IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,563 shares; 2024Q4: 200,134 shares; 2025Q1: 194,588 shares; 2025Q2: 194,907 shares; 2025Q3: 191,409 shares; 2025Q4: 191,110 shares; 2026Q1: 216,628 shares 216,628 $142M 20.3% +25,518 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371,829 shares; 2024Q4: 2,699,687 shares; 2025Q1: 2,420,887 shares; 2025Q2: 2,350,690 shares; 2025Q3: 1,938,690 shares; 2025Q4: 1,813,690 shares; 2026Q1: 8,536,527 shares 8,536,527 $44.3M 6.36% +6,722,837 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597,132 shares; 2025Q2: 595,964 shares; 2025Q3: 1,513,871 shares; 2025Q4: 1,494,950 shares; 2026Q1: 1,591,626 shares 1,591,626 $38.7M 5.55% +96,676 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 972,386 shares; 2025Q2: 992,904 shares; 2025Q3: 1,101,040 shares; 2025Q4: 1,100,684 shares; 2026Q1: 1,114,217 shares 1,114,217 $36.7M 5.27% +13,533 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 508,265 shares; 2025Q2: 519,369 shares; 2025Q3: 509,523 shares; 2025Q4: 516,649 shares; 2026Q1: 512,359 shares 512,359 $35.1M 5.03% -4,290 Timeline TBG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244,559 shares; 2025Q3: 256,183 shares; 2025Q4: 823,095 shares; 2026Q1: 920,940 shares 920,940 $32.1M 4.61% +97,845 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,181 shares; 2024Q4: 420,833 shares; 2025Q1: 280,751 shares; 2025Q2: 269,624 shares; 2025Q3: 253,029 shares; 2025Q4: 249,914 shares; 2026Q1: 259,172 shares 259,172 $23.5M 3.37% +9,258 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: 55,354 shares; 2024Q4: 57,034 shares; 2025Q1: 57,647 shares; 2025Q2: 58,540 shares; 2025Q3: 52,794 shares; 2025Q4: 52,599 shares; 2026Q1: 61,864 shares 61,864 $15.7M 2.25% +9,265 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: 80,146 shares; 2024Q4: 83,614 shares; 2025Q1: 79,152 shares; 2025Q2: 79,527 shares; 2025Q3: 82,645 shares; 2025Q4: 81,216 shares; 2026Q1: 87,760 shares 87,760 $15.3M 2.2% +6,544 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: 102,780 shares; 2024Q4: 121,501 shares; 2025Q1: 123,921 shares; 2025Q2: 123,539 shares; 2025Q3: 111,584 shares; 2025Q4: 117,465 shares; 2026Q1: 123,854 shares 123,854 $13.2M 1.89% +6,389 Timeline ISTB 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: 243,287 shares; 2024Q4: 243,596 shares; 2025Q1: 230,347 shares; 2025Q2: 218,284 shares; 2025Q3: 238,108 shares; 2025Q4: 235,360 shares; 2026Q1: 246,328 shares 246,328 $11.9M 1.71% +10,968 Timeline IQLT 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: 542,366 shares; 2024Q4: 538,352 shares; 2025Q1: 260,888 shares; 2025Q2: 246,134 shares; 2025Q3: 220,331 shares; 2025Q4: 213,093 shares; 2026Q1: 219,422 shares 219,422 $10.1M 1.46% +6,329 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: 31,567 shares; 2024Q4: 31,770 shares; 2025Q1: 32,798 shares; 2025Q2: 32,460 shares; 2025Q3: 30,238 shares; 2025Q4: 29,863 shares; 2026Q1: 33,097 shares 33,097 $9.52M 1.37% +3,234 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: 20,615 shares; 2024Q4: 21,136 shares; 2025Q1: 21,958 shares; 2025Q2: 22,722 shares; 2025Q3: 21,602 shares; 2025Q4: 21,587 shares; 2026Q1: 25,121 shares 25,121 $9.3M 1.33% +3,534 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: 5,552 shares; 2024Q4: 5,748 shares; 2025Q1: 5,745 shares; 2025Q2: 5,808 shares; 2025Q3: 12,844 shares; 2025Q4: 16,433 shares; 2026Q1: 14,536 shares 14,536 $8.32M 1.19% -1,897 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: 24,095 shares; 2024Q4: 24,365 shares; 2025Q1: 19,132 shares; 2025Q2: 18,741 shares; 2025Q3: 17,426 shares; 2025Q4: 17,267 shares; 2026Q1: 22,857 shares 22,857 $7.33M 1.05% +5,590 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,777 shares; 2025Q2: 27,952 shares; 2025Q3: 29,524 shares; 2025Q4: 30,887 shares; 2026Q1: 32,226 shares 32,226 $6.18M 0.89% +1,339 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: 24,305 shares; 2024Q4: 25,922 shares; 2025Q1: 26,338 shares; 2025Q2: 26,401 shares; 2025Q3: 25,080 shares; 2025Q4: 25,163 shares; 2026Q1: 29,660 shares 29,660 $6.18M 0.89% +4,497 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,272 shares; 2024Q4: 106,560 shares; 2025Q1: 95,537 shares; 2025Q2: 94,150 shares; 2025Q3: 80,546 shares; 2025Q4: 76,456 shares; 2026Q1: 90,097 shares 90,097 $6.08M 0.87% +13,641 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,069 shares; 2024Q4: 12,887 shares; 2025Q1: 11,426 shares; 2025Q2: 13,184 shares; 2025Q3: 14,293 shares; 2025Q4: 13,948 shares; 2026Q1: 16,848 shares 16,848 $5.21M 0.75% +2,900 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,607 shares; 2024Q4: 21,877 shares; 2025Q1: 20,528 shares; 2025Q2: 19,454 shares; 2025Q3: 17,576 shares; 2025Q4: 15,283 shares; 2026Q1: 17,784 shares 17,784 $4.41M 0.63% +2,501 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: 13,712 shares; 2024Q4: 13,768 shares; 2025Q1: 14,113 shares; 2025Q2: 14,095 shares; 2025Q3: 13,035 shares; 2025Q4: 13,110 shares; 2026Q1: 14,170 shares 14,170 $4.17M 0.6% +1,060 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,899 shares; 2024Q4: 194,733 shares; 2025Q1: 83,854 shares; 2025Q2: 79,114 shares; 2025Q3: 67,575 shares; 2025Q4: 63,520 shares; 2026Q1: 62,660 shares 62,660 $4.05M 0.58% -860 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: 40,142 shares; 2024Q4: 39,053 shares; 2025Q1: 33,902 shares; 2025Q2: 31,728 shares; 2025Q3: 28,618 shares; 2025Q4: 27,338 shares; 2026Q1: 32,388 shares 32,388 $4.03M 0.58% +5,050 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,074 shares; 2025Q1: 4,069 shares; 2025Q2: 4,046 shares; 2025Q3: 3,978 shares; 2025Q4: 3,724 shares; 2026Q1: 3,999 shares 3,999 $3.46M 0.5% +275 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: 63,261 shares; 2024Q4: 59,260 shares; 2025Q1: 67,037 shares; 2025Q2: 66,756 shares; 2025Q3: 67,181 shares; 2025Q4: 69,315 shares; 2026Q1: 67,807 shares 67,807 $3.4M 0.49% -1,508 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,941 shares; 2024Q4: 42,941 shares; 2025Q1: 42,904 shares; 2025Q2: 41,324 shares; 2025Q3: 39,575 shares; 2025Q4: 39,575 shares; 2026Q1: 39,091 shares 39,091 $3.39M 0.49% -484 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: 16,115 shares; 2024Q4: 16,287 shares; 2025Q1: 16,675 shares; 2025Q2: 16,428 shares; 2025Q3: 16,080 shares; 2025Q4: 15,815 shares; 2026Q1: 15,544 shares 15,544 $3.38M 0.49% -271 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: 15,391 shares; 2024Q4: 14,965 shares; 2025Q1: 16,014 shares; 2025Q2: 16,168 shares; 2025Q3: 15,950 shares; 2025Q4: 15,973 shares; 2026Q1: 16,250 shares 16,250 $3.36M 0.48% +277 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: 9,386 shares; 2024Q4: 9,748 shares; 2025Q1: 18,540 shares; 2025Q2: 20,903 shares; 2025Q3: 20,591 shares; 2025Q4: 20,043 shares; 2026Q1: 12,799 shares 12,799 $3.13M 0.45% -7,244 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: 31,423 shares; 2024Q4: 31,987 shares; 2025Q1: 35,039 shares; 2025Q2: 36,399 shares; 2025Q3: 38,328 shares; 2025Q4: 38,405 shares; 2026Q1: 51,211 shares 51,211 $3.11M 0.45% +12,806 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 754,311 shares; 2025Q3: 754,311 shares; 2025Q4: 782,197 shares; 2026Q1: 782,891 shares 782,891 $3.06M 0.44% +694 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,851 shares; 2024Q4: 46,674 shares; 2025Q1: 54,214 shares; 2025Q2: 58,244 shares; 2025Q3: 60,991 shares; 2025Q4: 61,572 shares; 2026Q1: 61,348 shares 61,348 $3.01M 0.43% -224 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: 2,992 shares; 2024Q4: 3,254 shares; 2025Q1: 3,191 shares; 2025Q2: 3,174 shares; 2025Q3: 2,980 shares; 2025Q4: 29,380 shares; 2026Q1: 30,403 shares 30,403 $2.92M 0.42% +1,023 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,974 shares; 2025Q1: 11,413 shares; 2025Q2: 11,537 shares; 2025Q3: 12,711 shares; 2025Q4: 12,198 shares; 2026Q1: 13,412 shares 13,412 $2.87M 0.41% +1,214 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,267 shares; 2024Q4: 8,478 shares; 2025Q1: 8,308 shares; 2025Q2: 8,345 shares; 2025Q3: 7,983 shares; 2025Q4: 8,436 shares; 2026Q1: 9,211 shares 9,211 $2.78M 0.4% +775 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 10,165 shares; 2025Q4: 9,920 shares; 2026Q1: 10,848 shares 10,848 $2.72M 0.39% +928 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: 8,045 shares; 2024Q4: 8,002 shares; 2025Q1: 8,262 shares; 2025Q2: 8,041 shares; 2025Q3: 7,582 shares; 2025Q4: 7,438 shares; 2026Q1: 7,644 shares 7,644 $2.69M 0.39% +206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,748 shares; 2025Q3: 134,522 shares; 2025Q4: 135,312 shares; 2026Q1: 139,820 shares 139,820 $2.68M 0.38% +4,508 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: 12,752 shares; 2024Q4: 12,841 shares; 2025Q1: 13,728 shares; 2025Q2: 16,886 shares; 2025Q3: 16,854 shares; 2025Q4: 16,927 shares; 2026Q1: 16,796 shares 16,796 $2.57M 0.37% -131 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: 5,443 shares; 2024Q4: 5,704 shares; 2025Q1: 5,984 shares; 2025Q2: 5,846 shares; 2025Q3: 5,333 shares; 2025Q4: 5,212 shares; 2026Q1: 6,704 shares 6,704 $2.49M 0.36% +1,492 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: 28,319 shares; 2026Q1: 27,078 shares 27,078 $2.47M 0.35% -1,241 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: 49,460 shares; 2024Q4: 50,423 shares; 2025Q1: 30,570 shares; 2025Q2: 30,370 shares; 2025Q3: 29,881 shares; 2025Q4: 29,900 shares; 2026Q1: 31,066 shares 31,066 $2.41M 0.35% +1,166 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: not reported; 2024Q4: 1,491 shares; 2025Q1: 4,425 shares; 2025Q2: 3,537 shares; 2025Q3: 2,539 shares; 2025Q4: 2,654 shares; 2026Q1: 3,591 shares 3,591 $2.34M 0.34% +937 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,481 shares; 2025Q1: 6,589 shares; 2025Q2: 6,684 shares; 2025Q3: 6,892 shares; 2025Q4: 6,870 shares; 2026Q1: 6,863 shares 6,863 $2.24M 0.32% -7 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 1,681 shares; 2025Q1: 1,828 shares; 2025Q2: 1,848 shares; 2025Q3: 1,693 shares; 2025Q4: 1,744 shares; 2026Q1: 2,143 shares 2,143 $2.14M 0.31% +399 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: 15,472 shares; 2024Q4: 15,026 shares; 2025Q1: 14,965 shares; 2025Q2: 7,399 shares; 2025Q3: 7,222 shares; 2025Q4: 8,473 shares; 2026Q1: 8,770 shares 8,770 $2.13M 0.3% +297 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 3,774 shares; 2025Q1: 3,773 shares; 2025Q2: 3,683 shares; 2025Q3: 3,736 shares; 2025Q4: 3,695 shares; 2026Q1: 3,676 shares 3,676 $2.07M 0.3% -19 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 452 shares; 2025Q1: 442 shares; 2025Q2: 455 shares; 2025Q3: 1,565 shares; 2025Q4: 1,927 shares; 2026Q1: 4,111 shares 4,111 $2.05M 0.29% +2,184 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: 1,456 shares; 2024Q4: 1,539 shares; 2025Q1: 1,556 shares; 2025Q2: 1,724 shares; 2025Q3: 1,900 shares; 2025Q4: 1,849 shares; 2026Q1: 2,229 shares 2,229 $2.05M 0.29% +380 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: 2,621 shares; 2024Q4: 3,030 shares; 2025Q1: 2,970 shares; 2025Q2: 3,199 shares; 2025Q3: 3,341 shares; 2025Q4: 3,380 shares; 2026Q1: 4,203 shares 4,203 $2.01M 0.29% +823 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,438 shares; 2025Q1: 6,547 shares; 2025Q2: 3,770 shares; 2025Q3: 3,618 shares; 2025Q4: 3,606 shares; 2026Q1: 3,586 shares 3,586 $1.97M 0.28% -20 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: 6,131 shares; 2024Q4: 6,139 shares; 2025Q1: 6,213 shares; 2025Q2: 6,159 shares; 2025Q3: 5,453 shares; 2025Q4: 5,355 shares; 2026Q1: 6,275 shares 6,275 $1.9M 0.27% +920 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 17,073 shares; 2025Q1: 18,482 shares; 2025Q2: 19,375 shares; 2025Q3: 19,692 shares; 2025Q4: 19,658 shares; 2026Q1: 19,415 shares 19,415 $1.9M 0.27% -243 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,930 shares; 2024Q4: 119,125 shares; 2025Q1: 157,919 shares; 2025Q2: 163,022 shares; 2025Q3: 161,361 shares; 2025Q4: 162,483 shares; 2026Q1: 159,204 shares 159,204 $1.84M 0.26% -3,279 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,415 shares; 2024Q4: 21,011 shares; 2025Q1: 25,402 shares; 2025Q2: 33,628 shares; 2025Q3: 34,556 shares; 2025Q4: 34,667 shares; 2026Q1: 33,131 shares 33,131 $1.83M 0.26% -1,536 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: 11,048 shares; 2024Q4: 11,448 shares; 2025Q1: 11,895 shares; 2025Q2: 11,859 shares; 2025Q3: 11,575 shares; 2025Q4: 11,327 shares; 2026Q1: 11,867 shares 11,867 $1.75M 0.25% +540 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,799 shares; 2025Q3: 70,674 shares; 2025Q4: 70,034 shares; 2026Q1: 72,021 shares 72,021 $1.71M 0.25% +1,987 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: 6,739 shares; 2024Q4: 6,698 shares; 2025Q1: 6,915 shares; 2025Q2: 7,020 shares; 2025Q3: 6,961 shares; 2025Q4: 7,119 shares; 2026Q1: 7,220 shares 7,220 $1.71M 0.24% +101 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: 10,403 shares; 2024Q4: 10,647 shares; 2025Q1: 10,773 shares; 2025Q2: 10,676 shares; 2025Q3: 10,399 shares; 2025Q4: 10,360 shares; 2026Q1: 11,779 shares 11,779 $1.7M 0.24% +1,419 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,833 shares; 2024Q4: 19,756 shares; 2025Q1: 20,777 shares; 2025Q2: 20,487 shares; 2025Q3: 21,051 shares; 2025Q4: 20,257 shares; 2026Q1: 25,016 shares 25,016 $1.66M 0.24% +4,759 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,429 shares; 2025Q2: 12,982 shares; 2025Q3: 13,766 shares; 2025Q4: 15,434 shares; 2026Q1: 20,521 shares 20,521 $1.65M 0.24% +5,087 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: 8,520 shares; 2024Q4: 8,478 shares; 2025Q1: 9,318 shares; 2025Q2: 9,451 shares; 2025Q3: 9,190 shares; 2025Q4: 9,150 shares; 2026Q1: 9,631 shares 9,631 $1.63M 0.23% +481 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 12,766 shares; 2025Q1: 15,407 shares; 2025Q2: 19,806 shares; 2025Q3: 20,048 shares; 2025Q4: 21,238 shares; 2026Q1: 34,958 shares 34,958 $1.62M 0.23% +13,720 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: 38,829 shares; 2024Q4: 39,649 shares; 2025Q1: 40,680 shares; 2025Q2: 42,439 shares; 2025Q3: 43,348 shares; 2025Q4: 43,978 shares; 2026Q1: 43,493 shares 43,493 $1.6M 0.23% -485 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: 27,886 shares; 2024Q4: 27,712 shares; 2025Q1: 28,155 shares; 2025Q2: 27,335 shares; 2025Q3: 26,351 shares; 2025Q4: 25,382 shares; 2026Q1: 11,429 shares 11,429 $1.59M 0.23% -13,953 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: 28,404 shares; 2024Q4: 28,962 shares; 2025Q1: 30,888 shares; 2025Q2: 29,957 shares; 2025Q3: 29,263 shares; 2025Q4: 29,821 shares; 2026Q1: 29,244 shares 29,244 $1.58M 0.23% -577 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,632 shares; 2024Q4: 37,138 shares; 2025Q1: 38,534 shares; 2025Q2: 39,158 shares; 2025Q3: 39,760 shares; 2025Q4: 38,881 shares; 2026Q1: 40,007 shares 40,007 $1.57M 0.23% +1,126 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,359 shares; 2024Q4: 43,773 shares; 2025Q1: 56,030 shares; 2025Q2: 58,808 shares; 2025Q3: 59,449 shares; 2025Q4: 62,420 shares; 2026Q1: 59,996 shares 59,996 $1.56M 0.22% -2,424 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: 2,945 shares; 2024Q4: 2,922 shares; 2025Q1: 3,024 shares; 2025Q2: 3,076 shares; 2025Q3: 3,084 shares; 2025Q4: 3,076 shares; 2026Q1: 4,207 shares 4,207 $1.49M 0.21% +1,131 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,430 shares; 2025Q1: 30,633 shares; 2025Q2: 31,269 shares; 2025Q3: 32,004 shares; 2025Q4: 32,344 shares; 2026Q1: 31,240 shares 31,240 $1.47M 0.21% -1,104 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,010 shares; 2025Q2: 18,377 shares; 2025Q3: 23,587 shares; 2025Q4: 27,637 shares; 2026Q1: 24,869 shares 24,869 $1.47M 0.21% -2,768 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,781 shares; 2025Q2: 4,031 shares; 2025Q3: 4,671 shares; 2025Q4: 4,842 shares; 2026Q1: 5,701 shares 5,701 $1.42M 0.2% +859 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,043 shares; 2025Q1: 5,379 shares; 2025Q2: 5,467 shares; 2025Q3: 5,608 shares; 2025Q4: 5,658 shares; 2026Q1: 7,765 shares 7,765 $1.41M 0.2% +2,107 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: not reported; 2024Q4: not reported; 2025Q1: 1,327 shares; 2025Q2: 2,323 shares; 2025Q3: 2,496 shares; 2025Q4: 2,568 shares; 2026Q1: 3,158 shares 3,158 $1.4M 0.2% +590 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,308 shares; 2026Q1: 71,843 shares 71,843 $1.39M 0.2% +17,535 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: 13,817 shares; 2024Q4: 14,860 shares; 2025Q1: 16,655 shares; 2025Q2: 22,044 shares; 2025Q3: 22,736 shares; 2025Q4: 23,256 shares; 2026Q1: 22,560 shares 22,560 $1.38M 0.2% -696 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,172 shares; 2025Q3: 52,904 shares; 2025Q4: 53,775 shares; 2026Q1: 52,649 shares 52,649 $1.38M 0.2% -1,126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,417 shares; 2026Q1: 22,051 shares 22,051 $1.36M 0.2% +6,634 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: 24,472 shares; 2026Q1: 23,920 shares 23,920 $1.36M 0.2% -552 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,498 shares; 2024Q4: 55,685 shares; 2025Q1: 69,638 shares; 2025Q2: 76,558 shares; 2025Q3: 80,743 shares; 2025Q4: 98,811 shares; 2026Q1: 106,029 shares 106,029 $1.34M 0.19% +7,218 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,522 shares; 2024Q4: 37,860 shares; 2025Q1: 48,232 shares; 2025Q2: 51,463 shares; 2025Q3: 55,011 shares; 2025Q4: 57,864 shares; 2026Q1: 57,335 shares 57,335 $1.29M 0.18% -529 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 2,532 shares; 2025Q1: 2,573 shares; 2025Q2: 2,582 shares; 2025Q3: 2,589 shares; 2025Q4: 2,597 shares; 2026Q1: 2,606 shares 2,606 $1.28M 0.18% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,048 shares; 2026Q1: 42,585 shares 42,585 $1.25M 0.18% +18,537 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,801 shares; 2024Q4: 34,270 shares; 2025Q1: 36,971 shares; 2025Q2: 38,280 shares; 2025Q3: 39,362 shares; 2025Q4: 42,064 shares; 2026Q1: 64,795 shares 64,795 $1.24M 0.18% +22,731 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,009 shares; 2024Q4: 29,514 shares; 2025Q1: 32,629 shares; 2025Q2: 32,584 shares; 2025Q3: 33,744 shares; 2025Q4: 34,614 shares; 2026Q1: 33,427 shares 33,427 $1.22M 0.17% -1,187 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: not reported; 2024Q4: 26,463 shares; 2025Q1: 31,200 shares; 2025Q2: 37,849 shares; 2025Q3: 39,379 shares; 2025Q4: 40,164 shares; 2026Q1: 43,264 shares 43,264 $1.21M 0.17% +3,100 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: 6,729 shares; 2024Q4: 5,900 shares; 2025Q1: 8,276 shares; 2025Q2: 8,977 shares; 2025Q3: 9,684 shares; 2025Q4: 10,095 shares; 2026Q1: 11,879 shares 11,879 $1.17M 0.17% +1,784 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: 22,796 shares; 2024Q4: 23,480 shares; 2025Q1: 24,242 shares; 2025Q2: 23,771 shares; 2025Q3: 22,136 shares; 2025Q4: 20,873 shares; 2026Q1: 23,873 shares 23,873 $1.16M 0.17% +3,000 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,051 shares; 2024Q4: 6,051 shares; 2025Q1: 6,051 shares; 2025Q2: 6,051 shares; 2025Q3: 5,998 shares; 2025Q4: 5,998 shares; 2026Q1: 5,998 shares 5,998 $1.15M 0.17% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 55,767 shares 55,767 $1.15M 0.16% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,151 shares; 2024Q4: 18,161 shares; 2025Q1: 18,467 shares; 2025Q2: 18,651 shares; 2025Q3: 18,331 shares; 2025Q4: 18,199 shares; 2026Q1: 18,765 shares 18,765 $1.13M 0.16% +566 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: 5,806 shares; 2024Q4: 5,819 shares; 2025Q1: 6,574 shares; 2025Q2: 6,742 shares; 2025Q3: 7,453 shares; 2025Q4: 6,983 shares; 2026Q1: 9,227 shares 9,227 $1.12M 0.16% +2,244 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: 4,977 shares; 2024Q4: 5,001 shares; 2025Q1: 5,321 shares; 2025Q2: 5,552 shares; 2025Q3: 5,440 shares; 2025Q4: 5,556 shares; 2026Q1: 5,715 shares 5,715 $1.12M 0.16% +159 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,962 shares; 2024Q4: 11,312 shares; 2025Q1: 11,748 shares; 2025Q2: 10,946 shares; 2025Q3: 10,946 shares; 2025Q4: 11,104 shares; 2026Q1: 11,224 shares 11,224 $1.11M 0.16% +120 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: 3,539 shares; 2024Q4: 4,092 shares; 2025Q1: 3,557 shares; 2025Q2: 3,378 shares; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 9,174 shares 9,174 $1.1M 0.16% +6,841 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 47,624 shares; 2025Q4: 55,324 shares; 2026Q1: 52,124 shares 52,124 $1.09M 0.16% -3,200 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 92,414 shares 92,414 $1.06M 0.15% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,550 shares; 2024Q4: 77,243 shares; 2025Q1: 82,512 shares; 2025Q2: 86,395 shares; 2025Q3: 92,341 shares; 2025Q4: 62,944 shares; 2026Q1: 61,302 shares 61,302 $1.06M 0.15% -1,642 Timeline DHIL DIAMOND HILL INVT GROUP INC More: the full row for DIAMOND HILL INVT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,578 shares; 2025Q1: 4,888 shares; 2025Q2: 5,075 shares; 2025Q3: 5,296 shares; 2025Q4: 6,686 shares; 2026Q1: 6,098 shares 6,098 $1.05M 0.15% -588 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,508 shares; 2025Q1: 7,791 shares; 2025Q2: 7,861 shares; 2025Q3: 7,423 shares; 2025Q4: 7,440 shares; 2026Q1: 8,117 shares 8,117 $1.05M 0.15% +677 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,434 shares; 2024Q4: 28,915 shares; 2025Q1: 33,725 shares; 2025Q2: 33,550 shares; 2025Q3: 31,743 shares; 2025Q4: 31,909 shares; 2026Q1: 43,926 shares 43,926 $1.04M 0.15% +12,017 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 6,760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,458 shares 8,458 $1.03M 0.15% new 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: 9,568 shares; 2024Q4: 9,662 shares; 2025Q1: 9,925 shares; 2025Q2: 9,606 shares; 2025Q3: 9,333 shares; 2025Q4: 9,498 shares; 2026Q1: 10,471 shares 10,471 $1.01M 0.14% +973 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 7,374 shares; 2025Q3: 7,738 shares; 2025Q4: 8,031 shares; 2026Q1: 11,468 shares 11,468 $999K 0.14% +3,437 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 8,228 shares; 2025Q1: 11,636 shares; 2025Q2: 12,154 shares; 2025Q3: 12,675 shares; 2025Q4: 13,057 shares; 2026Q1: 12,239 shares 12,239 $995K 0.14% -818 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 676 shares; 2025Q1: 736 shares; 2025Q2: 753 shares; 2025Q3: 751 shares; 2025Q4: 755 shares; 2026Q1: 784 shares 784 $989K 0.14% +29 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,259 shares; 2025Q1: 2,282 shares; 2025Q2: 2,535 shares; 2025Q3: 2,615 shares; 2025Q4: 2,346 shares; 2026Q1: 3,902 shares 3,902 $948K 0.14% +1,556 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,755 shares; 2024Q4: 2,735 shares; 2025Q1: 1,095 shares; 2025Q2: 1,074 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 2,647 shares 2,647 $944K 0.14% +1,640 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: 3,045 shares; 2024Q4: 3,718 shares; 2025Q1: 3,345 shares; 2025Q2: 3,355 shares; 2025Q3: 3,228 shares; 2025Q4: 3,229 shares; 2026Q1: 3,208 shares 3,208 $920K 0.13% -21 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: 55,916 shares; 2024Q4: 55,748 shares; 2025Q1: 58,155 shares; 2025Q2: 58,923 shares; 2025Q3: 59,957 shares; 2025Q4: 61,609 shares; 2026Q1: 62,147 shares 62,147 $918K 0.13% +538 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,021 shares; 2025Q1: 19,776 shares; 2025Q2: 19,600 shares; 2025Q3: 17,249 shares; 2025Q4: 19,473 shares; 2026Q1: 21,929 shares 21,929 $905K 0.13% +2,456 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: 2,010 shares; 2024Q4: 2,110 shares; 2025Q1: 2,440 shares; 2025Q2: 2,572 shares; 2025Q3: 2,840 shares; 2025Q4: 2,660 shares; 2026Q1: 3,319 shares 3,319 $898K 0.13% +659 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,574 shares; 2024Q4: 18,854 shares; 2025Q1: 22,364 shares; 2025Q2: 22,777 shares; 2025Q3: 22,092 shares; 2025Q4: 21,343 shares; 2026Q1: 35,031 shares 35,031 $893K 0.13% +13,688 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,106 shares 7,106 $883K 0.13% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,504 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,462 shares; 2026Q1: 1,469 shares 1,469 $878K 0.13% +7 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $872K 0.13% new 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: 38,468 shares; 2024Q4: 34,434 shares; 2025Q1: 41,867 shares; 2025Q2: 15,850 shares; 2025Q3: 8,894 shares; 2025Q4: 8,586 shares; 2026Q1: 19,217 shares 19,217 $848K 0.12% +10,631 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: 2,766 shares; 2024Q4: 2,476 shares; 2025Q1: 2,537 shares; 2025Q2: 2,541 shares; 2025Q3: 2,493 shares; 2025Q4: 2,445 shares; 2026Q1: 2,454 shares 2,454 $829K 0.12% +9 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,706 shares; 2024Q4: 64,558 shares; 2025Q1: 108,534 shares; 2025Q2: 109,963 shares; 2025Q3: 109,298 shares; 2025Q4: 79,349 shares; 2026Q1: 77,514 shares 77,514 $823K 0.12% -1,835 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 668 shares; 2025Q1: 766 shares; 2025Q2: 778 shares; 2025Q3: 771 shares; 2025Q4: 673 shares; 2026Q1: 615 shares 615 $812K 0.12% -58 Timeline PCG PG&E CORP More: the full row for PG&E 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: 44,069 shares 44,069 $774K 0.11% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,651 shares; 2026Q1: 7,710 shares 7,710 $744K 0.11% +59 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $742K 0.11% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,979 shares 9,979 $730K 0.1% new Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 34,239 shares; 2025Q3: 35,030 shares; 2025Q4: 32,448 shares; 2026Q1: 31,306 shares 31,306 $671K 0.1% -1,142 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,361 shares 2,361 $670K 0.1% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,311 shares; 2024Q4: 11,108 shares; 2025Q1: 11,293 shares; 2025Q2: 11,630 shares; 2025Q3: 11,331 shares; 2025Q4: 9,794 shares; 2026Q1: 11,705 shares 11,705 $653K 0.09% +1,911 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: 2,019 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 1,800 shares; 2026Q1: 1,902 shares 1,902 $643K 0.09% +102 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: 2,332 shares; 2024Q4: 2,443 shares; 2025Q1: 2,576 shares; 2025Q2: 2,540 shares; 2025Q3: 2,603 shares; 2025Q4: 2,622 shares; 2026Q1: 3,104 shares 3,104 $631K 0.09% +482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,743 shares 1,743 $621K 0.09% new 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: 2,308 shares; 2024Q4: 2,225 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 1,986 shares; 2025Q4: 2,131 shares; 2026Q1: 3,604 shares 3,604 $611K 0.09% +1,473 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 2,871 shares 2,871 $597K 0.09% +1,621 Timeline SPYM 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: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 7,752 shares; 2025Q4: 7,752 shares; 2026Q1: 7,754 shares 7,754 $593K 0.09% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,522 shares 8,522 $589K 0.08% new 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: 14,848 shares; 2025Q3: 14,223 shares; 2025Q4: not reported; 2026Q1: 14,223 shares 14,223 $553K 0.08% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: 2,839 shares; 2025Q1: 3,043 shares; 2025Q2: 3,105 shares; 2025Q3: 2,586 shares; 2025Q4: 2,443 shares; 2026Q1: 2,642 shares 2,642 $544K 0.08% +199 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 938 shares; 2025Q4: 1,689 shares; 2026Q1: 2,699 shares 2,699 $537K 0.08% +1,010 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,912 shares; 2024Q4: 97,184 shares; 2025Q1: 107,701 shares; 2025Q2: 117,885 shares; 2025Q3: 123,319 shares; 2025Q4: 118,666 shares; 2026Q1: 196,376 shares 196,376 $532K 0.08% +77,710 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,131 shares 4,131 $522K 0.07% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 13,980 shares; 2025Q1: 14,584 shares; 2025Q2: 14,560 shares; 2025Q3: 14,560 shares; 2025Q4: 14,552 shares; 2026Q1: 14,483 shares 14,483 $521K 0.07% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $520K 0.07% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2026Q1: 6,824 shares 6,824 $508K 0.07% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly 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: 649 shares 649 $501K 0.07% new Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,867 shares; 2024Q4: 42,865 shares; 2025Q1: 38,784 shares; 2025Q2: 43,521 shares; 2025Q3: 46,136 shares; 2025Q4: 45,382 shares; 2026Q1: 48,931 shares 48,931 $498K 0.07% +3,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,828 shares 1,828 $494K 0.07% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 18,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,860 shares; 2026Q1: 3,605 shares 3,605 $489K 0.07% -255 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP 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: not reported; 2026Q1: 14,909 shares 14,909 $488K 0.07% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,529 shares; 2025Q1: 6,747 shares; 2025Q2: 6,326 shares; 2025Q3: 6,177 shares; 2025Q4: 6,162 shares; 2026Q1: 4,891 shares 4,891 $486K 0.07% -1,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,969 shares 2,969 $461K 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,619 shares 3,619 $457K 0.07% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,140 shares; 2025Q1: 2,817 shares; 2025Q2: 2,617 shares; 2025Q3: 2,417 shares; 2025Q4: 2,952 shares; 2026Q1: 3,783 shares 3,783 $449K 0.06% +831 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $439K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares 3,432 $421K 0.06% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,928 shares 1,928 $409K 0.06% new 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: 241 shares; 2024Q4: 330 shares; 2025Q1: 269 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: not reported; 2026Q1: 3,907 shares 3,907 $408K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: 746 shares; 2025Q3: 662 shares; 2025Q4: 663 shares; 2026Q1: 913 shares 913 $408K 0.06% +250 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: 821 shares; 2024Q4: 827 shares; 2025Q1: 821 shares; 2025Q2: 735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares 1,117 $400K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,603 shares 6,603 $388K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,608 shares 2,608 $381K 0.05% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 4,586 shares 4,586 $369K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,390 shares 3,390 $367K 0.05% new Timeline DFAX 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: 11,028 shares; 2025Q3: 10,706 shares; 2025Q4: not reported; 2026Q1: 10,706 shares 10,706 $364K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 1,044 shares 1,044 $357K 0.05% +210 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,042 shares 2,042 $354K 0.05% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares 499 $354K 0.05% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,778 shares; 2024Q4: 184,993 shares; 2025Q1: 178,726 shares; 2025Q2: 10,894 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares 2,761 $353K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,081 shares; 2026Q1: 7,013 shares 7,013 $350K 0.05% -68 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 795 shares 795 $342K 0.05% +243 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares 780 $332K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,413 shares 2,413 $328K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $325K 0.05% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,301 shares 2,301 $325K 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $324K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares 1,684 $319K 0.05% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,074 shares 1,074 $317K 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares 328 $315K 0.05% new Timeline AIQ 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: 20,015 shares; 2024Q4: 20,015 shares; 2025Q1: 11,715 shares; 2025Q2: 11,715 shares; 2025Q3: 7,114 shares; 2025Q4: 6,756 shares; 2026Q1: 6,756 shares 6,756 $315K 0.05% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 3,291 shares 3,291 $310K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,531 shares 1,531 $306K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $303K 0.04% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,209 shares 1,209 $300K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares 1,837 $293K 0.04% new 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: not reported; 2024Q4: 731 shares; 2025Q1: 782 shares; 2025Q2: 782 shares; 2025Q3: 782 shares; 2025Q4: 782 shares; 2026Q1: 741 shares 741 $289K 0.04% -41 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly 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: 3,424 shares 3,424 $287K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: not reported; 2026Q1: 3,974 shares 3,974 $286K 0.04% new Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 6,393 shares; 2025Q3: 6,393 shares; 2025Q4: 6,636 shares; 2026Q1: 6,636 shares 6,636 $286K 0.04% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,317 shares; 2025Q1: 56,766 shares; 2025Q2: 58,229 shares; 2025Q3: 59,308 shares; 2025Q4: 57,880 shares; 2026Q1: 7,078 shares 7,078 $282K 0.04% -50,802 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,704 shares 1,704 $282K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares 820 $281K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares 1,215 $281K 0.04% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 2,856 shares; 2026Q1: 2,929 shares 2,929 $273K 0.04% +73 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly 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: 3,644 shares 3,644 $265K 0.04% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,314 shares 6,314 $263K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,698 shares; 2025Q1: 2,870 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares 2,698 $262K 0.04% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,123 shares 2,123 $262K 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: not reported; 2026Q1: 1,726 shares 1,726 $260K 0.04% new 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: 7,142 shares; 2024Q4: 7,900 shares; 2025Q1: 2,867 shares; 2025Q2: 1,893 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,270 shares 1,270 $258K 0.04% -206 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,214 shares 4,214 $258K 0.04% new Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,990 shares; 2024Q4: 8,945 shares; 2025Q1: 7,841 shares; 2025Q2: 7,865 shares; 2025Q3: 7,865 shares; 2025Q4: 7,671 shares; 2026Q1: 7,491 shares 7,491 $258K 0.04% -180 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,925 shares 5,925 $254K 0.04% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $254K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,386 shares 1,386 $253K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $252K 0.04% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares 2,630 $251K 0.04% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares 1,498 $247K 0.04% new 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: 18,054 shares; 2024Q4: 18,430 shares; 2025Q1: 18,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,161 shares 2,161 $245K 0.04% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 751 shares 751 $244K 0.04% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,765 shares 2,765 $242K 0.03% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly 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: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $240K 0.03% 0 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,579 shares 1,579 $239K 0.03% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $237K 0.03% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,309 shares 4,309 $234K 0.03% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares 484 $232K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,401 shares 3,401 $232K 0.03% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly 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: 1,675 shares; 2026Q1: 1,709 shares 1,709 $228K 0.03% +34 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,522 shares 3,522 $226K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 686 shares 686 $225K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,418 shares 2,418 $225K 0.03% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares 2,028 $225K 0.03% new 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: 40,714 shares; 2024Q4: 41,387 shares; 2025Q1: 45,163 shares; 2025Q2: 45,886 shares; 2025Q3: 46,134 shares; 2025Q4: not reported; 2026Q1: 4,858 shares 4,858 $223K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,373 shares 2,373 $223K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,397 shares 2,397 $223K 0.03% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares 873 $222K 0.03% new 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: 3,925 shares; 2025Q3: 3,932 shares; 2025Q4: not reported; 2026Q1: 5,727 shares 5,727 $220K 0.03% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,024 shares 17,024 $219K 0.03% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares 1,658 $217K 0.03% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,199 shares 1,199 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares 723 $214K 0.03% new Timeline IT GARTNER INC More: the full row for GARTNER 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: 1,320 shares 1,320 $209K 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,481 shares 5,481 $208K 0.03% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,603 shares; 2025Q2: 4,810 shares; 2025Q3: 10,400 shares; 2025Q4: 9,902 shares; 2026Q1: 9,998 shares 9,998 $207K 0.03% +96 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 904 shares 904 $207K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,457 shares 4,457 $202K 0.03% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 9,476 shares 9,476 $201K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,549 shares 6,549 $201K 0.03% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,173 shares; 2024Q4: 34,467 shares; 2025Q1: 56,210 shares; 2025Q2: 62,809 shares; 2025Q3: 61,984 shares; 2025Q4: 68,157 shares; 2026Q1: 71,111 shares 71,111 $170K 0.02% +2,954 Timeline ADT ADT INC DEL More: the full row for ADT INC 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: not reported; 2026Q1: 20,722 shares 20,722 $136K 0.02% new Timeline STKL SUNOPTA INC More: the full row for SUNOPTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,161 shares 16,161 $105K 0.02% new Timeline PCTTU PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $62.1K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,901 shares; 2025Q1: 12,354 shares; 2025Q2: 11,894 shares; 2025Q3: 10,990 shares; 2025Q4: 11,327 shares; 2026Q1: 12,783 shares 12,783 $54.8K 0.01% +1,456 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $32K <0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,619 shares 16,619 $9.68K <0.01% new Timeline