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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,177 shares; 2025Q4: 265,300 shares; 2026Q1: 454,592 shares 454,592 $49.9M 10.79% +189,292 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,054 shares; 2025Q4: 150,847 shares; 2026Q1: 248,838 shares 248,838 $36.9M 7.97% +97,991 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,748 shares; 2024Q4: 12,092 shares; 2025Q1: 12,374 shares; 2025Q2: 12,883 shares; 2025Q3: 20,990 shares; 2025Q4: 183,044 shares; 2026Q1: 320,075 shares 320,075 $26.5M 5.73% +137,031 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: 22,592 shares; 2024Q4: 75,455 shares; 2025Q1: 70,472 shares; 2025Q2: 295,258 shares; 2025Q3: 211,581 shares; 2025Q4: 190,738 shares; 2026Q1: 287,427 shares 287,427 $26.3M 5.7% +96,689 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,181 shares; 2025Q4: 377,992 shares; 2026Q1: 591,926 shares 591,926 $23.5M 5.08% +213,934 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,404 shares; 2025Q4: 414,953 shares; 2026Q1: 763,553 shares 763,553 $22.3M 4.82% +348,600 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,461 shares; 2025Q3: 34,151 shares; 2025Q4: 148,018 shares; 2026Q1: 224,161 shares 224,161 $19.4M 4.2% +76,143 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480 shares; 2025Q4: 59,762 shares; 2026Q1: 98,113 shares 98,113 $12.2M 2.64% +38,351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,961 shares; 2025Q4: 68,249 shares; 2026Q1: 115,672 shares 115,672 $8.46M 1.83% +47,423 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: 12,851 shares; 2024Q4: 22,095 shares; 2025Q1: 28,616 shares; 2025Q2: 36,273 shares; 2025Q3: 61,224 shares; 2025Q4: 53,595 shares; 2026Q1: 45,540 shares 45,540 $7.94M 1.72% -8,055 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 32,702 shares; 2026Q1: 54,041 shares 54,041 $7.18M 1.55% +21,339 Timeline SPHY 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: 149,850 shares; 2026Q1: 266,258 shares 266,258 $6.21M 1.34% +116,408 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares; 2026Q1: 97,881 shares 97,881 $5.55M 1.2% +44,332 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to 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: 104,989 shares; 2026Q1: 169,779 shares 169,779 $5.48M 1.18% +64,790 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,364 shares 58,364 $5.18M 1.12% new Timeline SHLD 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: 47,770 shares; 2024Q4: 49,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,051 shares; 2025Q4: 46,439 shares; 2026Q1: 71,573 shares 71,573 $5.07M 1.1% +25,134 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: 24,463 shares; 2024Q4: 23,604 shares; 2025Q1: 23,277 shares; 2025Q2: 23,383 shares; 2025Q3: 22,523 shares; 2025Q4: 16,978 shares; 2026Q1: 12,887 shares 12,887 $4.77M 1.03% -4,091 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: 71,963 shares; 2024Q4: 56,938 shares; 2025Q1: 54,966 shares; 2025Q2: not reported; 2025Q3: 43,158 shares; 2025Q4: 32,178 shares; 2026Q1: 21,174 shares 21,174 $4.41M 0.95% -11,004 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: 26,849 shares; 2024Q4: 25,921 shares; 2025Q1: 15,926 shares; 2025Q2: 6,888 shares; 2025Q3: 11,894 shares; 2025Q4: 15,860 shares; 2026Q1: 16,009 shares 16,009 $4.06M 0.88% +149 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,879 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 11,179 shares; 2026Q1: 11,232 shares 11,232 $3.6M 0.78% +53 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: 41,221 shares; 2024Q4: 45,501 shares; 2025Q1: 51,115 shares; 2025Q2: 53,952 shares; 2025Q3: 55,120 shares; 2025Q4: 44,329 shares; 2026Q1: 36,170 shares 36,170 $3.45M 0.75% -8,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,940 shares; 2026Q1: 33,332 shares 33,332 $3.39M 0.73% +13,392 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: 13,197 shares; 2024Q4: 15,455 shares; 2025Q1: 17,403 shares; 2025Q2: 19,808 shares; 2025Q3: 21,164 shares; 2025Q4: 16,762 shares; 2026Q1: 11,629 shares 11,629 $3.34M 0.72% -5,133 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: 34,092 shares; 2024Q4: 33,368 shares; 2025Q1: 23,724 shares; 2025Q2: 23,304 shares; 2025Q3: 18,931 shares; 2025Q4: 13,974 shares; 2026Q1: 11,196 shares 11,196 $3.21M 0.69% -2,778 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: 3,109 shares; 2025Q4: 23,875 shares; 2026Q1: 33,755 shares 33,755 $2.97M 0.64% +9,880 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 12,042 shares; 2025Q1: 13,540 shares; 2025Q2: 7,561 shares; 2025Q3: 7,465 shares; 2025Q4: 5,777 shares; 2026Q1: 4,381 shares 4,381 $2.86M 0.62% -1,396 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: 21,590 shares; 2024Q4: 21,942 shares; 2025Q1: 21,652 shares; 2025Q2: 20,811 shares; 2025Q3: 17,965 shares; 2025Q4: 12,644 shares; 2026Q1: 8,889 shares 8,889 $2.69M 0.58% -3,755 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: 962 shares; 2024Q4: 2,481 shares; 2025Q1: 3,578 shares; 2025Q2: 4,780 shares; 2025Q3: 6,269 shares; 2025Q4: 5,455 shares; 2026Q1: 4,613 shares 4,613 $2.64M 0.57% -842 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: 1,910 shares; 2024Q4: 4,670 shares; 2025Q1: 6,171 shares; 2025Q2: 8,171 shares; 2025Q3: 10,532 shares; 2025Q4: 9,286 shares; 2026Q1: 7,029 shares 7,029 $2.61M 0.57% -2,257 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 81,946 shares; 2026Q1: 144,143 shares 144,143 $2.59M 0.56% +62,197 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,771 shares; 2024Q4: 38,086 shares; 2025Q1: 42,294 shares; 2025Q2: not reported; 2025Q3: 86,345 shares; 2025Q4: 136,466 shares; 2026Q1: 79,845 shares 79,845 $2.48M 0.54% -56,621 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: 29,586 shares; 2024Q4: 30,010 shares; 2025Q1: 30,328 shares; 2025Q2: 31,238 shares; 2025Q3: 30,833 shares; 2025Q4: 21,211 shares; 2026Q1: 14,431 shares 14,431 $2.45M 0.53% -6,780 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 18,040 shares; 2025Q1: 18,575 shares; 2025Q2: 19,341 shares; 2025Q3: 20,463 shares; 2025Q4: 14,786 shares; 2026Q1: 10,907 shares 10,907 $2.37M 0.51% -3,879 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,373 shares; 2026Q1: 61,112 shares 61,112 $2.35M 0.51% +29,739 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,115 shares; 2024Q4: 34,916 shares; 2025Q1: 36,109 shares; 2025Q2: 37,776 shares; 2025Q3: 37,380 shares; 2025Q4: 29,909 shares; 2026Q1: 23,036 shares 23,036 $2.26M 0.49% -6,873 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: 71,913 shares; 2024Q4: 74,302 shares; 2025Q1: 83,637 shares; 2025Q2: 85,764 shares; 2025Q3: 85,126 shares; 2025Q4: 58,457 shares; 2026Q1: 41,301 shares 41,301 $2.07M 0.45% -17,156 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: 33,172 shares; 2024Q4: 42,647 shares; 2025Q1: 46,357 shares; 2025Q2: 43,281 shares; 2025Q3: 36,209 shares; 2025Q4: 24,580 shares; 2026Q1: 13,303 shares 13,303 $1.96M 0.42% -11,277 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,880 shares; 2024Q4: 122,388 shares; 2025Q1: 122,088 shares; 2025Q2: 122,153 shares; 2025Q3: 122,194 shares; 2025Q4: 122,319 shares; 2026Q1: 122,245 shares 122,245 $1.94M 0.42% -74 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,045 shares; 2024Q4: 12,476 shares; 2025Q1: 12,284 shares; 2025Q2: 12,597 shares; 2025Q3: 13,079 shares; 2025Q4: 9,139 shares; 2026Q1: 6,186 shares 6,186 $1.92M 0.42% -2,953 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,932 shares; 2024Q4: 36,948 shares; 2025Q1: 36,971 shares; 2025Q2: 37,787 shares; 2025Q3: 36,835 shares; 2025Q4: 24,413 shares; 2026Q1: 16,223 shares 16,223 $1.88M 0.41% -8,190 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,157 shares; 2024Q4: 29,019 shares; 2025Q1: 28,686 shares; 2025Q2: 29,391 shares; 2025Q3: 28,868 shares; 2025Q4: 19,711 shares; 2026Q1: 13,347 shares 13,347 $1.86M 0.4% -6,364 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 6,149 shares; 2025Q1: 4,180 shares; 2025Q2: 4,476 shares; 2025Q3: 4,074 shares; 2025Q4: 25,338 shares; 2026Q1: 19,201 shares 19,201 $1.85M 0.4% -6,137 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,609 shares; 2024Q4: 52,660 shares; 2025Q1: 54,820 shares; 2025Q2: 56,714 shares; 2025Q3: 66,077 shares; 2025Q4: 53,117 shares; 2026Q1: 40,411 shares 40,411 $1.84M 0.4% -12,706 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: 54,311 shares; 2024Q4: 54,456 shares; 2025Q1: 50,128 shares; 2025Q2: 48,821 shares; 2025Q3: 46,539 shares; 2025Q4: 31,303 shares; 2026Q1: 21,274 shares 21,274 $1.84M 0.4% -10,029 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: not reported; 2025Q2: 1,419 shares; 2025Q3: 11,486 shares; 2025Q4: 8,031 shares; 2026Q1: 5,914 shares 5,914 $1.83M 0.4% -2,117 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: 10,851 shares; 2024Q4: 10,719 shares; 2025Q1: 10,847 shares; 2025Q2: 11,181 shares; 2025Q3: 11,026 shares; 2025Q4: 7,671 shares; 2026Q1: 5,494 shares 5,494 $1.81M 0.39% -2,177 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,986 shares; 2025Q4: 16,757 shares; 2026Q1: 12,924 shares 12,924 $1.79M 0.39% -3,833 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,949 shares; 2025Q1: 62,070 shares; 2025Q2: 65,272 shares; 2025Q3: 64,907 shares; 2025Q4: 50,574 shares; 2026Q1: 23,165 shares 23,165 $1.79M 0.39% -27,409 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,626 shares; 2024Q4: 22,197 shares; 2025Q1: 22,459 shares; 2025Q2: 18,880 shares; 2025Q3: 18,440 shares; 2025Q4: 12,329 shares; 2026Q1: 8,134 shares 8,134 $1.78M 0.39% -4,195 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 3,850 shares; 2025Q1: 5,078 shares; 2025Q2: 4,783 shares; 2025Q3: 4,337 shares; 2025Q4: 2,867 shares; 2026Q1: 1,921 shares 1,921 $1.77M 0.38% -946 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: 1,652 shares; 2024Q4: 1,680 shares; 2025Q1: 1,568 shares; 2025Q2: 1,608 shares; 2025Q3: 1,630 shares; 2025Q4: 1,476 shares; 2026Q1: 5,871 shares 5,871 $1.73M 0.38% +4,395 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 51,555 shares; 2026Q1: 109,511 shares 109,511 $1.73M 0.37% +57,956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,728 shares; 2026Q1: 20,575 shares 20,575 $1.71M 0.37% +7,847 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,134 shares; 2024Q4: 10,394 shares; 2025Q1: 10,556 shares; 2025Q2: 10,874 shares; 2025Q3: 10,665 shares; 2025Q4: 7,145 shares; 2026Q1: 4,708 shares 4,708 $1.71M 0.37% -2,437 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,011 shares; 2024Q4: 15,219 shares; 2025Q1: 15,340 shares; 2025Q2: 20,551 shares; 2025Q3: 20,239 shares; 2025Q4: 13,130 shares; 2026Q1: 8,796 shares 8,796 $1.71M 0.37% -4,334 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,494 shares; 2024Q4: 39,912 shares; 2025Q1: 40,599 shares; 2025Q2: 41,916 shares; 2025Q3: 40,943 shares; 2025Q4: 27,057 shares; 2026Q1: 17,889 shares 17,889 $1.62M 0.35% -9,168 Timeline SPYV 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: 33,323 shares; 2024Q4: 30,008 shares; 2025Q1: 31,568 shares; 2025Q2: 33,423 shares; 2025Q3: 41,737 shares; 2025Q4: 33,992 shares; 2026Q1: 26,018 shares 26,018 $1.47M 0.32% -7,974 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,747 shares; 2024Q4: 8,956 shares; 2025Q1: 9,073 shares; 2025Q2: 9,317 shares; 2025Q3: 9,188 shares; 2025Q4: 6,101 shares; 2026Q1: 3,986 shares 3,986 $1.45M 0.31% -2,115 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: 10,036 shares; 2024Q4: 9,224 shares; 2025Q1: 8,418 shares; 2025Q2: 7,700 shares; 2025Q3: 6,414 shares; 2025Q4: 4,178 shares; 2026Q1: 2,833 shares 2,833 $1.42M 0.31% -1,345 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 45,500 shares; 2025Q3: 58,008 shares; 2025Q4: 58,008 shares; 2026Q1: 58,008 shares 58,008 $1.41M 0.31% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 9,739 shares; 2025Q1: 9,832 shares; 2025Q2: 11,091 shares; 2025Q3: 10,865 shares; 2025Q4: 7,222 shares; 2026Q1: 4,852 shares 4,852 $1.41M 0.3% -2,370 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,385 shares; 2024Q4: 21,944 shares; 2025Q1: 22,940 shares; 2025Q2: 23,922 shares; 2025Q3: 23,959 shares; 2025Q4: 16,347 shares; 2026Q1: 10,852 shares 10,852 $1.4M 0.3% -5,495 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,414 shares; 2024Q4: 5,613 shares; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 6,287 shares; 2025Q4: 4,532 shares; 2026Q1: 3,405 shares 3,405 $1.39M 0.3% -1,127 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: 14,857 shares; 2024Q4: 14,728 shares; 2025Q1: 14,847 shares; 2025Q2: 15,225 shares; 2025Q3: 14,981 shares; 2025Q4: 10,019 shares; 2026Q1: 6,770 shares 6,770 $1.38M 0.3% -3,249 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,652 shares; 2024Q4: 10,781 shares; 2025Q1: 9,988 shares; 2025Q2: 19,588 shares; 2025Q3: 17,744 shares; 2025Q4: 11,069 shares; 2026Q1: 6,766 shares 6,766 $1.34M 0.29% -4,303 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,824 shares; 2024Q4: 50,867 shares; 2025Q1: 47,243 shares; 2025Q2: 45,041 shares; 2025Q3: 34,754 shares; 2025Q4: 18,966 shares; 2026Q1: 11,265 shares 11,265 $1.34M 0.29% -7,701 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 14,776 shares 14,776 $1.33M 0.29% new 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: 6,766 shares; 2024Q4: 7,686 shares; 2025Q1: 10,151 shares; 2025Q2: 10,489 shares; 2025Q3: 10,783 shares; 2025Q4: 8,261 shares; 2026Q1: 5,338 shares 5,338 $1.3M 0.28% -2,923 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,146 shares; 2024Q4: 15,427 shares; 2025Q1: 13,983 shares; 2025Q2: 14,376 shares; 2025Q3: 14,281 shares; 2025Q4: 9,556 shares; 2026Q1: 5,295 shares 5,295 $1.28M 0.28% -4,261 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,101 shares; 2024Q4: 26,490 shares; 2025Q1: 26,727 shares; 2025Q2: 27,376 shares; 2025Q3: 26,730 shares; 2025Q4: 17,544 shares; 2026Q1: 11,449 shares 11,449 $1.25M 0.27% -6,095 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,312 shares; 2024Q4: 4,462 shares; 2025Q1: 4,505 shares; 2025Q2: 4,398 shares; 2025Q3: 4,490 shares; 2025Q4: 3,151 shares; 2026Q1: 1,783 shares 1,783 $1.21M 0.26% -1,368 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: 2,677 shares; 2024Q4: 2,549 shares; 2025Q1: 2,922 shares; 2025Q2: 3,174 shares; 2025Q3: 3,412 shares; 2025Q4: 2,966 shares; 2026Q1: 2,715 shares 2,715 $1.17M 0.25% -251 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,969 shares; 2024Q4: 22,531 shares; 2025Q1: 22,826 shares; 2025Q2: 23,440 shares; 2025Q3: 22,750 shares; 2025Q4: 14,458 shares; 2026Q1: 9,248 shares 9,248 $1.13M 0.24% -5,210 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: 1,804 shares; 2024Q4: 4,560 shares; 2025Q1: 6,255 shares; 2025Q2: 8,229 shares; 2025Q3: 10,341 shares; 2025Q4: 8,260 shares; 2026Q1: 5,626 shares 5,626 $1.12M 0.24% -2,634 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,242 shares; 2024Q4: 19,901 shares; 2025Q1: 22,126 shares; 2025Q2: 22,990 shares; 2025Q3: 21,831 shares; 2025Q4: 16,530 shares; 2026Q1: 11,556 shares 11,556 $1.11M 0.24% -4,974 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 9,391 shares; 2025Q1: 24,816 shares; 2025Q2: 35,118 shares; 2025Q3: 31,325 shares; 2025Q4: 19,708 shares; 2026Q1: 12,386 shares 12,386 $1.11M 0.24% -7,322 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 38,827 shares; 2025Q1: 43,321 shares; 2025Q2: 45,592 shares; 2025Q3: 46,497 shares; 2025Q4: 35,285 shares; 2026Q1: 10,653 shares 10,653 $1.1M 0.24% -24,632 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: 3,421 shares; 2024Q4: 3,547 shares; 2025Q1: 3,660 shares; 2025Q2: 3,756 shares; 2025Q3: 3,669 shares; 2025Q4: 2,936 shares; 2026Q1: 2,261 shares 2,261 $1.08M 0.23% -675 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 19,813 shares; 2025Q1: 19,875 shares; 2025Q2: 20,282 shares; 2025Q3: 19,776 shares; 2025Q4: 12,484 shares; 2026Q1: 7,942 shares 7,942 $1.08M 0.23% -4,542 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,238 shares 61,238 $1.06M 0.23% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 14,033 shares; 2025Q1: 14,192 shares; 2025Q2: 15,916 shares; 2025Q3: 16,116 shares; 2025Q4: 11,350 shares; 2026Q1: 8,592 shares 8,592 $1.02M 0.22% -2,758 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,912 shares; 2024Q4: 31,005 shares; 2025Q1: 26,553 shares; 2025Q2: 25,221 shares; 2025Q3: 33,448 shares; 2025Q4: 25,278 shares; 2026Q1: 26,446 shares 26,446 $972K 0.21% +1,168 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,901 shares; 2024Q4: 36,668 shares; 2025Q1: 36,915 shares; 2025Q2: 37,742 shares; 2025Q3: 39,152 shares; 2025Q4: 26,116 shares; 2026Q1: 15,292 shares 15,292 $936K 0.2% -10,824 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,655 shares; 2025Q1: 2,704 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares; 2025Q4: 2,619 shares; 2026Q1: 2,624 shares 2,624 $887K 0.19% +5 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: 4,396 shares; 2024Q4: 3,490 shares; 2025Q1: 3,641 shares; 2025Q2: 3,643 shares; 2025Q3: 2,861 shares; 2025Q4: 1,479 shares; 2026Q1: 643 shares 643 $887K 0.19% -836 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,254 shares; 2026Q1: 17,623 shares 17,623 $880K 0.19% +13,369 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: 4,215 shares; 2024Q4: 4,975 shares; 2025Q1: 5,013 shares; 2025Q2: 5,443 shares; 2025Q3: 8,354 shares; 2025Q4: 6,627 shares; 2026Q1: 5,560 shares 5,560 $864K 0.19% -1,067 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: 6,113 shares; 2024Q4: 4,521 shares; 2025Q1: 2,637 shares; 2025Q2: 2,888 shares; 2025Q3: 2,440 shares; 2025Q4: 9,069 shares; 2026Q1: 8,188 shares 8,188 $856K 0.19% -881 Timeline SPMB 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: 45,772 shares; 2024Q4: 49,583 shares; 2025Q1: 50,233 shares; 2025Q2: 52,385 shares; 2025Q3: 56,974 shares; 2025Q4: 48,992 shares; 2026Q1: 37,224 shares 37,224 $833K 0.18% -11,768 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 30,326 shares 30,326 $826K 0.18% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,734 shares; 2024Q4: 13,644 shares; 2025Q1: 13,833 shares; 2025Q2: 14,435 shares; 2025Q3: 28,636 shares; 2025Q4: 24,681 shares; 2026Q1: 19,016 shares 19,016 $805K 0.17% -5,665 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,080 shares; 2024Q4: 27,770 shares; 2025Q1: 27,838 shares; 2025Q2: 37,772 shares; 2025Q3: 37,076 shares; 2025Q4: 23,785 shares; 2026Q1: 15,357 shares 15,357 $775K 0.17% -8,428 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,573 shares; 2025Q2: 2,145 shares; 2025Q3: 2,898 shares; 2025Q4: 2,344 shares; 2026Q1: 1,710 shares 1,710 $764K 0.17% -634 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,242 shares; 2024Q4: 17,842 shares; 2025Q1: 18,714 shares; 2025Q2: 20,422 shares; 2025Q3: 25,113 shares; 2025Q4: 19,956 shares; 2026Q1: 15,195 shares 15,195 $734K 0.16% -4,761 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,282 shares; 2025Q1: 3,570 shares; 2025Q2: 3,456 shares; 2025Q3: 4,426 shares; 2025Q4: 3,039 shares; 2026Q1: 2,207 shares 2,207 $725K 0.16% -832 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,490 shares 6,490 $717K 0.16% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,042 shares; 2025Q1: 10,950 shares; 2025Q2: 14,408 shares; 2025Q3: 17,992 shares; 2025Q4: 14,136 shares; 2026Q1: 9,687 shares 9,687 $702K 0.15% -4,449 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,669 shares; 2024Q4: 11,309 shares; 2025Q1: 11,558 shares; 2025Q2: 11,783 shares; 2025Q3: 12,614 shares; 2025Q4: 9,340 shares; 2026Q1: 7,125 shares 7,125 $701K 0.15% -2,215 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,617 shares; 2025Q2: 9,257 shares; 2025Q3: 11,371 shares; 2025Q4: 8,843 shares; 2026Q1: 7,055 shares 7,055 $700K 0.15% -1,788 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 835 shares; 2025Q2: 1,124 shares; 2025Q3: 1,454 shares; 2025Q4: 2,381 shares; 2026Q1: 1,494 shares 1,494 $689K 0.15% -887 Timeline GOVT 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: 51,305 shares; 2024Q4: 60,367 shares; 2025Q1: 61,879 shares; 2025Q2: 64,464 shares; 2025Q3: 44,250 shares; 2025Q4: 38,878 shares; 2026Q1: 29,354 shares 29,354 $672K 0.15% -9,524 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 1,322 shares; 2025Q1: 1,343 shares; 2025Q2: 1,362 shares; 2025Q3: 1,199 shares; 2025Q4: 766 shares; 2026Q1: 504 shares 504 $666K 0.14% -262 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,895 shares; 2024Q4: 19,933 shares; 2025Q1: 20,446 shares; 2025Q2: 21,393 shares; 2025Q3: 38,580 shares; 2025Q4: 33,226 shares; 2026Q1: 25,310 shares 25,310 $666K 0.14% -7,916 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,807 shares; 2024Q4: 15,990 shares; 2025Q1: 14,459 shares; 2025Q2: 14,932 shares; 2025Q3: 14,451 shares; 2025Q4: 11,158 shares; 2026Q1: 8,546 shares 8,546 $663K 0.14% -2,612 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,792 shares; 2025Q3: 2,995 shares; 2025Q4: 2,186 shares; 2026Q1: 1,649 shares 1,649 $659K 0.14% -537 Timeline SPEM 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: 18,414 shares; 2024Q4: 18,744 shares; 2025Q1: 55,825 shares; 2025Q2: 168,969 shares; 2025Q3: 172,409 shares; 2025Q4: 151,199 shares; 2026Q1: 13,915 shares 13,915 $653K 0.14% -137,284 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 3,115 shares; 2025Q3: 2,531 shares; 2025Q4: 1,676 shares; 2026Q1: 1,148 shares 1,148 $645K 0.14% -528 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 9,563 shares; 2026Q1: 7,831 shares 7,831 $627K 0.14% -1,732 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 20,463 shares; 2025Q1: 20,539 shares; 2025Q2: 19,065 shares; 2025Q3: 18,042 shares; 2025Q4: 12,592 shares; 2026Q1: 9,344 shares 9,344 $604K 0.13% -3,248 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: 3,985 shares; 2024Q4: 5,245 shares; 2025Q1: 5,037 shares; 2025Q2: 6,183 shares; 2025Q3: 6,269 shares; 2025Q4: 5,137 shares; 2026Q1: 4,560 shares 4,560 $602K 0.13% -577 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: 4,105 shares; 2024Q4: 5,438 shares; 2025Q1: 5,784 shares; 2025Q2: 6,016 shares; 2025Q3: 5,957 shares; 2025Q4: 6,020 shares; 2026Q1: 4,118 shares 4,118 $595K 0.13% -1,902 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 12,181 shares; 2025Q3: 12,935 shares; 2025Q4: 9,204 shares; 2026Q1: 6,870 shares 6,870 $591K 0.13% -2,334 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 1,492 shares 1,492 $588K 0.13% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,753 shares; 2026Q1: 10,204 shares 10,204 $581K 0.13% -4,549 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: 2,564 shares; 2024Q4: 2,734 shares; 2025Q1: 2,445 shares; 2025Q2: 2,482 shares; 2025Q3: 2,641 shares; 2025Q4: 1,613 shares; 2026Q1: 1,208 shares 1,208 $580K 0.13% -405 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: 2,804 shares; 2024Q4: 2,761 shares; 2025Q1: 3,518 shares; 2025Q2: 3,740 shares; 2025Q3: 4,411 shares; 2025Q4: 3,629 shares; 2026Q1: 2,754 shares 2,754 $570K 0.12% -875 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 2,063 shares; 2025Q1: 2,743 shares; 2025Q2: 3,477 shares; 2025Q3: 4,225 shares; 2025Q4: 3,361 shares; 2026Q1: 2,368 shares 2,368 $567K 0.12% -993 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,032 shares; 2024Q4: 275,425 shares; 2025Q1: 300,569 shares; 2025Q2: not reported; 2025Q3: 9,866 shares; 2025Q4: 13,048 shares; 2026Q1: 11,145 shares 11,145 $564K 0.12% -1,903 Timeline IBDT 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: 23,831 shares; 2025Q3: 40,865 shares; 2025Q4: 33,024 shares; 2026Q1: 22,148 shares 22,148 $561K 0.12% -10,876 Timeline IBDV 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: 37,795 shares; 2026Q1: 25,465 shares 25,465 $557K 0.12% -12,330 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 6,962 shares; 2025Q1: 6,984 shares; 2025Q2: 6,528 shares; 2025Q3: 4,671 shares; 2025Q4: 3,736 shares; 2026Q1: 3,336 shares 3,336 $552K 0.12% -400 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: 18,606 shares; 2024Q4: 19,973 shares; 2025Q1: 20,449 shares; 2025Q2: 20,875 shares; 2025Q3: 22,193 shares; 2025Q4: 16,142 shares; 2026Q1: 12,156 shares 12,156 $549K 0.12% -3,986 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 14,674 shares; 2025Q1: 14,617 shares; 2025Q2: 14,472 shares; 2025Q3: 13,426 shares; 2025Q4: 8,312 shares; 2026Q1: 5,909 shares 5,909 $544K 0.12% -2,403 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,123 shares; 2025Q1: 3,185 shares; 2025Q2: 3,190 shares; 2025Q3: 2,939 shares; 2025Q4: 2,158 shares; 2026Q1: 1,570 shares 1,570 $539K 0.12% -588 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: 8,349 shares; 2024Q4: 8,220 shares; 2025Q1: 8,222 shares; 2025Q2: 8,223 shares; 2025Q3: 7,471 shares; 2025Q4: 7,471 shares; 2026Q1: 7,496 shares 7,496 $535K 0.12% +25 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: 24,948 shares; 2024Q4: 26,443 shares; 2025Q1: 26,492 shares; 2025Q2: 27,623 shares; 2025Q3: 27,745 shares; 2025Q4: 19,148 shares; 2026Q1: 4,408 shares 4,408 $530K 0.11% -14,740 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,044 shares; 2025Q1: 4,651 shares; 2025Q2: 4,255 shares; 2025Q3: 3,366 shares; 2025Q4: 1,819 shares; 2026Q1: 981 shares 981 $529K 0.11% -838 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: 348 shares; 2025Q1: 633 shares; 2025Q2: 947 shares; 2025Q3: 1,221 shares; 2025Q4: 977 shares; 2026Q1: 677 shares 677 $523K 0.11% -300 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,857 shares; 2024Q4: 11,529 shares; 2025Q1: 11,783 shares; 2025Q2: 11,977 shares; 2025Q3: 12,515 shares; 2025Q4: 9,083 shares; 2026Q1: 8,728 shares 8,728 $517K 0.11% -355 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: 235 shares; 2025Q2: 294 shares; 2025Q3: 397 shares; 2025Q4: 454 shares; 2026Q1: 519 shares 519 $517K 0.11% +65 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 4,748 shares; 2025Q1: 7,679 shares; 2025Q2: 7,620 shares; 2025Q3: 7,006 shares; 2025Q4: 4,918 shares; 2026Q1: 8,797 shares 8,797 $507K 0.11% +3,879 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: 1,626 shares; 2024Q4: 1,617 shares; 2025Q1: 1,589 shares; 2025Q2: 1,777 shares; 2025Q3: 1,996 shares; 2025Q4: 2,041 shares; 2026Q1: 1,720 shares 1,720 $506K 0.11% -321 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,262 shares 10,262 $503K 0.11% 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: 7,065 shares; 2024Q4: 7,464 shares; 2025Q1: 7,795 shares; 2025Q2: 11,227 shares; 2025Q3: 11,240 shares; 2025Q4: 8,817 shares; 2026Q1: 7,723 shares 7,723 $502K 0.11% -1,094 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 19,438 shares; 2025Q1: 19,041 shares; 2025Q2: 19,326 shares; 2025Q3: 20,559 shares; 2025Q4: 14,752 shares; 2026Q1: 11,081 shares 11,081 $502K 0.11% -3,671 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: 1,804 shares; 2025Q1: 2,532 shares; 2025Q2: 3,441 shares; 2025Q3: 4,418 shares; 2025Q4: 3,616 shares; 2026Q1: 2,641 shares 2,641 $493K 0.11% -975 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares 4,129 $488K 0.11% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,154 shares; 2025Q1: 3,208 shares; 2025Q2: 3,276 shares; 2025Q3: 3,518 shares; 2025Q4: 2,550 shares; 2026Q1: 1,950 shares 1,950 $486K 0.11% -600 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 7,056 shares; 2025Q1: 5,624 shares; 2025Q2: 5,721 shares; 2025Q3: 6,067 shares; 2025Q4: 4,426 shares; 2026Q1: 3,329 shares 3,329 $474K 0.1% -1,097 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 6,628 shares; 2025Q1: 6,830 shares; 2025Q2: 6,933 shares; 2025Q3: 7,285 shares; 2025Q4: 5,237 shares; 2026Q1: 3,989 shares 3,989 $468K 0.1% -1,248 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,026 shares; 2025Q1: 3,088 shares; 2025Q2: 3,093 shares; 2025Q3: 3,308 shares; 2025Q4: 3,197 shares; 2026Q1: 2,415 shares 2,415 $468K 0.1% -782 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,020 shares; 2024Q4: 19,720 shares; 2025Q1: 22,886 shares; 2025Q2: 20,618 shares; 2025Q3: 16,188 shares; 2025Q4: 8,004 shares; 2026Q1: 3,947 shares 3,947 $467K 0.1% -4,057 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 5,150 shares; 2025Q3: 5,544 shares; 2025Q4: 4,026 shares; 2026Q1: 3,031 shares 3,031 $466K 0.1% -995 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,530 shares; 2025Q1: 8,187 shares; 2025Q2: 8,481 shares; 2025Q3: 8,752 shares; 2025Q4: 6,327 shares; 2026Q1: 4,881 shares 4,881 $454K 0.1% -1,446 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: 12,289 shares; 2024Q4: 12,435 shares; 2025Q1: 10,358 shares; 2025Q2: 11,099 shares; 2025Q3: 6,986 shares; 2025Q4: 6,264 shares; 2026Q1: 5,930 shares 5,930 $451K 0.1% -334 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,665 shares; 2025Q4: 3,388 shares; 2026Q1: 3,065 shares 3,065 $449K 0.1% -323 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: 2,536 shares; 2025Q1: 2,697 shares; 2025Q2: 3,511 shares; 2025Q3: 4,331 shares; 2025Q4: 3,344 shares; 2026Q1: 2,895 shares 2,895 $442K 0.1% -449 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,586 shares; 2025Q1: 3,675 shares; 2025Q2: 3,766 shares; 2025Q3: 6,505 shares; 2025Q4: 4,810 shares; 2026Q1: 3,636 shares 3,636 $428K 0.09% -1,174 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: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,854 shares; 2025Q3: 2,025 shares; 2025Q4: 1,975 shares; 2026Q1: 1,759 shares 1,759 $427K 0.09% -216 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,241 shares; 2025Q1: 3,305 shares; 2025Q2: 3,346 shares; 2025Q3: 3,518 shares; 2025Q4: 2,549 shares; 2026Q1: 1,905 shares 1,905 $421K 0.09% -644 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,086 shares; 2026Q1: 4,073 shares 4,073 $416K 0.09% -13 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,205 shares 22,205 $413K 0.09% new Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,263 shares; 2025Q1: 3,337 shares; 2025Q2: 3,294 shares; 2025Q3: 3,583 shares; 2025Q4: 2,601 shares; 2026Q1: 1,966 shares 1,966 $413K 0.09% -635 Timeline TIP 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: 36,158 shares; 2024Q4: 57,455 shares; 2025Q1: 89,133 shares; 2025Q2: 30,818 shares; 2025Q3: 12,636 shares; 2025Q4: 7,711 shares; 2026Q1: 3,641 shares 3,641 $402K 0.09% -4,070 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: not reported; 2026Q1: 1,876 shares 1,876 $401K 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,282 shares; 2024Q4: 22,056 shares; 2025Q1: 14,220 shares; 2025Q2: 14,826 shares; 2025Q3: 15,005 shares; 2025Q4: 11,878 shares; 2026Q1: 13,821 shares 13,821 $401K 0.09% +1,943 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 11,126 shares; 2025Q1: 10,708 shares; 2025Q2: 10,942 shares; 2025Q3: 10,853 shares; 2025Q4: 8,513 shares; 2026Q1: 7,291 shares 7,291 $395K 0.09% -1,222 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: 2,160 shares; 2024Q4: 2,130 shares; 2025Q1: 8,095 shares; 2025Q2: 7,427 shares; 2025Q3: 5,237 shares; 2025Q4: 2,576 shares; 2026Q1: 1,215 shares 1,215 $392K 0.08% -1,361 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,317 shares; 2025Q1: 4,018 shares; 2025Q2: 3,221 shares; 2025Q3: 3,267 shares; 2025Q4: 2,358 shares; 2026Q1: 1,916 shares 1,916 $389K 0.08% -442 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,311 shares; 2025Q2: 5,528 shares; 2025Q3: 5,536 shares; 2025Q4: 4,576 shares; 2026Q1: 4,110 shares 4,110 $386K 0.08% -466 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 10,972 shares; 2025Q1: 8,969 shares; 2025Q2: 9,960 shares; 2025Q3: 9,752 shares; 2025Q4: 8,100 shares; 2026Q1: 4,832 shares 4,832 $385K 0.08% -3,268 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,757 shares; 2025Q1: 4,685 shares; 2025Q2: 4,760 shares; 2025Q3: 5,073 shares; 2025Q4: 3,649 shares; 2026Q1: 2,723 shares 2,723 $380K 0.08% -926 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: 98,286 shares; 2024Q4: not reported; 2025Q1: 35,123 shares; 2025Q2: not reported; 2025Q3: 15,423 shares; 2025Q4: 9,508 shares; 2026Q1: 4,386 shares 4,386 $380K 0.08% -5,122 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,596 shares; 2025Q1: 16,198 shares; 2025Q2: 16,727 shares; 2025Q3: 13,490 shares; 2025Q4: 6,349 shares; 2026Q1: 9,394 shares 9,394 $379K 0.08% +3,045 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 9,889 shares; 2026Q1: 7,442 shares 7,442 $378K 0.08% -2,447 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: 7,408 shares; 2024Q4: 7,137 shares; 2025Q1: 6,707 shares; 2025Q2: 6,317 shares; 2025Q3: 1,272 shares; 2025Q4: 1,044 shares; 2026Q1: 767 shares 767 $377K 0.08% -277 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,350 shares; 2025Q1: 6,471 shares; 2025Q2: 6,475 shares; 2025Q3: 4,261 shares; 2025Q4: 3,057 shares; 2026Q1: 2,256 shares 2,256 $375K 0.08% -801 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,248 shares 10,248 $364K 0.08% 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: 533 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 677 shares; 2025Q3: 745 shares; 2025Q4: 628 shares; 2026Q1: 578 shares 578 $349K 0.08% -50 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: 11,262 shares; 2025Q1: 11,251 shares; 2025Q2: 11,357 shares; 2025Q3: 9,151 shares; 2025Q4: 6,382 shares; 2026Q1: 4,853 shares 4,853 $347K 0.08% -1,529 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: 35,019 shares; 2024Q4: 31,994 shares; 2025Q1: 29,053 shares; 2025Q2: 26,311 shares; 2025Q3: 18,225 shares; 2025Q4: 8,465 shares; 2026Q1: 3,371 shares 3,371 $346K 0.07% -5,094 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 10,487 shares; 2025Q2: 10,548 shares; 2025Q3: 10,407 shares; 2025Q4: 7,598 shares; 2026Q1: 5,708 shares 5,708 $346K 0.07% -1,890 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: 3,963 shares; 2024Q4: 4,052 shares; 2025Q1: 3,806 shares; 2025Q2: 3,893 shares; 2025Q3: 3,889 shares; 2025Q4: 2,978 shares; 2026Q1: 2,585 shares 2,585 $338K 0.07% -393 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 3,309 shares; 2025Q1: 3,354 shares; 2025Q2: 3,414 shares; 2025Q3: 3,606 shares; 2025Q4: 2,610 shares; 2026Q1: 1,955 shares 1,955 $338K 0.07% -655 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: not reported; 2024Q4: 43,347 shares; 2025Q1: 28,909 shares; 2025Q2: 91,923 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,084 shares 4,084 $337K 0.07% new Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 9,097 shares; 2025Q1: 9,297 shares; 2025Q2: 9,486 shares; 2025Q3: 10,041 shares; 2025Q4: 7,278 shares; 2026Q1: 5,449 shares 5,449 $335K 0.07% -1,829 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: 23,421 shares; 2024Q4: 21,535 shares; 2025Q1: 19,543 shares; 2025Q2: 17,577 shares; 2025Q3: 8,870 shares; 2025Q4: 4,842 shares; 2026Q1: 2,584 shares 2,584 $326K 0.07% -2,258 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: 2,853 shares; 2025Q3: 3,127 shares; 2025Q4: 2,748 shares; 2026Q1: 2,555 shares 2,555 $323K 0.07% -193 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 12,571 shares; 2025Q1: 15,270 shares; 2025Q2: 16,166 shares; 2025Q3: 19,843 shares; 2025Q4: 15,597 shares; 2026Q1: 11,482 shares 11,482 $322K 0.07% -4,115 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: 46,862 shares; 2024Q4: 38,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares; 2025Q4: 7,390 shares; 2026Q1: 3,437 shares 3,437 $315K 0.07% -3,953 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: 3,234 shares; 2025Q3: 4,071 shares; 2025Q4: 3,174 shares; 2026Q1: 2,181 shares 2,181 $312K 0.07% -993 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,290 shares; 2025Q1: 1,981 shares; 2025Q2: 1,968 shares; 2025Q3: 2,042 shares; 2025Q4: 1,285 shares; 2026Q1: 901 shares 901 $308K 0.07% -384 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,318 shares; 2024Q4: 7,955 shares; 2025Q1: 8,200 shares; 2025Q2: 8,583 shares; 2025Q3: 7,962 shares; 2025Q4: 6,443 shares; 2026Q1: 4,894 shares 4,894 $300K 0.06% -1,549 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 7,562 shares; 2025Q3: 18,580 shares; 2025Q4: 13,480 shares; 2026Q1: 9,814 shares 9,814 $299K 0.06% -3,666 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $298K 0.06% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,324 shares; 2025Q1: 3,450 shares; 2025Q2: 3,506 shares; 2025Q3: 3,589 shares; 2025Q4: 2,639 shares; 2026Q1: 1,947 shares 1,947 $297K 0.06% -692 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,954 shares; 2024Q4: 26,013 shares; 2025Q1: 21,839 shares; 2025Q2: 16,379 shares; 2025Q3: 9,658 shares; 2025Q4: 5,880 shares; 2026Q1: 2,715 shares 2,715 $296K 0.06% -3,165 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: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 798 shares; 2026Q1: 836 shares 836 $294K 0.06% +38 Timeline HYG 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: 44,168 shares; 2024Q4: 35,750 shares; 2025Q1: 30,030 shares; 2025Q2: not reported; 2025Q3: 12,916 shares; 2025Q4: 7,943 shares; 2026Q1: 3,689 shares 3,689 $293K 0.06% -4,254 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: 12,815 shares; 2024Q4: 12,323 shares; 2025Q1: 7,266 shares; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 2,196 shares; 2026Q1: 2,348 shares 2,348 $292K 0.06% +152 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 882 shares; 2025Q4: 718 shares; 2026Q1: 515 shares 515 $290K 0.06% -203 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: 8,120 shares; 2024Q4: 8,223 shares; 2025Q1: 7,860 shares; 2025Q2: 9,671 shares; 2025Q3: 10,110 shares; 2025Q4: 6,741 shares; 2026Q1: 5,899 shares 5,899 $288K 0.06% -842 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,183 shares; 2025Q1: 1,145 shares; 2025Q2: 1,261 shares; 2025Q3: 1,381 shares; 2025Q4: 1,136 shares; 2026Q1: 946 shares 946 $286K 0.06% -190 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: 1,031 shares; 2024Q4: 1,293 shares; 2025Q1: 1,280 shares; 2025Q2: 1,339 shares; 2025Q3: 1,446 shares; 2025Q4: 2,867 shares; 2026Q1: 1,245 shares 1,245 $286K 0.06% -1,622 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839 shares; 2024Q4: 4,149 shares; 2025Q1: 4,244 shares; 2025Q2: 4,268 shares; 2025Q3: 4,443 shares; 2025Q4: 3,215 shares; 2026Q1: 2,335 shares 2,335 $283K 0.06% -880 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,044 shares; 2024Q4: 7,415 shares; 2025Q1: 7,265 shares; 2025Q2: 7,613 shares; 2025Q3: 7,513 shares; 2025Q4: 8,288 shares; 2026Q1: 6,964 shares 6,964 $282K 0.06% -1,324 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,783 shares; 2026Q1: 1,756 shares 1,756 $280K 0.06% -27 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 9,442 shares; 2025Q1: 9,346 shares; 2025Q2: 10,250 shares; 2025Q3: 11,052 shares; 2025Q4: 9,808 shares; 2026Q1: 9,740 shares 9,740 $280K 0.06% -68 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,992 shares; 2025Q1: 3,072 shares; 2025Q2: 3,217 shares; 2025Q3: 3,227 shares; 2025Q4: 2,465 shares; 2026Q1: 2,123 shares 2,123 $278K 0.06% -342 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,810 shares; 2025Q1: 1,839 shares; 2025Q2: 2,857 shares; 2025Q3: 2,845 shares; 2025Q4: 2,065 shares; 2026Q1: 1,768 shares 1,768 $278K 0.06% -297 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,793 shares; 2025Q1: 4,819 shares; 2025Q2: 4,701 shares; 2025Q3: 4,468 shares; 2025Q4: 2,246 shares; 2026Q1: 1,623 shares 1,623 $274K 0.06% -623 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: 3,110 shares; 2024Q4: 2,994 shares; 2025Q1: 4,022 shares; 2025Q2: 3,936 shares; 2025Q3: 5,103 shares; 2025Q4: 3,823 shares; 2026Q1: 2,785 shares 2,785 $274K 0.06% -1,038 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: 1,548 shares; 2024Q4: 1,578 shares; 2025Q1: 1,944 shares; 2025Q2: 2,055 shares; 2025Q3: 2,062 shares; 2025Q4: 1,674 shares; 2026Q1: 1,462 shares 1,462 $273K 0.06% -212 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares; 2025Q4: 1,289 shares; 2026Q1: 674 shares 674 $267K 0.06% -615 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 1,631 shares; 2026Q1: 1,821 shares 1,821 $266K 0.06% +190 Timeline SPSB 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: 7,911 shares; 2024Q4: 12,570 shares; 2025Q1: 12,755 shares; 2025Q2: 13,225 shares; 2025Q3: 13,945 shares; 2025Q4: 11,595 shares; 2026Q1: 8,825 shares 8,825 $265K 0.06% -2,770 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,229 shares 1,229 $250K 0.05% new 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: 2,618 shares; 2025Q1: 3,647 shares; 2025Q2: 4,775 shares; 2025Q3: 6,008 shares; 2025Q4: 4,708 shares; 2026Q1: 3,179 shares 3,179 $249K 0.05% -1,529 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares 284 $248K 0.05% new 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: 10,849 shares; 2024Q4: 9,034 shares; 2025Q1: 9,463 shares; 2025Q2: 10,037 shares; 2025Q3: 3,985 shares; 2025Q4: 3,291 shares; 2026Q1: 2,537 shares 2,537 $245K 0.05% -754 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares 717 $245K 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 708 shares 708 $245K 0.05% +12 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,679 shares; 2025Q2: 2,274 shares; 2025Q3: 2,860 shares; 2025Q4: 2,238 shares; 2026Q1: 1,539 shares 1,539 $239K 0.05% -699 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,309 shares; 2024Q4: 8,116 shares; 2025Q1: 8,659 shares; 2025Q2: 8,966 shares; 2025Q3: 9,141 shares; 2025Q4: 6,663 shares; 2026Q1: 4,589 shares 4,589 $239K 0.05% -2,074 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,956 shares; 2025Q4: 5,580 shares; 2026Q1: 3,281 shares 3,281 $236K 0.05% -2,299 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,122 shares; 2025Q1: 4,847 shares; 2025Q2: 4,954 shares; 2025Q3: 4,950 shares; 2025Q4: 3,825 shares; 2026Q1: 3,212 shares 3,212 $231K 0.05% -613 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 2,171 shares; 2025Q1: 2,189 shares; 2025Q2: 2,286 shares; 2025Q3: 2,404 shares; 2025Q4: 1,491 shares; 2026Q1: 1,125 shares 1,125 $228K 0.05% -366 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares 313 $222K 0.05% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 4,001 shares; 2025Q3: 4,995 shares; 2025Q4: 4,039 shares; 2026Q1: 4,831 shares 4,831 $219K 0.05% +792 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: 702 shares; 2026Q1: 646 shares 646 $218K 0.05% -56 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 955 shares; 2025Q1: 1,152 shares; 2025Q2: 1,113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares 749 $218K 0.05% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 334 shares 334 $217K 0.05% +2 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,113 shares; 2025Q1: 1,043 shares; 2025Q2: 1,001 shares; 2025Q3: 680 shares; 2025Q4: 402 shares; 2026Q1: 294 shares 294 $214K 0.05% -108 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 4,551 shares; 2025Q1: 4,689 shares; 2025Q2: 4,775 shares; 2025Q3: 5,088 shares; 2025Q4: 3,646 shares; 2026Q1: 2,630 shares 2,630 $205K 0.04% -1,016 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 493 shares; 2025Q1: 466 shares; 2025Q2: 486 shares; 2025Q3: 438 shares; 2025Q4: 236 shares; 2026Q1: 187 shares 187 $204K 0.04% -49 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 15,040 shares; 2025Q3: 15,561 shares; 2025Q4: 13,437 shares; 2026Q1: 11,442 shares 11,442 $96K 0.02% -1,995 Timeline