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: 107,081 shares; 2024Q4: 113,607 shares; 2025Q1: 122,382 shares; 2025Q2: 131,208 shares; 2025Q3: 144,789 shares; 2025Q4: 152,943 shares; 2026Q1: 163,814 shares 163,814 $52.5M 10.45% +10,871 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,442 shares; 2024Q4: 454,763 shares; 2025Q1: 482,417 shares; 2025Q2: 520,102 shares; 2025Q3: 569,107 shares; 2025Q4: 606,602 shares; 2026Q1: 632,785 shares 632,785 $51M 10.14% +26,183 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,248 shares; 2024Q4: 263,156 shares; 2025Q1: 283,055 shares; 2025Q2: 302,932 shares; 2025Q3: 319,218 shares; 2025Q4: 334,920 shares; 2026Q1: 339,046 shares 339,046 $33.8M 6.73% +4,126 Timeline DFAU 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: 395,442 shares; 2024Q4: 417,707 shares; 2025Q1: 447,616 shares; 2025Q2: 481,620 shares; 2025Q3: 539,299 shares; 2025Q4: 579,924 shares; 2026Q1: 619,449 shares 619,449 $27.9M 5.56% +39,525 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,012 shares; 2024Q4: 170,584 shares; 2025Q1: 182,759 shares; 2025Q2: 200,575 shares; 2025Q3: 221,792 shares; 2025Q4: 233,971 shares; 2026Q1: 246,596 shares 246,596 $27.2M 5.42% +12,625 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,079 shares; 2024Q4: 364,720 shares; 2025Q1: 410,044 shares; 2025Q2: 436,308 shares; 2025Q3: 504,080 shares; 2025Q4: 540,374 shares; 2026Q1: 593,902 shares 593,902 $24.7M 4.91% +53,528 Timeline DFSD 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: 278,977 shares; 2024Q4: 312,814 shares; 2025Q1: 351,693 shares; 2025Q2: 374,223 shares; 2025Q3: 431,825 shares; 2025Q4: 462,898 shares; 2026Q1: 511,899 shares 511,899 $24.5M 4.88% +49,001 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,047 shares; 2024Q4: 215,514 shares; 2025Q1: 232,301 shares; 2025Q2: 250,568 shares; 2025Q3: 273,192 shares; 2025Q4: 290,206 shares; 2026Q1: 303,419 shares 303,419 $22.7M 4.52% +13,213 Timeline DFAI 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: 330,315 shares; 2024Q4: 358,480 shares; 2025Q1: 394,544 shares; 2025Q2: 426,249 shares; 2025Q3: 470,305 shares; 2025Q4: 501,378 shares; 2026Q1: 529,016 shares 529,016 $20.6M 4.1% +27,638 Timeline IDEV 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: 151,263 shares; 2024Q4: 164,218 shares; 2025Q1: 179,630 shares; 2025Q2: 194,526 shares; 2025Q3: 214,392 shares; 2025Q4: 230,733 shares; 2026Q1: 244,628 shares 244,628 $20.4M 4.07% +13,895 Timeline USHY 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: 321,345 shares; 2024Q4: 346,938 shares; 2025Q1: 375,397 shares; 2025Q2: 400,305 shares; 2025Q3: 445,350 shares; 2025Q4: 471,874 shares; 2026Q1: 512,430 shares 512,430 $18.9M 3.75% +40,556 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,269 shares; 2024Q4: 208,414 shares; 2025Q1: 230,095 shares; 2025Q2: 249,747 shares; 2025Q3: 284,787 shares; 2025Q4: 309,501 shares; 2026Q1: 337,833 shares 337,833 $14.9M 2.96% +28,332 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: 40,084 shares; 2024Q4: 40,630 shares; 2025Q1: 38,210 shares; 2025Q2: 38,760 shares; 2025Q3: 38,940 shares; 2025Q4: 39,080 shares; 2026Q1: 37,368 shares 37,368 $13.8M 2.75% -1,712 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,198 shares; 2024Q4: 128,682 shares; 2025Q1: 142,045 shares; 2025Q2: 154,670 shares; 2025Q3: 170,333 shares; 2025Q4: 184,744 shares; 2026Q1: 196,445 shares 196,445 $11.8M 2.34% +11,701 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,114 shares; 2024Q4: 78,410 shares; 2025Q1: 86,332 shares; 2025Q2: 93,899 shares; 2025Q3: 103,374 shares; 2025Q4: 111,263 shares; 2026Q1: 120,636 shares 120,636 $8.41M 1.67% +9,373 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: 17,179 shares; 2024Q4: 16,650 shares; 2025Q1: 15,162 shares; 2025Q2: 15,158 shares; 2025Q3: 13,227 shares; 2025Q4: 12,166 shares; 2026Q1: 11,010 shares 11,010 $6.58M 1.31% -1,156 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: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: not reported; 2026Q1: 8,399 shares 8,399 $4.81M 0.96% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,311 shares; 2024Q4: 105,460 shares; 2025Q1: 96,546 shares; 2025Q2: 83,469 shares; 2025Q3: 76,313 shares; 2025Q4: 72,896 shares; 2026Q1: 63,691 shares 63,691 $4.78M 0.95% -9,205 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: 14,070 shares; 2024Q4: 14,900 shares; 2025Q1: 14,208 shares; 2025Q2: 14,494 shares; 2025Q3: 13,786 shares; 2025Q4: 15,778 shares; 2026Q1: 14,117 shares 14,117 $3.58M 0.71% -1,661 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: 3,503 shares; 2024Q4: 5,671 shares; 2025Q1: 7,236 shares; 2025Q2: 9,961 shares; 2025Q3: 10,493 shares; 2025Q4: 18,516 shares; 2026Q1: 18,824 shares 18,824 $3.28M 0.65% +308 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: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,826 shares; 2025Q3: 10,771 shares; 2025Q4: 10,951 shares; 2026Q1: 10,472 shares 10,472 $3M 0.6% -479 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,743 shares; 2024Q4: 69,723 shares; 2025Q1: 63,503 shares; 2025Q2: 63,349 shares; 2025Q3: 60,018 shares; 2025Q4: 57,434 shares; 2026Q1: 51,808 shares 51,808 $2.73M 0.54% -5,626 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,986 shares; 2024Q4: 45,737 shares; 2025Q1: 41,494 shares; 2025Q2: 35,837 shares; 2025Q3: 33,005 shares; 2025Q4: 30,176 shares; 2026Q1: 26,048 shares 26,048 $2.61M 0.52% -4,128 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,410 shares; 2024Q4: 30,427 shares; 2025Q1: 27,494 shares; 2025Q2: 23,591 shares; 2025Q3: 21,619 shares; 2025Q4: 20,327 shares; 2026Q1: 17,853 shares 17,853 $2.6M 0.52% -2,474 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: 31,686 shares; 2025Q1: 33,038 shares; 2025Q2: 31,230 shares; 2025Q3: 32,859 shares; 2025Q4: 32,817 shares; 2026Q1: 33,592 shares 33,592 $2.42M 0.48% +775 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 7,506 shares; 2025Q3: 7,506 shares; 2025Q4: 30,750 shares; 2026Q1: 28,922 shares 28,922 $2.4M 0.48% -1,828 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,568 shares; 2024Q4: 35,599 shares; 2025Q1: 31,294 shares; 2025Q2: 34,249 shares; 2025Q3: 33,848 shares; 2025Q4: 35,553 shares; 2026Q1: 31,872 shares 31,872 $2.35M 0.47% -3,681 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,100 shares; 2025Q1: 1,060 shares; 2025Q2: 1,034 shares; 2025Q3: 1,186 shares; 2025Q4: 1,196 shares; 2026Q1: 1,229 shares 1,229 $2.32M 0.46% +33 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: 3,940 shares; 2024Q4: 4,715 shares; 2025Q1: 4,576 shares; 2025Q2: 3,463 shares; 2025Q3: 3,571 shares; 2025Q4: 3,479 shares; 2026Q1: 3,490 shares 3,490 $2.27M 0.45% +11 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,648 shares; 2024Q4: 66,669 shares; 2025Q1: 58,561 shares; 2025Q2: 51,012 shares; 2025Q3: 47,509 shares; 2025Q4: 44,189 shares; 2026Q1: 41,984 shares 41,984 $2.27M 0.45% -2,205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,785 shares; 2026Q1: 21,262 shares 21,262 $2.22M 0.44% +477 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,403 shares; 2024Q4: 26,896 shares; 2025Q1: 27,189 shares; 2025Q2: 26,110 shares; 2025Q3: 26,628 shares; 2025Q4: 26,688 shares; 2026Q1: 26,789 shares 26,789 $1.9M 0.38% +101 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: 33,559 shares; 2024Q4: 31,696 shares; 2025Q1: 27,812 shares; 2025Q2: 23,594 shares; 2025Q3: 20,847 shares; 2025Q4: 18,399 shares; 2026Q1: 15,423 shares 15,423 $1.69M 0.34% -2,976 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 4,669 shares; 2025Q1: 3,851 shares; 2025Q2: 2,577 shares; 2025Q3: 5,293 shares; 2025Q4: 6,398 shares; 2026Q1: 7,861 shares 7,861 $1.64M 0.33% +1,463 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,501 shares; 2024Q4: 36,288 shares; 2025Q1: 36,288 shares; 2025Q2: 36,288 shares; 2025Q3: 36,288 shares; 2025Q4: 35,086 shares; 2026Q1: 35,086 shares 35,086 $1.43M 0.29% 0 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: 3,071 shares; 2024Q4: 3,329 shares; 2025Q1: 6,405 shares; 2025Q2: 5,874 shares; 2025Q3: 5,892 shares; 2025Q4: 6,017 shares; 2026Q1: 5,553 shares 5,553 $1.36M 0.27% -464 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: 4,492 shares; 2024Q4: 11,684 shares; 2025Q1: 8,669 shares; 2025Q2: 8,322 shares; 2025Q3: 7,397 shares; 2025Q4: 7,649 shares; 2026Q1: 7,945 shares 7,945 $1.35M 0.27% +296 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: 2,833 shares; 2025Q1: 2,917 shares; 2025Q2: 3,079 shares; 2025Q3: 3,639 shares; 2025Q4: 7,448 shares; 2026Q1: 9,002 shares 9,002 $1.32M 0.26% +1,554 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: 4,720 shares; 2024Q4: 4,812 shares; 2025Q1: 5,177 shares; 2025Q2: 4,783 shares; 2025Q3: 5,770 shares; 2025Q4: 17,419 shares; 2026Q1: 20,623 shares 20,623 $1.25M 0.25% +3,204 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: 1,856 shares; 2024Q4: 3,096 shares; 2025Q1: 3,804 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 4,158 shares; 2026Q1: 4,380 shares 4,380 $1.24M 0.25% +222 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,100 shares; 2024Q4: 24,675 shares; 2025Q1: 22,638 shares; 2025Q2: 17,225 shares; 2025Q3: 16,205 shares; 2025Q4: 14,938 shares; 2026Q1: 13,175 shares 13,175 $1.24M 0.25% -1,763 Timeline DISV 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: 29,763 shares; 2024Q4: 29,880 shares; 2025Q1: 29,901 shares; 2025Q2: 30,164 shares; 2025Q3: 30,238 shares; 2025Q4: 30,338 shares; 2026Q1: 30,605 shares 30,605 $1.21M 0.24% +267 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: 607 shares; 2025Q3: 607 shares; 2025Q4: 748 shares; 2026Q1: 826 shares 826 $1.14M 0.23% +78 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: 8,214 shares; 2024Q4: 8,027 shares; 2025Q1: 7,333 shares; 2025Q2: 7,344 shares; 2025Q3: 7,418 shares; 2025Q4: 7,195 shares; 2026Q1: 7,452 shares 7,452 $1.08M 0.21% +257 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,221 shares; 2024Q4: 23,008 shares; 2025Q1: 23,036 shares; 2025Q2: 22,114 shares; 2025Q3: 22,140 shares; 2025Q4: 22,161 shares; 2026Q1: 22,120 shares 22,120 $1.07M 0.21% -41 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,681 shares; 2024Q4: 26,681 shares; 2025Q1: 26,681 shares; 2025Q2: 26,681 shares; 2025Q3: 26,681 shares; 2025Q4: 26,681 shares; 2026Q1: 26,681 shares 26,681 $1.07M 0.21% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,551 shares; 2024Q4: 7,453 shares; 2025Q1: 6,904 shares; 2025Q2: 6,392 shares; 2025Q3: 5,737 shares; 2025Q4: 4,854 shares; 2026Q1: 3,573 shares 3,573 $1.03M 0.2% -1,281 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: not reported; 2024Q4: not reported; 2025Q1: 16,345 shares; 2025Q2: 15,744 shares; 2025Q3: 21,194 shares; 2025Q4: 21,889 shares; 2026Q1: 21,113 shares 21,113 $932K 0.19% -776 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,703 shares; 2025Q1: 14,171 shares; 2025Q2: 14,734 shares; 2025Q3: 14,954 shares; 2025Q4: 14,594 shares; 2026Q1: 11,546 shares 11,546 $905K 0.18% -3,048 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: 11,331 shares; 2025Q2: not reported; 2025Q3: 23,045 shares; 2025Q4: 42,177 shares; 2026Q1: 50,275 shares 50,275 $883K 0.18% +8,098 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: 3,832 shares; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 9,048 shares; 2026Q1: 11,592 shares 11,592 $848K 0.17% +2,544 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 9,030 shares; 2025Q1: 8,574 shares; 2025Q2: 8,978 shares; 2025Q3: 9,646 shares; 2025Q4: 10,041 shares; 2026Q1: 9,559 shares 9,559 $848K 0.17% -482 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: 1,130 shares; 2025Q2: 791 shares; 2025Q3: 776 shares; 2025Q4: 926 shares; 2026Q1: 960 shares 960 $838K 0.17% +34 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 4,302 shares; 2025Q1: 4,649 shares; 2025Q2: 3,607 shares; 2025Q3: 3,473 shares; 2025Q4: 2,489 shares; 2026Q1: 3,368 shares 3,368 $822K 0.16% +879 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: not reported; 2025Q2: 5,920 shares; 2025Q3: 6,227 shares; 2025Q4: 7,231 shares; 2026Q1: 6,810 shares 6,810 $819K 0.16% -421 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,809 shares; 2024Q4: 22,809 shares; 2025Q1: 22,809 shares; 2025Q2: 22,809 shares; 2025Q3: 22,809 shares; 2025Q4: 22,809 shares; 2026Q1: 22,809 shares 22,809 $810K 0.16% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,731 shares; 2025Q1: 1,749 shares; 2025Q2: 6,155 shares; 2025Q3: 5,756 shares; 2025Q4: 5,743 shares; 2026Q1: 5,041 shares 5,041 $784K 0.16% -702 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: 2,530 shares; 2025Q1: 4,090 shares; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: 3,624 shares; 2026Q1: 6,049 shares 6,049 $764K 0.15% +2,425 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,884 shares; 2025Q1: 13,988 shares; 2025Q2: 14,032 shares; 2025Q3: 14,774 shares; 2025Q4: 14,964 shares; 2026Q1: 15,140 shares 15,140 $755K 0.15% +176 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 2,178 shares 2,178 $736K 0.15% +560 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 3,510 shares; 2025Q4: 4,357 shares; 2026Q1: 4,476 shares 4,476 $695K 0.14% +119 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: 9,167 shares; 2025Q2: 9,342 shares; 2025Q3: 15,476 shares; 2025Q4: 15,723 shares; 2026Q1: 12,182 shares 12,182 $689K 0.14% -3,541 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: 4,251 shares; 2025Q1: 6,975 shares; 2025Q2: 5,742 shares; 2025Q3: 7,961 shares; 2025Q4: 21,099 shares; 2026Q1: 20,933 shares 20,933 $685K 0.14% -166 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,796 shares; 2024Q4: 28,469 shares; 2025Q1: 23,657 shares; 2025Q2: 17,402 shares; 2025Q3: 16,429 shares; 2025Q4: 15,579 shares; 2026Q1: 14,181 shares 14,181 $681K 0.14% -1,398 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: 7,677 shares; 2025Q2: 7,061 shares; 2025Q3: 8,270 shares; 2025Q4: 8,193 shares; 2026Q1: 9,137 shares 9,137 $681K 0.14% +944 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,131 shares; 2024Q4: 2,545 shares; 2025Q1: 2,925 shares; 2025Q2: 2,940 shares; 2025Q3: 2,941 shares; 2025Q4: 2,868 shares; 2026Q1: 2,893 shares 2,893 $667K 0.13% +25 Timeline PWZ 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: 25,870 shares 25,870 $618K 0.12% new 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: 5,460 shares; 2025Q4: 7,774 shares; 2026Q1: 8,567 shares 8,567 $592K 0.12% +793 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 13,114 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 13,114 shares; 2026Q1: 13,114 shares 13,114 $588K 0.12% 0 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: not reported; 2024Q4: 377 shares; 2025Q1: 683 shares; 2025Q2: 689 shares; 2025Q3: 631 shares; 2025Q4: 685 shares; 2026Q1: 658 shares 658 $569K 0.11% -27 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: 1,665 shares; 2025Q3: 1,662 shares; 2025Q4: 1,458 shares; 2026Q1: 2,221 shares 2,221 $557K 0.11% +763 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,043 shares; 2024Q4: 8,051 shares; 2025Q1: 8,059 shares; 2025Q2: 7,733 shares; 2025Q3: 7,741 shares; 2025Q4: 7,712 shares; 2026Q1: 7,706 shares 7,706 $548K 0.11% -6 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 1,477 shares; 2025Q3: 1,473 shares; 2025Q4: 1,580 shares; 2026Q1: 1,588 shares 1,588 $546K 0.11% +8 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: 1,254 shares 1,254 $533K 0.11% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 1,971 shares 1,971 $533K 0.11% +557 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: 2,963 shares; 2024Q4: 3,116 shares; 2025Q1: 2,513 shares; 2025Q2: 2,644 shares; 2025Q3: 2,521 shares; 2025Q4: 2,053 shares; 2026Q1: 1,760 shares 1,760 $532K 0.11% -293 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: 1,449 shares; 2026Q1: 835 shares 835 $531K 0.11% -614 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: 1,552 shares; 2025Q1: 2,121 shares; 2025Q2: 2,125 shares; 2025Q3: 2,107 shares; 2025Q4: 1,799 shares; 2026Q1: 1,789 shares 1,789 $528K 0.11% -10 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: 1,146 shares; 2026Q1: 2,777 shares 2,777 $527K 0.1% +1,631 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: 2,995 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,960 shares; 2025Q4: 1,462 shares; 2026Q1: 1,400 shares 1,400 $520K 0.1% -62 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: 2,156 shares; 2026Q1: 2,364 shares 2,364 $501K 0.1% +208 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 3,976 shares; 2025Q3: 2,649 shares; 2025Q4: 3,066 shares; 2026Q1: 3,810 shares 3,810 $499K 0.1% +744 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: 3,608 shares; 2025Q3: 3,596 shares; 2025Q4: 4,154 shares; 2026Q1: 4,009 shares 4,009 $494K 0.1% -145 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: 1,109 shares; 2025Q1: 1,610 shares; 2025Q2: 1,691 shares; 2025Q3: 1,672 shares; 2025Q4: 2,122 shares; 2026Q1: 1,970 shares 1,970 $489K 0.1% -152 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: 4,480 shares; 2025Q2: 3,554 shares; 2025Q3: 3,322 shares; 2025Q4: 3,186 shares; 2026Q1: 3,387 shares 3,387 $478K 0.1% +201 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,673 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares; 2026Q1: 18,945 shares 18,945 $476K 0.09% 0 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: 4,030 shares; 2025Q1: 5,574 shares; 2025Q2: 5,074 shares; 2025Q3: not reported; 2025Q4: 2,997 shares; 2026Q1: 5,800 shares 5,800 $474K 0.09% +2,803 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 3,604 shares; 2025Q2: 7,864 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares; 2026Q1: 6,337 shares 6,337 $471K 0.09% 0 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: 1,419 shares; 2026Q1: 1,373 shares 1,373 $448K 0.09% -46 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,119 shares; 2026Q1: 1,148 shares 1,148 $446K 0.09% +29 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: 1,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,811 shares; 2026Q1: 2,116 shares 2,116 $438K 0.09% +305 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,073 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 5,029 shares; 2025Q4: 5,363 shares; 2026Q1: 5,565 shares 5,565 $432K 0.09% +202 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: 3,301 shares; 2025Q2: 3,197 shares; 2025Q3: 2,537 shares; 2025Q4: 2,719 shares; 2026Q1: 2,857 shares 2,857 $431K 0.09% +138 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: 6,334 shares; 2026Q1: 7,284 shares 7,284 $428K 0.09% +950 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: 1,784 shares; 2025Q4: 2,272 shares; 2026Q1: 3,238 shares 3,238 $427K 0.08% +966 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: 1,239 shares; 2025Q3: 1,691 shares; 2025Q4: 1,954 shares; 2026Q1: 1,829 shares 1,829 $422K 0.08% -125 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: 3,295 shares; 2025Q1: 6,944 shares; 2025Q2: 4,205 shares; 2025Q3: 4,048 shares; 2025Q4: 4,547 shares; 2026Q1: 4,484 shares 4,484 $422K 0.08% -63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 3,423 shares 3,423 $415K 0.08% +612 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,375 shares; 2025Q1: 773 shares; 2025Q2: 1,445 shares; 2025Q3: 1,442 shares; 2025Q4: 868 shares; 2026Q1: 864 shares 864 $414K 0.08% -4 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 71 shares; 2026Q1: 98 shares 98 $413K 0.08% +27 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: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,651 shares; 2025Q4: 1,880 shares; 2026Q1: 1,972 shares 1,972 $410K 0.08% +92 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,068 shares; 2024Q4: 4,084 shares; 2025Q1: 4,095 shares; 2025Q2: 4,198 shares; 2025Q3: 4,208 shares; 2025Q4: 4,213 shares; 2026Q1: 4,221 shares 4,221 $408K 0.08% +8 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: 391 shares; 2026Q1: 511 shares 511 $395K 0.08% +120 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: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,305 shares; 2026Q1: 2,957 shares 2,957 $387K 0.08% +652 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,645 shares 15,645 $387K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 655 shares; 2025Q3: 655 shares; 2025Q4: 643 shares; 2026Q1: 728 shares 728 $381K 0.08% +85 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: 1,273 shares; 2025Q3: 1,232 shares; 2025Q4: 1,737 shares; 2026Q1: 2,035 shares 2,035 $371K 0.07% +298 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: 2,837 shares; 2025Q3: 2,746 shares; 2025Q4: 2,848 shares; 2026Q1: 2,933 shares 2,933 $371K 0.07% +85 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: 8,257 shares; 2025Q2: 8,081 shares; 2025Q3: 7,036 shares; 2025Q4: 8,903 shares; 2026Q1: 8,602 shares 8,602 $369K 0.07% -301 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,084 shares; 2025Q3: 1,093 shares; 2025Q4: 1,130 shares; 2026Q1: 1,264 shares 1,264 $369K 0.07% +134 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,529 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,614 shares; 2026Q1: 2,530 shares 2,530 $367K 0.07% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares; 2025Q4: 4,418 shares; 2026Q1: 5,500 shares 5,500 $366K 0.07% +1,082 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,915 shares; 2025Q1: 8,420 shares; 2025Q2: 7,585 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares 7,782 $359K 0.07% 0 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: 1,722 shares; 2026Q1: 3,017 shares 3,017 $358K 0.07% +1,295 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 3,804 shares; 2025Q3: 3,444 shares; 2025Q4: 3,340 shares; 2026Q1: 3,768 shares 3,768 $358K 0.07% +428 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: 5,537 shares; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 2,510 shares; 2026Q1: 2,899 shares 2,899 $356K 0.07% +389 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: 902 shares; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $355K 0.07% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $351K 0.07% new 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: 1,818 shares; 2026Q1: 2,113 shares 2,113 $349K 0.07% +295 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: 1,701 shares; 2026Q1: 1,689 shares 1,689 $338K 0.07% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares; 2026Q1: 3,397 shares 3,397 $334K 0.07% +100 Timeline DFSV 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: 7,818 shares; 2024Q4: 7,893 shares; 2025Q1: 7,915 shares; 2025Q2: 7,936 shares; 2025Q3: 7,958 shares; 2025Q4: 7,978 shares; 2026Q1: 9,510 shares 9,510 $333K 0.07% +1,532 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: 946 shares; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 851 shares; 2025Q4: not reported; 2026Q1: 1,075 shares 1,075 $333K 0.07% 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: 631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 897 shares; 2026Q1: 690 shares 690 $331K 0.07% -207 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: 2,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,762 shares; 2025Q4: 6,369 shares; 2026Q1: 4,125 shares 4,125 $331K 0.07% -2,244 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: 488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares 448 $331K 0.07% 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: 2,811 shares; 2026Q1: 2,997 shares 2,997 $324K 0.06% +186 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: 904 shares 904 $322K 0.06% new 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: 3,828 shares 3,828 $321K 0.06% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 4,954 shares; 2026Q1: 5,129 shares 5,129 $320K 0.06% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,360 shares 10,360 $318K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 1,481 shares 1,481 $316K 0.06% +11 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: 1,052 shares 1,052 $312K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $311K 0.06% 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: 514 shares 514 $311K 0.06% 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: 4,742 shares; 2024Q4: 4,825 shares; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,774 shares; 2025Q4: 6,850 shares; 2026Q1: 6,753 shares 6,753 $310K 0.06% -97 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares 717 $310K 0.06% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,966 shares; 2024Q4: 12,018 shares; 2025Q1: 12,678 shares; 2025Q2: 15,481 shares; 2025Q3: 13,856 shares; 2025Q4: 10,929 shares; 2026Q1: 13,015 shares 13,015 $300K 0.06% +2,086 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: 1,309 shares 1,309 $299K 0.06% 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: 7,005 shares 7,005 $292K 0.06% 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: 1,582 shares 1,582 $285K 0.06% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,282 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,812 shares; 2026Q1: 2,138 shares 2,138 $282K 0.06% -674 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,206 shares; 2025Q4: 1,254 shares; 2026Q1: 1,313 shares 1,313 $281K 0.06% +59 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: not reported; 2025Q2: 3,802 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,622 shares 6,622 $275K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,508 shares 1,508 $275K 0.05% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,316 shares; 2025Q1: 10,475 shares; 2025Q2: 10,475 shares; 2025Q3: 8,935 shares; 2025Q4: 11,458 shares; 2026Q1: 6,392 shares 6,392 $272K 0.05% -5,066 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,355 shares; 2024Q4: 7,355 shares; 2025Q1: 7,355 shares; 2025Q2: 7,355 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares 7,355 $271K 0.05% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,362 shares; 2025Q4: 4,815 shares; 2026Q1: 4,149 shares 4,149 $266K 0.05% -666 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 776 shares; 2025Q3: 1,599 shares; 2025Q4: not reported; 2026Q1: 1,986 shares 1,986 $265K 0.05% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,952 shares; 2025Q2: 3,656 shares; 2025Q3: 3,734 shares; 2025Q4: 3,671 shares; 2026Q1: 3,048 shares 3,048 $264K 0.05% -623 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares; 2026Q1: 1,501 shares 1,501 $264K 0.05% +321 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,043 shares; 2026Q1: 1,920 shares 1,920 $262K 0.05% -123 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: 8,940 shares; 2024Q4: 5,879 shares; 2025Q1: 7,381 shares; 2025Q2: not reported; 2025Q3: 9,486 shares; 2025Q4: 8,066 shares; 2026Q1: 5,215 shares 5,215 $262K 0.05% -2,851 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,197 shares; 2026Q1: 11,991 shares 11,991 $259K 0.05% +3,794 Timeline DYNF 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: not reported; 2025Q2: 7,338 shares; 2025Q3: 4,416 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares 4,416 $257K 0.05% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 1,676 shares 1,676 $257K 0.05% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,996 shares 3,996 $256K 0.05% new 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: 2,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,239 shares; 2026Q1: 2,014 shares 2,014 $250K 0.05% -1,225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,728 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares 1,301 $250K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 11,643 shares; 2025Q1: 8,939 shares; 2025Q2: 6,072 shares; 2025Q3: not reported; 2025Q4: 8,079 shares; 2026Q1: 8,681 shares 8,681 $249K 0.05% +602 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,383 shares; 2025Q3: 2,172 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares 2,173 $246K 0.05% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 60,611 shares; 2025Q1: 60,611 shares; 2025Q2: 60,611 shares; 2025Q3: 50,840 shares; 2025Q4: 50,840 shares; 2026Q1: 47,689 shares 47,689 $243K 0.05% -3,151 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: 1,481 shares; 2025Q2: 1,491 shares; 2025Q3: 1,033 shares; 2025Q4: 992 shares; 2026Q1: 951 shares 951 $242K 0.05% -41 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 408 shares 408 $242K 0.05% -146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,027 shares; 2025Q4: 1,233 shares; 2026Q1: 1,405 shares 1,405 $238K 0.05% +172 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,371 shares; 2026Q1: 7,400 shares 7,400 $237K 0.05% +29 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 5,833 shares; 2026Q1: 4,392 shares 4,392 $237K 0.05% -1,441 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,148 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 5,991 shares; 2026Q1: 5,991 shares 5,991 $229K 0.05% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 1,946 shares; 2025Q4: 1,851 shares; 2026Q1: 1,935 shares 1,935 $228K 0.05% +84 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,392 shares 2,392 $224K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,074 shares 1,074 $224K 0.04% +7 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,581 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 15,488 shares; 2025Q3: 15,488 shares; 2025Q4: 7,682 shares; 2026Q1: 7,682 shares 7,682 $223K 0.04% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares 905 $222K 0.04% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 445 shares 445 $221K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 4,762 shares; 2026Q1: 4,523 shares 4,523 $220K 0.04% -239 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $220K 0.04% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: not reported; 2025Q3: 3,774 shares; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $218K 0.04% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,472 shares 1,472 $217K 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: 664 shares 664 $216K 0.04% 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: 1,578 shares 1,578 $215K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares 801 $214K 0.04% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,701 shares; 2024Q4: 12,431 shares; 2025Q1: 12,431 shares; 2025Q2: 12,208 shares; 2025Q3: 12,679 shares; 2025Q4: 13,171 shares; 2026Q1: 12,774 shares 12,774 $214K 0.04% -397 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,169 shares 6,169 $205K 0.04% new 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: 1,179 shares 1,179 $204K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,078 shares 3,078 $204K 0.04% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares 632 $204K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 634 shares; 2026Q1: 750 shares 750 $203K 0.04% +116 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: 590 shares 590 $202K 0.04% 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: 3,718 shares 3,718 $202K 0.04% 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: 8,978 shares; 2026Q1: 6,557 shares 6,557 $201K 0.04% -2,421 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $201K 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: 2,290 shares 2,290 $201K 0.04% new Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,003 shares; 2024Q4: 30,003 shares; 2025Q1: 30,003 shares; 2025Q2: 30,047 shares; 2025Q3: 29,798 shares; 2025Q4: 29,221 shares; 2026Q1: 30,010 shares 30,010 $174K 0.03% +789 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: 22,628 shares; 2025Q2: 22,823 shares; 2025Q3: 30,723 shares; 2025Q4: 35,926 shares; 2026Q1: 23,054 shares 23,054 $151K 0.03% -12,872 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 14,119 shares; 2025Q1: 14,118 shares; 2025Q2: 14,163 shares; 2025Q3: 10,442 shares; 2025Q4: 10,581 shares; 2026Q1: 10,132 shares 10,132 $103K 0.02% -449 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 19,087 shares; 2025Q1: 19,106 shares; 2025Q2: 19,159 shares; 2025Q3: 17,235 shares; 2025Q4: 12,974 shares; 2026Q1: 10,772 shares 10,772 $60.3K 0.01% -2,202 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 10,701 shares 10,701 $51.4K 0.01% new Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,108 shares; 2025Q4: not reported; 2026Q1: 10,717 shares 10,717 $37.6K 0.01% new Timeline