; 2025Q4: 63,885 shares; 2026Q1: 62,482 shares 62,482 $4.12M 0.1% -1,403 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: 16,747 shares; 2024Q4: 15,849 shares; 2025Q1: 15,702 shares; 2025Q2: 16,595 shares; 2025Q3: 12,754 shares; 2025Q4: 12,758 shares; 2026Q1: 12,771 shares 12,771 $4.09M 0.1% +13 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,095 shares; 2024Q4: 62,563 shares; 2025Q1: 61,575 shares; 2025Q2: 58,040 shares; 2025Q3: 56,743 shares; 2025Q4: 53,347 shares; 2026Q1: 50,402 shares 50,402 $4.08M 0.1% -2,945 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,275 shares; 2024Q4: 20,886 shares; 2025Q1: 18,643 shares; 2025Q2: 18,143 shares; 2025Q3: 16,870 shares; 2025Q4: 16,670 shares; 2026Q1: 16,670 shares 16,670 $4.07M 0.1% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,428 shares; 2024Q4: 32,939 shares; 2025Q1: 30,560 shares; 2025Q2: 27,410 shares; 2025Q3: 13,474 shares; 2025Q4: 13,605 shares; 2026Q1: 13,369 shares 13,369 $4.04M 0.1% -236 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: 9,108 shares; 2024Q4: 9,963 shares; 2025Q1: 7,222 shares; 2025Q2: 6,769 shares; 2025Q3: 4,619 shares; 2025Q4: 4,494 shares; 2026Q1: 4,474 shares 4,474 $4.01M 0.1% -20 Timeline VPU 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: 20,400 shares; 2024Q4: 20,545 shares; 2025Q1: 20,545 shares; 2025Q2: 20,545 shares; 2025Q3: 20,545 shares; 2025Q4: 20,187 shares; 2026Q1: 20,187 shares 20,187 $4M 0.1% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,175 shares; 2024Q4: 41,936 shares; 2025Q1: 40,627 shares; 2025Q2: 39,302 shares; 2025Q3: 22,359 shares; 2025Q4: 20,066 shares; 2026Q1: 19,830 shares 19,830 $3.93M 0.09% -236 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: 10,459 shares; 2024Q4: 11,233 shares; 2025Q1: 9,140 shares; 2025Q2: 9,336 shares; 2025Q3: 4,268 shares; 2025Q4: 4,294 shares; 2026Q1: 3,857 shares 3,857 $3.84M 0.09% -437 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: 74,073 shares; 2024Q4: 72,363 shares; 2025Q1: 77,428 shares; 2025Q2: 73,833 shares; 2025Q3: 45,456 shares; 2025Q4: 44,591 shares; 2026Q1: 40,458 shares 40,458 $3.8M 0.09% -4,133 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,165 shares; 2024Q4: 47,904 shares; 2025Q1: 47,028 shares; 2025Q2: 44,585 shares; 2025Q3: 43,167 shares; 2025Q4: 42,403 shares; 2026Q1: 40,839 shares 40,839 $3.76M 0.09% -1,564 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: 47,120 shares; 2024Q4: 45,353 shares; 2025Q1: 48,183 shares; 2025Q2: 48,393 shares; 2025Q3: 48,863 shares; 2025Q4: 48,863 shares; 2026Q1: 49,498 shares 49,498 $3.72M 0.09% +635 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: 24,834 shares; 2024Q4: 24,523 shares; 2025Q1: 71,195 shares; 2025Q2: 73,364 shares; 2025Q3: 73,003 shares; 2025Q4: 73,737 shares; 2026Q1: 73,145 shares 73,145 $3.71M 0.09% -592 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: 10,382 shares; 2024Q4: 10,365 shares; 2025Q1: 10,344 shares; 2025Q2: 7,186 shares; 2025Q3: 5,828 shares; 2025Q4: 5,893 shares; 2026Q1: 5,885 shares 5,885 $3.63M 0.09% -8 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: 23,217 shares; 2024Q4: 18,428 shares; 2025Q1: 17,953 shares; 2025Q2: 17,978 shares; 2025Q3: 15,458 shares; 2025Q4: 13,738 shares; 2026Q1: 13,719 shares 13,719 $3.57M 0.09% -19 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: 14,619 shares; 2024Q4: 13,568 shares; 2025Q1: 12,801 shares; 2025Q2: 12,570 shares; 2025Q3: 12,027 shares; 2025Q4: 11,931 shares; 2026Q1: 11,719 shares 11,719 $3.5M 0.08% -212 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 40,887 shares; 2025Q1: 40,181 shares; 2025Q2: 40,196 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $3.47M 0.08% 0 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: 54,809 shares; 2024Q4: 55,507 shares; 2025Q1: 53,642 shares; 2025Q2: 46,014 shares; 2025Q3: 42,638 shares; 2025Q4: 62,956 shares; 2026Q1: 85,358 shares 85,358 $3.44M 0.08% +22,402 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: 80,278 shares; 2024Q4: 76,401 shares; 2025Q1: 63,802 shares; 2025Q2: 68,527 shares; 2025Q3: 57,680 shares; 2025Q4: 35,628 shares; 2026Q1: 35,660 shares 35,660 $3.44M 0.08% +32 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: 31,260 shares; 2024Q4: 31,353 shares; 2025Q1: 30,879 shares; 2025Q2: 30,156 shares; 2025Q3: 26,304 shares; 2025Q4: 25,582 shares; 2026Q1: 26,105 shares 26,105 $3.42M 0.08% +523 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: 758 shares; 2024Q4: 664 shares; 2025Q1: 731 shares; 2025Q2: 1,102 shares; 2025Q3: 560 shares; 2025Q4: 11,976 shares; 2026Q1: 11,923 shares 11,923 $3.37M 0.08% -53 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: 91,725 shares; 2024Q4: 93,145 shares; 2025Q1: 89,845 shares; 2025Q2: 89,845 shares; 2025Q3: 87,005 shares; 2025Q4: 83,005 shares; 2026Q1: 88,225 shares 88,225 $3.34M 0.08% +5,220 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: 49,298 shares; 2024Q4: 48,735 shares; 2025Q1: 49,923 shares; 2025Q2: 59,058 shares; 2025Q3: 17,557 shares; 2025Q4: 17,387 shares; 2026Q1: 16,987 shares 16,987 $3.33M 0.08% -400 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: 5,622 shares; 2024Q4: 5,272 shares; 2025Q1: 5,011 shares; 2025Q2: 4,821 shares; 2025Q3: 3,895 shares; 2025Q4: 3,856 shares; 2026Q1: 3,844 shares 3,844 $3.33M 0.08% -12 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 34,552 shares; 2025Q1: 93,009 shares; 2025Q2: 148,612 shares; 2025Q3: 157,601 shares; 2025Q4: 146,697 shares; 2026Q1: 146,694 shares 146,694 $3.3M 0.08% -3 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,177 shares; 2024Q4: 129,824 shares; 2025Q1: 126,829 shares; 2025Q2: 121,335 shares; 2025Q3: 118,544 shares; 2025Q4: 104,795 shares; 2026Q1: 83,991 shares 83,991 $3.24M 0.08% -20,804 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: 153,744 shares; 2024Q4: 105,736 shares; 2025Q1: 97,010 shares; 2025Q2: 95,430 shares; 2025Q3: 74,515 shares; 2025Q4: 72,450 shares; 2026Q1: 72,231 shares 72,231 $3.19M 0.08% -219 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: 17,053 shares; 2024Q4: 18,447 shares; 2025Q1: 18,932 shares; 2025Q2: 19,123 shares; 2025Q3: 16,816 shares; 2025Q4: 16,429 shares; 2026Q1: 15,914 shares 15,914 $3.17M 0.08% -515 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: 9,486 shares; 2024Q4: 6,354 shares; 2025Q1: 1,726 shares; 2025Q2: 20,062 shares; 2025Q3: 35,427 shares; 2025Q4: 36,064 shares; 2026Q1: 28,657 shares 28,657 $3.14M 0.07% -7,407 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: 33,858 shares; 2024Q4: 34,915 shares; 2025Q1: 35,046 shares; 2025Q2: 36,902 shares; 2025Q3: 17,437 shares; 2025Q4: 17,437 shares; 2026Q1: 17,137 shares 17,137 $3.12M 0.07% -300 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,805 shares; 2024Q4: 64,076 shares; 2025Q1: 62,929 shares; 2025Q2: 59,284 shares; 2025Q3: 57,658 shares; 2025Q4: 53,119 shares; 2026Q1: 48,448 shares 48,448 $3.11M 0.07% -4,671 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $3.09M 0.07% 0 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,568 shares; 2024Q4: 25,848 shares; 2025Q1: 25,993 shares; 2025Q2: 24,594 shares; 2025Q3: 23,912 shares; 2025Q4: 24,899 shares; 2026Q1: 24,769 shares 24,769 $3.08M 0.07% -130 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: 231,398 shares; 2024Q4: 325,243 shares; 2025Q1: 319,743 shares; 2025Q2: 318,742 shares; 2025Q3: 156,722 shares; 2025Q4: 156,722 shares; 2026Q1: 159,065 shares 159,065 $3.07M 0.07% +2,343 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: 279 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 233 shares; 2025Q4: 173 shares; 2026Q1: 10,207 shares 10,207 $3.04M 0.07% +10,034 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: 758 shares; 2024Q4: 535 shares; 2025Q1: 19 shares; 2025Q2: 6,802 shares; 2025Q3: 6,913 shares; 2025Q4: 2,475 shares; 2026Q1: 6,024 shares 6,024 $2.98M 0.07% +3,549 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: 69,529 shares; 2024Q4: 76,009 shares; 2025Q1: 76,265 shares; 2025Q2: 76,305 shares; 2025Q3: 22,395 shares; 2025Q4: 22,919 shares; 2026Q1: 22,429 shares 22,429 $2.96M 0.07% -490 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 9,821 shares; 2025Q1: 8,158 shares; 2025Q2: 7,994 shares; 2025Q3: 3,374 shares; 2025Q4: 3,353 shares; 2026Q1: 3,496 shares 3,496 $2.96M 0.07% +143 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: 14,880 shares; 2024Q4: 16,422 shares; 2025Q1: 15,179 shares; 2025Q2: 15,740 shares; 2025Q3: 10,205 shares; 2025Q4: 10,969 shares; 2026Q1: 11,024 shares 11,024 $2.94M 0.07% +55 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,941 shares; 2024Q4: 39,984 shares; 2025Q1: 39,118 shares; 2025Q2: 34,953 shares; 2025Q3: 34,304 shares; 2025Q4: 33,653 shares; 2026Q1: 31,661 shares 31,661 $2.94M 0.07% -1,992 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: 16,100 shares; 2024Q4: 17,975 shares; 2025Q1: 20,647 shares; 2025Q2: 19,360 shares; 2025Q3: 4,669 shares; 2025Q4: 5,902 shares; 2026Q1: 7,845 shares 7,845 $2.92M 0.07% +1,943 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: 13,329 shares; 2024Q4: 13,249 shares; 2025Q1: 10,918 shares; 2025Q2: 11,253 shares; 2025Q3: 10,085 shares; 2025Q4: 34,260 shares; 2026Q1: 37,677 shares 37,677 $2.9M 0.07% +3,417 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,415 shares; 2024Q4: 15,780 shares; 2025Q1: 15,832 shares; 2025Q2: 15,652 shares; 2025Q3: 15,602 shares; 2025Q4: 15,735 shares; 2026Q1: 17,793 shares 17,793 $2.89M 0.07% +2,058 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: 38,449 shares; 2024Q4: 37,837 shares; 2025Q1: 37,281 shares; 2025Q2: 36,011 shares; 2025Q3: 29,615 shares; 2025Q4: 29,886 shares; 2026Q1: 29,932 shares 29,932 $2.89M 0.07% +46 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,333 shares; 2024Q4: 55,798 shares; 2025Q1: 50,837 shares; 2025Q2: 48,359 shares; 2025Q3: 34,376 shares; 2025Q4: 34,725 shares; 2026Q1: 33,827 shares 33,827 $2.88M 0.07% -898 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: 13,605 shares; 2024Q4: 13,698 shares; 2025Q1: 13,702 shares; 2025Q2: 14,163 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares; 2026Q1: 13,413 shares 13,413 $2.88M 0.07% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,663 shares; 2024Q4: 20,989 shares; 2025Q1: 20,280 shares; 2025Q2: 17,201 shares; 2025Q3: 10,683 shares; 2025Q4: 11,295 shares; 2026Q1: 10,862 shares 10,862 $2.84M 0.07% -433 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,004 shares; 2024Q4: 52,626 shares; 2025Q1: 42,696 shares; 2025Q2: 40,852 shares; 2025Q3: 26,908 shares; 2025Q4: 26,970 shares; 2026Q1: 26,052 shares 26,052 $2.78M 0.07% -918 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: 11,372 shares; 2024Q4: 14,879 shares; 2025Q1: 14,929 shares; 2025Q2: 10,027 shares; 2025Q3: 6,607 shares; 2025Q4: 9,801 shares; 2026Q1: 9,682 shares 9,682 $2.78M 0.07% -119 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: 7,730 shares; 2024Q4: 15,635 shares; 2025Q1: 14,609 shares; 2025Q2: 14,372 shares; 2025Q3: 3,747 shares; 2025Q4: 17,206 shares; 2026Q1: 17,296 shares 17,296 $2.77M 0.07% +90 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 37,427 shares; 2025Q4: 37,473 shares; 2026Q1: 36,801 shares 36,801 $2.74M 0.07% -672 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: 60,373 shares; 2024Q4: 70,430 shares; 2025Q1: 69,060 shares; 2025Q2: 68,691 shares; 2025Q3: 36,467 shares; 2025Q4: 35,615 shares; 2026Q1: 34,115 shares 34,115 $2.72M 0.06% -1,500 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 10,019 shares; 2025Q1: 9,381 shares; 2025Q2: 8,411 shares; 2025Q3: 6,518 shares; 2025Q4: 7,371 shares; 2026Q1: 6,510 shares 6,510 $2.71M 0.06% -861 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: 20,853 shares; 2024Q4: 22,937 shares; 2025Q1: 18,682 shares; 2025Q2: 17,420 shares; 2025Q3: 7,726 shares; 2025Q4: 7,686 shares; 2026Q1: 7,836 shares 7,836 $2.68M 0.06% +150 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: 6,422 shares; 2024Q4: 6,433 shares; 2025Q1: 4,080 shares; 2025Q2: 2,370 shares; 2025Q3: 1,016 shares; 2025Q4: 1,486 shares; 2026Q1: 6,282 shares 6,282 $2.67M 0.06% +4,796 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: 51,695 shares; 2026Q1: 22,997 shares 22,997 $2.65M 0.06% -28,698 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: 28,532 shares; 2024Q4: 28,855 shares; 2025Q1: 28,855 shares; 2025Q2: 59,667 shares; 2025Q3: 54,844 shares; 2025Q4: 56,168 shares; 2026Q1: 56,868 shares 56,868 $2.64M 0.06% +700 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 20,000 shares 20,000 $2.62M 0.06% -10,000 Timeline IGF 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: 37,772 shares; 2025Q3: 37,772 shares; 2025Q4: 37,772 shares; 2026Q1: 37,772 shares 37,772 $2.53M 0.06% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,690 shares; 2024Q4: 45,544 shares; 2025Q1: 45,322 shares; 2025Q2: 40,611 shares; 2025Q3: 27,388 shares; 2025Q4: 27,317 shares; 2026Q1: 26,786 shares 26,786 $2.49M 0.06% -531 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,484 shares; 2024Q4: 23,578 shares; 2025Q1: 24,538 shares; 2025Q2: 24,401 shares; 2025Q3: 20,322 shares; 2025Q4: 20,667 shares; 2026Q1: 19,517 shares 19,517 $2.48M 0.06% -1,150 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: 131,991 shares; 2024Q4: 132,563 shares; 2025Q1: 130,007 shares; 2025Q2: 133,538 shares; 2025Q3: 53,277 shares; 2025Q4: 49,376 shares; 2026Q1: 50,603 shares 50,603 $2.47M 0.06% +1,227 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,822 shares; 2024Q4: 15,163 shares; 2025Q1: 14,748 shares; 2025Q2: 13,453 shares; 2025Q3: 6,409 shares; 2025Q4: 7,074 shares; 2026Q1: 6,820 shares 6,820 $2.44M 0.06% -254 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,347 shares; 2024Q4: 31,730 shares; 2025Q1: 32,338 shares; 2025Q2: 32,849 shares; 2025Q3: 33,579 shares; 2025Q4: 35,501 shares; 2026Q1: 35,944 shares 35,944 $2.43M 0.06% +443 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,110 shares; 2026Q1: 42,396 shares 42,396 $2.42M 0.06% -11,714 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: 10,372 shares; 2024Q4: 11,231 shares; 2025Q1: 8,953 shares; 2025Q2: 8,702 shares; 2025Q3: 6,941 shares; 2025Q4: 6,761 shares; 2026Q1: 6,744 shares 6,744 $2.4M 0.06% -17 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805 shares; 2024Q4: 4,049 shares; 2025Q1: 4,889 shares; 2025Q2: 5,767 shares; 2025Q3: 5,472 shares; 2025Q4: 4,672 shares; 2026Q1: 184,672 shares 184,672 $2.38M 0.06% +180,000 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: 44,080 shares; 2024Q4: 40,500 shares; 2025Q1: 39,742 shares; 2025Q2: 40,268 shares; 2025Q3: 26,737 shares; 2025Q4: 27,415 shares; 2026Q1: 28,338 shares 28,338 $2.37M 0.06% +923 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: 24,277 shares; 2024Q4: 29,731 shares; 2025Q1: 33,034 shares; 2025Q2: 44,619 shares; 2025Q3: 37,721 shares; 2025Q4: 38,219 shares; 2026Q1: 38,238 shares 38,238 $2.36M 0.06% +19 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: 60,394 shares; 2024Q4: 54,903 shares; 2025Q1: 49,946 shares; 2025Q2: 47,683 shares; 2025Q3: 42,699 shares; 2025Q4: 42,001 shares; 2026Q1: 36,465 shares 36,465 $2.36M 0.06% -5,536 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,587 shares; 2024Q4: 51,656 shares; 2025Q1: 51,950 shares; 2025Q2: 52,874 shares; 2025Q3: 40,154 shares; 2025Q4: 22,954 shares; 2026Q1: 22,954 shares 22,954 $2.27M 0.05% 0 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: 27,991 shares; 2024Q4: 26,285 shares; 2025Q1: 26,647 shares; 2025Q2: 19,965 shares; 2025Q3: 17,073 shares; 2025Q4: 17,746 shares; 2026Q1: 19,036 shares 19,036 $2.26M 0.05% +1,290 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: 45,276 shares; 2024Q4: 55,588 shares; 2025Q1: 53,207 shares; 2025Q2: 58,064 shares; 2025Q3: 16,974 shares; 2025Q4: 25,686 shares; 2026Q1: 31,386 shares 31,386 $2.19M 0.05% +5,700 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,613 shares; 2024Q4: 29,639 shares; 2025Q1: 29,317 shares; 2025Q2: 30,285 shares; 2025Q3: 28,535 shares; 2025Q4: 25,883 shares; 2026Q1: 15,326 shares 15,326 $2.18M 0.05% -10,557 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,619 shares; 2024Q4: 10,054 shares; 2025Q1: 10,005 shares; 2025Q2: 9,455 shares; 2025Q3: 4,307 shares; 2025Q4: 4,467 shares; 2026Q1: 4,371 shares 4,371 $2.17M 0.05% -96 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 9,264 shares; 2025Q1: 9,190 shares; 2025Q2: 9,166 shares; 2025Q3: 8,705 shares; 2025Q4: 8,705 shares; 2026Q1: 8,620 shares 8,620 $2.16M 0.05% -85 Timeline VGIT 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: 20,831 shares; 2024Q4: 22,197 shares; 2025Q1: 33,472 shares; 2025Q2: 32,456 shares; 2025Q3: 30,209 shares; 2025Q4: 31,003 shares; 2026Q1: 35,095 shares 35,095 $2.09M 0.05% +4,092 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: 204,743 shares; 2024Q4: 204,782 shares; 2025Q1: 204,406 shares; 2025Q2: 204,437 shares; 2025Q3: 10,831 shares; 2025Q4: 10,870 shares; 2026Q1: 10,639 shares 10,639 $2.02M 0.05% -231 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: 5,399 shares; 2024Q4: 5,114 shares; 2025Q1: 5,148 shares; 2025Q2: 5,281 shares; 2025Q3: 4,771 shares; 2025Q4: 4,771 shares; 2026Q1: 4,571 shares 4,571 $1.99M 0.05% -200 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: 25,927 shares; 2024Q4: 25,781 shares; 2025Q1: 37,485 shares; 2025Q2: 32,316 shares; 2025Q3: 27,620 shares; 2025Q4: 25,962 shares; 2026Q1: 25,035 shares 25,035 $1.98M 0.05% -927 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: 14,844 shares; 2024Q4: 15,950 shares; 2025Q1: 14,725 shares; 2025Q2: 14,730 shares; 2025Q3: 13,459 shares; 2025Q4: 13,499 shares; 2026Q1: 13,499 shares 13,499 $1.97M 0.05% 0 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,085 shares; 2024Q4: 46,085 shares; 2025Q1: 46,085 shares; 2025Q2: 46,085 shares; 2025Q3: 46,085 shares; 2025Q4: 46,085 shares; 2026Q1: 46,085 shares 46,085 $1.96M 0.05% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,914 shares; 2024Q4: 132,718 shares; 2025Q1: 128,774 shares; 2025Q2: 122,233 shares; 2025Q3: 106,528 shares; 2025Q4: 60,020 shares; 2026Q1: 42,089 shares 42,089 $1.93M 0.05% -17,931 Timeline IYR 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: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 20,807 shares; 2025Q3: 20,417 shares; 2025Q4: 20,417 shares; 2026Q1: 19,967 shares 19,967 $1.89M 0.05% -450 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: 25,592 shares; 2024Q4: 23,665 shares; 2025Q1: 24,080 shares; 2025Q2: 20,919 shares; 2025Q3: 16,576 shares; 2025Q4: 17,614 shares; 2026Q1: 17,521 shares 17,521 $1.87M 0.04% -93 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: 8,693 shares; 2024Q4: 8,693 shares; 2025Q1: 8,693 shares; 2025Q2: 8,716 shares; 2025Q3: 8,416 shares; 2025Q4: 8,559 shares; 2026Q1: 12,801 shares 12,801 $1.87M 0.04% +4,242 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,404 shares; 2024Q4: 41,432 shares; 2025Q1: 41,459 shares; 2025Q2: 41,243 shares; 2025Q3: 14,527 shares; 2025Q4: 13,520 shares; 2026Q1: 12,207 shares 12,207 $1.86M 0.04% -1,313 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: 5,732 shares; 2024Q4: 5,518 shares; 2025Q1: 3,730 shares; 2025Q2: 4,425 shares; 2025Q3: 1,460 shares; 2025Q4: 17,045 shares; 2026Q1: 18,489 shares 18,489 $1.78M 0.04% +1,444 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: 18,660 shares; 2024Q4: 19,933 shares; 2025Q1: 18,851 shares; 2025Q2: 18,191 shares; 2025Q3: 12,535 shares; 2025Q4: 12,553 shares; 2026Q1: 12,653 shares 12,653 $1.76M 0.04% +100 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: 54,012 shares; 2024Q4: 52,170 shares; 2025Q1: 50,890 shares; 2025Q2: 48,352 shares; 2025Q3: 42,052 shares; 2025Q4: 40,480 shares; 2026Q1: 41,561 shares 41,561 $1.73M 0.04% +1,081 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: 21,046 shares; 2024Q4: 23,422 shares; 2025Q1: 23,311 shares; 2025Q2: 22,431 shares; 2025Q3: 8,570 shares; 2025Q4: 8,506 shares; 2026Q1: 9,006 shares 9,006 $1.73M 0.04% +500 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: 16,087 shares; 2024Q4: 16,105 shares; 2025Q1: 22,017 shares; 2025Q2: 22,033 shares; 2025Q3: 15,370 shares; 2025Q4: 15,370 shares; 2026Q1: 15,370 shares 15,370 $1.73M 0.04% 0 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494 $1.73M 0.04% 0 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: 34,939 shares; 2024Q4: 36,459 shares; 2025Q1: 35,423 shares; 2025Q2: 36,580 shares; 2025Q3: 12,609 shares; 2025Q4: 12,653 shares; 2026Q1: 13,517 shares 13,517 $1.71M 0.04% +864 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: 93,662 shares; 2024Q4: 20,419 shares; 2025Q1: 20,402 shares; 2025Q2: 18,367 shares; 2025Q3: 11,963 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares 11,600 $1.7M 0.04% 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: 9,373 shares; 2024Q4: 12,507 shares; 2025Q1: 12,447 shares; 2025Q2: 12,458 shares; 2025Q3: 7,994 shares; 2025Q4: 8,179 shares; 2026Q1: 13,012 shares 13,012 $1.67M 0.04% +4,833 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 16,349 shares; 2025Q1: 17,830 shares; 2025Q2: 19,849 shares; 2025Q3: 18,903 shares; 2025Q4: 19,731 shares; 2026Q1: 20,175 shares 20,175 $1.65M 0.04% +444 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: 4,990 shares; 2024Q4: 6,380 shares; 2025Q1: 3,546 shares; 2025Q2: 3,740 shares; 2025Q3: 3,041 shares; 2025Q4: 3,041 shares; 2026Q1: 3,041 shares 3,041 $1.64M 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,784 shares; 2024Q4: 13,176 shares; 2025Q1: 13,318 shares; 2025Q2: 12,113 shares; 2025Q3: 7,949 shares; 2025Q4: 7,771 shares; 2026Q1: 7,771 shares 7,771 $1.62M 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,566 shares; 2024Q4: 27,702 shares; 2025Q1: 22,997 shares; 2025Q2: 25,591 shares; 2025Q3: 17,658 shares; 2025Q4: 17,251 shares; 2026Q1: 17,469 shares 17,469 $1.62M 0.04% +218 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: 13,901 shares; 2024Q4: 13,521 shares; 2025Q1: 13,430 shares; 2025Q2: 12,967 shares; 2025Q3: 16,686 shares; 2025Q4: 7,803 shares; 2026Q1: 7,803 shares 7,803 $1.61M 0.04% 0 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,552 shares; 2024Q4: 41,552 shares; 2025Q1: 41,552 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares; 2025Q4: 47,400 shares; 2026Q1: 49,400 shares 49,400 $1.59M 0.04% +2,000 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,419 shares; 2024Q4: 8,191 shares; 2025Q1: 6,204 shares; 2025Q2: 6,175 shares; 2025Q3: 2,777 shares; 2025Q4: 2,701 shares; 2026Q1: 2,625 shares 2,625 $1.59M 0.04% -76 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: 7 shares; 2024Q4: 4,797 shares; 2025Q1: 4,905 shares; 2025Q2: 4,914 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares 4,880 $1.56M 0.04% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,357 shares; 2024Q4: 18,491 shares; 2025Q1: 20,442 shares; 2025Q2: 18,509 shares; 2025Q3: 16,466 shares; 2025Q4: 16,466 shares; 2026Q1: 16,466 shares 16,466 $1.55M 0.04% 0 Timeline CATH 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: 19,495 shares; 2024Q4: 19,495 shares; 2025Q1: 19,495 shares; 2025Q2: 19,495 shares; 2025Q3: 19,495 shares; 2025Q4: 19,495 shares; 2026Q1: 19,495 shares 19,495 $1.52M 0.04% 0 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: 5,014 shares; 2024Q4: 5,936 shares; 2025Q1: 5,671 shares; 2025Q2: 5,228 shares; 2025Q3: 3,419 shares; 2025Q4: 3,501 shares; 2026Q1: 3,390 shares 3,390 $1.51M 0.04% -111 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares; 2025Q2: 87,000 shares; 2025Q3: 87,000 shares; 2025Q4: 87,000 shares; 2026Q1: 87,000 shares 87,000 $1.5M 0.04% 0 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: 30,067 shares; 2024Q4: 29,790 shares; 2025Q1: 34,802 shares; 2025Q2: 32,740 shares; 2025Q3: 28,516 shares; 2025Q4: 28,740 shares; 2026Q1: 25,536 shares 25,536 $1.49M 0.04% -3,204 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: 884 shares; 2024Q4: 914 shares; 2025Q1: 1,948 shares; 2025Q2: 2,430 shares; 2025Q3: 5,382 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares 5,267 $1.49M 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,493 shares; 2024Q4: 27,654 shares; 2025Q1: 35,852 shares; 2025Q2: 28,084 shares; 2025Q3: 20,399 shares; 2025Q4: 20,465 shares; 2026Q1: 20,465 shares 20,465 $1.49M 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,134 shares; 2024Q4: 30,511 shares; 2025Q1: 29,015 shares; 2025Q2: 29,369 shares; 2025Q3: 8,917 shares; 2025Q4: 8,814 shares; 2026Q1: 8,980 shares 8,980 $1.48M 0.04% +166 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,014 shares; 2024Q4: 32,222 shares; 2025Q1: 32,532 shares; 2025Q2: 29,621 shares; 2025Q3: 3,872 shares; 2025Q4: 4,387 shares; 2026Q1: 4,359 shares 4,359 $1.47M 0.04% -28 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: 14,531 shares; 2024Q4: 14,778 shares; 2025Q1: 14,155 shares; 2025Q2: 16,444 shares; 2025Q3: 15,306 shares; 2025Q4: 14,450 shares; 2026Q1: 16,250 shares 16,250 $1.47M 0.04% +1,800 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,352 shares; 2024Q4: 11,441 shares; 2025Q1: 10,724 shares; 2025Q2: 10,662 shares; 2025Q3: 8,982 shares; 2025Q4: 8,763 shares; 2026Q1: 9,034 shares 9,034 $1.46M 0.03% +271 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: 17,820 shares; 2024Q4: 13,994 shares; 2025Q1: 14,035 shares; 2025Q2: 11,420 shares; 2025Q3: 5,850 shares; 2025Q4: 5,518 shares; 2026Q1: 5,443 shares 5,443 $1.45M 0.03% -75 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,951 shares; 2025Q1: 5,168 shares; 2025Q2: 5,353 shares; 2025Q3: 4,566 shares; 2025Q4: 7,015 shares; 2026Q1: 27,470 shares 27,470 $1.44M 0.03% +20,455 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: 10,745 shares; 2024Q4: 9,772 shares; 2025Q1: 9,541 shares; 2025Q2: 9,549 shares; 2025Q3: 6,827 shares; 2025Q4: 12,830 shares; 2026Q1: 12,830 shares 12,830 $1.4M 0.03% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,511 shares; 2024Q4: 90,589 shares; 2025Q1: 89,159 shares; 2025Q2: 91,896 shares; 2025Q3: 85,000 shares; 2025Q4: 87,000 shares; 2026Q1: 87,000 shares 87,000 $1.36M 0.03% 0 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: 29,391 shares; 2024Q4: 34,012 shares; 2025Q1: 31,934 shares; 2025Q2: 23,693 shares; 2025Q3: 12,391 shares; 2025Q4: 12,341 shares; 2026Q1: 11,816 shares 11,816 $1.36M 0.03% -525 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: 34,717 shares; 2024Q4: 34,608 shares; 2025Q1: 29,584 shares; 2025Q2: 29,655 shares; 2025Q3: 22,229 shares; 2025Q4: 21,803 shares; 2026Q1: 23,795 shares 23,795 $1.34M 0.03% +1,992 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: 33,777 shares; 2024Q4: 22,416 shares; 2025Q1: 19,943 shares; 2025Q2: 17,938 shares; 2025Q3: 13,681 shares; 2025Q4: 12,860 shares; 2026Q1: 13,340 shares 13,340 $1.31M 0.03% +480 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,976 shares; 2024Q4: 16,120 shares; 2025Q1: 16,114 shares; 2025Q2: 15,131 shares; 2025Q3: 9,920 shares; 2025Q4: 16,395 shares; 2026Q1: 15,970 shares 15,970 $1.31M 0.03% -425 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: 32,476 shares; 2024Q4: 32,338 shares; 2025Q1: 32,370 shares; 2025Q2: 31,550 shares; 2025Q3: 28,946 shares; 2025Q4: 12,585 shares; 2026Q1: 12,371 shares 12,371 $1.31M 0.03% -214 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: 3,568 shares; 2024Q4: 3,693 shares; 2025Q1: 5,697 shares; 2025Q2: 6,645 shares; 2025Q3: 3,214 shares; 2025Q4: 16,549 shares; 2026Q1: 12,228 shares 12,228 $1.28M 0.03% -4,321 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 2,190 shares; 2025Q1: 2,216 shares; 2025Q2: 2,593 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 964 shares 964 $1.27M 0.03% -12 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: 11,435 shares; 2024Q4: 16,620 shares; 2025Q1: 16,803 shares; 2025Q2: 15,811 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $1.27M 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,053 shares; 2024Q4: 6,425 shares; 2025Q1: 5,801 shares; 2025Q2: 5,179 shares; 2025Q3: 4,257 shares; 2025Q4: 4,447 shares; 2026Q1: 4,552 shares 4,552 $1.27M 0.03% +105 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: 43,749 shares; 2024Q4: 45,164 shares; 2025Q1: 46,773 shares; 2025Q2: 40,102 shares; 2025Q3: 25,947 shares; 2025Q4: 24,811 shares; 2026Q1: 25,710 shares 25,710 $1.27M 0.03% +899 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,397 shares; 2024Q4: 8,097 shares; 2025Q1: 14,209 shares; 2025Q2: 10,290 shares; 2025Q3: 5,460 shares; 2025Q4: 5,473 shares; 2026Q1: 5,483 shares 5,483 $1.26M 0.03% +10 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: 5,112 shares; 2024Q4: 5,101 shares; 2025Q1: 4,987 shares; 2025Q2: 5,321 shares; 2025Q3: 3,718 shares; 2025Q4: 10,417 shares; 2026Q1: 10,002 shares 10,002 $1.26M 0.03% -415 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 9,947 shares; 2025Q1: 7,528 shares; 2025Q2: 8,296 shares; 2025Q3: 7,500 shares; 2025Q4: 11,250 shares; 2026Q1: 11,500 shares 11,500 $1.26M 0.03% +250 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: 23,899 shares; 2024Q4: 24,310 shares; 2025Q1: 28,675 shares; 2025Q2: 26,200 shares; 2025Q3: 14,820 shares; 2025Q4: 14,235 shares; 2026Q1: 13,969 shares 13,969 $1.25M 0.03% -266 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,344 shares; 2024Q4: 16,664 shares; 2025Q1: 16,675 shares; 2025Q2: 16,539 shares; 2025Q3: 15,081 shares; 2025Q4: 14,956 shares; 2026Q1: 14,506 shares 14,506 $1.23M 0.03% -450 Timeline FNDA 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: 18,843 shares; 2024Q4: 37,686 shares; 2025Q1: 37,686 shares; 2025Q2: 37,686 shares; 2025Q3: 37,686 shares; 2025Q4: 37,686 shares; 2026Q1: 37,686 shares 37,686 $1.22M 0.03% 0 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: 8,649 shares; 2024Q4: 9,318 shares; 2025Q1: 9,447 shares; 2025Q2: 6,639 shares; 2025Q3: 6,325 shares; 2025Q4: 6,219 shares; 2026Q1: 6,219 shares 6,219 $1.22M 0.03% 0 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 170 shares; 2025Q4: 170 shares; 2026Q1: 80,409 shares 80,409 $1.21M 0.03% +80,239 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,165 shares; 2024Q4: 6,790 shares; 2025Q1: 6,994 shares; 2025Q2: 5,845 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,449 shares 3,449 $1.19M 0.03% +200 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: 9,128 shares; 2024Q4: 9,993 shares; 2025Q1: 9,274 shares; 2025Q2: 9,185 shares; 2025Q3: 7,623 shares; 2025Q4: 7,623 shares; 2026Q1: 7,623 shares 7,623 $1.19M 0.03% 0 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: 8,346 shares; 2024Q4: 8,810 shares; 2025Q1: 9,705 shares; 2025Q2: 8,727 shares; 2025Q3: 4,862 shares; 2025Q4: 15,079 shares; 2026Q1: 15,162 shares 15,162 $1.18M 0.03% +83 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: 44,819 shares; 2024Q4: 36,899 shares; 2025Q1: 35,583 shares; 2025Q2: 35,917 shares; 2025Q3: 22,969 shares; 2025Q4: 23,686 shares; 2026Q1: 22,380 shares 22,380 $1.16M 0.03% -1,306 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 18,289 shares; 2025Q1: 18,364 shares; 2025Q2: 19,452 shares; 2025Q3: 15,170 shares; 2025Q4: 14,631 shares; 2026Q1: 14,631 shares 14,631 $1.16M 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,421 shares; 2024Q4: 12,494 shares; 2025Q1: 12,375 shares; 2025Q2: 12,485 shares; 2025Q3: 9,902 shares; 2025Q4: 9,940 shares; 2026Q1: 9,940 shares 9,940 $1.15M 0.03% 0 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,642 shares; 2024Q4: 33,642 shares; 2025Q1: 33,642 shares; 2025Q2: 33,642 shares; 2025Q3: 33,642 shares; 2025Q4: 33,642 shares; 2026Q1: 33,642 shares 33,642 $1.15M 0.03% 0 Timeline EWJ 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: 23,077 shares; 2024Q4: 23,704 shares; 2025Q1: 23,661 shares; 2025Q2: 21,550 shares; 2025Q3: 13,492 shares; 2025Q4: 13,492 shares; 2026Q1: 13,492 shares 13,492 $1.14M 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,028 shares; 2024Q4: 7,015 shares; 2025Q1: 6,970 shares; 2025Q2: 6,865 shares; 2025Q3: 6,730 shares; 2025Q4: 3,445 shares; 2026Q1: 3,395 shares 3,395 $1.13M 0.03% -50 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,215 shares; 2024Q4: 18,765 shares; 2025Q1: 18,796 shares; 2025Q2: 18,844 shares; 2025Q3: 18,648 shares; 2025Q4: 17,148 shares; 2026Q1: 17,148 shares 17,148 $1.13M 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,609 shares; 2024Q4: 92,384 shares; 2025Q1: 92,384 shares; 2025Q2: 92,384 shares; 2025Q3: 65,029 shares; 2025Q4: 65,029 shares; 2026Q1: 62,529 shares 62,529 $1.13M 0.03% -2,500 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,947 shares; 2024Q4: 29,337 shares; 2025Q1: 31,889 shares; 2025Q2: 30,069 shares; 2025Q3: 20,372 shares; 2025Q4: 20,072 shares; 2026Q1: 20,811 shares 20,811 $1.13M 0.03% +739 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,589 shares; 2024Q4: 99,113 shares; 2025Q1: 73,069 shares; 2025Q2: 109,075 shares; 2025Q3: 71,891 shares; 2025Q4: 45,946 shares; 2026Q1: 50,025 shares 50,025 $1.13M 0.03% +4,079 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: 5,097 shares; 2024Q4: 5,143 shares; 2025Q1: 1,401 shares; 2025Q2: 2,842 shares; 2025Q3: 2,695 shares; 2025Q4: 2,806 shares; 2026Q1: 3,096 shares 3,096 $1.12M 0.03% +290 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,747 shares; 2024Q4: 11,776 shares; 2025Q1: 11,762 shares; 2025Q2: 12,747 shares; 2025Q3: 10,099 shares; 2025Q4: 10,423 shares; 2026Q1: 10,063 shares 10,063 $1.12M 0.03% -360 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: 10,704 shares; 2024Q4: 10,699 shares; 2025Q1: 10,697 shares; 2025Q2: 10,660 shares; 2025Q3: 10,972 shares; 2025Q4: 11,062 shares; 2026Q1: 10,862 shares 10,862 $1.08M 0.03% -200 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: 20,685 shares; 2024Q4: 19,836 shares; 2025Q1: 19,509 shares; 2025Q2: 21,095 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares; 2026Q1: 6,843 shares 6,843 $1.04M 0.02% -400 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,218 shares; 2024Q4: 23,940 shares; 2025Q1: 23,257 shares; 2025Q2: 24,920 shares; 2025Q3: 22,409 shares; 2025Q4: 21,419 shares; 2026Q1: 21,860 shares 21,860 $1.03M 0.02% +441 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: 26,184 shares; 2024Q4: 19,670 shares; 2025Q1: 18,199 shares; 2025Q2: 18,702 shares; 2025Q3: 11,169 shares; 2025Q4: 10,639 shares; 2026Q1: 10,639 shares 10,639 $1.03M 0.02% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 7,790 shares; 2025Q1: 7,462 shares; 2025Q2: 7,161 shares; 2025Q3: 4,918 shares; 2025Q4: 4,718 shares; 2026Q1: 4,732 shares 4,732 $1.03M 0.02% +14 Timeline FIW 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: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,882 shares; 2025Q2: 8,403 shares; 2025Q3: 9,872 shares; 2025Q4: 9,869 shares; 2026Q1: 9,900 shares 9,900 $1.02M 0.02% +31 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,477 shares; 2024Q4: 27,477 shares; 2025Q1: 27,477 shares; 2025Q2: 27,465 shares; 2025Q3: 27,485 shares; 2025Q4: 27,485 shares; 2026Q1: 27,499 shares 27,499 $1.02M 0.02% +14 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: 9,286 shares; 2024Q4: 11,754 shares; 2025Q1: 11,666 shares; 2025Q2: 10,744 shares; 2025Q3: 3,487 shares; 2025Q4: 3,487 shares; 2026Q1: 3,488 shares 3,488 $1.02M 0.02% +1 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: 5,303 shares; 2024Q4: 6,224 shares; 2025Q1: 5,866 shares; 2025Q2: 6,155 shares; 2025Q3: 4,505 shares; 2025Q4: 4,515 shares; 2026Q1: 4,505 shares 4,505 $987K 0.02% -10 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares 4,811 $981K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,673 shares; 2025Q1: 4,534 shares; 2025Q2: 4,576 shares; 2025Q3: 1,904 shares; 2025Q4: 1,889 shares; 2026Q1: 2,763 shares 2,763 $978K 0.02% +874 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: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 7,755 shares; 2025Q4: 6,443 shares; 2026Q1: 7,215 shares 7,215 $978K 0.02% +772 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,064 shares; 2024Q4: 13,717 shares; 2025Q1: 11,240 shares; 2025Q2: 9,950 shares; 2025Q3: 8,899 shares; 2025Q4: 8,024 shares; 2026Q1: 5,370 shares 5,370 $955K 0.02% -2,654 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: 10,344 shares; 2024Q4: 8,590 shares; 2025Q1: 8,366 shares; 2025Q2: 8,039 shares; 2025Q3: 5,515 shares; 2025Q4: 5,320 shares; 2026Q1: 5,220 shares 5,220 $952K 0.02% -100 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: 21,811 shares; 2024Q4: 21,521 shares; 2025Q1: 22,127 shares; 2025Q2: 22,790 shares; 2025Q3: 6,028 shares; 2025Q4: 7,195 shares; 2026Q1: 5,990 shares 5,990 $942K 0.02% -1,205 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: 13,581 shares; 2024Q4: 15,903 shares; 2025Q1: 14,384 shares; 2025Q2: 8,668 shares; 2025Q3: 4,558 shares; 2025Q4: 4,373 shares; 2026Q1: 4,373 shares 4,373 $940K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 3,978 shares; 2025Q1: 3,875 shares; 2025Q2: 4,069 shares; 2025Q3: 2,857 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares 2,873 $940K 0.02% 0 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: 42,256 shares; 2024Q4: 40,280 shares; 2025Q1: 44,368 shares; 2025Q2: 42,967 shares; 2025Q3: 18,390 shares; 2025Q4: 17,934 shares; 2026Q1: 17,788 shares 17,788 $935K 0.02% -146 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,759 shares; 2024Q4: 27,131 shares; 2025Q1: 27,216 shares; 2025Q2: 25,259 shares; 2025Q3: 24,496 shares; 2025Q4: 20,206 shares; 2026Q1: 7,733 shares 7,733 $925K 0.02% -12,473 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: 4,134 shares; 2024Q4: 4,257 shares; 2025Q1: 4,693 shares; 2025Q2: 12,680 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares; 2026Q1: 5,040 shares 5,040 $919K 0.02% +300 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: 32,939 shares; 2024Q4: 15,652 shares; 2025Q1: 14,731 shares; 2025Q2: 14,999 shares; 2025Q3: 10,156 shares; 2025Q4: 12,565 shares; 2026Q1: 12,789 shares 12,789 $919K 0.02% +224 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,838 shares; 2024Q4: 72,589 shares; 2025Q1: 68,978 shares; 2025Q2: 64,249 shares; 2025Q3: 23,314 shares; 2025Q4: 19,696 shares; 2026Q1: 17,794 shares 17,794 $914K 0.02% -1,902 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: 67,028 shares; 2024Q4: 65,176 shares; 2025Q1: 62,571 shares; 2025Q2: 59,520 shares; 2025Q3: 15,584 shares; 2025Q4: 13,615 shares; 2026Q1: 9,359 shares 9,359 $914K 0.02% -4,256 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,169 shares; 2024Q4: 40,365 shares; 2025Q1: 39,978 shares; 2025Q2: 34,836 shares; 2025Q3: 26,861 shares; 2025Q4: 24,114 shares; 2026Q1: 23,487 shares 23,487 $897K 0.02% -627 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: 11,833 shares; 2024Q4: 14,369 shares; 2025Q1: 13,591 shares; 2025Q2: 14,869 shares; 2025Q3: 3,332 shares; 2025Q4: 3,338 shares; 2026Q1: 4,488 shares 4,488 $890K 0.02% +1,150 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,706 shares; 2025Q1: 851 shares; 2025Q2: 767 shares; 2025Q3: 210 shares; 2025Q4: 209 shares; 2026Q1: 211 shares 211 $888K 0.02% +2 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: 3,699 shares; 2024Q4: 3,101 shares; 2025Q1: 3,236 shares; 2025Q2: 3,360 shares; 2025Q3: 2,097 shares; 2025Q4: 2,056 shares; 2026Q1: 2,556 shares 2,556 $877K 0.02% +500 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: 42,599 shares; 2024Q4: 37,808 shares; 2025Q1: 37,424 shares; 2025Q2: 37,406 shares; 2025Q3: 31,005 shares; 2025Q4: 28,104 shares; 2026Q1: 28,104 shares 28,104 $852K 0.02% 0 Timeline BOND 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: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,145 shares; 2025Q3: 9,145 shares; 2025Q4: 9,145 shares; 2026Q1: 9,181 shares 9,181 $847K 0.02% +36 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 32 shares; 2025Q1: 164 shares; 2025Q2: 328 shares; 2025Q3: 666 shares; 2025Q4: 17,366 shares; 2026Q1: 17,266 shares 17,266 $846K 0.02% -100 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: 37,487 shares; 2024Q4: 27,846 shares; 2025Q1: 26,518 shares; 2025Q2: 27,144 shares; 2025Q3: 21,517 shares; 2025Q4: 21,467 shares; 2026Q1: 22,230 shares 22,230 $827K 0.02% +763 Timeline GNR 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: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800 $806K 0.02% 0 Timeline VSGX 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: 14,511 shares; 2024Q4: 14,511 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,092 shares; 2026Q1: 11,092 shares 11,092 $796K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,339 shares; 2025Q1: 10,139 shares; 2025Q2: 10,207 shares; 2025Q3: 6,823 shares; 2025Q4: 4,308 shares; 2026Q1: 4,582 shares 4,582 $795K 0.02% +274 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: 38,191 shares; 2024Q4: 43,870 shares; 2025Q1: 43,875 shares; 2025Q2: 49,337 shares; 2025Q3: 7,750 shares; 2025Q4: 7,549 shares; 2026Q1: 6,997 shares 6,997 $794K 0.02% -552 Timeline SHE 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: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 6,092 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares; 2025Q4: 6,058 shares; 2026Q1: 6,073 shares 6,073 $776K 0.02% +15 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: 5,737 shares; 2024Q4: 6,162 shares; 2025Q1: 5,801 shares; 2025Q2: 6,802 shares; 2025Q3: 1,198 shares; 2025Q4: 4,025 shares; 2026Q1: 5,920 shares 5,920 $776K 0.02% +1,895 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: 17,062 shares; 2024Q4: 16,263 shares; 2025Q1: 14,637 shares; 2025Q2: 14,147 shares; 2025Q3: 12,090 shares; 2025Q4: 12,363 shares; 2026Q1: 11,838 shares 11,838 $773K 0.02% -525 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 19,214 shares; 2025Q1: 19,063 shares; 2025Q2: 17,815 shares; 2025Q3: 15,044 shares; 2025Q4: 13,913 shares; 2026Q1: 13,995 shares 13,995 $772K 0.02% +82 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: 40,274 shares; 2024Q4: 19,679 shares; 2025Q1: 19,698 shares; 2025Q2: 20,815 shares; 2025Q3: 15,028 shares; 2025Q4: 15,655 shares; 2026Q1: 15,299 shares 15,299 $770K 0.02% -356 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,693 shares; 2024Q4: 139,472 shares; 2025Q1: 252,600 shares; 2025Q2: 32,026 shares; 2025Q3: 9,978 shares; 2025Q4: 9,978 shares; 2026Q1: 9,978 shares 9,978 $769K 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: 124 shares; 2024Q4: 3,470 shares; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 21,510 shares; 2025Q4: 18,628 shares; 2026Q1: 19,968 shares 19,968 $767K 0.02% +1,340 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 4,458 shares; 2026Q1: 3,104 shares 3,104 $760K 0.02% -1,354 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,490 shares; 2024Q4: 32,259 shares; 2025Q1: 19,866 shares; 2025Q2: 20,849 shares; 2025Q3: 20,578 shares; 2025Q4: 26,869 shares; 2026Q1: 29,138 shares 29,138 $760K 0.02% +2,269 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: 25,130 shares; 2024Q4: 24,981 shares; 2025Q1: 17,529 shares; 2025Q2: 5,589 shares; 2025Q3: 508 shares; 2025Q4: 696 shares; 2026Q1: 686 shares 686 $750K 0.02% -10 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: 9,249 shares; 2024Q4: 9,742 shares; 2025Q1: 9,315 shares; 2025Q2: 7,998 shares; 2025Q3: 3,566 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares 3,590 $744K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,211 shares; 2024Q4: 9,628 shares; 2025Q1: 7,587 shares; 2025Q2: 7,833 shares; 2025Q3: 1,472 shares; 2025Q4: 2,046 shares; 2026Q1: 2,657 shares 2,657 $738K 0.02% +611 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: 11,404 shares; 2024Q4: 11,554 shares; 2025Q1: 10,754 shares; 2025Q2: 10,668 shares; 2025Q3: 7,919 shares; 2025Q4: 7,429 shares; 2026Q1: 8,189 shares 8,189 $738K 0.02% +760 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,314 shares; 2024Q4: 18,529 shares; 2025Q1: 20,093 shares; 2025Q2: 31,930 shares; 2025Q3: 18,383 shares; 2025Q4: 19,067 shares; 2026Q1: 13,207 shares 13,207 $737K 0.02% -5,860 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,783 shares; 2024Q4: 20,783 shares; 2025Q1: 20,783 shares; 2025Q2: 20,804 shares; 2025Q3: 20,783 shares; 2025Q4: 20,783 shares; 2026Q1: 20,783 shares 20,783 $735K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 13,186 shares; 2025Q1: 12,822 shares; 2025Q2: 12,844 shares; 2025Q3: 10,387 shares; 2025Q4: 9,328 shares; 2026Q1: 5,806 shares 5,806 $735K 0.02% -3,522 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: 6,628 shares; 2024Q4: 6,729 shares; 2025Q1: 6,753 shares; 2025Q2: 6,604 shares; 2025Q3: 3,557 shares; 2025Q4: 3,538 shares; 2026Q1: 3,363 shares 3,363 $731K 0.02% -175 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 1,518 shares; 2025Q1: 317 shares; 2025Q2: 416 shares; 2025Q3: 618 shares; 2025Q4: 538 shares; 2026Q1: 2,748 shares 2,748 $730K 0.02% +2,210 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 7,832 shares; 2025Q1: 11,283 shares; 2025Q2: 11,611 shares; 2025Q3: 6,162 shares; 2025Q4: 6,225 shares; 2026Q1: 6,128 shares 6,128 $727K 0.02% -97 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,718 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 9,592 shares; 2025Q4: 9,592 shares; 2026Q1: 9,592 shares 9,592 $722K 0.02% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,966 shares; 2024Q4: 20,966 shares; 2025Q1: 20,966 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares; 2025Q4: 20,966 shares; 2026Q1: 24,769 shares 24,769 $717K 0.02% +3,803 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,749 shares; 2025Q1: 5,567 shares; 2025Q2: 5,475 shares; 2025Q3: 2,639 shares; 2025Q4: 2,667 shares; 2026Q1: 2,167 shares 2,167 $699K 0.02% -500 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: 16,279 shares; 2024Q4: 14,589 shares; 2025Q1: 16,439 shares; 2025Q2: 17,785 shares; 2025Q3: 12,132 shares; 2025Q4: 12,132 shares; 2026Q1: 11,382 shares 11,382 $696K 0.02% -750 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,203 shares; 2024Q4: 6,191 shares; 2025Q1: 4,011 shares; 2025Q2: 3,991 shares; 2025Q3: 3,775 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares 3,995 $690K 0.02% 0 Timeline SPDW 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: 70,992 shares; 2024Q4: 50,643 shares; 2025Q1: 50,643 shares; 2025Q2: 50,643 shares; 2025Q3: 100 shares; 2025Q4: 15,079 shares; 2026Q1: 15,079 shares 15,079 $688K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 6,403 shares; 2025Q2: 5,919 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 5,800 shares 5,800 $686K 0.02% +84 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,751 shares; 2024Q4: 11,002 shares; 2025Q1: 10,181 shares; 2025Q2: 10,274 shares; 2025Q3: 6,761 shares; 2025Q4: 8,336 shares; 2026Q1: 8,276 shares 8,276 $673K 0.02% -60 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,018 shares; 2024Q4: 6,219 shares; 2025Q1: 8,132 shares; 2025Q2: 5,051 shares; 2025Q3: 4,748 shares; 2025Q4: 4,675 shares; 2026Q1: 4,639 shares 4,639 $671K 0.02% -36 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,669 shares; 2024Q4: 14,669 shares; 2025Q1: 14,669 shares; 2025Q2: 14,669 shares; 2025Q3: 11,569 shares; 2025Q4: 11,569 shares; 2026Q1: 11,569 shares 11,569 $660K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,486 shares; 2024Q4: 22,491 shares; 2025Q1: 22,455 shares; 2025Q2: 22,565 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 7,170 shares 7,170 $658K 0.02% -1,630 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: 17,538 shares; 2024Q4: 17,513 shares; 2025Q1: 9,640 shares; 2025Q2: 10,507 shares; 2025Q3: 3,945 shares; 2025Q4: 4,495 shares; 2026Q1: 4,464 shares 4,464 $653K 0.02% -31 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,993 shares; 2024Q4: 123,974 shares; 2025Q1: 134,003 shares; 2025Q2: 134,003 shares; 2025Q3: 134,061 shares; 2025Q4: 134,061 shares; 2026Q1: 139,474 shares 139,474 $653K 0.02% +5,413 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,575 shares; 2024Q4: 15,184 shares; 2025Q1: 15,183 shares; 2025Q2: 10,595 shares; 2025Q3: 6,753 shares; 2025Q4: 6,503 shares; 2026Q1: 6,502 shares 6,502 $652K 0.02% -1 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: 5,143 shares; 2024Q4: 5,325 shares; 2025Q1: 9,080 shares; 2025Q2: 9,413 shares; 2025Q3: 7,827 shares; 2025Q4: 8,024 shares; 2026Q1: 7,690 shares 7,690 $636K 0.02% -334 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,250 shares; 2024Q4: 34,139 shares; 2025Q1: 35,704 shares; 2025Q2: 39,943 shares; 2025Q3: 8,510 shares; 2025Q4: 8,612 shares; 2026Q1: 8,612 shares 8,612 $634K 0.02% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 31,050 shares; 2025Q1: 30,810 shares; 2025Q2: 32,510 shares; 2025Q3: 31,760 shares; 2025Q4: 30,748 shares; 2026Q1: 30,548 shares 30,548 $621K 0.01% -200 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,794 shares; 2024Q4: 18,083 shares; 2025Q1: 17,666 shares; 2025Q2: 17,333 shares; 2025Q3: 16,713 shares; 2025Q4: 12,890 shares; 2026Q1: 8,148 shares 8,148 $611K 0.01% -4,742 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares 2,110 $607K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 10,596 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 9,208 shares; 2026Q1: 8,858 shares 8,858 $604K 0.01% -350 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: 2,566 shares; 2024Q4: 2,619 shares; 2025Q1: 2,658 shares; 2025Q2: 2,770 shares; 2025Q3: 867 shares; 2025Q4: 881 shares; 2026Q1: 881 shares 881 $601K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,870 shares; 2025Q1: 9,572 shares; 2025Q2: 6,357 shares; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares 2,834 $599K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,278 shares; 2024Q4: 10,563 shares; 2025Q1: 9,288 shares; 2025Q2: 10,114 shares; 2025Q3: 8,275 shares; 2025Q4: 8,326 shares; 2026Q1: 8,378 shares 8,378 $596K 0.01% +52 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 16,142 shares; 2025Q1: 29,892 shares; 2025Q2: 29,800 shares; 2025Q3: 29,800 shares; 2025Q4: 29,800 shares; 2026Q1: 29,800 shares 29,800 $580K 0.01% 0 Timeline GDXJ 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 4,800 shares 4,800 $576K 0.01% -800 Timeline NAVN NAVAN INC More: the full row for NAVAN 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: 43,054 shares 43,054 $570K 0.01% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 637 shares; 2026Q1: 1,227 shares 1,227 $569K 0.01% +590 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,522 shares; 2024Q4: 190,663 shares; 2025Q1: 190,663 shares; 2025Q2: 190,663 shares; 2025Q3: 189,522 shares; 2025Q4: 189,522 shares; 2026Q1: 189,522 shares 189,522 $569K 0.01% 0 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: 24,970 shares; 2024Q4: 24,362 shares; 2025Q1: 22,977 shares; 2025Q2: 26,053 shares; 2025Q3: 16,167 shares; 2025Q4: 14,488 shares; 2026Q1: 13,822 shares 13,822 $567K 0.01% -666 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: 6,070 shares; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares; 2026Q1: 18,210 shares 18,210 $555K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 12,540 shares; 2025Q1: 12,539 shares; 2025Q2: 11,269 shares; 2025Q3: 9,208 shares; 2025Q4: 14,698 shares; 2026Q1: 13,686 shares 13,686 $554K 0.01% -1,012 Timeline CNRG 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: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,237 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,086 shares; 2026Q1: 6,105 shares 6,105 $551K 0.01% +19 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: 14,387 shares; 2024Q4: 17,977 shares; 2025Q1: 27,344 shares; 2025Q2: 24,336 shares; 2025Q3: 5,843 shares; 2025Q4: 4,160 shares; 2026Q1: 4,543 shares 4,543 $551K 0.01% +383 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: 18,731 shares; 2024Q4: 11,036 shares; 2025Q1: 10,151 shares; 2025Q2: 7,736 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares; 2026Q1: 5,168 shares 5,168 $550K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,589 shares; 2024Q4: 25,613 shares; 2025Q1: 25,561 shares; 2025Q2: 24,525 shares; 2025Q3: 24,277 shares; 2025Q4: 22,515 shares; 2026Q1: 22,515 shares 22,515 $550K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 14,341 shares; 2025Q1: 14,353 shares; 2025Q2: 15,123 shares; 2025Q3: 4,133 shares; 2025Q4: 4,198 shares; 2026Q1: 4,133 shares 4,133 $546K 0.01% -65 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: 2,367 shares; 2024Q4: 2,367 shares; 2025Q1: 2,309 shares; 2025Q2: 2,241 shares; 2025Q3: 1,625 shares; 2025Q4: 9,621 shares; 2026Q1: 9,222 shares 9,222 $544K 0.01% -399 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: 10,366 shares; 2024Q4: 11,072 shares; 2025Q1: 8,233 shares; 2025Q2: 7,553 shares; 2025Q3: 7,301 shares; 2025Q4: 7,057 shares; 2026Q1: 5,253 shares 5,253 $544K 0.01% -1,804 Timeline DFUV 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: 11,307 shares; 2024Q4: 11,307 shares; 2025Q1: 11,307 shares; 2025Q2: 11,207 shares; 2025Q3: 11,207 shares; 2025Q4: 11,207 shares; 2026Q1: 11,207 shares 11,207 $543K 0.01% 0 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: 5,252 shares; 2024Q4: 5,443 shares; 2025Q1: 5,483 shares; 2025Q2: 5,823 shares; 2025Q3: 1,194 shares; 2025Q4: 1,164 shares; 2026Q1: 1,249 shares 1,249 $542K 0.01% +85 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: 6,949 shares; 2024Q4: 6,211 shares; 2025Q1: 4,683 shares; 2025Q2: 4,497 shares; 2025Q3: 2,367 shares; 2025Q4: 2,329 shares; 2026Q1: 2,225 shares 2,225 $541K 0.01% -104 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: 4,571 shares; 2024Q4: 3,713 shares; 2025Q1: 3,630 shares; 2025Q2: 3,539 shares; 2025Q3: 1,771 shares; 2025Q4: 1,621 shares; 2026Q1: 1,846 shares 1,846 $540K 0.01% +225 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,363 shares; 2024Q4: 28,812 shares; 2025Q1: 30,430 shares; 2025Q2: 35,206 shares; 2025Q3: 6,598 shares; 2025Q4: 6,818 shares; 2026Q1: 6,818 shares 6,818 $536K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 4,758 shares; 2025Q3: 297 shares; 2025Q4: not reported; 2026Q1: 8,932 shares 8,932 $536K 0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 12,516 shares; 2025Q1: 10,606 shares; 2025Q2: 10,466 shares; 2025Q3: 11,284 shares; 2025Q4: 11,284 shares; 2026Q1: 9,614 shares 9,614 $535K 0.01% -1,670 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,475 shares; 2024Q4: 23,475 shares; 2025Q1: 23,475 shares; 2025Q2: 23,472 shares; 2025Q3: 23,472 shares; 2025Q4: 23,472 shares; 2026Q1: 23,472 shares 23,472 $533K 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: 11,649 shares; 2024Q4: 12,259 shares; 2025Q1: 12,826 shares; 2025Q2: 14,132 shares; 2025Q3: 11,468 shares; 2025Q4: 11,372 shares; 2026Q1: 11,332 shares 11,332 $532K 0.01% -40 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: 816 shares; 2024Q4: 798 shares; 2025Q1: 790 shares; 2025Q2: 860 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares 479 $522K 0.01% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 14,873 shares; 2025Q1: 14,873 shares; 2025Q2: 14,650 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $522K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,079 shares; 2025Q1: 3,797 shares; 2025Q2: 4,095 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,885 shares 2,885 $520K 0.01% +301 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,189 shares; 2024Q4: 10,607 shares; 2025Q1: 10,263 shares; 2025Q2: 9,400 shares; 2025Q3: 7,525 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares 6,409 $519K 0.01% 0 Timeline VOX 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: 6,340 shares; 2024Q4: 6,226 shares; 2025Q1: 6,136 shares; 2025Q2: 6,125 shares; 2025Q3: 4,695 shares; 2025Q4: 3,175 shares; 2026Q1: 2,869 shares 2,869 $516K 0.01% -306 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,220 shares; 2025Q1: 8,250 shares; 2025Q2: 9,654 shares; 2025Q3: 7,456 shares; 2025Q4: 6,424 shares; 2026Q1: 6,424 shares 6,424 $514K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,630 shares; 2025Q1: 22,630 shares; 2025Q2: 22,570 shares; 2025Q3: 9,870 shares; 2025Q4: 9,870 shares; 2026Q1: 9,750 shares 9,750 $514K 0.01% -120 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: 555,661 shares; 2024Q4: 564,332 shares; 2025Q1: 566,070 shares; 2025Q2: 567,125 shares; 2025Q3: 2,096 shares; 2025Q4: 2,126 shares; 2026Q1: 1,113 shares 1,113 $513K 0.01% -1,013 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: 1,518 shares; 2024Q4: 3,111 shares; 2025Q1: 3,279 shares; 2025Q2: 3,154 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 2,368 shares 2,368 $513K 0.01% +1,555 Timeline SPTL 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: 223 shares; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares 19,000 $500K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,714 shares; 2024Q4: 45,146 shares; 2025Q1: 34,824 shares; 2025Q2: 37,584 shares; 2025Q3: 27,770 shares; 2025Q4: 28,877 shares; 2026Q1: 28,877 shares 28,877 $498K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,320 shares 9,320 $493K 0.01% new Timeline ACWI 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: 23,694 shares; 2024Q4: 23,870 shares; 2025Q1: 23,694 shares; 2025Q2: 10,319 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $491K 0.01% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,665 shares; 2025Q2: 6,652 shares; 2025Q3: 6,280 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares 6,280 $487K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,039 shares; 2024Q4: 7,008 shares; 2025Q1: 7,849 shares; 2025Q2: 5,621 shares; 2025Q3: 364 shares; 2025Q4: 8,564 shares; 2026Q1: 8,564 shares 8,564 $484K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,777 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,617 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,980 shares 4,980 $477K 0.01% +30 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: 11,705 shares; 2024Q4: 11,882 shares; 2025Q1: 11,962 shares; 2025Q2: 11,380 shares; 2025Q3: 4,119 shares; 2025Q4: 5,028 shares; 2026Q1: 3,586 shares 3,586 $477K 0.01% -1,442 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: 16,095 shares; 2024Q4: 14,075 shares; 2025Q1: 9,576 shares; 2025Q2: 8,663 shares; 2025Q3: 2,317 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares 2,312 $470K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,932 shares; 2025Q1: 6,000 shares; 2025Q2: 8,194 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,761 shares 3,761 $464K 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: 951 shares; 2024Q4: 2,090 shares; 2025Q1: 1,915 shares; 2025Q2: 1,976 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $461K 0.01% 0 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: 4,703 shares; 2024Q4: 4,746 shares; 2025Q1: 4,641 shares; 2025Q2: 4,791 shares; 2025Q3: 1,137 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $461K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 4,520 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares 4,503 $460K 0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 11,517 shares 11,517 $458K 0.01% new 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: 5,369 shares; 2024Q4: 5,628 shares; 2025Q1: 5,472 shares; 2025Q2: 2,225 shares; 2025Q3: 1,518 shares; 2025Q4: 1,462 shares; 2026Q1: 1,457 shares 1,457 $457K 0.01% -5 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: 18,715 shares; 2024Q4: 14,316 shares; 2025Q1: 9,275 shares; 2025Q2: 12,229 shares; 2025Q3: 2,946 shares; 2025Q4: 2,955 shares; 2026Q1: 3,326 shares 3,326 $451K 0.01% +371 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: 7,457 shares; 2024Q4: 7,394 shares; 2025Q1: 7,138 shares; 2025Q2: 6,815 shares; 2025Q3: 4,200 shares; 2025Q4: 4,187 shares; 2026Q1: 3,977 shares 3,977 $450K 0.01% -210 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 12,683 shares; 2025Q1: 13,203 shares; 2025Q2: 14,683 shares; 2025Q3: 12,758 shares; 2025Q4: 12,539 shares; 2026Q1: 12,539 shares 12,539 $448K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,396 shares; 2025Q1: 4,408 shares; 2025Q2: 4,375 shares; 2025Q3: 4,281 shares; 2025Q4: 4,277 shares; 2026Q1: 4,294 shares 4,294 $441K 0.01% +17 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: 2,122 shares; 2024Q4: 2,038 shares; 2025Q1: 1,896 shares; 2025Q2: 1,895 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,756 shares 1,756 $439K 0.01% -6 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: 6,663 shares; 2024Q4: 6,631 shares; 2025Q1: 5,408 shares; 2025Q2: 5,483 shares; 2025Q3: 3,188 shares; 2025Q4: 3,203 shares; 2026Q1: 2,088 shares 2,088 $439K 0.01% -1,115 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,161 shares; 2024Q4: 7,715 shares; 2025Q1: 8,324 shares; 2025Q2: 7,185 shares; 2025Q3: 5,696 shares; 2025Q4: 5,781 shares; 2026Q1: 5,781 shares 5,781 $435K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,999 shares; 2024Q4: 19,881 shares; 2025Q1: 17,333 shares; 2025Q2: 18,895 shares; 2025Q3: 11,779 shares; 2025Q4: 11,779 shares; 2026Q1: 11,779 shares 11,779 $433K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,323 shares; 2024Q4: 12,776 shares; 2025Q1: 12,819 shares; 2025Q2: 15,330 shares; 2025Q3: 11,279 shares; 2025Q4: 11,072 shares; 2026Q1: 11,072 shares 11,072 $432K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,824 shares; 2024Q4: 10,704 shares; 2025Q1: 9,704 shares; 2025Q2: 9,554 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares 9,240 $429K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 1,870 shares; 2025Q2: 1,810 shares; 2025Q3: 1,770 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $427K 0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,403 shares; 2025Q1: 1,848 shares; 2025Q2: 1,812 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,435 shares 1,435 $427K 0.01% -380 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,511 shares; 2025Q1: 7,430 shares; 2025Q2: 7,335 shares; 2025Q3: 7,216 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $426K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,811 shares; 2025Q1: 5,389 shares; 2025Q2: 4,834 shares; 2025Q3: 3,071 shares; 2025Q4: 3,497 shares; 2026Q1: 3,556 shares 3,556 $422K 0.01% +59 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,873 shares; 2025Q1: 5,856 shares; 2025Q2: 6,822 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares 5,257 $421K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,053 shares; 2025Q2: 2,009 shares; 2025Q3: 7,881 shares; 2025Q4: 11,589 shares; 2026Q1: 15,757 shares 15,757 $421K 0.01% +4,168 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,272 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,154 shares; 2025Q4: 4,574 shares; 2026Q1: 4,574 shares 4,574 $419K 0.01% 0 Timeline IEUR 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: 1,614 shares; 2024Q4: 1,459 shares; 2025Q1: 5,970 shares; 2025Q2: 6,158 shares; 2025Q3: 5,554 shares; 2025Q4: 5,554 shares; 2026Q1: 5,963 shares 5,963 $419K 0.01% +409 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: 4,932 shares; 2024Q4: 6,827 shares; 2025Q1: 6,388 shares; 2025Q2: 4,697 shares; 2025Q3: 2,283 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares 2,233 $417K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,019 shares; 2024Q4: 20,553 shares; 2025Q1: 20,975 shares; 2025Q2: 21,452 shares; 2025Q3: 950 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $416K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,871 shares; 2024Q4: 22,093 shares; 2025Q1: 21,895 shares; 2025Q2: 19,670 shares; 2025Q3: 4,731 shares; 2025Q4: 3,061 shares; 2026Q1: 3,004 shares 3,004 $412K 0.01% -57 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 187 shares 187 $411K 0.01% -22 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,642 shares; 2024Q4: 13,389 shares; 2025Q1: 13,389 shares; 2025Q2: 10,009 shares; 2025Q3: 10,025 shares; 2025Q4: 10,025 shares; 2026Q1: 10,025 shares 10,025 $406K 0.01% 0 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: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares 4,440 $406K 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: 3,593 shares; 2024Q4: 7,187 shares; 2025Q1: 5,888 shares; 2025Q2: 5,895 shares; 2025Q3: 2,520 shares; 2025Q4: 2,895 shares; 2026Q1: 4,368 shares 4,368 $405K 0.01% +1,473 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: 6,226 shares 6,226 $405K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 6,094 shares; 2025Q1: 6,127 shares; 2025Q2: 5,174 shares; 2025Q3: 5,487 shares; 2025Q4: 7,302 shares; 2026Q1: 8,983 shares 8,983 $399K 0.01% +1,681 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,401 shares; 2025Q1: 5,010 shares; 2025Q2: 3,856 shares; 2025Q3: 3,381 shares; 2025Q4: 3,151 shares; 2026Q1: 3,106 shares 3,106 $397K 0.01% -45 Timeline OPAD OFFERPAD SOLUTIONS INC More: the full row for OFFERPAD SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,238 shares; 2024Q4: 595,238 shares; 2025Q1: 595,238 shares; 2025Q2: 595,238 shares; 2025Q3: 595,238 shares; 2025Q4: 595,238 shares; 2026Q1: 595,238 shares 595,238 $390K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,258 shares; 2024Q4: 6,843 shares; 2025Q1: 5,694 shares; 2025Q2: 3,827 shares; 2025Q3: 2,280 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares 2,361 $390K 0.01% 0 Timeline SPYG 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: 4,657 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 4,316 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares 3,980 $390K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 3,222 shares; 2025Q1: 3,357 shares; 2025Q2: 2,814 shares; 2025Q3: 1,313 shares; 2025Q4: 1,243 shares; 2026Q1: 1,225 shares 1,225 $385K 0.01% -18 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,078 shares; 2026Q1: 5,078 shares 5,078 $382K 0.01% 0 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: 7,771 shares; 2024Q4: 10,576 shares; 2025Q1: 10,526 shares; 2025Q2: 8,638 shares; 2025Q3: 2,261 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares 2,540 $381K 0.01% 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: 5,634 shares; 2024Q4: 5,548 shares; 2025Q1: 5,326 shares; 2025Q2: 5,363 shares; 2025Q3: 5,197 shares; 2025Q4: 5,072 shares; 2026Q1: 3,922 shares 3,922 $378K 0.01% -1,150 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $378K 0.01% 0 Timeline IUSG 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: 3,655 shares; 2024Q4: 3,576 shares; 2025Q1: 3,739 shares; 2025Q2: 3,670 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $376K 0.01% 0 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $375K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,394 shares; 2025Q4: 4,794 shares; 2026Q1: 4,694 shares 4,694 $369K 0.01% -100 Timeline VONG 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: 18,029 shares; 2024Q4: 17,190 shares; 2025Q1: 17,214 shares; 2025Q2: 17,266 shares; 2025Q3: 3,332 shares; 2025Q4: 3,332 shares; 2026Q1: 3,365 shares 3,365 $369K 0.01% +33 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 6,789 shares; 2026Q1: 7,464 shares 7,464 $369K 0.01% +675 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,948 shares; 2025Q1: 3,796 shares; 2025Q2: 3,727 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares 3,170 $364K 0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,200 shares 2,200 $363K 0.01% -38 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 12,625 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 8,030 shares; 2025Q4: 8,027 shares; 2026Q1: 8,000 shares 8,000 $362K 0.01% -27 Timeline ICLN 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: 14,439 shares; 2024Q4: 13,539 shares; 2025Q1: 13,539 shares; 2025Q2: 19,786 shares; 2025Q3: 19,786 shares; 2025Q4: 19,786 shares; 2026Q1: 19,786 shares 19,786 $362K 0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,742 shares; 2025Q4: 2,198 shares; 2026Q1: 2,198 shares 2,198 $360K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 8,096 shares; 2025Q1: 9,075 shares; 2025Q2: 10,469 shares; 2025Q3: 7,624 shares; 2025Q4: 6,924 shares; 2026Q1: 5,484 shares 5,484 $356K 0.01% -1,440 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: 78,763 shares; 2024Q4: 77,813 shares; 2025Q1: 73,577 shares; 2025Q2: 69,977 shares; 2025Q3: 5,419 shares; 2025Q4: 5,184 shares; 2026Q1: 4,924 shares 4,924 $354K 0.01% -260 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $354K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares 3,762 $351K 0.01% 0 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 4,979 shares; 2025Q2: 4,683 shares; 2025Q3: 1,771 shares; 2025Q4: 1,665 shares; 2026Q1: 1,689 shares 1,689 $349K 0.01% +24 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 4,436 shares; 2025Q1: 4,788 shares; 2025Q2: 5,421 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285 $348K 0.01% 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: 23,269 shares; 2025Q1: 16,139 shares; 2025Q2: 12,887 shares; 2025Q3: 3,493 shares; 2025Q4: 2,849 shares; 2026Q1: 2,829 shares 2,829 $347K 0.01% -20 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $347K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,168 shares; 2025Q1: 2,281 shares; 2025Q2: 2,308 shares; 2025Q3: 1,287 shares; 2025Q4: 1,269 shares; 2026Q1: 1,144 shares 1,144 $346K 0.01% -125 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,606 shares; 2024Q4: 43,720 shares; 2025Q1: 43,322 shares; 2025Q2: 41,484 shares; 2025Q3: 22,181 shares; 2025Q4: 17,817 shares; 2026Q1: 2,920 shares 2,920 $345K 0.01% -14,897 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,824 shares; 2024Q4: 2,982 shares; 2025Q1: 1,937 shares; 2025Q2: 3,606 shares; 2025Q3: 2,161 shares; 2025Q4: 1,909 shares; 2026Q1: 1,909 shares 1,909 $343K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,301 shares; 2024Q4: 188,850 shares; 2025Q1: 188,151 shares; 2025Q2: 193,618 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares; 2026Q1: 12,460 shares 12,460 $342K 0.01% +610 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: 129,835 shares; 2024Q4: 26,817 shares; 2025Q1: 40,411 shares; 2025Q2: 14,441 shares; 2025Q3: 5,673 shares; 2025Q4: 4,035 shares; 2026Q1: 3,835 shares 3,835 $340K 0.01% -200 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,578 shares; 2024Q4: 53,578 shares; 2025Q1: 53,578 shares; 2025Q2: 53,578 shares; 2025Q3: 53,578 shares; 2025Q4: 53,578 shares; 2026Q1: 53,578 shares 53,578 $340K 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: 15,113 shares; 2024Q4: 14,961 shares; 2025Q1: 27,937 shares; 2025Q2: 20,673 shares; 2025Q3: 3,532 shares; 2025Q4: 3,530 shares; 2026Q1: 5,747 shares 5,747 $338K 0.01% +2,217 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,472 shares; 2024Q4: 26,472 shares; 2025Q1: 26,472 shares; 2025Q2: 26,472 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 11,000 shares 11,000 $336K 0.01% -5,000 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: 7,897 shares; 2024Q4: 7,203 shares; 2025Q1: 7,436 shares; 2025Q2: 6,735 shares; 2025Q3: 4,492 shares; 2025Q4: 4,460 shares; 2026Q1: 3,063 shares 3,063 $332K 0.01% -1,397 Timeline DFAT 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: 9,308 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,208 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $331K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,498 shares; 2024Q4: 8,264 shares; 2025Q1: 8,359 shares; 2025Q2: 8,792 shares; 2025Q3: 4,198 shares; 2025Q4: 4,349 shares; 2026Q1: 4,680 shares 4,680 $331K 0.01% +331 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: 9,806 shares; 2024Q4: 8,340 shares; 2025Q1: 10,288 shares; 2025Q2: 9,544 shares; 2025Q3: 4,724 shares; 2025Q4: 4,724 shares; 2026Q1: 5,324 shares 5,324 $331K 0.01% +600 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,177 shares; 2025Q1: 5,989 shares; 2025Q2: 4,435 shares; 2025Q3: 550 shares; 2025Q4: 812 shares; 2026Q1: 4,697 shares 4,697 $330K 0.01% +3,885 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 1,551 shares; 2025Q1: 1,126 shares; 2025Q2: 1,328 shares; 2025Q3: 568 shares; 2025Q4: 668 shares; 2026Q1: 2,002 shares 2,002 $329K 0.01% +1,334 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: 6,916 shares; 2024Q4: 10,814 shares; 2025Q1: 8,783 shares; 2025Q2: 7,121 shares; 2025Q3: 2,968 shares; 2025Q4: 2,946 shares; 2026Q1: 1,926 shares 1,926 $326K 0.01% -1,020 Timeline