SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,395 shares; 2024Q4: 123,242 shares; 2025Q1: 128,238 shares; 2025Q2: 132,523 shares; 2025Q3: 135,304 shares; 2025Q4: 139,475 shares; 2026Q1: 144,987 shares 144,987 $4.86M 3.29% +5,512 Timeline QEFA 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: 42,796 shares; 2024Q4: 37,416 shares; 2025Q1: 38,611 shares; 2025Q2: 41,197 shares; 2025Q3: 42,421 shares; 2025Q4: 42,631 shares; 2026Q1: 43,503 shares 43,503 $4.06M 2.74% +872 Timeline IEF 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: 35,519 shares; 2024Q4: 31,494 shares; 2025Q1: 32,625 shares; 2025Q2: 33,879 shares; 2025Q3: 35,447 shares; 2025Q4: 36,155 shares; 2026Q1: 37,291 shares 37,291 $3.56M 2.41% +1,136 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,630 shares; 2024Q4: 58,203 shares; 2025Q1: 60,164 shares; 2025Q2: 62,574 shares; 2025Q3: 63,700 shares; 2025Q4: 62,131 shares; 2026Q1: 62,240 shares 62,240 $3.4M 2.3% +109 Timeline SPTS 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: 97,849 shares; 2024Q4: 99,730 shares; 2025Q1: 106,672 shares; 2025Q2: 107,094 shares; 2025Q3: 105,545 shares; 2025Q4: 105,913 shares; 2026Q1: 106,607 shares 106,607 $3.11M 2.1% +694 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,399 shares; 2024Q4: 89,044 shares; 2025Q1: 91,226 shares; 2025Q2: 91,342 shares; 2025Q3: 91,759 shares; 2025Q4: 92,338 shares; 2026Q1: 92,650 shares 92,650 $2.93M 1.98% +312 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: 10,581 shares; 2024Q4: 10,407 shares; 2025Q1: 10,368 shares; 2025Q2: 10,407 shares; 2025Q3: 9,897 shares; 2025Q4: 8,897 shares; 2026Q1: 8,880 shares 8,880 $2.61M 1.77% -17 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: 18,553 shares; 2024Q4: 18,882 shares; 2025Q1: 18,809 shares; 2025Q2: 16,876 shares; 2025Q3: 16,600 shares; 2025Q4: 16,093 shares; 2026Q1: 16,074 shares 16,074 $2.57M 1.74% -19 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: 39,927 shares; 2024Q4: 40,533 shares; 2025Q1: 45,137 shares; 2025Q2: 47,516 shares; 2025Q3: 48,334 shares; 2025Q4: 48,313 shares; 2026Q1: 48,486 shares 48,486 $2.55M 1.72% +173 Timeline SCHP 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: 36,362 shares; 2024Q4: 84,083 shares; 2025Q1: 87,108 shares; 2025Q2: 88,972 shares; 2025Q3: 87,964 shares; 2025Q4: 89,482 shares; 2026Q1: 91,203 shares 91,203 $2.43M 1.64% +1,721 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: 9,654 shares; 2024Q4: 9,740 shares; 2025Q1: 9,691 shares; 2025Q2: 9,825 shares; 2025Q3: 9,657 shares; 2025Q4: 9,399 shares; 2026Q1: 9,415 shares 9,415 $2.39M 1.62% +16 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 7,260 shares; 2025Q1: 7,164 shares; 2025Q2: 7,221 shares; 2025Q3: 7,061 shares; 2025Q4: 7,011 shares; 2026Q1: 7,037 shares 7,037 $2.38M 1.61% +26 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,137 shares; 2025Q1: 35,689 shares; 2025Q2: 37,440 shares; 2025Q3: 41,945 shares; 2025Q4: 43,565 shares; 2026Q1: 44,929 shares 44,929 $2.32M 1.57% +1,364 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: 12,031 shares; 2024Q4: 12,110 shares; 2025Q1: 12,101 shares; 2025Q2: 12,200 shares; 2025Q3: 12,014 shares; 2025Q4: 11,869 shares; 2026Q1: 10,070 shares 10,070 $1.94M 1.31% -1,799 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: 20,076 shares; 2024Q4: 19,260 shares; 2025Q1: 18,885 shares; 2025Q2: 18,985 shares; 2025Q3: 17,184 shares; 2025Q4: 16,843 shares; 2026Q1: 16,199 shares 16,199 $1.73M 1.17% -644 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: 7,564 shares; 2024Q4: 7,431 shares; 2025Q1: 7,490 shares; 2025Q2: 7,653 shares; 2025Q3: 7,530 shares; 2025Q4: 7,517 shares; 2026Q1: 7,533 shares 7,533 $1.64M 1.11% +16 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: 7,885 shares; 2024Q4: 7,802 shares; 2025Q1: 7,763 shares; 2025Q2: 7,875 shares; 2025Q3: 7,876 shares; 2025Q4: 7,939 shares; 2026Q1: 7,912 shares 7,912 $1.64M 1.11% -27 Timeline ANGL 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: 48,370 shares; 2024Q4: 49,397 shares; 2025Q1: 49,789 shares; 2025Q2: 51,344 shares; 2025Q3: 52,171 shares; 2025Q4: 52,607 shares; 2026Q1: 54,080 shares 54,080 $1.55M 1.05% +1,473 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,146 shares; 2024Q4: 39,905 shares; 2025Q1: 40,690 shares; 2025Q2: 42,894 shares; 2025Q3: 42,362 shares; 2025Q4: 39,087 shares; 2026Q1: 39,042 shares 39,042 $1.55M 1.05% -45 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: 4,809 shares; 2024Q4: 4,902 shares; 2025Q1: 4,227 shares; 2025Q2: 4,297 shares; 2025Q3: 4,234 shares; 2025Q4: 4,160 shares; 2026Q1: 4,179 shares 4,179 $1.55M 1.05% +19 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,740 shares; 2024Q4: 52,159 shares; 2025Q1: 54,774 shares; 2025Q2: 57,308 shares; 2025Q3: 59,087 shares; 2025Q4: 62,456 shares; 2026Q1: 64,970 shares 64,970 $1.47M 0.99% +2,514 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: 8,783 shares; 2024Q4: 8,810 shares; 2025Q1: 8,832 shares; 2025Q2: 8,958 shares; 2025Q3: 9,064 shares; 2025Q4: 9,034 shares; 2026Q1: 9,094 shares 9,094 $1.39M 0.94% +60 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: 5,552 shares; 2024Q4: 5,666 shares; 2025Q1: 5,658 shares; 2025Q2: 5,724 shares; 2025Q3: 5,593 shares; 2025Q4: 5,524 shares; 2026Q1: 5,569 shares 5,569 $1.36M 0.92% +45 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,835 shares; 2025Q1: 4,861 shares; 2025Q2: 9,889 shares; 2025Q3: 7,218 shares; 2025Q4: 4,433 shares; 2026Q1: 3,455 shares 3,455 $1.35M 0.92% -978 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,754 shares; 2024Q4: 26,366 shares; 2025Q1: 27,488 shares; 2025Q2: 28,369 shares; 2025Q3: 29,005 shares; 2025Q4: 28,570 shares; 2026Q1: 29,343 shares 29,343 $1.25M 0.84% +773 Timeline ITM 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: 30,744 shares; 2024Q4: 28,339 shares; 2025Q1: 28,019 shares; 2025Q2: 26,729 shares; 2025Q3: 26,317 shares; 2025Q4: 26,082 shares; 2026Q1: 26,082 shares 26,082 $1.21M 0.82% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 5,526 shares; 2025Q1: 19,371 shares; 2025Q2: 47,130 shares; 2025Q3: 47,475 shares; 2025Q4: 45,070 shares; 2026Q1: 45,070 shares 45,070 $1.12M 0.76% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 11,251 shares; 2025Q1: 11,245 shares; 2025Q2: 11,340 shares; 2025Q3: 11,252 shares; 2025Q4: 11,359 shares; 2026Q1: 11,423 shares 11,423 $1.1M 0.75% +64 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,852 shares; 2024Q4: 15,071 shares; 2025Q1: 15,146 shares; 2025Q2: 22,842 shares; 2025Q3: 22,853 shares; 2025Q4: 21,787 shares; 2026Q1: 21,971 shares 21,971 $1.1M 0.74% +184 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: 9,291 shares; 2024Q4: 13,698 shares; 2025Q1: 13,815 shares; 2025Q2: 14,109 shares; 2025Q3: 18,310 shares; 2025Q4: 16,994 shares; 2026Q1: 17,306 shares 17,306 $1.05M 0.71% +312 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: 7,910 shares; 2024Q4: 7,885 shares; 2025Q1: 7,929 shares; 2025Q2: 8,079 shares; 2025Q3: 7,931 shares; 2025Q4: 7,834 shares; 2026Q1: 7,894 shares 7,894 $1.03M 0.7% +60 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: 19,184 shares; 2024Q4: 18,091 shares; 2025Q1: 18,720 shares; 2025Q2: 38,236 shares; 2025Q3: 40,465 shares; 2025Q4: 36,367 shares; 2026Q1: 36,738 shares 36,738 $1.03M 0.7% +371 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: 28,718 shares; 2024Q4: 25,257 shares; 2025Q1: 25,270 shares; 2025Q2: 25,649 shares; 2025Q3: 25,710 shares; 2025Q4: 24,403 shares; 2026Q1: 20,535 shares 20,535 $1.03M 0.7% -3,868 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: 11,098 shares; 2024Q4: 11,430 shares; 2025Q1: 11,790 shares; 2025Q2: 11,604 shares; 2025Q3: 11,492 shares; 2025Q4: 10,867 shares; 2026Q1: 10,883 shares 10,883 $1M 0.68% +16 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,180 shares; 2025Q1: 2,988 shares; 2025Q2: 2,986 shares; 2025Q3: 2,908 shares; 2025Q4: 2,802 shares; 2026Q1: 2,803 shares 2,803 $1M 0.68% +1 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,646 shares; 2024Q4: 9,674 shares; 2025Q1: 9,738 shares; 2025Q2: 9,944 shares; 2025Q3: 9,988 shares; 2025Q4: 9,932 shares; 2026Q1: 5,029 shares 5,029 $992K 0.67% -4,903 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,218 shares; 2024Q4: 17,116 shares; 2025Q1: 17,491 shares; 2025Q2: 17,730 shares; 2025Q3: 17,569 shares; 2025Q4: 17,044 shares; 2026Q1: 17,234 shares 17,234 $977K 0.66% +190 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 3,285 shares; 2025Q2: 3,302 shares; 2025Q3: 3,221 shares; 2025Q4: 3,185 shares; 2026Q1: 1,786 shares 1,786 $966K 0.65% -1,399 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: 24,864 shares; 2024Q4: 23,780 shares; 2025Q1: 11,775 shares; 2025Q2: 12,063 shares; 2025Q3: 12,027 shares; 2025Q4: 11,784 shares; 2026Q1: 7,072 shares 7,072 $962K 0.65% -4,712 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,236 shares; 2025Q1: 19,380 shares; 2025Q2: 18,510 shares; 2025Q3: 18,477 shares; 2025Q4: 18,506 shares; 2026Q1: 18,838 shares 18,838 $939K 0.64% +332 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,185 shares; 2025Q1: 6,261 shares; 2025Q2: 6,524 shares; 2025Q3: 6,467 shares; 2025Q4: 6,475 shares; 2026Q1: 6,672 shares 6,672 $930K 0.63% +197 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: 6,020 shares; 2024Q4: 5,502 shares; 2025Q1: 5,494 shares; 2025Q2: 5,462 shares; 2025Q3: 5,452 shares; 2025Q4: 5,452 shares; 2026Q1: 5,452 shares 5,452 $925K 0.63% 0 Timeline QUS 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: 5,541 shares; 2024Q4: 5,752 shares; 2025Q1: 5,859 shares; 2025Q2: 6,103 shares; 2025Q3: 5,492 shares; 2025Q4: 5,395 shares; 2026Q1: 5,290 shares 5,290 $908K 0.61% -105 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: 1,729 shares; 2024Q4: 1,571 shares; 2025Q1: 1,576 shares; 2025Q2: 1,600 shares; 2025Q3: 1,939 shares; 2025Q4: 1,880 shares; 2026Q1: 1,772 shares 1,772 $849K 0.57% -108 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,227 shares; 2024Q4: 7,091 shares; 2025Q1: 7,774 shares; 2025Q2: 8,094 shares; 2025Q3: 8,491 shares; 2025Q4: 8,686 shares; 2026Q1: 8,706 shares 8,706 $842K 0.57% +20 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,202 shares; 2024Q4: 7,141 shares; 2025Q1: 6,835 shares; 2025Q2: 6,985 shares; 2025Q3: 6,189 shares; 2025Q4: 5,981 shares; 2026Q1: 5,925 shares 5,925 $836K 0.57% -56 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: 7,769 shares; 2024Q4: 4,918 shares; 2025Q1: 4,980 shares; 2025Q2: 5,053 shares; 2025Q3: 5,214 shares; 2025Q4: 5,203 shares; 2026Q1: 5,285 shares 5,285 $821K 0.56% +82 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: 2,750 shares; 2024Q4: 2,769 shares; 2025Q1: 2,907 shares; 2025Q2: 2,826 shares; 2025Q3: 2,813 shares; 2025Q4: 2,802 shares; 2026Q1: 2,731 shares 2,731 $785K 0.53% -71 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: 39,608 shares; 2024Q4: 40,697 shares; 2025Q1: 41,431 shares; 2025Q2: 41,586 shares; 2025Q3: 41,968 shares; 2025Q4: 41,888 shares; 2026Q1: 42,465 shares 42,465 $765K 0.52% +577 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: 5,494 shares; 2024Q4: 5,340 shares; 2025Q1: 3,939 shares; 2025Q2: 3,958 shares; 2025Q3: 3,130 shares; 2025Q4: 3,109 shares; 2026Q1: 3,118 shares 3,118 $756K 0.51% +9 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,777 shares; 2025Q1: 6,785 shares; 2025Q2: 7,081 shares; 2025Q3: 7,055 shares; 2025Q4: 7,013 shares; 2026Q1: 7,201 shares 7,201 $737K 0.5% +188 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,506 shares; 2025Q1: 2,535 shares; 2025Q2: 2,468 shares; 2025Q3: 2,452 shares; 2025Q4: 2,457 shares; 2026Q1: 2,541 shares 2,541 $721K 0.49% +84 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,378 shares; 2024Q4: 19,437 shares; 2025Q1: 19,645 shares; 2025Q2: 19,645 shares; 2025Q3: 20,226 shares; 2025Q4: 20,470 shares; 2026Q1: 20,251 shares 20,251 $719K 0.49% -219 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: 2,140 shares; 2024Q4: 2,178 shares; 2025Q1: 2,166 shares; 2025Q2: 2,196 shares; 2025Q3: 2,163 shares; 2025Q4: 2,165 shares; 2026Q1: 2,183 shares 2,183 $718K 0.49% +18 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: 11,284 shares; 2024Q4: 11,541 shares; 2025Q1: 11,755 shares; 2025Q2: 12,041 shares; 2025Q3: 12,232 shares; 2025Q4: 12,360 shares; 2026Q1: 12,455 shares 12,455 $718K 0.49% +95 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,474 shares; 2025Q1: 8,562 shares; 2025Q2: 8,739 shares; 2025Q3: 9,464 shares; 2025Q4: 9,483 shares; 2026Q1: 9,508 shares 9,508 $717K 0.48% +25 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 5,682 shares; 2025Q2: 5,832 shares; 2025Q3: 5,877 shares; 2025Q4: 5,775 shares; 2026Q1: 5,852 shares 5,852 $709K 0.48% +77 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: 3,905 shares; 2024Q4: 4,204 shares; 2025Q1: 3,086 shares; 2025Q2: 2,941 shares; 2025Q3: 2,343 shares; 2025Q4: 2,290 shares; 2026Q1: 2,246 shares 2,246 $695K 0.47% -44 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: 3,373 shares; 2024Q4: 3,430 shares; 2025Q1: 3,503 shares; 2025Q2: 3,488 shares; 2025Q3: 3,432 shares; 2025Q4: 3,405 shares; 2026Q1: 3,336 shares 3,336 $695K 0.47% -69 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,339 shares; 2025Q2: 2,365 shares; 2025Q3: 2,340 shares; 2025Q4: 2,339 shares; 2026Q1: 2,346 shares 2,346 $684K 0.46% +7 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 13,743 shares; 2025Q1: 13,951 shares; 2025Q2: 14,740 shares; 2025Q3: 14,743 shares; 2025Q4: 14,448 shares; 2026Q1: 15,109 shares 15,109 $681K 0.46% +661 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: 2,699 shares; 2024Q4: 2,714 shares; 2025Q1: 2,759 shares; 2025Q2: 2,818 shares; 2025Q3: 2,782 shares; 2025Q4: 2,786 shares; 2026Q1: 2,784 shares 2,784 $681K 0.46% -2 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,711 shares; 2024Q4: 28,218 shares; 2025Q1: 27,875 shares; 2025Q2: 27,839 shares; 2025Q3: 26,902 shares; 2025Q4: 26,901 shares; 2026Q1: 19,801 shares 19,801 $664K 0.45% -7,100 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: 6,287 shares; 2024Q4: 6,163 shares; 2025Q1: 6,110 shares; 2025Q2: 6,368 shares; 2025Q3: 16,679 shares; 2025Q4: 13,974 shares; 2026Q1: 14,332 shares 14,332 $659K 0.45% +358 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,412 shares; 2025Q3: 11,230 shares; 2025Q4: 12,135 shares; 2026Q1: 12,977 shares 12,977 $654K 0.44% +842 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: 6,169 shares; 2024Q4: 6,123 shares; 2025Q1: 6,225 shares; 2025Q2: 6,397 shares; 2025Q3: 6,416 shares; 2025Q4: 6,394 shares; 2026Q1: 6,512 shares 6,512 $647K 0.44% +118 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,868 shares; 2024Q4: 72,643 shares; 2025Q1: 73,021 shares; 2025Q2: 66,190 shares; 2025Q3: 67,823 shares; 2025Q4: 68,048 shares; 2026Q1: 69,068 shares 69,068 $647K 0.44% +1,020 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: 6,128 shares; 2024Q4: 6,236 shares; 2025Q1: 6,179 shares; 2025Q2: 6,264 shares; 2025Q3: 6,523 shares; 2025Q4: 6,523 shares; 2026Q1: 6,554 shares 6,554 $632K 0.43% +31 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: not reported; 2024Q4: 6,530 shares; 2025Q1: 6,762 shares; 2025Q2: 12,303 shares; 2025Q3: 12,434 shares; 2025Q4: 12,431 shares; 2026Q1: 7,234 shares 7,234 $627K 0.42% -5,197 Timeline PGX 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: 62,371 shares; 2024Q4: 59,729 shares; 2025Q1: 58,928 shares; 2025Q2: 56,400 shares; 2025Q3: 56,543 shares; 2025Q4: 55,665 shares; 2026Q1: 55,508 shares 55,508 $604K 0.41% -157 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: 4,984 shares; 2024Q4: 5,004 shares; 2025Q1: 5,066 shares; 2025Q2: 5,239 shares; 2025Q3: 5,202 shares; 2025Q4: 5,122 shares; 2026Q1: 5,244 shares 5,244 $603K 0.41% +122 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: 15,087 shares; 2024Q4: 14,500 shares; 2025Q1: 14,412 shares; 2025Q2: 14,376 shares; 2025Q3: 8,244 shares; 2025Q4: 8,241 shares; 2026Q1: 8,241 shares 8,241 $600K 0.41% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 990 shares; 2025Q4: 23,040 shares; 2026Q1: 22,540 shares 22,540 $597K 0.4% -500 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,222 shares; 2025Q1: 1,239 shares; 2025Q2: 1,258 shares; 2025Q3: 1,753 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares 1,725 $592K 0.4% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,528 shares; 2024Q4: 2,495 shares; 2025Q1: 2,458 shares; 2025Q2: 1,789 shares; 2025Q3: 1,723 shares; 2025Q4: 1,684 shares; 2026Q1: 1,716 shares 1,716 $590K 0.4% +32 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: 8,402 shares; 2024Q4: 8,675 shares; 2025Q1: 8,758 shares; 2025Q2: 9,002 shares; 2025Q3: 9,121 shares; 2025Q4: 9,121 shares; 2026Q1: 9,396 shares 9,396 $581K 0.39% +275 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,993 shares; 2024Q4: 32,382 shares; 2025Q1: 32,856 shares; 2025Q2: 33,115 shares; 2025Q3: 32,932 shares; 2025Q4: 32,480 shares; 2026Q1: 33,595 shares 33,595 $579K 0.39% +1,115 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: 1,313 shares; 2024Q4: 2,746 shares; 2025Q1: 2,443 shares; 2025Q2: 2,440 shares; 2025Q3: 2,954 shares; 2025Q4: 2,962 shares; 2026Q1: 3,502 shares 3,502 $562K 0.38% +540 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: 5,816 shares; 2024Q4: 6,002 shares; 2025Q1: 6,120 shares; 2025Q2: 6,264 shares; 2025Q3: 6,706 shares; 2025Q4: 6,702 shares; 2026Q1: 6,913 shares 6,913 $560K 0.38% +211 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,734 shares; 2024Q4: 19,281 shares; 2025Q1: 19,619 shares; 2025Q2: 20,881 shares; 2025Q3: 22,158 shares; 2025Q4: 21,631 shares; 2026Q1: 21,939 shares 21,939 $545K 0.37% +308 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,683 shares; 2025Q1: 4,738 shares; 2025Q2: 5,017 shares; 2025Q3: 5,165 shares; 2025Q4: 5,240 shares; 2026Q1: 5,377 shares 5,377 $542K 0.37% +137 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: 7,342 shares; 2024Q4: 7,570 shares; 2025Q1: 7,918 shares; 2025Q2: 8,110 shares; 2025Q3: 7,895 shares; 2025Q4: 7,529 shares; 2026Q1: 4,356 shares 4,356 $541K 0.37% -3,173 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,735 shares; 2025Q1: 2,704 shares; 2025Q2: 2,696 shares; 2025Q3: 2,668 shares; 2025Q4: 2,663 shares; 2026Q1: 2,615 shares 2,615 $535K 0.36% -48 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,875 shares; 2024Q4: 13,163 shares; 2025Q1: 13,216 shares; 2025Q2: 13,373 shares; 2025Q3: 13,350 shares; 2025Q4: 13,311 shares; 2026Q1: 13,547 shares 13,547 $513K 0.35% +236 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,563 shares; 2026Q1: 5,623 shares 5,623 $512K 0.35% +60 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: 3,056 shares; 2024Q4: 3,205 shares; 2025Q1: 3,220 shares; 2025Q2: 3,334 shares; 2025Q3: 2,363 shares; 2025Q4: 2,431 shares; 2026Q1: 2,385 shares 2,385 $504K 0.34% -46 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: 7,475 shares; 2024Q4: 7,713 shares; 2025Q1: 7,745 shares; 2025Q2: 7,980 shares; 2025Q3: 7,914 shares; 2025Q4: 7,909 shares; 2026Q1: 8,010 shares 8,010 $480K 0.32% +101 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: 25,740 shares; 2024Q4: 26,161 shares; 2025Q1: 25,947 shares; 2025Q2: 25,922 shares; 2025Q3: 24,023 shares; 2025Q4: 23,965 shares; 2026Q1: 16,339 shares 16,339 $474K 0.32% -7,626 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,522 shares; 2026Q1: 7,785 shares 7,785 $473K 0.32% +263 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: not reported; 2024Q4: 818 shares; 2025Q1: 889 shares; 2025Q2: 909 shares; 2025Q3: 1,084 shares; 2025Q4: 1,105 shares; 2026Q1: 1,096 shares 1,096 $472K 0.32% -9 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,218 shares; 2025Q1: 2,207 shares; 2025Q2: 2,220 shares; 2025Q3: 2,085 shares; 2025Q4: 2,009 shares; 2026Q1: 2,006 shares 2,006 $466K 0.31% -3 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,856 shares; 2025Q1: 7,956 shares; 2025Q2: 7,983 shares; 2025Q3: 8,017 shares; 2025Q4: 8,232 shares; 2026Q1: 8,302 shares 8,302 $463K 0.31% +70 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,632 shares; 2024Q4: 31,690 shares; 2025Q1: 31,473 shares; 2025Q2: 31,345 shares; 2025Q3: 31,063 shares; 2025Q4: 30,993 shares; 2026Q1: 30,993 shares 30,993 $458K 0.31% 0 Timeline SCHO 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: 475 shares; 2024Q4: 950 shares; 2025Q1: 800 shares; 2025Q2: 26,476 shares; 2025Q3: 19,117 shares; 2025Q4: 18,796 shares; 2026Q1: 18,796 shares 18,796 $456K 0.31% 0 Timeline PFFD 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: not reported; 2024Q4: 9,390 shares; 2025Q1: 13,542 shares; 2025Q2: 16,732 shares; 2025Q3: 21,215 shares; 2025Q4: 22,569 shares; 2026Q1: 24,738 shares 24,738 $455K 0.31% +2,169 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 2,016 shares; 2025Q1: 2,057 shares; 2025Q2: 2,133 shares; 2025Q3: 2,139 shares; 2025Q4: 2,190 shares; 2026Q1: 2,218 shares 2,218 $435K 0.29% +28 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,635 shares; 2025Q1: 1,775 shares; 2025Q2: 1,966 shares; 2025Q3: 2,111 shares; 2025Q4: 2,102 shares; 2026Q1: 2,234 shares 2,234 $434K 0.29% +132 Timeline EMB 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: 4,382 shares; 2024Q4: 4,362 shares; 2025Q1: 4,354 shares; 2025Q2: 4,407 shares; 2025Q3: 4,378 shares; 2025Q4: 4,553 shares; 2026Q1: 4,583 shares 4,583 $431K 0.29% +30 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 13,758 shares; 2025Q1: 13,801 shares; 2025Q2: 13,965 shares; 2025Q3: 13,964 shares; 2025Q4: 11,385 shares; 2026Q1: 11,606 shares 11,606 $427K 0.29% +221 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,913 shares; 2024Q4: 22,115 shares; 2025Q1: 593 shares; 2025Q2: 530 shares; 2025Q3: 46,205 shares; 2025Q4: 46,205 shares; 2026Q1: 31,197 shares 31,197 $421K 0.29% -15,008 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: 1,629 shares; 2024Q4: 3,048 shares; 2025Q1: 3,171 shares; 2025Q2: 3,245 shares; 2025Q3: 2,656 shares; 2025Q4: 2,667 shares; 2026Q1: 2,834 shares 2,834 $417K 0.28% +167 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,075 shares; 2024Q4: 46,035 shares; 2025Q1: 45,549 shares; 2025Q2: 45,549 shares; 2025Q3: 44,846 shares; 2025Q4: 44,846 shares; 2026Q1: 43,983 shares 43,983 $417K 0.28% -863 Timeline EMBD 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: 13,858 shares; 2024Q4: 14,305 shares; 2025Q1: 14,370 shares; 2025Q2: 14,774 shares; 2025Q3: 16,593 shares; 2025Q4: 17,350 shares; 2026Q1: 17,770 shares 17,770 $416K 0.28% +420 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,399 shares; 2025Q1: 4,369 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 4,369 shares; 2026Q1: 4,369 shares 4,369 $409K 0.28% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,447 shares; 2025Q1: 2,715 shares; 2025Q2: 2,822 shares; 2025Q3: 2,887 shares; 2025Q4: 2,616 shares; 2026Q1: 2,721 shares 2,721 $408K 0.28% +105 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 7,874 shares; 2025Q1: 7,876 shares; 2025Q2: 7,878 shares; 2025Q3: 15,880 shares; 2025Q4: 13,822 shares; 2026Q1: 12,569 shares 12,569 $386K 0.26% -1,253 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,209 shares; 2025Q2: 1,242 shares; 2025Q3: 1,245 shares; 2025Q4: 1,239 shares; 2026Q1: 1,315 shares 1,315 $382K 0.26% +76 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: 10 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $373K 0.25% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,880 shares; 2025Q1: 5,771 shares; 2025Q2: 5,782 shares; 2025Q3: 5,694 shares; 2025Q4: 4,197 shares; 2026Q1: 4,103 shares 4,103 $371K 0.25% -94 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,023 shares; 2024Q4: 10,038 shares; 2025Q1: 10,059 shares; 2025Q2: 10,359 shares; 2025Q3: 10,369 shares; 2025Q4: 10,349 shares; 2026Q1: 10,662 shares 10,662 $362K 0.25% +313 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: 3,207 shares; 2026Q1: 3,139 shares 3,139 $362K 0.24% -68 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: 3,716 shares; 2024Q4: 3,404 shares; 2025Q1: 3,440 shares; 2025Q2: 3,449 shares; 2025Q3: 3,432 shares; 2025Q4: 3,444 shares; 2026Q1: 3,431 shares 3,431 $352K 0.24% -13 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 3,727 shares; 2025Q1: 4,011 shares; 2025Q2: 4,361 shares; 2025Q3: 4,485 shares; 2025Q4: 4,722 shares; 2026Q1: 4,611 shares 4,611 $352K 0.24% -111 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 19,401 shares; 2025Q1: 19,904 shares; 2025Q2: 20,731 shares; 2025Q3: 21,903 shares; 2025Q4: 20,086 shares; 2026Q1: 20,591 shares 20,591 $350K 0.24% +505 Timeline MNRO MONRO INC More: the full row for MONRO 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: 20,700 shares; 2025Q3: 50,431 shares; 2025Q4: 42,783 shares; 2026Q1: 21,777 shares 21,777 $349K 0.24% -21,006 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: 203 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 197 shares; 2025Q4: 196 shares; 2026Q1: 199 shares 199 $344K 0.23% +3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,389 shares; 2025Q1: 1,378 shares; 2025Q2: 1,376 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,371 shares 1,371 $339K 0.23% -4 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 909 shares; 2025Q1: 916 shares; 2025Q2: 912 shares; 2025Q3: 1,004 shares; 2025Q4: 990 shares; 2026Q1: 1,469 shares 1,469 $338K 0.23% +479 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: 623 shares; 2024Q4: 671 shares; 2025Q1: 676 shares; 2025Q2: 678 shares; 2025Q3: 671 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669 $329K 0.22% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,514 shares; 2025Q1: 13,811 shares; 2025Q2: 13,957 shares; 2025Q3: 15,128 shares; 2025Q4: 13,910 shares; 2026Q1: 14,461 shares 14,461 $326K 0.22% +551 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: not reported; 2024Q4: 1,648 shares; 2025Q1: 2,304 shares; 2025Q2: 2,195 shares; 2025Q3: 3,315 shares; 2025Q4: 3,315 shares; 2026Q1: 3,279 shares 3,279 $325K 0.22% -36 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,790 shares; 2025Q1: 4,595 shares; 2025Q2: 4,557 shares; 2025Q3: 4,650 shares; 2025Q4: 4,657 shares; 2026Q1: 4,674 shares 4,674 $324K 0.22% +17 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: 4,966 shares; 2024Q4: 4,719 shares; 2025Q1: 5,804 shares; 2025Q2: 5,948 shares; 2025Q3: 5,909 shares; 2025Q4: 5,879 shares; 2026Q1: 6,968 shares 6,968 $319K 0.22% +1,089 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 5,504 shares; 2026Q1: 5,519 shares 5,519 $313K 0.21% +15 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: 3,463 shares; 2024Q4: 3,495 shares; 2025Q1: 3,542 shares; 2025Q2: 3,668 shares; 2025Q3: 3,726 shares; 2025Q4: 3,232 shares; 2026Q1: 3,124 shares 3,124 $301K 0.2% -108 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 2,531 shares; 2025Q4: 2,482 shares; 2026Q1: 2,137 shares 2,137 $274K 0.19% -345 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,846 shares; 2025Q1: 33,772 shares; 2025Q2: 33,772 shares; 2025Q3: 33,587 shares; 2025Q4: 24,637 shares; 2026Q1: 24,637 shares 24,637 $270K 0.18% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $265K 0.18% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,573 shares; 2025Q1: 4,678 shares; 2025Q2: 4,778 shares; 2025Q3: 4,904 shares; 2025Q4: 3,628 shares; 2026Q1: 3,673 shares 3,673 $262K 0.18% +45 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: 1 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 1,477 shares; 2025Q3: 1,452 shares; 2025Q4: 1,442 shares; 2026Q1: 1,192 shares 1,192 $255K 0.17% -250 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: 4,508 shares; 2026Q1: 4,720 shares 4,720 $253K 0.17% +212 FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 9,138 shares; 2025Q1: 9,227 shares; 2025Q2: 9,429 shares; 2025Q3: 9,656 shares; 2025Q4: 9,741 shares; 2026Q1: 10,263 shares 10,263 $243K 0.16% +522 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 12,545 shares; 2025Q1: 13,220 shares; 2025Q2: 12,920 shares; 2025Q3: 11,650 shares; 2025Q4: 10,553 shares; 2026Q1: 10,553 shares 10,553 $239K 0.16% 0 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 5,703 shares; 2025Q1: 5,673 shares; 2025Q2: 5,448 shares; 2025Q3: 5,160 shares; 2025Q4: 4,654 shares; 2026Q1: 4,570 shares 4,570 $239K 0.16% -84 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,302 shares; 2025Q1: 6,314 shares; 2025Q2: 3,858 shares; 2025Q3: 3,989 shares; 2025Q4: 3,507 shares; 2026Q1: 3,684 shares 3,684 $237K 0.16% +177 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 1,999 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,957 shares 1,957 $236K 0.16% -18 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: 3,271 shares; 2024Q4: 3,212 shares; 2025Q1: 3,212 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares 3,037 $236K 0.16% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 676 shares; 2025Q1: 683 shares; 2025Q2: 676 shares; 2025Q3: 667 shares; 2025Q4: 663 shares; 2026Q1: 658 shares 658 $234K 0.16% -5 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $233K 0.16% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,430 shares; 2025Q1: 5,430 shares; 2025Q2: 3,775 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares 2,819 $233K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 2,211 shares 2,211 $229K 0.15% +632 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 21,914 shares; 2025Q3: 23,468 shares; 2025Q4: 19,434 shares; 2026Q1: 19,744 shares 19,744 $229K 0.15% +310 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,973 shares; 2025Q1: 2,097 shares; 2025Q2: 2,090 shares; 2025Q3: 2,640 shares; 2025Q4: 2,708 shares; 2026Q1: 2,706 shares 2,706 $226K 0.15% -2 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: 775 shares; 2024Q4: 823 shares; 2025Q1: 816 shares; 2025Q2: 789 shares; 2025Q3: 770 shares; 2025Q4: 765 shares; 2026Q1: 760 shares 760 $226K 0.15% -5 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 383 shares; 2025Q1: 388 shares; 2025Q2: 386 shares; 2025Q3: 383 shares; 2025Q4: 384 shares; 2026Q1: 381 shares 381 $226K 0.15% -3 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,300 shares; 2024Q4: 6,641 shares; 2025Q1: 6,871 shares; 2025Q2: 6,873 shares; 2025Q3: 7,178 shares; 2025Q4: 7,397 shares; 2026Q1: 7,554 shares 7,554 $224K 0.15% +157 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 1,470 shares; 2025Q1: 1,458 shares; 2025Q2: 2,043 shares; 2025Q3: 2,023 shares; 2025Q4: 1,938 shares; 2026Q1: 1,888 shares 1,888 $221K 0.15% -50 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 933 shares; 2025Q1: 965 shares; 2025Q2: 955 shares; 2025Q3: 977 shares; 2025Q4: 968 shares; 2026Q1: 958 shares 958 $221K 0.15% -10 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 5,684 shares; 2025Q1: 5,551 shares; 2025Q2: 4,854 shares; 2025Q3: 4,819 shares; 2025Q4: 4,318 shares; 2026Q1: 4,336 shares 4,336 $218K 0.15% +18 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: 234 shares; 2024Q4: 678 shares; 2025Q1: 657 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 575 shares; 2026Q1: 575 shares 575 $214K 0.14% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 937 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 914 shares; 2025Q4: 1,629 shares; 2026Q1: 1,623 shares 1,623 $213K 0.14% -6 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: 477 shares; 2024Q4: 485 shares; 2025Q1: 497 shares; 2025Q2: 493 shares; 2025Q3: 639 shares; 2025Q4: 671 shares; 2026Q1: 666 shares 666 $212K 0.14% -5 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 11,776 shares; 2025Q1: 11,662 shares; 2025Q2: 11,592 shares; 2025Q3: 11,592 shares; 2025Q4: 10,357 shares; 2026Q1: 10,357 shares 10,357 $211K 0.14% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,340 shares; 2024Q4: 3,524 shares; 2025Q1: 3,996 shares; 2025Q2: 4,019 shares; 2025Q3: 4,047 shares; 2025Q4: 4,091 shares; 2026Q1: 4,036 shares 4,036 $209K 0.14% -55 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 648 shares; 2025Q1: 650 shares; 2025Q2: 869 shares; 2025Q3: 944 shares; 2025Q4: 1,021 shares; 2026Q1: 1,116 shares 1,116 $209K 0.14% +95 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: 3,262 shares; 2024Q4: 3,418 shares; 2025Q1: 3,628 shares; 2025Q2: 3,855 shares; 2025Q3: 3,752 shares; 2025Q4: 3,802 shares; 2026Q1: 3,852 shares 3,852 $209K 0.14% +50 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,003 shares; 2025Q1: 1,434 shares; 2025Q2: 1,700 shares; 2025Q3: 1,679 shares; 2025Q4: 893 shares; 2026Q1: 888 shares 888 $204K 0.14% -5 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: 2,618 shares; 2024Q4: 2,601 shares; 2025Q1: 2,594 shares; 2025Q2: 2,599 shares; 2025Q3: 2,512 shares; 2025Q4: 2,535 shares; 2026Q1: 2,512 shares 2,512 $203K 0.14% -23 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,671 shares; 2025Q1: 6,723 shares; 2025Q2: 8,001 shares; 2025Q3: 8,078 shares; 2025Q4: 8,008 shares; 2026Q1: 7,777 shares 7,777 $203K 0.14% -231 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: 3,004 shares; 2024Q4: 2,247 shares; 2025Q1: 2,146 shares; 2025Q2: 2,579 shares; 2025Q3: 2,736 shares; 2025Q4: 2,683 shares; 2026Q1: 2,730 shares 2,730 $196K 0.13% +47 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: 298 shares; 2024Q4: 288 shares; 2025Q1: 276 shares; 2025Q2: 503 shares; 2025Q3: 496 shares; 2025Q4: 502 shares; 2026Q1: 644 shares 644 $195K 0.13% +142 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,075 shares; 2025Q1: 2,099 shares; 2025Q2: 2,102 shares; 2025Q3: 1,353 shares; 2025Q4: 889 shares; 2026Q1: 501 shares 501 $195K 0.13% -388 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: 1,771 shares; 2025Q2: 1,716 shares; 2025Q3: 1,764 shares; 2025Q4: 1,759 shares; 2026Q1: 815 shares 815 $194K 0.13% -944 Timeline MLR MILLER INDS INC TENN More: the full row for MILLER INDS INC TENN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,238 shares; 2024Q4: 7,258 shares; 2025Q1: 4,552 shares; 2025Q2: 4,542 shares; 2025Q3: 4,332 shares; 2025Q4: 4,061 shares; 2026Q1: 4,156 shares 4,156 $189K 0.13% +95 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 926 shares; 2025Q1: 953 shares; 2025Q2: 987 shares; 2025Q3: 960 shares; 2025Q4: 952 shares; 2026Q1: 940 shares 940 $186K 0.13% -12 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: 629 shares; 2024Q4: 639 shares; 2025Q1: 639 shares; 2025Q2: 638 shares; 2025Q3: 639 shares; 2025Q4: 608 shares; 2026Q1: 600 shares 600 $181K 0.12% -8 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,931 shares; 2025Q1: 2,092 shares; 2025Q2: 2,147 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,122 shares 2,122 $180K 0.12% -85 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 1,088 shares; 2026Q1: 1,096 shares 1,096 $180K 0.12% +8 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: 2,354 shares; 2026Q1: 2,350 shares 2,350 $179K 0.12% -4 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,443 shares; 2025Q1: 1,435 shares; 2025Q2: 1,406 shares; 2025Q3: 1,354 shares; 2025Q4: 1,298 shares; 2026Q1: 1,295 shares 1,295 $178K 0.12% -3 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,628 shares; 2024Q4: 5,591 shares; 2025Q1: 4,404 shares; 2025Q2: 4,380 shares; 2025Q3: 3,729 shares; 2025Q4: 3,721 shares; 2026Q1: 3,678 shares 3,678 $176K 0.12% -43 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,106 shares; 2024Q4: 1,116 shares; 2025Q1: 1,394 shares; 2025Q2: 1,388 shares; 2025Q3: 1,467 shares; 2025Q4: 1,227 shares; 2026Q1: 518 shares 518 $175K 0.12% -709 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $175K 0.12% 0 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: 418 shares; 2024Q4: 1,088 shares; 2025Q1: 4,252 shares; 2025Q2: 1,054 shares; 2025Q3: 1,042 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $172K 0.12% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,437 shares; 2025Q2: 2,471 shares; 2025Q3: 3,564 shares; 2025Q4: 3,525 shares; 2026Q1: 3,505 shares 3,505 $172K 0.12% -20 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,089 shares; 2025Q1: 1,059 shares; 2025Q2: 1,073 shares; 2025Q3: 1,079 shares; 2025Q4: 800 shares; 2026Q1: 570 shares 570 $169K 0.11% -230 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,270 shares; 2024Q4: 22,968 shares; 2025Q1: 22,812 shares; 2025Q2: 19,367 shares; 2025Q3: 19,131 shares; 2025Q4: 21,225 shares; 2026Q1: 22,965 shares 22,965 $168K 0.11% +1,740 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: 677 shares; 2024Q4: 663 shares; 2025Q1: 1,530 shares; 2025Q2: 1,547 shares; 2025Q3: 1,551 shares; 2025Q4: 1,711 shares; 2026Q1: 2,467 shares 2,467 $167K 0.11% +756 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 786 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 781 shares; 2025Q4: 780 shares; 2026Q1: 777 shares 777 $162K 0.11% -3 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: 912 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 2,502 shares; 2025Q3: 2,482 shares; 2025Q4: 3,547 shares; 2026Q1: 3,441 shares 3,441 $161K 0.11% -106 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: 39 shares; 2024Q4: 27 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 1,232 shares 1,232 $160K 0.11% +1,216 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,260 shares; 2025Q1: 2,415 shares; 2025Q2: 2,556 shares; 2025Q3: 2,697 shares; 2025Q4: 2,715 shares; 2026Q1: 2,806 shares 2,806 $157K 0.11% +91 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: not reported; 2024Q4: 245 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares 578 $156K 0.11% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,221 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $155K 0.1% 0 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,234 shares; 2025Q2: 1,228 shares; 2025Q3: 1,931 shares; 2025Q4: 2,532 shares; 2026Q1: 2,946 shares 2,946 $147K 0.1% +414 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,933 shares; 2025Q1: 2,099 shares; 2025Q2: 6,536 shares; 2025Q3: 6,549 shares; 2025Q4: 7,092 shares; 2026Q1: 7,468 shares 7,468 $146K 0.1% +376 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 2,336 shares; 2025Q1: 2,346 shares; 2025Q2: 2,333 shares; 2025Q3: 2,414 shares; 2025Q4: 3,215 shares; 2026Q1: 3,331 shares 3,331 $146K 0.1% +116 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 727 shares; 2025Q3: 726 shares; 2025Q4: 747 shares; 2026Q1: 738 shares 738 $144K 0.1% -9 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: 846 shares; 2024Q4: 907 shares; 2025Q1: 243 shares; 2025Q2: 251 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 237 shares 237 $143K 0.1% -4 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,302 shares; 2026Q1: 2,304 shares 2,304 $143K 0.1% +2 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares 1,978 $143K 0.1% 0 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: 248 shares; 2024Q4: 241 shares; 2025Q1: 229 shares; 2025Q2: 196 shares; 2025Q3: 181 shares; 2025Q4: 158 shares; 2026Q1: 153 shares 153 $141K 0.1% -5 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 2,536 shares; 2025Q3: 2,466 shares; 2025Q4: 2,518 shares; 2026Q1: 5,290 shares 5,290 $140K 0.09% +2,772 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: 955 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $139K 0.09% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,826 shares; 2024Q4: 4,768 shares; 2025Q1: 7,449 shares; 2025Q2: 7,616 shares; 2025Q3: 5,963 shares; 2025Q4: 5,819 shares; 2026Q1: 3,067 shares 3,067 $138K 0.09% -2,752 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 2,692 shares; 2026Q1: 2,657 shares 2,657 $136K 0.09% -35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $135K 0.09% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: 1,459 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,071 shares 1,071 $135K 0.09% -8 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 3,014 shares; 2026Q1: 3,019 shares 3,019 $134K 0.09% +5 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 994 shares; 2025Q1: 1,092 shares; 2025Q2: 1,094 shares; 2025Q3: 1,803 shares; 2025Q4: 1,767 shares; 2026Q1: 5,871 shares 5,871 $133K 0.09% +4,104 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,751 shares 2,751 $133K 0.09% new 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: 64 shares; 2024Q4: 164 shares; 2025Q1: 1,764 shares; 2025Q2: 1,780 shares; 2025Q3: 1,792 shares; 2025Q4: 1,797 shares; 2026Q1: 1,844 shares 1,844 $133K 0.09% +47 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,504 shares; 2024Q4: 4,398 shares; 2025Q1: 4,021 shares; 2025Q2: 4,126 shares; 2025Q3: 3,986 shares; 2025Q4: 3,809 shares; 2026Q1: 4,159 shares 4,159 $132K 0.09% +350 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,257 shares; 2025Q1: 4,202 shares; 2025Q2: 4,095 shares; 2025Q3: 3,929 shares; 2025Q4: 3,969 shares; 2026Q1: 3,916 shares 3,916 $130K 0.09% -53 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,420 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares 2,270 $129K 0.09% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,281 shares; 2025Q1: 1,249 shares; 2025Q2: 1,244 shares; 2025Q3: 1,403 shares; 2025Q4: 1,436 shares; 2026Q1: 1,469 shares 1,469 $128K 0.09% +33 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 3,032 shares; 2025Q4: 3,596 shares; 2026Q1: 3,781 shares 3,781 $127K 0.09% +185 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,365 shares; 2025Q1: 1,337 shares; 2025Q2: 1,369 shares; 2025Q3: 1,349 shares; 2025Q4: 1,379 shares; 2026Q1: 2,669 shares 2,669 $126K 0.09% +1,290 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: 3,922 shares; 2025Q3: 3,870 shares; 2025Q4: 3,870 shares; 2026Q1: 3,827 shares 3,827 $125K 0.08% -43 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 1,810 shares; 2025Q4: 1,807 shares; 2026Q1: 1,784 shares 1,784 $125K 0.08% -23 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: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 1,351 shares; 2025Q4: 1,376 shares; 2026Q1: 1,549 shares 1,549 $122K 0.08% +173 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 4,991 shares 4,991 $120K 0.08% +2,625 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 2,751 shares; 2025Q1: 2,948 shares; 2025Q2: 3,017 shares; 2025Q3: 3,315 shares; 2025Q4: 4,548 shares; 2026Q1: 4,568 shares 4,568 $120K 0.08% +20 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 798 shares; 2025Q1: 754 shares; 2025Q2: 782 shares; 2025Q3: 779 shares; 2025Q4: 781 shares; 2026Q1: 794 shares 794 $119K 0.08% +13 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 11,163 shares; 2025Q1: 11,613 shares; 2025Q2: 11,833 shares; 2025Q3: 11,446 shares; 2025Q4: 10,671 shares; 2026Q1: 11,992 shares 11,992 $119K 0.08% +1,321 Timeline BSET BASSETT FURNITURE INDS INC More: the full row for BASSETT FURNITURE INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 8,783 shares; 2025Q1: 8,251 shares; 2025Q2: 8,362 shares; 2025Q3: 8,200 shares; 2025Q4: 8,064 shares; 2026Q1: 8,405 shares 8,405 $119K 0.08% +341 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 103 shares; 2025Q2: 118 shares; 2025Q3: 115 shares; 2025Q4: 114 shares; 2026Q1: 198 shares 198 $118K 0.08% +84 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: 835 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $117K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 2,480 shares; 2025Q3: 2,481 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480 $115K 0.08% 0 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: 2,328 shares; 2024Q4: 2,256 shares; 2025Q1: 2,280 shares; 2025Q2: 2,328 shares; 2025Q3: 2,302 shares; 2025Q4: 2,256 shares; 2026Q1: 2,235 shares 2,235 $115K 0.08% -21 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: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,193 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 968 shares 968 $115K 0.08% -75 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 6,687 shares; 2025Q1: 1,497 shares; 2025Q2: 1,770 shares; 2025Q3: 1,785 shares; 2025Q4: 1,538 shares; 2026Q1: 1,568 shares 1,568 $114K 0.08% +30 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 7,004 shares; 2025Q2: 11,234 shares; 2025Q3: 8,803 shares; 2025Q4: 8,953 shares; 2026Q1: 9,553 shares 9,553 $113K 0.08% +600 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,435 shares; 2025Q1: 1,040 shares; 2025Q2: 11 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 987 shares 987 $111K 0.08% +9 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 428 shares; 2025Q1: 425 shares; 2025Q2: 429 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 816 shares 816 $110K 0.07% -24 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 4,772 shares; 2025Q1: 4,772 shares; 2025Q2: 4,772 shares; 2025Q3: 5,047 shares; 2025Q4: 4,772 shares; 2026Q1: 4,772 shares 4,772 $108K 0.07% 0 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 5,800 shares; 2026Q1: 4,150 shares 4,150 $108K 0.07% -1,650 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,440 shares; 2025Q2: 4,944 shares; 2025Q3: 4,782 shares; 2025Q4: 4,578 shares; 2026Q1: 3,415 shares 3,415 $108K 0.07% -1,163 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: not reported; 2024Q4: 1,367 shares; 2025Q1: 1,395 shares; 2025Q2: 1,410 shares; 2025Q3: 1,407 shares; 2025Q4: 1,382 shares; 2026Q1: 1,362 shares 1,362 $107K 0.07% -20 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 976 shares; 2025Q1: 976 shares; 2025Q2: 883 shares; 2025Q3: 878 shares; 2025Q4: 853 shares; 2026Q1: 833 shares 833 $104K 0.07% -20 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 933 shares; 2025Q1: 927 shares; 2025Q2: 924 shares; 2025Q3: 911 shares; 2025Q4: 912 shares; 2026Q1: 787 shares 787 $104K 0.07% -125 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $103K 0.07% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,109 shares; 2025Q1: 3,109 shares; 2025Q2: 3,109 shares; 2025Q3: 3,109 shares; 2025Q4: 2,897 shares; 2026Q1: 2,897 shares 2,897 $103K 0.07% 0 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: not reported; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares 842 $101K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 529 shares; 2025Q1: 578 shares; 2025Q2: 614 shares; 2025Q3: 610 shares; 2025Q4: 620 shares; 2026Q1: 497 shares 497 $101K 0.07% -123 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 700 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 735 shares; 2025Q4: 723 shares; 2026Q1: 700 shares 700 $100K 0.07% -23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 349 shares; 2025Q3: 350 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $99.2K 0.07% 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: 391 shares; 2024Q4: 728 shares; 2025Q1: 816 shares; 2025Q2: 799 shares; 2025Q3: 800 shares; 2025Q4: 811 shares; 2026Q1: 830 shares 830 $98.4K 0.07% +19 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,093 shares; 2026Q1: 1,071 shares 1,071 $97.5K 0.07% -22 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 759 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 733 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $97K 0.07% 0 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: 624 shares; 2024Q4: 641 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 670 shares; 2026Q1: 667 shares 667 $96.5K 0.07% -3 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 1,451 shares; 2025Q3: 1,510 shares; 2025Q4: 1,538 shares; 2026Q1: 1,606 shares 1,606 $95K 0.06% +68 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: 13,675 shares; 2024Q4: 4,667 shares; 2025Q1: 2,043 shares; 2025Q2: 1,983 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares; 2026Q1: 2,128 shares 2,128 $93.9K 0.06% -5 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: 98 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $93.1K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 88 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 86 shares; 2025Q4: 857 shares; 2026Q1: 967 shares 967 $93K 0.06% +110 Timeline TFI 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: 6,088 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,326 shares; 2025Q3: 4,326 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $92.9K 0.06% 0 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: 11,548 shares; 2024Q4: 11,731 shares; 2025Q1: 11,427 shares; 2025Q2: 1,563 shares; 2025Q3: 5,710 shares; 2025Q4: 1,412 shares; 2026Q1: 1,437 shares 1,437 $92.8K 0.06% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares 1,895 $92.8K 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 168 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 498 shares; 2025Q4: 504 shares; 2026Q1: 496 shares 496 $92.7K 0.06% -8 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 3,443 shares; 2025Q2: 3,391 shares; 2025Q3: 2,549 shares; 2025Q4: 2,536 shares; 2026Q1: 2,556 shares 2,556 $90.7K 0.06% +20 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: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $88.9K 0.06% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,066 shares; 2025Q1: 1,054 shares; 2025Q2: 1,056 shares; 2025Q3: 794 shares; 2025Q4: 777 shares; 2026Q1: 443 shares 443 $87.8K 0.06% -334 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: 258 shares; 2024Q4: 343 shares; 2025Q1: 318 shares; 2025Q2: 325 shares; 2025Q3: 317 shares; 2025Q4: 312 shares; 2026Q1: 305 shares 305 $87.8K 0.06% -7 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 26 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 2,739 shares 2,739 $87.7K 0.06% +2,731 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 581 shares 581 $86.9K 0.06% new 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: 779 shares; 2024Q4: 1,091 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $86.2K 0.06% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,997 shares; 2025Q1: 2,929 shares; 2025Q2: 2,944 shares; 2025Q3: 2,607 shares; 2025Q4: 2,612 shares; 2026Q1: 2,577 shares 2,577 $85.6K 0.06% -35 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 2,025 shares 2,025 $85.5K 0.06% +625 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares 1,971 $83.6K 0.06% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,263 shares 3,263 $83.3K 0.06% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 424 shares; 2025Q1: 1,088 shares; 2025Q2: 1,312 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,629 shares 1,629 $83K 0.06% +450 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $82.7K 0.06% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 806 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,126 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares 1,196 $82.7K 0.06% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 325 shares 325 $79.3K 0.05% new Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 1,330 shares 1,330 $78.4K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 178 shares; 2025Q1: 183 shares; 2025Q2: 181 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 175 shares 175 $78.2K 0.05% -3 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 2,464 shares; 2026Q1: 2,933 shares 2,933 $77.1K 0.05% +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: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 277 shares; 2026Q1: 217 shares 217 $76.6K 0.05% -60 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 249 shares 249 $75.2K 0.05% 0 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 959 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,649 shares 1,649 $74.3K 0.05% +55 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 2,767 shares; 2025Q3: 2,642 shares; 2025Q4: 2,582 shares; 2026Q1: 2,582 shares 2,582 $73.6K 0.05% 0 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 333 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $73.5K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $73.3K 0.05% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,436 shares; 2025Q1: 4,436 shares; 2025Q2: 3,478 shares; 2025Q3: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares 3,428 $73.1K 0.05% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 481 shares; 2025Q3: 480 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $72.6K 0.05% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 832 shares; 2025Q3: 823 shares; 2025Q4: 829 shares; 2026Q1: 841 shares 841 $72.4K 0.05% +12 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 86 shares; 2025Q2: 79 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 70 shares 70 $68.9K 0.05% -4 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 868 shares; 2025Q1: 1,890 shares; 2025Q2: 2,010 shares; 2025Q3: 1,377 shares; 2025Q4: 1,385 shares; 2026Q1: 1,365 shares 1,365 $68.2K 0.05% -20 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 48 shares; 2025Q2: 45 shares; 2025Q3: 46 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $67.5K 0.05% 0 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,511 shares; 2025Q1: 12,346 shares; 2025Q2: 11,705 shares; 2025Q3: 11,486 shares; 2025Q4: 11,245 shares; 2026Q1: 11,385 shares 11,385 $66.9K 0.05% +140 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 2,556 shares; 2025Q1: 2,618 shares; 2025Q2: 2,651 shares; 2025Q3: 2,539 shares; 2025Q4: 1,964 shares; 2026Q1: 1,969 shares 1,969 $66.3K 0.04% +5 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: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $65.6K 0.04% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 3,029 shares; 2025Q1: 2,731 shares; 2025Q2: 1,899 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,204 shares 2,204 $65K 0.04% +30 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 82 shares; 2025Q2: 74 shares; 2025Q3: 66 shares; 2025Q4: 60 shares; 2026Q1: 96 shares 96 $63.1K 0.04% +36 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 shares; 2024Q4: 115 shares; 2025Q1: 120 shares; 2025Q2: 115 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 110 shares 110 $63K 0.04% -3 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 1,151 shares; 2025Q1: 1,071 shares; 2025Q2: 1,018 shares; 2025Q3: 939 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $62.8K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 322 shares; 2025Q3: 358 shares; 2025Q4: 340 shares; 2026Q1: 363 shares 363 $62.8K 0.04% +23 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $62.4K 0.04% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,799 shares; 2025Q1: 1,861 shares; 2025Q2: 1,766 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879 $62.3K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 686 shares; 2025Q4: 675 shares; 2026Q1: 675 shares 675 $60.5K 0.04% 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $60.4K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $59.4K 0.04% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,678 shares; 2025Q1: 2,563 shares; 2025Q2: 2,923 shares; 2025Q3: 2,793 shares; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares 3,093 $59.3K 0.04% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 397 shares 397 $58.1K 0.04% -68 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,507 shares; 2025Q3: 1,492 shares; 2025Q4: 1,140 shares; 2026Q1: 1,115 shares 1,115 $57.9K 0.04% -25 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: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares 163 $57.7K 0.04% 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: 884 shares; 2024Q4: 924 shares; 2025Q1: 865 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 751 shares 751 $57.1K 0.04% -4 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,425 shares 1,425 $55.4K 0.04% +400 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 198 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares 148 $54.9K 0.04% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,166 shares; 2025Q2: 1,178 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares 1,163 $54.3K 0.04% 0 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 95 shares; 2025Q4: 480 shares; 2026Q1: 502 shares 502 $52.5K 0.04% +22 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,252 shares; 2025Q1: 536 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares; 2026Q1: 4,252 shares 4,252 $52.3K 0.04% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,997 shares; 2025Q1: 2,003 shares; 2025Q2: 1,562 shares; 2025Q3: 1,579 shares; 2025Q4: 769 shares; 2026Q1: 777 shares 777 $52.3K 0.04% +8 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 643 shares; 2025Q4: 651 shares; 2026Q1: 665 shares 665 $51.9K 0.04% +14 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $51.3K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $50.1K 0.03% 0 Timeline TDIV 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 601 shares; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 526 shares; 2026Q1: 526 shares 526 $49.3K 0.03% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $48.4K 0.03% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028 $48.3K 0.03% 0 Timeline BJRI BJS RESTAURANTS INC More: the full row for BJS RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares 1,368 $48K 0.03% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares 1,577 $47.5K 0.03% 0 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: 939 shares; 2024Q4: 958 shares; 2025Q1: 942 shares; 2025Q2: 92 shares; 2025Q3: 90 shares; 2025Q4: 71 shares; 2026Q1: 66 shares 66 $46.8K 0.03% -5 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: 222 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $46.3K 0.03% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 229 shares; 2025Q1: 208 shares; 2025Q2: 207 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 213 shares 213 $44.7K 0.03% +9 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: 428 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 338 shares 338 $44.3K 0.03% -15 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 1,413 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,807 shares 1,807 $44.1K 0.03% 0 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: 737 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares 720 $44K 0.03% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 737 shares; 2025Q4: 512 shares; 2026Q1: 512 shares 512 $43.6K 0.03% 0 Timeline AIVL 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 385 shares; 2026Q1: 375 shares 375 $43.4K 0.03% -10 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 2,295 shares; 2025Q1: 2,295 shares; 2025Q2: 2,291 shares; 2025Q3: 2,266 shares; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares 2,274 $43.4K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 2,800 shares; 2025Q2: 2,557 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares 645 $42.8K 0.03% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 581 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 571 shares 571 $41.7K 0.03% 0 Timeline SMOT 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: 365 shares; 2024Q4: 370 shares; 2025Q1: 375 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 835 shares; 2026Q1: 1,185 shares 1,185 $41.7K 0.03% +350 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: 246 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 283 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 274 shares 274 $41.5K 0.03% -10 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 377 shares 377 $41.1K 0.03% -20 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 234 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 237 shares 237 $41.1K 0.03% +5 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: 436 shares; 2024Q4: 217 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $41K 0.03% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $40.6K 0.03% 0 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $40.1K 0.03% new Timeline IRMD IRADIMED CORP More: the full row for IRADIMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $38.7K 0.03% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,194 shares; 2025Q1: 1,165 shares; 2025Q2: 1,174 shares; 2025Q3: 264 shares; 2025Q4: 589 shares; 2026Q1: 580 shares 580 $38.5K 0.03% -9 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,402 shares; 2025Q1: 1,422 shares; 2025Q2: 1,425 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares 497 $37.7K 0.03% 0 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $37.4K 0.03% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 218 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $37.3K 0.03% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 1,956 shares; 2026Q1: 1,956 shares 1,956 $37K 0.03% 0 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,312 shares; 2025Q1: 5,312 shares; 2025Q2: 4,957 shares; 2025Q3: 4,957 shares; 2025Q4: 4,097 shares; 2026Q1: 4,097 shares 4,097 $36.9K 0.02% 0 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 823 shares 823 $36.9K 0.02% +211 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $36.2K 0.02% 0 Timeline HYD 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: 1,648 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 862 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares 702 $35.2K 0.02% 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: 144 shares; 2024Q4: 144 shares; 2025Q1: 187 shares; 2025Q2: 124 shares; 2025Q3: 95 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $35.1K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $34.4K 0.02% 0 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: 173 shares; 2024Q4: 180 shares; 2025Q1: 145 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $34.3K 0.02% 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: 4,181 shares; 2026Q1: 832 shares 832 $33.1K 0.02% -3,349 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 721 shares; 2025Q4: 721 shares; 2026Q1: 721 shares 721 $32.4K 0.02% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $32.2K 0.02% 0 Timeline KALV KALVISTA PHARMACEUTICALS INC More: the full row for KALVISTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $32K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129 shares; 2024Q4: 140 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $31.9K 0.02% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares 1,165 $31.4K 0.02% 0 Timeline OFG OFG BANCORP More: the full row for OFG BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 1,909 shares; 2025Q1: 1,884 shares; 2025Q2: 765 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $30.8K 0.02% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: 865 shares 865 $30.7K 0.02% +545 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,103 shares; 2025Q1: 1,103 shares; 2025Q2: 1,118 shares; 2025Q3: 1,108 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $30.7K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 791 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $30.6K 0.02% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 642 shares; 2025Q3: 510 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $30.3K 0.02% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 290 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,082 shares; 2026Q1: 1,161 shares 1,161 $30.2K 0.02% +79 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 346 shares; 2025Q4: 370 shares; 2026Q1: 587 shares 587 $29.7K 0.02% +217 Timeline DFIV 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: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 560 shares 560 $29.6K 0.02% +40 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 415 shares 415 $29.5K 0.02% +75 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $29.2K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 584 shares; 2025Q1: 599 shares; 2025Q2: 583 shares; 2025Q3: 333 shares; 2025Q4: 326 shares; 2026Q1: 326 shares 326 $28.9K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 254 shares 254 $28.8K 0.02% +1 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,071 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares 1,056 $28.5K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 346 shares; 2025Q1: 170 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $28.4K 0.02% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 750 shares; 2026Q1: 630 shares 630 $28K 0.02% -120 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 286 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 570 shares; 2026Q1: 554 shares 554 $27.7K 0.02% -16 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 1,960 shares; 2025Q1: 1,877 shares; 2025Q2: 1,850 shares; 2025Q3: 498 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $27.7K 0.02% 0 Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,474 shares; 2025Q1: 1,474 shares; 2025Q2: 1,474 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares 1,454 $27.6K 0.02% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,300 shares 1,300 $26.6K 0.02% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $26.5K 0.02% 0 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 351 shares 351 $26.4K 0.02% -100 Timeline NTGR NETGEAR INC More: the full row for NETGEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,132 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: 1,206 shares 1,206 $26.3K 0.02% -1,938 Timeline FLRN 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: 971 shares; 2024Q4: 971 shares; 2025Q1: 874 shares; 2025Q2: 845 shares; 2025Q3: 848 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854 $26.3K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 60 shares; 2025Q3: 61 shares; 2025Q4: 55 shares; 2026Q1: 52 shares 52 $26.2K 0.02% -3 Timeline IVLU 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: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $25.8K 0.02% 0 Timeline WIX WIX COM LTD More: the full row for WIX COM 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: 141 shares; 2025Q3: 159 shares; 2025Q4: 170 shares; 2026Q1: 281 shares 281 $25.3K 0.02% +111 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: 506 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $25.2K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,671 shares; 2025Q1: 2,723 shares; 2025Q2: 2,695 shares; 2025Q3: 2,693 shares; 2025Q4: 2,279 shares; 2026Q1: 556 shares 556 $25.1K 0.02% -1,723 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $25.1K 0.02% new Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 375 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $24.8K 0.02% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $24.5K 0.02% new Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,398 shares; 2025Q3: 1,398 shares; 2025Q4: 1,398 shares; 2026Q1: 1,438 shares 1,438 $24.4K 0.02% +40 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,270 shares; 2025Q2: 2,305 shares; 2025Q3: 746 shares; 2025Q4: 728 shares; 2026Q1: 700 shares 700 $23.4K 0.02% -28 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: 442 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 407 shares; 2026Q1: 407 shares 407 $22.9K 0.02% 0 Timeline IYM 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 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $22.9K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $22.2K 0.02% 0 Timeline SPIP 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: 960 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $22.1K 0.01% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 977 shares 977 $22.1K 0.01% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE 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: 1,370 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares 1,345 $21.9K 0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 296 shares; 2026Q1: 596 shares 596 $21.9K 0.01% +300 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $21.8K 0.01% 0 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: 35 shares; 2024Q4: 145 shares; 2025Q1: 138 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $21.8K 0.01% 0 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $21.8K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $21.5K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $21.2K 0.01% 0 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 600 shares; 2026Q1: 450 shares 450 $20.9K 0.01% -150 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares 813 $20.8K 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares 292 $20.6K 0.01% 0 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 875 shares 875 $20.6K 0.01% new Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,904 shares; 2025Q1: 13,976 shares; 2025Q2: 2,097 shares; 2025Q3: 455 shares; 2025Q4: 567 shares; 2026Q1: 537 shares 537 $20.3K 0.01% -30 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 7 shares; 2025Q1: 385 shares; 2025Q2: 377 shares; 2025Q3: 379 shares; 2025Q4: 92 shares; 2026Q1: 92 shares 92 $19.2K 0.01% 0 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: 75 shares; 2024Q4: 58 shares; 2025Q1: 53 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $19.2K 0.01% 0 Timeline FIXT TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466 shares; 2025Q3: 471 shares; 2025Q4: 481 shares; 2026Q1: 485 shares 485 $18.4K 0.01% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $18.2K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 374 shares 374 $18.1K 0.01% +248 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $17.9K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,162 shares; 2025Q1: 301 shares; 2025Q2: 296 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares 293 $16.7K 0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $16.7K 0.01% 0 Timeline SVRA SAVARA INC More: the full row for SAVARA 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: 3,000 shares; 2026Q1: 3,000 shares 3,000 $16.4K 0.01% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares 450 $16.3K 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 330 shares; 2025Q1: 283 shares; 2025Q2: 270 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $15.7K 0.01% 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $15.6K 0.01% 0 Timeline FNDF 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $15.5K 0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 352 shares; 2025Q1: 345 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 142 shares; 2026Q1: 123 shares 123 $15.5K 0.01% -19 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: 86 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 71 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $15.5K 0.01% 0 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 681 shares 681 $15.4K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $15.3K 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares 260 $15.3K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $15.2K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $15.2K 0.01% 0 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 262 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 240 shares; 2025Q4: 214 shares; 2026Q1: 214 shares 214 $15K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $14.6K 0.01% 0 Timeline FNDE 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: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $14.5K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $14.5K 0.01% 0 Timeline DOLE PLC ORD SHS DOLE PLC ORD SHS More: the full row for DOLE PLC ORD SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 930 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $14.3K 0.01% 0 GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $14.3K 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $14.2K 0.01% 0 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: 771 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 420 shares; 2026Q1: 270 shares 270 $14.1K 0.01% -150 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,288 shares; 2025Q1: 2,277 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $14.1K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 112 shares; 2025Q3: 97 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $13.9K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $13.9K 0.01% 0 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: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 140 shares; 2026Q1: 80 shares 80 $13.8K 0.01% -60 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $13.7K 0.01% 0 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,794 shares; 2025Q3: 3,859 shares; 2025Q4: 4,447 shares; 2026Q1: 1,302 shares 1,302 $13.6K 0.01% -3,145 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 375 shares; 2026Q1: 370 shares 370 $13.6K 0.01% -5 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 200 shares 200 $13.5K 0.01% -85 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: 484 shares; 2026Q1: 234 shares 234 $13.3K 0.01% -250 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 925 shares; 2026Q1: 775 shares 775 $13.2K 0.01% -150 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $13.2K 0.01% 0 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL 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: 1,600 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $12.9K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280 $12.8K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $12.8K 0.01% 0 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: 632 shares; 2024Q4: 612 shares; 2025Q1: 575 shares; 2025Q2: 186 shares; 2025Q3: 140 shares; 2025Q4: 142 shares; 2026Q1: 139 shares 139 $12.7K 0.01% -3 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: 59 shares; 2024Q4: 49 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 27 shares 27 $12.6K 0.01% -7 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares 166 $12.5K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $12.5K 0.01% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $12.5K 0.01% 0 Timeline MLPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $12.3K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $12.2K 0.01% 0 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 888 shares; 2025Q3: 863 shares; 2025Q4: 863 shares; 2026Q1: 863 shares 863 $12.2K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares 255 $12.2K 0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 198 shares; 2026Q1: 198 shares 198 $12.2K 0.01% 0 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares 238 $12.1K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $12K 0.01% 0 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $11.9K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 44 shares; 2025Q1: 40 shares; 2025Q2: 57 shares; 2025Q3: 40 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $11.8K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 273 shares 273 $11.6K 0.01% +28 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $11.6K 0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271 $11.6K 0.01% 0 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $11.2K 0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $11.1K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $10.9K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,654 shares; 2025Q2: 1,654 shares; 2025Q3: 1,344 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280 $10.8K 0.01% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $10.8K 0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 695 shares; 2026Q1: 695 shares 695 $10.5K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 201 shares; 2025Q1: 276 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares 215 $10.5K 0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $10.2K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 132 shares; 2026Q1: 74 shares 74 $10.2K 0.01% -58 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187 shares 187 $10.1K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $10K 0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,727 shares; 2025Q2: 2,727 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,525 shares 2,525 $9.97K 0.01% -182 Timeline BILS 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: 135 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $9.94K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $9.7K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $9.7K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 19 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 13 shares; 2026Q1: 9 shares 9 $9.56K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $9.55K 0.01% 0 Timeline SRG SERITAGE GROWTH PPTYS More: the full row for SERITAGE GROWTH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,224 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,382 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 3,382 shares 3,382 $9.5K 0.01% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 265 shares 265 $9.48K 0.01% +150 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $9.21K 0.01% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 212 shares 212 $9.13K 0.01% -40 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: 3 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $9.1K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 29 shares 29 $9.01K 0.01% -4 Timeline PCEF 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: 665 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 489 shares; 2026Q1: 474 shares 474 $8.92K 0.01% -15 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $8.88K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $8.86K 0.01% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares 270 $8.76K 0.01% 0 Timeline SCHH 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: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 404 shares 404 $8.68K 0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $8.43K 0.01% 0 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: 1,473 shares; 2024Q4: 1,542 shares; 2025Q1: 1,527 shares; 2025Q2: 72 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $8.3K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $8.28K 0.01% 0 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $7.99K 0.01% 0 Timeline EMXC 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $7.87K 0.01% 0 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: 31 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $7.86K 0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $7.73K 0.01% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares 206 $7.45K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,595 shares; 2025Q1: 1,645 shares; 2025Q2: 1,643 shares; 2025Q3: 675 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $7.43K 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: 171 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares 104 $7.4K 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $7.29K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 38 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $7.26K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 73 shares 73 $7.24K <0.01% +25 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $7.19K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 130 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 47 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $6.99K <0.01% 0 Timeline