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: 122,997 shares; 2024Q4: 182,933 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 26,429 shares; 2026Q1: 128,688 shares 128,688 $83.7M 12.33% +102,259 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: 322,454 shares; 2024Q4: 221,267 shares; 2025Q1: 1,240,581 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410,623 shares 410,623 $33.9M 4.99% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,740 shares; 2024Q4: 93,740 shares; 2025Q1: 98,840 shares; 2025Q2: 101,540 shares; 2025Q3: 96,740 shares; 2025Q4: 96,740 shares; 2026Q1: 110,640 shares 110,640 $26.3M 3.87% +13,900 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: 185,110 shares; 2024Q4: 555,330 shares; 2025Q1: 573,930 shares; 2025Q2: 672,530 shares; 2025Q3: 709,430 shares; 2025Q4: 736,630 shares; 2026Q1: 784,530 shares 784,530 $24.1M 3.54% +47,900 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,620 shares; 2024Q4: 136,230 shares; 2025Q1: 150,290 shares; 2025Q2: 155,510 shares; 2025Q3: 177,570 shares; 2025Q4: 194,760 shares; 2026Q1: 193,330 shares 193,330 $19.5M 2.87% -1,430 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: 6,300 shares; 2025Q1: 349,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309,224 shares 309,224 $18.9M 2.79% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,790 shares; 2024Q4: 96,790 shares; 2025Q1: 96,790 shares; 2025Q2: 113,690 shares; 2025Q3: 115,590 shares; 2025Q4: 115,590 shares; 2026Q1: 153,990 shares 153,990 $16.9M 2.49% +38,400 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: 129,498 shares; 2024Q4: 89,684 shares; 2025Q1: 422,054 shares; 2025Q2: 517,005 shares; 2025Q3: 99,170 shares; 2025Q4: 111,154 shares; 2026Q1: 151,885 shares 151,885 $14.5M 2.13% +40,731 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,600 shares; 2024Q4: 239,600 shares; 2025Q1: 239,600 shares; 2025Q2: 239,600 shares; 2025Q3: 239,600 shares; 2025Q4: 239,600 shares; 2026Q1: 278,900 shares 278,900 $14M 2.07% +39,300 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: 77,250 shares; 2024Q4: 61,927 shares; 2025Q1: 52,873 shares; 2025Q2: 58,967 shares; 2025Q3: 59,073 shares; 2025Q4: 54,719 shares; 2026Q1: 55,983 shares 55,983 $12M 1.77% +1,264 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: 7,217 shares; 2024Q4: not reported; 2025Q1: 80,834 shares; 2025Q2: 66,000 shares; 2025Q3: 66,000 shares; 2025Q4: 66,000 shares; 2026Q1: 66,000 shares 66,000 $11.5M 1.7% 0 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: 81,866 shares; 2024Q4: 111,625 shares; 2025Q1: 6,542 shares; 2025Q2: 46,126 shares; 2025Q3: 104,716 shares; 2025Q4: 73,131 shares; 2026Q1: 125,232 shares 125,232 $11.5M 1.69% +52,101 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,020 shares; 2024Q4: 61,700 shares; 2025Q1: 77,140 shares; 2025Q2: 82,890 shares; 2025Q3: 107,090 shares; 2025Q4: 126,040 shares; 2026Q1: 124,480 shares 124,480 $11.4M 1.68% -1,560 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,643 shares; 2024Q4: 89,643 shares; 2025Q1: 89,643 shares; 2025Q2: 89,643 shares; 2025Q3: 89,643 shares; 2025Q4: 89,643 shares; 2026Q1: 89,643 shares 89,643 $11.2M 1.65% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,548 shares; 2024Q4: 112,381 shares; 2025Q1: 6,693 shares; 2025Q2: not reported; 2025Q3: 27,496 shares; 2025Q4: 66,502 shares; 2026Q1: 122,349 shares 122,349 $10.9M 1.61% +55,847 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: not reported; 2024Q4: not reported; 2025Q1: 43,380 shares; 2025Q2: 40,200 shares; 2025Q3: 40,200 shares; 2025Q4: 40,200 shares; 2026Q1: 42,263 shares 42,263 $10.7M 1.58% +2,063 Timeline PCY 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: 521,839 shares; 2024Q4: 207,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197,573 shares; 2025Q4: 123,309 shares; 2026Q1: 511,065 shares 511,065 $10.7M 1.57% +387,756 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,000 shares; 2024Q4: 38,000 shares; 2025Q1: 43,800 shares; 2025Q2: 43,800 shares; 2025Q3: 54,900 shares; 2025Q4: 53,400 shares; 2026Q1: 53,400 shares 53,400 $10.5M 1.54% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381,183 shares 381,183 $9.44M 1.39% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 37,400 shares; 2026Q1: 100,000 shares 100,000 $8.47M 1.25% +62,600 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: not reported; 2024Q4: not reported; 2025Q1: 20,350 shares; 2025Q2: 20,350 shares; 2025Q3: 20,350 shares; 2025Q4: 20,941 shares; 2026Q1: 21,740 shares 21,740 $8.05M 1.19% +799 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: not reported; 2024Q4: not reported; 2025Q1: 27,800 shares; 2025Q2: 27,800 shares; 2025Q3: 27,800 shares; 2025Q4: 27,800 shares; 2026Q1: 27,800 shares 27,800 $7.99M 1.18% 0 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: 62,605 shares; 2024Q4: 62,605 shares; 2025Q1: 62,605 shares; 2025Q2: 62,605 shares; 2025Q3: 62,605 shares; 2025Q4: 75,405 shares; 2026Q1: 100,005 shares 100,005 $7.65M 1.13% +24,600 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: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 10,745 shares 10,745 $7.61M 1.12% +4,445 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: not reported; 2024Q4: not reported; 2025Q1: 17,382 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,727 shares; 2026Q1: 7,475 shares 7,475 $7.45M 1.1% +5,748 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: 235,738 shares; 2024Q4: 183,991 shares; 2025Q1: not reported; 2025Q2: 152,722 shares; 2025Q3: 45,330 shares; 2025Q4: not reported; 2026Q1: 139,680 shares 139,680 $7.35M 1.08% new 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: not reported; 2025Q1: 13,331 shares; 2025Q2: not reported; 2025Q3: 15,068 shares; 2025Q4: not reported; 2026Q1: 12,667 shares 12,667 $6.28M 0.92% new 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: not reported; 2024Q4: not reported; 2025Q1: 7,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,285 shares; 2026Q1: 19,962 shares 19,962 $6.18M 0.91% +7,677 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,631 shares; 2024Q4: 54,826 shares; 2025Q1: 125,441 shares; 2025Q2: 200 shares; 2025Q3: 800 shares; 2025Q4: 47,532 shares; 2026Q1: 67,047 shares 67,047 $5.81M 0.86% +19,515 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,288 shares 38,288 $5.58M 0.82% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,824 shares; 2026Q1: 75,129 shares 75,129 $5.58M 0.82% +55,305 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,593 shares; 2024Q4: not reported; 2025Q1: 11,145 shares; 2025Q2: 23,009 shares; 2025Q3: 9,078 shares; 2025Q4: 1,283 shares; 2026Q1: 2,296 shares 2,296 $5.28M 0.78% +1,013 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: not reported; 2024Q4: not reported; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 25,300 shares; 2026Q1: 25,300 shares 25,300 $5.27M 0.78% 0 Timeline MBB 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: 42,224 shares; 2026Q1: 53,155 shares 53,155 $5.05M 0.74% +10,931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,894 shares 110,894 $5.03M 0.74% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,254 shares 108,254 $5.03M 0.74% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,350 shares; 2025Q2: 11,350 shares; 2025Q3: 43,645 shares; 2025Q4: 11,350 shares; 2026Q1: 52,104 shares 52,104 $4.99M 0.73% +40,754 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 51,183 shares; 2025Q4: not reported; 2026Q1: 98,978 shares 98,978 $4.47M 0.66% new 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: 4,079 shares; 2026Q1: 5,043 shares 5,043 $4.4M 0.65% +964 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: not reported; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,236 shares 25,236 $4.36M 0.64% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON 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: 173,823 shares 173,823 $3.96M 0.58% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,466 shares 62,466 $3.86M 0.57% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $3.68M 0.54% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $3.6M 0.53% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS 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: 101,006 shares; 2026Q1: 60,860 shares 60,860 $3.55M 0.52% -40,146 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: 28,200 shares; 2025Q2: 28,200 shares; 2025Q3: 28,200 shares; 2025Q4: 28,200 shares; 2026Q1: 28,200 shares 28,200 $3.5M 0.52% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 20,550 shares 20,550 $3.47M 0.51% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH 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: 80,254 shares 80,254 $3.42M 0.5% new 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: 51,616 shares; 2024Q4: 34,104 shares; 2025Q1: 26,861 shares; 2025Q2: 26,497 shares; 2025Q3: 22,251 shares; 2025Q4: 28,799 shares; 2026Q1: 17,617 shares 17,617 $3.38M 0.5% -11,182 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: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 58,048 shares; 2026Q1: 26,000 shares 26,000 $3.29M 0.48% -32,048 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,527 shares; 2026Q1: 118,362 shares 118,362 $3.28M 0.48% +34,835 Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,919 shares 89,919 $3.25M 0.48% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,407 shares; 2026Q1: 36,883 shares 36,883 $3.13M 0.46% -13,524 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: 96,886 shares; 2025Q4: not reported; 2026Q1: 52,998 shares 52,998 $2.93M 0.43% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,975 shares; 2026Q1: 54,615 shares 54,615 $2.81M 0.41% +3,640 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,743 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,083 shares; 2026Q1: 12,998 shares 12,998 $2.78M 0.41% -67,085 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: not reported; 2024Q4: not reported; 2025Q1: 55,500 shares; 2025Q2: 55,500 shares; 2025Q3: 55,500 shares; 2025Q4: 55,500 shares; 2026Q1: 55,500 shares 55,500 $2.71M 0.4% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 91,522 shares; 2026Q1: 65,535 shares 65,535 $2.61M 0.38% -25,987 Timeline ACT ENACT HLDGS INC More: the full row for ENACT 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: 63,696 shares 63,696 $2.6M 0.38% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,712 shares; 2025Q2: 7,800 shares; 2025Q3: 8,381 shares; 2025Q4: 8,602 shares; 2026Q1: 7,800 shares 7,800 $2.57M 0.38% -802 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,440 shares; 2024Q4: 93,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,993 shares 26,993 $2.52M 0.37% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,017 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,149 shares 49,149 $2.5M 0.37% new 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: not reported; 2024Q4: not reported; 2025Q1: 34,400 shares; 2025Q2: 34,400 shares; 2025Q3: 34,400 shares; 2025Q4: 34,400 shares; 2026Q1: 34,400 shares 34,400 $2.5M 0.37% 0 Timeline TBF 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: not reported; 2024Q4: 158,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,425 shares 102,425 $2.48M 0.37% new 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: 6,661 shares; 2024Q4: 5,781 shares; 2025Q1: 6,266 shares; 2025Q2: 5,369 shares; 2025Q3: 4,995 shares; 2025Q4: 6,769 shares; 2026Q1: 5,705 shares 5,705 $2.45M 0.36% -1,064 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,533 shares; 2024Q4: 68,320 shares; 2025Q1: 46,310 shares; 2025Q2: 48,225 shares; 2025Q3: 41,664 shares; 2025Q4: 33,420 shares; 2026Q1: 27,696 shares 27,696 $2.45M 0.36% -5,724 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: not reported; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 7,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $2.44M 0.36% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,196 shares; 2026Q1: 66,376 shares 66,376 $2.44M 0.36% -17,820 Timeline SPLV 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: 110,831 shares; 2024Q4: 78,009 shares; 2025Q1: 67,462 shares; 2025Q2: 58,753 shares; 2025Q3: 49,529 shares; 2025Q4: 42,648 shares; 2026Q1: 33,222 shares 33,222 $2.43M 0.36% -9,426 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: 3,427 shares; 2024Q4: 2,970 shares; 2025Q1: 13,884 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $2.32M 0.34% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 11,816 shares 11,816 $2.31M 0.34% new 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: 3,078 shares; 2024Q4: not reported; 2025Q1: 16,389 shares; 2025Q2: 14,415 shares; 2025Q3: 13,665 shares; 2025Q4: 12,125 shares; 2026Q1: 15,746 shares 15,746 $2.27M 0.33% +3,621 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: not reported; 2024Q4: not reported; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 11,900 shares; 2025Q4: 11,900 shares; 2026Q1: 11,900 shares 11,900 $2.22M 0.33% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $2.2M 0.32% 0 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: 4,587 shares; 2024Q4: not reported; 2025Q1: 16,497 shares; 2025Q2: 13,569 shares; 2025Q3: 12,250 shares; 2025Q4: 12,405 shares; 2026Q1: 13,714 shares 13,714 $2.19M 0.32% +1,309 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: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $2.12M 0.31% 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: 51,756 shares; 2024Q4: 81,927 shares; 2025Q1: 54,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,863 shares 80,863 $2.1M 0.31% 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: 2,656 shares; 2024Q4: 1,892 shares; 2025Q1: 9,000 shares; 2025Q2: 10,602 shares; 2025Q3: 9,000 shares; 2025Q4: 10,482 shares; 2026Q1: 9,000 shares 9,000 $2.03M 0.3% -1,482 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: not reported; 2024Q4: not reported; 2025Q1: 551,269 shares; 2025Q2: 392,596 shares; 2025Q3: 632,797 shares; 2025Q4: not reported; 2026Q1: 34,498 shares 34,498 $1.96M 0.29% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $1.86M 0.27% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,477 shares; 2024Q4: 8,918 shares; 2025Q1: 9,274 shares; 2025Q2: 6,618 shares; 2025Q3: 5,265 shares; 2025Q4: 5,876 shares; 2026Q1: 3,086 shares 3,086 $1.78M 0.26% -2,790 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: 1,937 shares; 2024Q4: not reported; 2025Q1: 7,801 shares; 2025Q2: 6,746 shares; 2025Q3: 5,700 shares; 2025Q4: 6,473 shares; 2026Q1: 5,700 shares 5,700 $1.72M 0.25% -773 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 82,458 shares 82,458 $1.7M 0.25% 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: not reported; 2024Q4: not reported; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares 27,500 $1.66M 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $1.65M 0.24% 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: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $1.63M 0.24% 0 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: 3,240 shares; 2024Q4: 2,854 shares; 2025Q1: 11,850 shares; 2025Q2: 7,000 shares; 2025Q3: 8,689 shares; 2025Q4: 7,000 shares; 2026Q1: 10,446 shares 10,446 $1.62M 0.24% +3,446 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: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.62M 0.24% 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: 28,129 shares; 2025Q1: not reported; 2025Q2: 12,072 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,323 shares 24,323 $1.61M 0.24% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,012 shares 4,012 $1.57M 0.23% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $1.56M 0.23% 0 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: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 7,432 shares 7,432 $1.53M 0.23% +6,455 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: not reported; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $1.52M 0.22% 0 Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,110 shares 38,110 $1.52M 0.22% new 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: 63,820 shares; 2025Q2: 5,288 shares; 2025Q3: 13,792 shares; 2025Q4: not reported; 2026Q1: 5,554 shares 5,554 $1.5M 0.22% 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: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares 4,300 $1.41M 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $1.39M 0.2% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY 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: 110,596 shares 110,596 $1.39M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $1.37M 0.2% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,720 shares 50,720 $1.36M 0.2% new Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO 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: 31,601 shares 31,601 $1.33M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $1.33M 0.2% 0 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: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares 6,800 $1.24M 0.18% 0 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,167 shares; 2025Q1: 29,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,272 shares; 2026Q1: 35,333 shares 35,333 $1.18M 0.17% +15,061 Timeline E ENI SPA More: the full row for ENI SPA Quarterly 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: 52,188 shares; 2025Q4: 21,112 shares; 2026Q1: 19,728 shares 19,728 $1.12M 0.16% -1,384 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,989 shares; 2026Q1: 21,864 shares 21,864 $1.08M 0.16% +17,875 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: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares 4,400 $1.07M 0.16% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 253 shares; 2025Q1: 2,169 shares; 2025Q2: not reported; 2025Q3: 940 shares; 2025Q4: 3,436 shares; 2026Q1: 10,230 shares 10,230 $1.05M 0.15% +6,794 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,638 shares; 2026Q1: 1,486 shares 1,486 $1.04M 0.15% -2,152 Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,313 shares; 2026Q1: 27,706 shares 27,706 $1.03M 0.15% +20,393 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,182 shares; 2026Q1: 47,978 shares 47,978 $896K 0.13% +37,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 10,783 shares 10,783 $874K 0.13% +4,084 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY 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: 32,100 shares; 2026Q1: 52,359 shares 52,359 $862K 0.13% +20,259 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: 443 shares; 2024Q4: 308 shares; 2025Q1: 1,566 shares; 2025Q2: not reported; 2025Q3: 6,872 shares; 2025Q4: 1,377 shares; 2026Q1: 2,499 shares 2,499 $845K 0.12% +1,122 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,677 shares; 2025Q4: 3,965 shares; 2026Q1: 8,028 shares 8,028 $801K 0.12% +4,063 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly 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: 25,407 shares; 2025Q4: not reported; 2026Q1: 35,903 shares 35,903 $778K 0.11% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,504 shares 26,504 $725K 0.11% 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: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $720K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296,210 shares 296,210 $708K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,993 shares 24,993 $651K 0.1% new Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly 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: 1,561 shares; 2025Q4: not reported; 2026Q1: 5,613 shares 5,613 $644K 0.09% new Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 2,244 shares; 2026Q1: 4,677 shares 4,677 $640K 0.09% +2,433 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly 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: 2,410 shares 2,410 $595K 0.09% new Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly 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: 58,731 shares 58,731 $588K 0.09% new Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,322 shares; 2025Q4: 27,362 shares; 2026Q1: 39,014 shares 39,014 $556K 0.08% +11,652 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly 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: 6,449 shares; 2026Q1: 18,329 shares 18,329 $553K 0.08% +11,880 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 5,348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,847 shares; 2025Q4: 3,634 shares; 2026Q1: 6,579 shares 6,579 $543K 0.08% +2,945 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,505 shares; 2026Q1: 2,888 shares 2,888 $539K 0.08% +1,383 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: not reported; 2025Q1: 12,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,169 shares 9,169 $536K 0.08% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 4,194 shares; 2025Q1: not reported; 2025Q2: 3,477 shares; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 4,884 shares 4,884 $536K 0.08% +2,284 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: not reported; 2024Q4: not reported; 2025Q1: 16,935 shares; 2025Q2: 40,207 shares; 2025Q3: 2,889 shares; 2025Q4: 3,872 shares; 2026Q1: 7,472 shares 7,472 $533K 0.08% +3,600 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,520 shares; 2025Q1: 53,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,265 shares; 2026Q1: 44,735 shares 44,735 $530K 0.08% +24,470 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: 7,543 shares; 2024Q4: 6,917 shares; 2025Q1: 10,276 shares; 2025Q2: 5,193 shares; 2025Q3: 3,578 shares; 2025Q4: 3,965 shares; 2026Q1: 6,932 shares 6,932 $527K 0.08% +2,967 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 903 shares; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 749 shares; 2026Q1: 1,211 shares 1,211 $526K 0.08% +462 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,360 shares; 2024Q4: 4,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,465 shares 5,465 $525K 0.08% 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: 5,401 shares; 2024Q4: 4,689 shares; 2025Q1: 7,508 shares; 2025Q2: not reported; 2025Q3: 2,937 shares; 2025Q4: 3,419 shares; 2026Q1: 6,130 shares 6,130 $522K 0.08% +2,711 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,746 shares 3,746 $521K 0.08% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,137 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 4,051 shares 4,051 $517K 0.08% +2,077 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 6,571 shares 6,571 $516K 0.08% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,620 shares; 2025Q2: not reported; 2025Q3: 35,575 shares; 2025Q4: not reported; 2026Q1: 34,503 shares 34,503 $514K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares 3,200 $513K 0.08% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,529 shares 3,529 $513K 0.08% new 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: 1,079 shares; 2024Q4: 817 shares; 2025Q1: 1,280 shares; 2025Q2: 661 shares; 2025Q3: not reported; 2025Q4: 473 shares; 2026Q1: 1,022 shares 1,022 $511K 0.08% +549 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $509K 0.07% 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: 4,575 shares 4,575 $507K 0.07% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 1,893 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,197 shares; 2026Q1: 2,086 shares 2,086 $506K 0.07% +889 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,333 shares 2,333 $505K 0.07% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,185 shares; 2025Q1: 7,251 shares; 2025Q2: 3,616 shares; 2025Q3: 2,249 shares; 2025Q4: 2,791 shares; 2026Q1: 5,706 shares 5,706 $505K 0.07% +2,915 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: 15,243 shares; 2024Q4: 10,527 shares; 2025Q1: not reported; 2025Q2: 8,259 shares; 2025Q3: 4,554 shares; 2025Q4: 5,042 shares; 2026Q1: 8,823 shares 8,823 $500K 0.07% +3,781 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: 2,179 shares; 2024Q4: 1,671 shares; 2025Q1: 2,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,909 shares 1,909 $497K 0.07% +795 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: 2,015 shares; 2024Q4: 1,466 shares; 2025Q1: 2,392 shares; 2025Q2: 1,204 shares; 2025Q3: 808 shares; 2025Q4: 1,070 shares; 2026Q1: 2,437 shares 2,437 $495K 0.07% +1,367 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,524 shares; 2026Q1: 2,917 shares 2,917 $493K 0.07% +1,393 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,105 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,709 shares 43,709 $493K 0.07% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,893 shares; 2025Q3: not reported; 2025Q4: 12,378 shares; 2026Q1: 23,287 shares 23,287 $493K 0.07% +10,909 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 3,487 shares; 2025Q1: 6,350 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851 $488K 0.07% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,245 shares; 2025Q2: not reported; 2025Q3: 75,745 shares; 2025Q4: 67,867 shares; 2026Q1: 130,749 shares 130,749 $477K 0.07% +62,882 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 2,547 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,191 shares; 2025Q4: 20,609 shares; 2026Q1: 22,715 shares 22,715 $471K 0.07% +2,106 Timeline ATAT ATOUR LIFESTYLE HLDGS LTD More: the full row for ATOUR LIFESTYLE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 6,543 shares; 2026Q1: 12,434 shares 12,434 $458K 0.07% +5,891 Timeline ICVT 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: 1,531 shares; 2024Q4: not reported; 2025Q1: 6,943 shares; 2025Q2: 2,742 shares; 2025Q3: 5,411 shares; 2025Q4: 2,294 shares; 2026Q1: 4,369 shares 4,369 $445K 0.07% +2,075 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,513 shares 8,513 $428K 0.06% new 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: not reported; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares; 2026Q1: 2,645 shares 2,645 $404K 0.06% +2,075 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,896 shares 6,896 $397K 0.06% new Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,495 shares 49,495 $397K 0.06% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764,599 shares; 2025Q4: not reported; 2026Q1: 133,866 shares 133,866 $391K 0.06% new Timeline FDVV 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: not reported; 2024Q4: 13,846 shares; 2025Q1: 22,752 shares; 2025Q2: not reported; 2025Q3: 7,112 shares; 2025Q4: 3,568 shares; 2026Q1: 6,242 shares 6,242 $345K 0.05% +2,674 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,349 shares; 2024Q4: 16,385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,296 shares; 2025Q4: 183,323 shares; 2026Q1: 1,796 shares 1,796 $341K 0.05% -181,527 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393 shares; 2024Q4: not reported; 2025Q1: 11,040 shares; 2025Q2: not reported; 2025Q3: 19,231 shares; 2025Q4: 4,686 shares; 2026Q1: 3,880 shares 3,880 $320K 0.05% -806 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,169 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,141 shares 37,141 $311K 0.05% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,908 shares 21,908 $296K 0.04% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,682 shares; 2025Q2: 1,666 shares; 2025Q3: 6,612 shares; 2025Q4: 1,130 shares; 2026Q1: 10,666 shares 10,666 $256K 0.04% +9,536 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,562 shares 7,562 $255K 0.04% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,487 shares; 2025Q2: 5,045 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,058 shares 8,058 $244K 0.04% new Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,637 shares; 2026Q1: 10,226 shares 10,226 $231K 0.03% +589 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,256 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,936 shares; 2026Q1: 20,166 shares 20,166 $227K 0.03% -21,770 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 550 shares; 2025Q1: 2,209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,763 shares 1,763 $221K 0.03% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 27,364 shares 27,364 $217K 0.03% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,665 shares; 2025Q3: not reported; 2025Q4: 3,919 shares; 2026Q1: 3,961 shares 3,961 $201K 0.03% +42 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 6,687 shares; 2026Q1: 8,015 shares 8,015 $198K 0.03% +1,328 Timeline EDIV 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: not reported; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,772 shares 4,772 $188K 0.03% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 1,500 shares; 2026Q1: 1,500 shares 1,500 $187K 0.03% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,340 shares 3,340 $184K 0.03% new 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: 2,250 shares; 2026Q1: 2,250 shares 2,250 $171K 0.03% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,716 shares; 2026Q1: 2,250 shares 2,250 $163K 0.02% -466 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,819 shares; 2025Q2: 143 shares; 2025Q3: 5,567 shares; 2025Q4: 4,022 shares; 2026Q1: 4,009 shares 4,009 $163K 0.02% -13 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,735 shares 2,735 $163K 0.02% new Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,596 shares 3,596 $157K 0.02% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,610 shares 1,610 $142K 0.02% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,009 shares 2,009 $130K 0.02% new Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares 1,532 $114K 0.02% new Timeline AUSF 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: 3,652 shares; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: 955 shares; 2026Q1: 2,092 shares 2,092 $101K 0.01% +1,137 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,531 shares; 2025Q4: 396 shares; 2026Q1: 831 shares 831 $75.1K 0.01% +435 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,551 shares 2,551 $73.2K 0.01% new Timeline DGT 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: 2,108 shares; 2025Q1: 1,143 shares; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 215 shares; 2026Q1: 430 shares 430 $72.9K 0.01% +215 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,232 shares; 2025Q2: 3,447 shares; 2025Q3: 1,089 shares; 2025Q4: 130 shares; 2026Q1: 1,532 shares 1,532 $64.3K 0.01% +1,402 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,700 shares; 2025Q4: not reported; 2026Q1: 349 shares 349 $63.5K 0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares 1,083 $60.3K 0.01% new Timeline FENY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,733 shares 1,733 $59K 0.01% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly 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: 1,488 shares; 2025Q4: 207 shares; 2026Q1: 1,581 shares 1,581 $44.5K 0.01% +1,374 Timeline EPS 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: 5,704 shares; 2025Q1: 211 shares; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 758 shares; 2026Q1: 623 shares 623 $42.4K 0.01% -135 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $41.3K 0.01% 0 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,366 shares 1,366 $39.5K 0.01% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 829 shares 829 $38.7K 0.01% +698 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,841 shares 1,841 $33.7K <0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares 76 $30.7K <0.01% new Timeline SIL 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: 279 shares; 2025Q2: 235 shares; 2025Q3: 976 shares; 2025Q4: 474 shares; 2026Q1: 325 shares 325 $29.3K <0.01% -149 Timeline PXI 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: 413 shares 413 $24.6K <0.01% new Timeline REZ 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: 2,446 shares; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: not reported; 2026Q1: 291 shares 291 $24.2K <0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351 $23.4K <0.01% new 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: 7,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 949 shares 949 $23.1K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 311 shares; 2026Q1: 677 shares 677 $21.4K <0.01% +366 Timeline IGE 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: 704 shares; 2025Q4: 76 shares; 2026Q1: 323 shares 323 $20.3K <0.01% +247 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY 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: 457 shares; 2025Q4: 477 shares; 2026Q1: 653 shares 653 $19.4K <0.01% +176 Timeline LIT 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: not reported; 2025Q4: 256 shares; 2026Q1: 227 shares 227 $16.9K <0.01% -29 Timeline QAI NYLIM ETF TR More: the full row for NYLIM 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: 581 shares; 2025Q3: 1,263 shares; 2025Q4: 226 shares; 2026Q1: 355 shares 355 $12.1K <0.01% +129 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares 98 $3.31K <0.01% new Timeline