JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,360,832 shares; 2026Q1: 40,102,132 shares 40,102,132 $2.02B 22.4% +13,741,300 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: 1,399,089 shares; 2024Q4: 1,452,343 shares; 2025Q1: 1,531,687 shares; 2025Q2: 1,584,282 shares; 2025Q3: 1,640,740 shares; 2025Q4: 1,696,376 shares; 2026Q1: 1,767,045 shares 1,767,045 $1.15B 12.8% +70,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,862,205 shares; 2026Q1: 7,862,205 shares 7,862,205 $857M 9.5% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 10,604,500 shares 10,604,500 $543M 6.02% 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: 1,478,951 shares; 2024Q4: 1,756,962 shares; 2025Q1: 1,809,076 shares; 2025Q2: 1,784,687 shares; 2025Q3: 1,769,056 shares; 2025Q4: 1,768,890 shares; 2026Q1: 1,766,052 shares 1,766,052 $191M 2.12% -2,838 Timeline VCLT 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: not reported; 2025Q4: 2,416,012 shares; 2026Q1: 2,416,012 shares 2,416,012 $181M 2% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,199 shares; 2024Q4: 914,206 shares; 2025Q1: 932,050 shares; 2025Q2: 918,300 shares; 2025Q3: 901,926 shares; 2025Q4: 902,302 shares; 2026Q1: 854,961 shares 854,961 $149M 1.65% -47,341 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,148 shares; 2024Q4: 106,858 shares; 2025Q1: 137,963 shares; 2025Q2: 154,561 shares; 2025Q3: 210,957 shares; 2025Q4: 230,003 shares; 2026Q1: 254,597 shares 254,597 $147M 1.63% +24,594 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: 610,726 shares; 2024Q4: 610,413 shares; 2025Q1: 609,310 shares; 2025Q2: 594,477 shares; 2025Q3: 604,495 shares; 2025Q4: 609,786 shares; 2026Q1: 566,313 shares 566,313 $144M 1.59% -43,473 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: 310,956 shares; 2024Q4: 339,592 shares; 2025Q1: 314,831 shares; 2025Q2: 316,504 shares; 2025Q3: 321,516 shares; 2025Q4: 323,841 shares; 2026Q1: 369,071 shares 369,071 $137M 1.51% +45,230 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: 454,865 shares; 2024Q4: 464,806 shares; 2025Q1: 468,576 shares; 2025Q2: 467,293 shares; 2025Q3: 462,358 shares; 2025Q4: 449,175 shares; 2026Q1: 457,425 shares 457,425 $132M 1.46% +8,250 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194,772 shares; 2025Q3: 3,230,629 shares; 2025Q4: 3,224,874 shares; 2026Q1: 3,226,804 shares 3,226,804 $131M 1.46% +1,930 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,998 shares; 2024Q4: 1,050,835 shares; 2025Q1: 1,095,194 shares; 2025Q2: 1,154,291 shares; 2025Q3: 1,186,632 shares; 2025Q4: 1,233,566 shares; 2026Q1: 1,346,256 shares 1,346,256 $119M 1.32% +112,690 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: 520,965 shares; 2024Q4: 526,151 shares; 2025Q1: 521,038 shares; 2025Q2: 525,922 shares; 2025Q3: 527,482 shares; 2025Q4: 528,565 shares; 2026Q1: 518,199 shares 518,199 $108M 1.2% -10,366 Timeline IGLB 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: 1,622,000 shares; 2026Q1: 1,622,000 shares 1,622,000 $80.5M 0.89% 0 Timeline ALTI ALTI GLOBAL INC More: the full row for ALTI GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,318,581 shares; 2024Q4: 19,318,581 shares; 2025Q1: 19,318,581 shares; 2025Q2: 19,318,581 shares; 2025Q3: 20,841,870 shares; 2025Q4: 20,841,870 shares; 2026Q1: 21,707,214 shares 21,707,214 $78.6M 0.87% +865,344 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: 730,386 shares; 2024Q4: 734,856 shares; 2025Q1: 734,856 shares; 2025Q2: 734,856 shares; 2025Q3: 734,856 shares; 2025Q4: 2,485,812 shares; 2026Q1: 2,660,781 shares 2,660,781 $74.7M 0.83% +174,969 Timeline ACWI 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: 524,778 shares; 2024Q4: 535,550 shares; 2025Q1: 532,710 shares; 2025Q2: 525,698 shares; 2025Q3: 525,931 shares; 2025Q4: 519,175 shares; 2026Q1: 508,784 shares 508,784 $70.4M 0.78% -10,391 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: 253,037 shares; 2024Q4: 253,987 shares; 2025Q1: 166,271 shares; 2025Q2: 163,891 shares; 2025Q3: 164,342 shares; 2025Q4: 379,524 shares; 2026Q1: 379,579 shares 379,579 $62.8M 0.7% +55 Timeline EZU 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: 916,004 shares; 2024Q4: 928,853 shares; 2025Q1: 937,050 shares; 2025Q2: 940,326 shares; 2025Q3: 956,487 shares; 2025Q4: 957,574 shares; 2026Q1: 986,460 shares 986,460 $61.8M 0.69% +28,886 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: 275,305 shares; 2024Q4: 240,289 shares; 2025Q1: 229,187 shares; 2025Q2: 230,760 shares; 2025Q3: 227,469 shares; 2025Q4: 226,039 shares; 2026Q1: 208,296 shares 208,296 $59.8M 0.66% -17,743 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: 99,637 shares; 2024Q4: 59,430 shares; 2025Q1: 97,949 shares; 2025Q2: 97,949 shares; 2025Q3: 115,137 shares; 2025Q4: 119,270 shares; 2026Q1: 84,365 shares 84,365 $54.9M 0.61% -34,905 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: 239,294 shares; 2024Q4: 248,899 shares; 2025Q1: 210,586 shares; 2025Q2: 207,993 shares; 2025Q3: 204,812 shares; 2025Q4: 204,457 shares; 2026Q1: 184,036 shares 184,036 $54.1M 0.6% -20,421 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: 100,046 shares; 2024Q4: 100,232 shares; 2025Q1: 80,272 shares; 2025Q2: 79,609 shares; 2025Q3: 79,832 shares; 2025Q4: 87,258 shares; 2026Q1: 88,675 shares 88,675 $50.7M 0.56% +1,417 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: 175,258 shares; 2024Q4: 178,089 shares; 2025Q1: 179,437 shares; 2025Q2: 171,818 shares; 2025Q3: 170,477 shares; 2025Q4: 171,040 shares; 2026Q1: 152,416 shares 152,416 $47.2M 0.52% -18,624 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: 198,593 shares; 2024Q4: 198,855 shares; 2025Q1: 131,302 shares; 2025Q2: 130,872 shares; 2025Q3: 130,352 shares; 2025Q4: 130,352 shares; 2026Q1: 133,727 shares 133,727 $40.4M 0.45% +3,375 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: 64,625 shares; 2024Q4: 65,968 shares; 2025Q1: 66,088 shares; 2025Q2: 66,164 shares; 2025Q3: 65,968 shares; 2025Q4: 93,381 shares; 2026Q1: 80,932 shares 80,932 $40.1M 0.44% -12,449 Timeline VFH 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: 162 shares; 2024Q4: 183,416 shares; 2025Q1: 230,365 shares; 2025Q2: 46 shares; 2025Q3: 136,810 shares; 2025Q4: 46 shares; 2026Q1: 267,713 shares 267,713 $32.3M 0.36% +267,667 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: 92,698 shares; 2024Q4: 104,334 shares; 2025Q1: 102,110 shares; 2025Q2: 105,959 shares; 2025Q3: 108,305 shares; 2025Q4: 107,952 shares; 2026Q1: 82,014 shares 82,014 $30.5M 0.34% -25,938 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: 282,300 shares; 2024Q4: 300,647 shares; 2025Q1: 306,419 shares; 2025Q2: 319,129 shares; 2025Q3: 342,489 shares; 2025Q4: 349,915 shares; 2026Q1: 365,401 shares 365,401 $30.2M 0.33% +15,486 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: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 26,364 shares; 2025Q2: 13,500 shares; 2025Q3: 55,054 shares; 2025Q4: 79,361 shares; 2026Q1: 48,727 shares 48,727 $29.1M 0.32% -30,634 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: 80,140 shares; 2024Q4: 81,871 shares; 2025Q1: 65,983 shares; 2025Q2: 66,267 shares; 2025Q3: 65,082 shares; 2025Q4: 65,082 shares; 2026Q1: 56,294 shares 56,294 $28.1M 0.31% -8,788 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: 114,982 shares; 2024Q4: 117,691 shares; 2025Q1: 107,826 shares; 2025Q2: 112,143 shares; 2025Q3: 113,487 shares; 2025Q4: 114,979 shares; 2026Q1: 92,326 shares 92,326 $27.9M 0.31% -22,653 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: 37,133 shares; 2024Q4: 37,877 shares; 2025Q1: 39,201 shares; 2025Q2: 40,499 shares; 2025Q3: 39,590 shares; 2025Q4: 41,916 shares; 2026Q1: 29,582 shares 29,582 $27.2M 0.3% -12,334 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: 47,484 shares; 2024Q4: 47,764 shares; 2025Q1: 47,764 shares; 2025Q2: 47,764 shares; 2025Q3: 47,764 shares; 2025Q4: 47,764 shares; 2026Q1: 36,793 shares 36,793 $26.1M 0.29% -10,971 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,382 shares; 2026Q1: 266,687 shares 266,687 $24.9M 0.28% +16,305 Timeline VWOB 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: not reported; 2025Q4: 377,100 shares; 2026Q1: 377,100 shares 377,100 $24.8M 0.27% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 249,000 shares; 2026Q1: 249,000 shares 249,000 $24.6M 0.27% 0 Timeline CRBN 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: 104,015 shares; 2024Q4: 103,015 shares; 2025Q1: 103,015 shares; 2025Q2: 99,015 shares; 2025Q3: 102,515 shares; 2025Q4: 109,015 shares; 2026Q1: 109,015 shares 109,015 $24.3M 0.27% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,201 shares; 2024Q4: 65,201 shares; 2025Q1: 65,201 shares; 2025Q2: 65,201 shares; 2025Q3: 65,201 shares; 2025Q4: 65,201 shares; 2026Q1: 68,187 shares 68,187 $24.3M 0.27% +2,986 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: 137,204 shares; 2024Q4: 132,677 shares; 2025Q1: 141,306 shares; 2025Q2: 133,221 shares; 2025Q3: 131,612 shares; 2025Q4: 135,166 shares; 2026Q1: 98,644 shares 98,644 $24.1M 0.27% -36,522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares 300,000 $23.9M 0.26% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,839 shares; 2024Q4: 353,133 shares; 2025Q1: 364,094 shares; 2025Q2: 374,750 shares; 2025Q3: 383,216 shares; 2025Q4: 397,182 shares; 2026Q1: 416,699 shares 416,699 $23.7M 0.26% +19,517 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: 49,772 shares; 2024Q4: 50,919 shares; 2025Q1: 58,452 shares; 2025Q2: 63,508 shares; 2025Q3: 66,568 shares; 2025Q4: 67,908 shares; 2026Q1: 47,287 shares 47,287 $22.7M 0.25% -20,621 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT 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: 1,248,751 shares; 2026Q1: 1,248,751 shares 1,248,751 $21.7M 0.24% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,310 shares; 2024Q4: 132,907 shares; 2025Q1: 132,037 shares; 2025Q2: 130,874 shares; 2025Q3: 132,037 shares; 2025Q4: 396,357 shares; 2026Q1: 396,357 shares 396,357 $20.9M 0.23% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,964 shares; 2024Q4: 21,204 shares; 2025Q1: 21,204 shares; 2025Q2: 20,950 shares; 2025Q3: 21,297 shares; 2025Q4: 21,297 shares; 2026Q1: 24,740 shares 24,740 $20.9M 0.23% +3,443 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: 19,439 shares; 2024Q4: 19,639 shares; 2025Q1: 19,989 shares; 2025Q2: 19,859 shares; 2025Q3: 20,109 shares; 2025Q4: 197,430 shares; 2026Q1: 214,724 shares 214,724 $20.6M 0.23% +17,294 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: 196,132 shares; 2024Q4: 341,492 shares; 2025Q1: 346,097 shares; 2025Q2: 346,097 shares; 2025Q3: 346,097 shares; 2025Q4: 347,897 shares; 2026Q1: 370,197 shares 370,197 $20M 0.22% +22,300 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: 66,370 shares; 2024Q4: 67,353 shares; 2025Q1: 64,494 shares; 2025Q2: 64,408 shares; 2025Q3: 63,646 shares; 2025Q4: 63,646 shares; 2026Q1: 63,305 shares 63,305 $19.7M 0.22% -341 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: 192,312 shares; 2024Q4: 192,204 shares; 2025Q1: 189,676 shares; 2025Q2: 189,323 shares; 2025Q3: 189,371 shares; 2025Q4: 189,323 shares; 2026Q1: 196,990 shares 196,990 $19M 0.21% +7,667 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: 250,354 shares; 2024Q4: 280,290 shares; 2025Q1: 263,268 shares; 2025Q2: 242,237 shares; 2025Q3: 250,879 shares; 2025Q4: 245,428 shares; 2026Q1: 239,725 shares 239,725 $18.6M 0.21% -5,703 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: 52,860 shares; 2024Q4: 50,813 shares; 2025Q1: 58,033 shares; 2025Q2: 74,049 shares; 2025Q3: 75,618 shares; 2025Q4: 78,245 shares; 2026Q1: 66,747 shares 66,747 $18.1M 0.2% -11,498 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: 75,567 shares; 2024Q4: 74,113 shares; 2025Q1: 64,807 shares; 2025Q2: 80,129 shares; 2025Q3: 106,201 shares; 2025Q4: 95,061 shares; 2026Q1: 85,410 shares 85,410 $17.4M 0.19% -9,651 Timeline FXI 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: 336,540 shares; 2024Q4: 361,655 shares; 2025Q1: 377,528 shares; 2025Q2: 392,373 shares; 2025Q3: 410,734 shares; 2025Q4: 434,931 shares; 2026Q1: 464,708 shares 464,708 $16.7M 0.18% +29,777 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: not reported; 2024Q4: 1,848 shares; 2025Q1: 2,969 shares; 2025Q2: 79,591 shares; 2025Q3: 80,354 shares; 2025Q4: 81,105 shares; 2026Q1: 82,012 shares 82,012 $16.6M 0.18% +907 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: 22,226 shares; 2024Q4: 22,357 shares; 2025Q1: 20,919 shares; 2025Q2: 20,949 shares; 2025Q3: 21,903 shares; 2025Q4: 21,903 shares; 2026Q1: 16,623 shares 16,623 $16.6M 0.18% -5,280 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 192,200 shares; 2026Q1: 611,612 shares 611,612 $16.4M 0.18% +419,412 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: 101,171 shares; 2024Q4: 95,560 shares; 2025Q1: 97,443 shares; 2025Q2: 95,051 shares; 2025Q3: 94,649 shares; 2025Q4: 97,245 shares; 2026Q1: 74,910 shares 74,910 $16.3M 0.18% -22,335 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,858 shares; 2024Q4: 165,595 shares; 2025Q1: 199,818 shares; 2025Q2: 45,454 shares; 2025Q3: 197,299 shares; 2025Q4: 199,880 shares; 2026Q1: 313,486 shares 313,486 $16.1M 0.18% +113,606 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: 162,300 shares; 2024Q4: 164,290 shares; 2025Q1: 164,420 shares; 2025Q2: 189,744 shares; 2025Q3: 189,744 shares; 2025Q4: 190,204 shares; 2026Q1: 128,409 shares 128,409 $16M 0.18% -61,795 Timeline SPYX 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: 293,508 shares; 2024Q4: 273,508 shares; 2025Q1: 273,508 shares; 2025Q2: 273,508 shares; 2025Q3: 282,008 shares; 2025Q4: 298,008 shares; 2026Q1: 298,008 shares 298,008 $15.8M 0.18% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,056 shares; 2024Q4: 140,766 shares; 2025Q1: 140,684 shares; 2025Q2: 141,262 shares; 2025Q3: 139,860 shares; 2025Q4: 139,171 shares; 2026Q1: 139,171 shares 139,171 $15.8M 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: 277,000 shares; 2025Q2: 277,000 shares; 2025Q3: 277,000 shares; 2025Q4: 277,000 shares; 2026Q1: 292,312 shares 292,312 $15.8M 0.18% +15,312 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: 41,342 shares; 2024Q4: 38,306 shares; 2025Q1: 38,306 shares; 2025Q2: 38,306 shares; 2025Q3: 41,346 shares; 2025Q4: 42,605 shares; 2026Q1: 44,030 shares 44,030 $15.5M 0.17% +1,425 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: 114,399 shares; 2024Q4: 118,402 shares; 2025Q1: 128,418 shares; 2025Q2: 114,951 shares; 2025Q3: 109,007 shares; 2025Q4: 104,209 shares; 2026Q1: 104,421 shares 104,421 $15.4M 0.17% +212 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,377 shares; 2024Q4: 87,997 shares; 2025Q1: 87,997 shares; 2025Q2: 85,567 shares; 2025Q3: 88,907 shares; 2025Q4: 88,907 shares; 2026Q1: 88,907 shares 88,907 $14.6M 0.16% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,795 shares; 2024Q4: 662,705 shares; 2025Q1: 725,805 shares; 2025Q2: 761,908 shares; 2025Q3: 782,877 shares; 2025Q4: 760,656 shares; 2026Q1: 789,305 shares 789,305 $14.4M 0.16% +28,649 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: 16,757 shares; 2024Q4: 16,757 shares; 2025Q1: 16,757 shares; 2025Q2: 16,757 shares; 2025Q3: 16,757 shares; 2025Q4: 16,757 shares; 2026Q1: 33,798 shares 33,798 $14.4M 0.16% +17,041 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: 68,455 shares; 2024Q4: 68,455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,309 shares 107,309 $14.3M 0.16% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,125 shares; 2024Q4: 36,225 shares; 2025Q1: 38,225 shares; 2025Q2: 51,025 shares; 2025Q3: 56,025 shares; 2025Q4: 63,025 shares; 2026Q1: 78,325 shares 78,325 $14.2M 0.16% +15,300 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 102,780 shares; 2026Q1: 468,564 shares 468,564 $14M 0.16% +365,784 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 89,775 shares; 2026Q1: 494,139 shares 494,139 $13.9M 0.15% +404,364 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 101,280 shares; 2026Q1: 487,390 shares 487,390 $13.8M 0.15% +386,110 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: 57,059 shares; 2024Q4: 56,510 shares; 2025Q1: 57,958 shares; 2025Q2: 53,555 shares; 2025Q3: 49,851 shares; 2025Q4: 51,666 shares; 2026Q1: 72,931 shares 72,931 $13.6M 0.15% +21,265 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 83,100 shares; 2026Q1: 467,015 shares 467,015 $13.5M 0.15% +383,915 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,190 shares; 2024Q4: 121,190 shares; 2025Q1: 121,190 shares; 2025Q2: 121,190 shares; 2025Q3: 121,190 shares; 2025Q4: 121,190 shares; 2026Q1: 139,119 shares 139,119 $13.5M 0.15% +17,929 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: 34,035 shares; 2024Q4: 34,635 shares; 2025Q1: 34,681 shares; 2025Q2: 38,075 shares; 2025Q3: 41,291 shares; 2025Q4: 41,291 shares; 2026Q1: 40,986 shares 40,986 $13.5M 0.15% -305 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 92,041 shares; 2026Q1: 491,717 shares 491,717 $13.4M 0.15% +399,676 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 81,146 shares; 2026Q1: 485,852 shares 485,852 $13.4M 0.15% +404,706 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 126,564 shares; 2026Q1: 496,702 shares 496,702 $13.4M 0.15% +370,138 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 11,025 shares; 2025Q2: 11,119 shares; 2025Q3: 10,949 shares; 2025Q4: 11,064 shares; 2026Q1: 13,905 shares 13,905 $13.4M 0.15% +2,841 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: 164,845 shares; 2024Q4: 173,185 shares; 2025Q1: 212,335 shares; 2025Q2: 206,925 shares; 2025Q3: 206,925 shares; 2025Q4: 206,925 shares; 2026Q1: 167,775 shares 167,775 $13.4M 0.15% -39,150 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: 43,096 shares; 2024Q4: 44,066 shares; 2025Q1: 43,636 shares; 2025Q2: 43,636 shares; 2025Q3: 70,510 shares; 2025Q4: 75,523 shares; 2026Q1: 84,600 shares 84,600 $13.1M 0.15% +9,077 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: 76,287 shares; 2024Q4: 68,721 shares; 2025Q1: 68,763 shares; 2025Q2: 107,616 shares; 2025Q3: 68,925 shares; 2025Q4: 66,240 shares; 2026Q1: 101,620 shares 101,620 $13.1M 0.15% +35,380 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: 133,278 shares; 2024Q4: 124,820 shares; 2025Q1: 103,076 shares; 2025Q2: 104,083 shares; 2025Q3: 100,714 shares; 2025Q4: 107,831 shares; 2026Q1: 107,100 shares 107,100 $12.9M 0.14% -731 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,637 shares; 2024Q4: 47,698 shares; 2025Q1: 40,484 shares; 2025Q2: 40,484 shares; 2025Q3: 40,484 shares; 2025Q4: 40,484 shares; 2026Q1: 40,484 shares 40,484 $12.9M 0.14% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 66,248 shares 66,248 $12.8M 0.14% new Timeline BKF 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: 274,856 shares; 2024Q4: 284,078 shares; 2025Q1: 290,003 shares; 2025Q2: 292,052 shares; 2025Q3: 297,584 shares; 2025Q4: 303,229 shares; 2026Q1: 308,474 shares 308,474 $12.5M 0.14% +5,245 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 45,360 shares; 2026Q1: 431,004 shares 431,004 $12.4M 0.14% +385,644 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 113,484 shares; 2026Q1: 441,294 shares 441,294 $12.4M 0.14% +327,810 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: 54,760 shares; 2024Q4: 69,596 shares; 2025Q1: 67,294 shares; 2025Q2: 49,530 shares; 2025Q3: 11,382 shares; 2025Q4: 40,206 shares; 2026Q1: 36,448 shares 36,448 $12.3M 0.14% -3,758 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: 322,344 shares; 2024Q4: 325,244 shares; 2025Q1: 335,080 shares; 2025Q2: 332,835 shares; 2025Q3: 331,935 shares; 2025Q4: 331,935 shares; 2026Q1: 247,304 shares 247,304 $12.1M 0.13% -84,631 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: 334,308 shares; 2024Q4: 339,778 shares; 2025Q1: 339,778 shares; 2025Q2: 338,198 shares; 2025Q3: 338,198 shares; 2025Q4: 338,198 shares; 2026Q1: 406,607 shares 406,607 $11.8M 0.13% +68,409 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 6,872 shares; 2025Q1: 62,613 shares; 2025Q2: 55,741 shares; 2025Q3: 55,741 shares; 2025Q4: 55,741 shares; 2026Q1: 55,741 shares 55,741 $11.6M 0.13% 0 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 429,839 shares 429,839 $11.4M 0.13% +424,839 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 397,822 shares 397,822 $11.4M 0.13% +392,822 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: 3,067 shares; 2024Q4: 10,356 shares; 2025Q1: 48,768 shares; 2025Q2: 45,855 shares; 2025Q3: 43,654 shares; 2025Q4: 48,886 shares; 2026Q1: 48,929 shares 48,929 $11.2M 0.12% +43 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 445,540 shares; 2026Q1: 410,540 shares 410,540 $11.1M 0.12% -35,000 Timeline GHYG 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: 199,343 shares; 2024Q4: 210,201 shares; 2025Q1: 214,389 shares; 2025Q2: 211,863 shares; 2025Q3: 214,572 shares; 2025Q4: 241,735 shares; 2026Q1: 243,778 shares 243,778 $11M 0.12% +2,043 Timeline XME 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: 83,570 shares; 2024Q4: 77,070 shares; 2025Q1: 86,570 shares; 2025Q2: 101,070 shares; 2025Q3: 84,270 shares; 2025Q4: 85,770 shares; 2026Q1: 101,270 shares 101,270 $10.9M 0.12% +15,500 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: 11,517 shares; 2024Q4: 12,225 shares; 2025Q1: 15,231 shares; 2025Q2: 37,807 shares; 2025Q3: 40,213 shares; 2025Q4: 40,150 shares; 2026Q1: 44,905 shares 44,905 $10.9M 0.12% +4,755 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,885 shares; 2024Q4: 50,885 shares; 2025Q1: 50,549 shares; 2025Q2: 48,711 shares; 2025Q3: 48,711 shares; 2025Q4: 48,711 shares; 2026Q1: 51,701 shares 51,701 $10.9M 0.12% +2,990 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: 26,089 shares; 2024Q4: 24,001 shares; 2025Q1: 23,947 shares; 2025Q2: 23,935 shares; 2025Q3: 23,921 shares; 2025Q4: 25,181 shares; 2026Q1: 23,921 shares 23,921 $10.7M 0.12% -1,260 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: 34,460 shares; 2024Q4: 34,526 shares; 2025Q1: 32,720 shares; 2025Q2: 32,720 shares; 2025Q3: 32,720 shares; 2025Q4: 32,720 shares; 2026Q1: 32,720 shares 32,720 $10.7M 0.12% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,884 shares; 2026Q1: 44,317 shares 44,317 $10.6M 0.12% -6,567 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,873 shares; 2024Q4: 86,977 shares; 2025Q1: 82,468 shares; 2025Q2: 82,658 shares; 2025Q3: 82,658 shares; 2025Q4: 82,658 shares; 2026Q1: 79,838 shares 79,838 $10.5M 0.12% -2,820 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,807 shares; 2025Q3: 152,807 shares; 2025Q4: 152,807 shares; 2026Q1: 165,472 shares 165,472 $10.3M 0.11% +12,665 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: 3,523 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: 12,948 shares; 2025Q4: 12,755 shares; 2026Q1: 11,810 shares 11,810 $10.3M 0.11% -945 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: 147,002 shares; 2024Q4: 147,002 shares; 2025Q1: 180,591 shares; 2025Q2: 187,060 shares; 2025Q3: 189,779 shares; 2025Q4: 182,346 shares; 2026Q1: 169,472 shares 169,472 $9.96M 0.11% -12,874 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: 106,487 shares; 2024Q4: 106,691 shares; 2025Q1: 109,897 shares; 2025Q2: 104,039 shares; 2025Q3: 103,190 shares; 2025Q4: 106,710 shares; 2026Q1: 68,815 shares 68,815 $9.94M 0.11% -37,895 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,450 shares; 2024Q4: 173,680 shares; 2025Q1: 192,416 shares; 2025Q2: 191,541 shares; 2025Q3: 197,123 shares; 2025Q4: 196,526 shares; 2026Q1: 106,092 shares 106,092 $9.85M 0.11% -90,434 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: 17,711 shares; 2024Q4: 17,951 shares; 2025Q1: 17,951 shares; 2025Q2: 17,431 shares; 2025Q3: 17,431 shares; 2025Q4: 17,431 shares; 2026Q1: 17,431 shares 17,431 $9.82M 0.11% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 20,192 shares; 2025Q1: 24,522 shares; 2025Q2: 32,471 shares; 2025Q3: 34,392 shares; 2025Q4: 32,112 shares; 2026Q1: 28,751 shares 28,751 $9.73M 0.11% -3,361 Timeline GDX 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: 129,760 shares; 2024Q4: 137,760 shares; 2025Q1: 131,260 shares; 2025Q2: 107,760 shares; 2025Q3: 107,560 shares; 2025Q4: 101,106 shares; 2026Q1: 105,906 shares 105,906 $9.72M 0.11% +4,800 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: 5,372 shares; 2024Q4: 3,231 shares; 2025Q1: 17,365 shares; 2025Q2: 20,780 shares; 2025Q3: 25,680 shares; 2025Q4: 22,844 shares; 2026Q1: 20,799 shares 20,799 $9.59M 0.11% -2,045 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 10,700 shares; 2026Q1: 10,700 shares 10,700 $9.58M 0.11% 0 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: 51,425 shares; 2024Q4: 53,196 shares; 2025Q1: 51,425 shares; 2025Q2: 51,425 shares; 2025Q3: 50,278 shares; 2025Q4: 50,278 shares; 2026Q1: 50,278 shares 50,278 $9.38M 0.1% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,686 shares; 2024Q4: 37,096 shares; 2025Q1: 37,096 shares; 2025Q2: 37,096 shares; 2025Q3: 37,096 shares; 2025Q4: 37,216 shares; 2026Q1: 39,478 shares 39,478 $9.33M 0.1% +2,262 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: 41,421 shares; 2024Q4: 70,879 shares; 2025Q1: 49,162 shares; 2025Q2: 41,421 shares; 2025Q3: 40,186 shares; 2025Q4: 40,186 shares; 2026Q1: 40,186 shares 40,186 $9.26M 0.1% 0 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 3,590 shares; 2025Q2: 77,185 shares; 2025Q3: 77,185 shares; 2025Q4: 77,255 shares; 2026Q1: 62,765 shares 62,765 $9.18M 0.1% -14,490 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: not reported; 2024Q4: 135,050 shares; 2025Q1: 135,050 shares; 2025Q2: 125,050 shares; 2025Q3: 126,550 shares; 2025Q4: 128,550 shares; 2026Q1: 131,050 shares 131,050 $9.14M 0.1% +2,500 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: 26,097 shares; 2024Q4: 26,661 shares; 2025Q1: 23,894 shares; 2025Q2: 23,171 shares; 2025Q3: 37,721 shares; 2025Q4: 39,848 shares; 2026Q1: 37,560 shares 37,560 $9.13M 0.1% -2,288 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: 82,405 shares; 2024Q4: 73,949 shares; 2025Q1: 91,443 shares; 2025Q2: 109,724 shares; 2025Q3: 86,499 shares; 2025Q4: 91,323 shares; 2026Q1: 88,549 shares 88,549 $9.09M 0.1% -2,774 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: 79,254 shares; 2024Q4: 83,011 shares; 2025Q1: 82,906 shares; 2025Q2: 77,377 shares; 2025Q3: 77,714 shares; 2025Q4: 77,714 shares; 2026Q1: 126,282 shares 126,282 $9.07M 0.1% +48,568 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,477 shares; 2024Q4: 158,197 shares; 2025Q1: 158,197 shares; 2025Q2: 158,015 shares; 2025Q3: 174,015 shares; 2025Q4: 171,382 shares; 2026Q1: 177,885 shares 177,885 $8.72M 0.1% +6,503 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: 10,692 shares; 2024Q4: 8,579 shares; 2025Q1: 8,781 shares; 2025Q2: 90,875 shares; 2025Q3: 90,478 shares; 2025Q4: 90,478 shares; 2026Q1: 90,478 shares 90,478 $8.5M 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,941 shares; 2024Q4: 163,121 shares; 2025Q1: 167,942 shares; 2025Q2: 165,057 shares; 2025Q3: 112,669 shares; 2025Q4: 111,169 shares; 2026Q1: 111,169 shares 111,169 $8.45M 0.09% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,415 shares; 2024Q4: 95,215 shares; 2025Q1: 100,891 shares; 2025Q2: 95,665 shares; 2025Q3: 97,345 shares; 2025Q4: 98,395 shares; 2026Q1: 95,825 shares 95,825 $8.17M 0.09% -2,570 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,618 shares; 2024Q4: 109,618 shares; 2025Q1: 108,378 shares; 2025Q2: 108,378 shares; 2025Q3: 108,378 shares; 2025Q4: 108,378 shares; 2026Q1: 108,378 shares 108,378 $8.16M 0.09% 0 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: 34,222 shares; 2024Q4: 31,549 shares; 2025Q1: 31,168 shares; 2025Q2: 19,934 shares; 2025Q3: 22,634 shares; 2025Q4: 26,551 shares; 2026Q1: 23,903 shares 23,903 $8.08M 0.09% -2,648 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: 51,525 shares; 2024Q4: 37,560 shares; 2025Q1: 32,877 shares; 2025Q2: 31,707 shares; 2025Q3: 31,707 shares; 2025Q4: 31,707 shares; 2026Q1: 32,287 shares 32,287 $7.83M 0.09% +580 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 248,434 shares 248,434 $7.77M 0.09% +243,434 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 245,242 shares 245,242 $7.7M 0.09% +240,242 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 228,485 shares 228,485 $7.69M 0.09% +223,485 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 20,780 shares; 2026Q1: 263,263 shares 263,263 $7.63M 0.08% +242,483 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: not reported; 2024Q4: not reported; 2025Q1: 232,000 shares; 2025Q2: 313,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,000 shares 76,000 $7.61M 0.08% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 5,052 shares; 2025Q1: 5,042 shares; 2025Q2: 5,025 shares; 2025Q3: 6,063 shares; 2025Q4: 5,795 shares; 2026Q1: 5,166 shares 5,166 $7.61M 0.08% -629 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: 15,682 shares; 2024Q4: 15,060 shares; 2025Q1: 15,822 shares; 2025Q2: 15,352 shares; 2025Q3: 15,552 shares; 2025Q4: 16,528 shares; 2026Q1: 15,397 shares 15,397 $7.57M 0.08% -1,131 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 337,080 shares; 2026Q1: 277,080 shares 277,080 $7.54M 0.08% -60,000 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,574 shares; 2024Q4: 108,964 shares; 2025Q1: 107,574 shares; 2025Q2: 108,264 shares; 2025Q3: 106,644 shares; 2025Q4: 106,644 shares; 2026Q1: 106,644 shares 106,644 $7.54M 0.08% 0 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 263,663 shares 263,663 $7.46M 0.08% +258,663 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: 17,007 shares; 2024Q4: 17,343 shares; 2025Q1: 16,892 shares; 2025Q2: 14,727 shares; 2025Q3: 15,529 shares; 2025Q4: 15,129 shares; 2026Q1: 17,194 shares 17,194 $7.43M 0.08% +2,065 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 218,372 shares 218,372 $7.38M 0.08% +213,372 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: 115,961 shares; 2024Q4: 115,665 shares; 2025Q1: 114,801 shares; 2025Q2: 118,446 shares; 2025Q3: 105,775 shares; 2025Q4: 105,775 shares; 2026Q1: 127,579 shares 127,579 $7.35M 0.08% +21,804 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,218 shares; 2024Q4: 108,835 shares; 2025Q1: 108,986 shares; 2025Q2: 54,777 shares; 2025Q3: 54,777 shares; 2025Q4: 54,777 shares; 2026Q1: 54,777 shares 54,777 $7.24M 0.08% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 61,291 shares; 2025Q2: 60,580 shares; 2025Q3: 60,646 shares; 2025Q4: 60,580 shares; 2026Q1: 60,617 shares 60,617 $7.17M 0.08% +37 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 248,042 shares; 2026Q1: 248,042 shares 248,042 $7.12M 0.08% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,229 shares; 2025Q2: 2,289 shares; 2025Q3: 2,199 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $7.12M 0.08% 0 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: 940 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: 4,844 shares; 2025Q3: 6,914 shares; 2025Q4: 5,214 shares; 2026Q1: 35,594 shares 35,594 $7.08M 0.08% +30,380 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,427 shares; 2024Q4: 37,735 shares; 2025Q1: 41,900 shares; 2025Q2: 45,284 shares; 2025Q3: 49,498 shares; 2025Q4: 53,354 shares; 2026Q1: 57,368 shares 57,368 $6.95M 0.08% +4,014 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 5,272 shares; 2025Q2: 2,320 shares; 2025Q3: 23,860 shares; 2025Q4: 24,760 shares; 2026Q1: 24,540 shares 24,540 $6.75M 0.07% -220 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: 33,051 shares; 2024Q4: 36,558 shares; 2025Q1: 36,577 shares; 2025Q2: 34,955 shares; 2025Q3: 31,125 shares; 2025Q4: 31,125 shares; 2026Q1: 35,475 shares 35,475 $6.73M 0.07% +4,350 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: 96,670 shares; 2024Q4: 83,097 shares; 2025Q1: 82,116 shares; 2025Q2: 79,713 shares; 2025Q3: 77,070 shares; 2025Q4: 82,947 shares; 2026Q1: 77,070 shares 77,070 $6.68M 0.07% -5,877 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: 69,459 shares; 2024Q4: 70,119 shares; 2025Q1: 69,328 shares; 2025Q2: 68,087 shares; 2025Q3: 67,936 shares; 2025Q4: 67,936 shares; 2026Q1: 67,858 shares 67,858 $6.68M 0.07% -78 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: 29,141 shares; 2024Q4: 25,085 shares; 2025Q1: 24,989 shares; 2025Q2: 24,989 shares; 2025Q3: 24,367 shares; 2025Q4: 26,040 shares; 2026Q1: 24,367 shares 24,367 $6.5M 0.07% -1,673 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,549 shares; 2024Q4: 26,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,569 shares 128,569 $6.47M 0.07% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 39,000 shares 39,000 $6.32M 0.07% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,149 shares; 2024Q4: 42,149 shares; 2025Q1: 56,259 shares; 2025Q2: 76,387 shares; 2025Q3: 76,387 shares; 2025Q4: 69,017 shares; 2026Q1: 102,627 shares 102,627 $6.27M 0.07% +33,610 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: 77,869 shares; 2024Q4: 149,572 shares; 2025Q1: 119,231 shares; 2025Q2: 261,009 shares; 2025Q3: 176,862 shares; 2025Q4: 168,775 shares; 2026Q1: 85,987 shares 85,987 $6.19M 0.07% -82,788 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: 36,991 shares; 2024Q4: 37,695 shares; 2025Q1: 35,655 shares; 2025Q2: 30,000 shares; 2025Q3: 32,046 shares; 2025Q4: 31,025 shares; 2026Q1: 30,000 shares 30,000 $6.1M 0.07% -1,025 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: 35,030 shares; 2024Q4: 36,094 shares; 2025Q1: 33,840 shares; 2025Q2: 23,785 shares; 2025Q3: 25,290 shares; 2025Q4: 24,158 shares; 2026Q1: 29,435 shares 29,435 $5.84M 0.06% +5,277 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,433 shares; 2025Q1: 9,375 shares; 2025Q2: 7,245 shares; 2025Q3: 8,164 shares; 2025Q4: 39,890 shares; 2026Q1: 55,211 shares 55,211 $5.77M 0.06% +15,321 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: 126,318 shares; 2024Q4: 101,287 shares; 2025Q1: 100,124 shares; 2025Q2: 94,623 shares; 2025Q3: 94,033 shares; 2025Q4: 103,850 shares; 2026Q1: 94,033 shares 94,033 $5.7M 0.06% -9,817 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,300 shares; 2025Q2: 37,300 shares; 2025Q3: 37,300 shares; 2025Q4: 37,300 shares; 2026Q1: 37,300 shares 37,300 $5.6M 0.06% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 30,201 shares; 2025Q1: 35,484 shares; 2025Q2: 59,579 shares; 2025Q3: 59,889 shares; 2025Q4: 32,371 shares; 2026Q1: 32,121 shares 32,121 $5.54M 0.06% -250 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: 177,300 shares; 2024Q4: 179,428 shares; 2025Q1: 179,558 shares; 2025Q2: 173,313 shares; 2025Q3: 173,313 shares; 2025Q4: 173,313 shares; 2026Q1: 192,133 shares 192,133 $5.52M 0.06% +18,820 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 18,073 shares; 2025Q1: 18,073 shares; 2025Q2: 18,073 shares; 2025Q3: 18,073 shares; 2025Q4: 18,073 shares; 2026Q1: 42,921 shares 42,921 $5.43M 0.06% +24,848 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,957 shares; 2024Q4: 7,772 shares; 2025Q1: 2,919 shares; 2025Q2: 2,180 shares; 2025Q3: 11,404 shares; 2025Q4: 11,096 shares; 2026Q1: 30,924 shares 30,924 $5.37M 0.06% +19,828 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,068 shares; 2024Q4: 219,068 shares; 2025Q1: 219,068 shares; 2025Q2: 264,068 shares; 2025Q3: 214,068 shares; 2025Q4: 169,068 shares; 2026Q1: 169,068 shares 169,068 $5.34M 0.06% 0 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 137,398 shares 137,398 $5.33M 0.06% +132,398 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: 46,276 shares; 2025Q1: 49,296 shares; 2025Q2: 43,276 shares; 2025Q3: 43,276 shares; 2025Q4: 43,351 shares; 2026Q1: 43,351 shares 43,351 $5.32M 0.06% 0 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 159,439 shares 159,439 $5.32M 0.06% +154,439 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 157,241 shares 157,241 $5.31M 0.06% +152,241 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 157,894 shares 157,894 $5.28M 0.06% +152,894 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 154,690 shares 154,690 $5.27M 0.06% +149,690 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 163,930 shares 163,930 $5.27M 0.06% +158,930 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 166,299 shares 166,299 $5.25M 0.06% +161,299 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164,122 shares; 2026Q1: 156,622 shares 156,622 $5.25M 0.06% -7,500 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 136,494 shares 136,494 $5.25M 0.06% +131,494 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 4,000 shares; 2026Q1: 148,229 shares 148,229 $5.24M 0.06% +144,229 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 156,481 shares 156,481 $5.24M 0.06% +151,481 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 156,274 shares 156,274 $5.2M 0.06% +151,274 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 141,496 shares 141,496 $5.16M 0.06% +138,996 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 14,933 shares; 2025Q3: 18,203 shares; 2025Q4: 21,392 shares; 2026Q1: 20,574 shares 20,574 $5.08M 0.06% -818 Timeline QBSF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 189,541 shares; 2026Q1: 189,541 shares 189,541 $4.96M 0.06% 0 Timeline JANI AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198,906 shares 198,906 $4.87M 0.05% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 161,960 shares 161,960 $4.81M 0.05% +126,960 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: 40,760 shares; 2024Q4: 40,760 shares; 2025Q1: 37,760 shares; 2025Q2: 37,760 shares; 2025Q3: 37,760 shares; 2025Q4: 37,760 shares; 2026Q1: 37,760 shares 37,760 $4.77M 0.05% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590,000 shares; 2025Q2: 590,000 shares; 2025Q3: 590,000 shares; 2025Q4: 590,000 shares; 2026Q1: 595,000 shares 595,000 $4.72M 0.05% +5,000 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,405 shares; 2025Q1: 7,405 shares; 2025Q2: 11,945 shares; 2025Q3: 12,245 shares; 2025Q4: 12,245 shares; 2026Q1: 11,945 shares 11,945 $4.66M 0.05% -300 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,000 shares; 2025Q2: 77,000 shares; 2025Q3: 77,000 shares; 2025Q4: 77,000 shares; 2026Q1: 77,235 shares 77,235 $4.65M 0.05% +235 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,653 shares; 2024Q4: 72,685 shares; 2025Q1: 72,685 shares; 2025Q2: 72,703 shares; 2025Q3: 72,703 shares; 2025Q4: 72,725 shares; 2026Q1: 72,725 shares 72,725 $4.64M 0.05% 0 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 187,041 shares; 2026Q1: 179,541 shares 179,541 $4.62M 0.05% -7,500 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,229 shares; 2024Q4: 38,867 shares; 2025Q1: 38,867 shares; 2025Q2: 38,779 shares; 2025Q3: 38,779 shares; 2025Q4: 38,779 shares; 2026Q1: 38,779 shares 38,779 $4.6M 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,590 shares; 2024Q4: 8,590 shares; 2025Q1: 8,590 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares; 2026Q1: 10,090 shares 10,090 $4.4M 0.05% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 220,000 shares; 2025Q3: 220,000 shares; 2025Q4: 220,000 shares; 2026Q1: 221,970 shares 221,970 $4.38M 0.05% +1,970 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,810 shares; 2024Q4: 21,810 shares; 2025Q1: 24,510 shares; 2025Q2: 54,510 shares; 2025Q3: 54,510 shares; 2025Q4: 54,340 shares; 2026Q1: 52,867 shares 52,867 $4.38M 0.05% -1,473 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 255,000 shares; 2025Q2: 255,000 shares; 2025Q3: 255,000 shares; 2025Q4: 255,000 shares; 2026Q1: 255,000 shares 255,000 $4.33M 0.05% 0 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: 46,830 shares; 2024Q4: 46,830 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 73,400 shares 73,400 $4.15M 0.05% +28,400 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,100 shares; 2024Q4: 154,100 shares; 2025Q1: 154,100 shares; 2025Q2: 154,100 shares; 2025Q3: 154,100 shares; 2025Q4: 154,100 shares; 2026Q1: 374,100 shares 374,100 $4.12M 0.05% +220,000 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 14,477 shares; 2025Q1: 13,857 shares; 2025Q2: 13,838 shares; 2025Q3: 13,857 shares; 2025Q4: 15,535 shares; 2026Q1: 13,857 shares 13,857 $4.06M 0.04% -1,678 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,934 shares; 2024Q4: 43,624 shares; 2025Q1: 48,814 shares; 2025Q2: 13,110 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 103,526 shares 103,526 $4.04M 0.04% +92,726 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,240 shares; 2024Q4: 39,547 shares; 2025Q1: 25,587 shares; 2025Q2: 28,015 shares; 2025Q3: 24,710 shares; 2025Q4: 44,576 shares; 2026Q1: 31,368 shares 31,368 $3.94M 0.04% -13,208 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,000 shares; 2024Q4: 29,404 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 43,500 shares; 2026Q1: 43,500 shares 43,500 $3.93M 0.04% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,800 shares; 2024Q4: 56,800 shares; 2025Q1: 56,800 shares; 2025Q2: 56,800 shares; 2025Q3: 56,800 shares; 2025Q4: 56,800 shares; 2026Q1: 150,650 shares 150,650 $3.84M 0.04% +93,850 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,107 shares; 2026Q1: 2,138 shares 2,138 $3.7M 0.04% +31 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,273 shares; 2024Q4: 62,273 shares; 2025Q1: 62,273 shares; 2025Q2: 62,273 shares; 2025Q3: 62,273 shares; 2025Q4: 62,273 shares; 2026Q1: 62,273 shares 62,273 $3.67M 0.04% 0 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: 64,463 shares; 2024Q4: 65,483 shares; 2025Q1: 18,722 shares; 2025Q2: 18,722 shares; 2025Q3: 18,812 shares; 2025Q4: 18,722 shares; 2026Q1: 17,542 shares 17,542 $3.63M 0.04% -1,180 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,610 shares; 2025Q1: 9,010 shares; 2025Q2: 28,611 shares; 2025Q3: 27,061 shares; 2025Q4: 27,061 shares; 2026Q1: 27,061 shares 27,061 $3.55M 0.04% 0 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: 40,386 shares; 2024Q4: 44,501 shares; 2025Q1: 45,269 shares; 2025Q2: 47,492 shares; 2025Q3: 49,640 shares; 2025Q4: 42,153 shares; 2026Q1: 12,490 shares 12,490 $3.54M 0.04% -29,663 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 19,375 shares; 2025Q1: 16,332 shares; 2025Q2: 25,094 shares; 2025Q3: 25,094 shares; 2025Q4: 25,094 shares; 2026Q1: 25,094 shares 25,094 $3.4M 0.04% 0 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: 4,783 shares; 2024Q4: 4,872 shares; 2025Q1: 4,783 shares; 2025Q2: 5,969 shares; 2025Q3: 8,260 shares; 2025Q4: 8,260 shares; 2026Q1: 8,274 shares 8,274 $3.28M 0.04% +14 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,925 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares 2,935 $3.2M 0.04% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,561 shares; 2025Q3: 55,105 shares; 2025Q4: 82,430 shares; 2026Q1: 71,913 shares 71,913 $3.19M 0.04% -10,517 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 13,960 shares; 2025Q1: 13,960 shares; 2025Q2: 13,960 shares; 2025Q3: 13,960 shares; 2025Q4: 13,960 shares; 2026Q1: 17,860 shares 17,860 $3.1M 0.03% +3,900 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,250 shares; 2024Q4: 31,250 shares; 2025Q1: 31,250 shares; 2025Q2: 31,250 shares; 2025Q3: 31,250 shares; 2025Q4: 31,250 shares; 2026Q1: 42,271 shares 42,271 $3.07M 0.03% +11,021 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares 2,594 $3.01M 0.03% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 39,742 shares; 2026Q1: 62,172 shares 62,172 $3M 0.03% +22,430 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 15,985 shares; 2025Q3: 15,985 shares; 2025Q4: 15,985 shares; 2026Q1: 15,985 shares 15,985 $2.95M 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,948 shares; 2024Q4: 40,264 shares; 2025Q1: 33,131 shares; 2025Q2: 19,774 shares; 2025Q3: 21,394 shares; 2025Q4: 21,487 shares; 2026Q1: 10,021 shares 10,021 $2.8M 0.03% -11,466 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,741 shares; 2024Q4: 25,741 shares; 2025Q1: 25,741 shares; 2025Q2: 25,741 shares; 2025Q3: 23,502 shares; 2025Q4: 23,502 shares; 2026Q1: 23,502 shares 23,502 $2.71M 0.03% 0 Timeline EWZ 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: 56,061 shares; 2024Q4: 56,993 shares; 2025Q1: 59,695 shares; 2025Q2: 59,851 shares; 2025Q3: 62,756 shares; 2025Q4: 64,227 shares; 2026Q1: 69,247 shares 69,247 $2.66M 0.03% +5,020 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: not reported; 2024Q4: 8,215 shares; 2025Q1: 6,868 shares; 2025Q2: 430 shares; 2025Q3: 8,394 shares; 2025Q4: 5,432 shares; 2026Q1: 13,659 shares 13,659 $2.65M 0.03% +8,227 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 24,584 shares; 2025Q1: 24,584 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 24,584 shares; 2026Q1: 38,206 shares 38,206 $2.65M 0.03% +13,622 Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 107,280 shares; 2026Q1: 97,280 shares 97,280 $2.64M 0.03% -10,000 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 3,031 shares; 2025Q1: 2,173 shares; 2025Q2: 1,686 shares; 2025Q3: 3,236 shares; 2025Q4: 2,654 shares; 2026Q1: 9,648 shares 9,648 $2.57M 0.03% +6,994 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,934 shares; 2024Q4: 8,934 shares; 2025Q1: 8,934 shares; 2025Q2: 8,934 shares; 2025Q3: 8,934 shares; 2025Q4: 8,934 shares; 2026Q1: 8,934 shares 8,934 $2.52M 0.03% 0 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 4,575 shares; 2025Q3: 4,575 shares; 2025Q4: 4,575 shares; 2026Q1: 4,575 shares 4,575 $2.47M 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,822 shares; 2024Q4: 11,822 shares; 2025Q1: 10,822 shares; 2025Q2: 10,822 shares; 2025Q3: 18,344 shares; 2025Q4: 16,640 shares; 2026Q1: 11,679 shares 11,679 $2.44M 0.03% -4,961 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: 67,123 shares; 2024Q4: 73,189 shares; 2025Q1: 9,493 shares; 2025Q2: 4,742 shares; 2025Q3: 4,468 shares; 2025Q4: 4,468 shares; 2026Q1: 18,106 shares 18,106 $2.39M 0.03% +13,638 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,545 shares; 2024Q4: 28,545 shares; 2025Q1: 28,545 shares; 2025Q2: 28,545 shares; 2025Q3: 28,545 shares; 2025Q4: 28,545 shares; 2026Q1: 28,545 shares 28,545 $2.29M 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 2,220 shares; 2025Q1: 1,110 shares; 2025Q2: 2,418 shares; 2025Q3: 4,005 shares; 2025Q4: 3,580 shares; 2026Q1: 6,357 shares 6,357 $2.27M 0.03% +2,777 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: 25,512 shares; 2024Q4: 25,512 shares; 2025Q1: 25,512 shares; 2025Q2: 56,052 shares; 2025Q3: 56,052 shares; 2025Q4: 56,052 shares; 2026Q1: 56,052 shares 56,052 $2.26M 0.03% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,602 shares; 2025Q3: 3,626 shares; 2025Q4: 3,626 shares; 2026Q1: 3,626 shares 3,626 $2.19M 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,863 shares; 2024Q4: 9,961 shares; 2025Q1: 8,863 shares; 2025Q2: 8,023 shares; 2025Q3: 8,023 shares; 2025Q4: 8,023 shares; 2026Q1: 8,023 shares 8,023 $2.18M 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,804 shares; 2024Q4: 25,804 shares; 2025Q1: 25,804 shares; 2025Q2: 25,804 shares; 2025Q3: 25,804 shares; 2025Q4: 25,804 shares; 2026Q1: 25,804 shares 25,804 $2.16M 0.02% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $2.04M 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,694 shares; 2024Q4: 40,694 shares; 2025Q1: 40,694 shares; 2025Q2: 40,694 shares; 2025Q3: 36,084 shares; 2025Q4: 36,084 shares; 2026Q1: 36,084 shares 36,084 $2.03M 0.02% 0 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: 172,309 shares; 2024Q4: 138,885 shares; 2025Q1: 94,326 shares; 2025Q2: 94,900 shares; 2025Q3: 160,025 shares; 2025Q4: 74,764 shares; 2026Q1: 45,057 shares 45,057 $1.99M 0.02% -29,707 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: 6,249 shares; 2024Q4: 6,249 shares; 2025Q1: 6,249 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares; 2025Q4: 10,960 shares; 2026Q1: 10,960 shares 10,960 $1.97M 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 16,423 shares; 2025Q1: 19,453 shares; 2025Q2: 16,423 shares; 2025Q3: 16,423 shares; 2025Q4: 16,423 shares; 2026Q1: 16,498 shares 16,498 $1.97M 0.02% +75 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: 12,585 shares; 2024Q4: 12,585 shares; 2025Q1: 12,585 shares; 2025Q2: 12,585 shares; 2025Q3: 17,503 shares; 2025Q4: 16,100 shares; 2026Q1: 12,522 shares 12,522 $1.95M 0.02% -3,578 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: 9,265 shares; 2024Q4: 9,265 shares; 2025Q1: 9,265 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 9,265 shares; 2026Q1: 9,265 shares 9,265 $1.93M 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,247 shares 15,247 $1.85M 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,886 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,346 shares 28,346 $1.82M 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,733 shares; 2024Q4: 5,733 shares; 2025Q1: 5,733 shares; 2025Q2: 5,733 shares; 2025Q3: 4,962 shares; 2025Q4: 4,962 shares; 2026Q1: 4,962 shares 4,962 $1.78M 0.02% 0 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: 1,148 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,195 shares 7,195 $1.76M 0.02% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 61 shares; 2026Q1: 18,508 shares 18,508 $1.75M 0.02% +18,447 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,144 shares; 2026Q1: 33,144 shares 33,144 $1.74M 0.02% 0 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: 6,922 shares; 2024Q4: 6,922 shares; 2025Q1: 6,922 shares; 2025Q2: 6,922 shares; 2025Q3: 6,922 shares; 2025Q4: 6,922 shares; 2026Q1: 6,922 shares 6,922 $1.72M 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,453 shares; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,770 shares; 2025Q3: 13,770 shares; 2025Q4: 18,366 shares; 2026Q1: 26,850 shares 26,850 $1.68M 0.02% +8,484 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,705 shares; 2025Q1: 11,705 shares; 2025Q2: 11,705 shares; 2025Q3: 9,767 shares; 2025Q4: 9,767 shares; 2026Q1: 15,647 shares 15,647 $1.67M 0.02% +5,880 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,112 shares; 2024Q4: 16,112 shares; 2025Q1: 16,112 shares; 2025Q2: 16,112 shares; 2025Q3: 16,112 shares; 2025Q4: 16,112 shares; 2026Q1: 16,112 shares 16,112 $1.65M 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 13,402 shares; 2025Q1: 12,683 shares; 2025Q2: 8,250 shares; 2025Q3: 8,110 shares; 2025Q4: 42,397 shares; 2026Q1: 8,270 shares 8,270 $1.64M 0.02% -34,127 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: 49,180 shares; 2024Q4: 49,180 shares; 2025Q1: 49,180 shares; 2025Q2: 49,180 shares; 2025Q3: 49,180 shares; 2025Q4: 49,180 shares; 2026Q1: 49,180 shares 49,180 $1.63M 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,831 shares; 2025Q1: 8,831 shares; 2025Q2: 8,831 shares; 2025Q3: 11,333 shares; 2025Q4: 10,799 shares; 2026Q1: 8,148 shares 8,148 $1.6M 0.02% -2,651 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 50,550 shares; 2026Q1: 46,651 shares 46,651 $1.6M 0.02% -3,899 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 14,670 shares; 2025Q2: 17,515 shares; 2025Q3: 17,371 shares; 2025Q4: 22,692 shares; 2026Q1: 24,028 shares 24,028 $1.59M 0.02% +1,336 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 14,438 shares 14,438 $1.56M 0.02% +14,050 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: 58,900 shares; 2024Q4: 52,570 shares; 2025Q1: 52,570 shares; 2025Q2: 52,570 shares; 2025Q3: 48,500 shares; 2025Q4: 48,500 shares; 2026Q1: 48,500 shares 48,500 $1.55M 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,560 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 9,857 shares; 2026Q1: 18,584 shares 18,584 $1.49M 0.02% +8,727 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: 13,938 shares; 2024Q4: 11,594 shares; 2025Q1: 13,009 shares; 2025Q2: 3,230 shares; 2025Q3: 26,737 shares; 2025Q4: 10,391 shares; 2026Q1: 4,266 shares 4,266 $1.46M 0.02% -6,125 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: 12,126 shares; 2024Q4: 16,176 shares; 2025Q1: 12,989 shares; 2025Q2: 8,519 shares; 2025Q3: 9,241 shares; 2025Q4: 9,303 shares; 2026Q1: 9,983 shares 9,983 $1.45M 0.02% +680 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 153,132 shares; 2026Q1: 53,132 shares 53,132 $1.44M 0.02% -100,000 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,416 shares; 2024Q4: 21,416 shares; 2025Q1: 21,416 shares; 2025Q2: 21,416 shares; 2025Q3: 21,416 shares; 2025Q4: 21,416 shares; 2026Q1: 21,416 shares 21,416 $1.41M 0.02% 0 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: 19,656 shares; 2024Q4: 19,656 shares; 2025Q1: 17,756 shares; 2025Q2: 17,756 shares; 2025Q3: 18,319 shares; 2025Q4: 18,275 shares; 2026Q1: 18,275 shares 18,275 $1.3M 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,960 shares; 2024Q4: 22,588 shares; 2025Q1: 25,352 shares; 2025Q2: 17,750 shares; 2025Q3: 17,850 shares; 2025Q4: 16,650 shares; 2026Q1: 15,830 shares 15,830 $1.29M 0.01% -820 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 21,508 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 8,952 shares 8,952 $1.29M 0.01% +6,542 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,607 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,875 shares 17,875 $1.29M 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,190 shares; 2026Q1: 4,550 shares 4,550 $1.29M 0.01% +2,360 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 1,550 shares; 2025Q3: 9,291 shares; 2025Q4: 14,630 shares; 2026Q1: 42,017 shares 42,017 $1.28M 0.01% +27,387 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 11,113 shares 11,113 $1.26M 0.01% +9,653 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,968 shares 1,968 $1.25M 0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 19,680 shares; 2026Q1: 16,440 shares 16,440 $1.21M 0.01% -3,240 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,438 shares; 2025Q2: 15,817 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,951 shares 52,951 $1.2M 0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,125 shares; 2024Q4: 114,085 shares; 2025Q1: 99,789 shares; 2025Q2: 132,653 shares; 2025Q3: 141,848 shares; 2025Q4: 161,042 shares; 2026Q1: 161,772 shares 161,772 $1.15M 0.01% +730 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,862 shares; 2024Q4: 50,712 shares; 2025Q1: 51,702 shares; 2025Q2: 56,272 shares; 2025Q3: 50,282 shares; 2025Q4: 50,282 shares; 2026Q1: 5,917 shares 5,917 $1.14M 0.01% -44,365 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: 8,051 shares; 2024Q4: 7,911 shares; 2025Q1: 7,301 shares; 2025Q2: 7,241 shares; 2025Q3: 7,241 shares; 2025Q4: 7,241 shares; 2026Q1: 7,241 shares 7,241 $1.14M 0.01% 0 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: 18,968 shares; 2025Q1: 20,170 shares; 2025Q2: 3,460 shares; 2025Q3: 12,772 shares; 2025Q4: 11,339 shares; 2026Q1: 5,303 shares 5,303 $1.13M 0.01% -6,036 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 3,019 shares; 2026Q1: 3,529 shares 3,529 $1.11M 0.01% +510 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,565 shares; 2024Q4: 37,565 shares; 2025Q1: 37,565 shares; 2025Q2: 35,832 shares; 2025Q3: 24,058 shares; 2025Q4: 24,058 shares; 2026Q1: 24,058 shares 24,058 $1.1M 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,527 shares; 2024Q4: 11,527 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares; 2025Q3: 11,527 shares; 2025Q4: 11,527 shares; 2026Q1: 11,527 shares 11,527 $1.06M 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 8,120 shares; 2025Q1: 8,120 shares; 2025Q2: 11,120 shares; 2025Q3: 11,120 shares; 2025Q4: 16,940 shares; 2026Q1: 16,940 shares 16,940 $1.05M 0.01% 0 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: 870 shares; 2024Q4: 870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,532 shares 3,532 $1.03M 0.01% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,395 shares; 2024Q4: 197,575 shares; 2025Q1: 49,360 shares; 2025Q2: 49,360 shares; 2025Q3: 49,360 shares; 2025Q4: 49,360 shares; 2026Q1: 6,060 shares 6,060 $1.03M 0.01% -43,300 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 2,334 shares; 2025Q1: 2,345 shares; 2025Q2: not reported; 2025Q3: 3,964 shares; 2025Q4: 3,708 shares; 2026Q1: 5,210 shares 5,210 $1.03M 0.01% +1,502 Timeline EQT EQT CORP More: the full row for EQT 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: 16,017 shares 16,017 $1.02M 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 3,150 shares; 2025Q1: 7,500 shares; 2025Q2: 6,380 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares; 2026Q1: 5,605 shares 5,605 $1.01M 0.01% +3,675 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 3,720 shares; 2025Q1: 5,451 shares; 2025Q2: 3,690 shares; 2025Q3: 4,040 shares; 2025Q4: 3,790 shares; 2026Q1: 3,080 shares 3,080 $1.01M 0.01% -710 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,838 shares; 2026Q1: 9,838 shares 9,838 $989K 0.01% 0 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,786 shares 65,786 $986K 0.01% new 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: 1,820 shares; 2024Q4: 2,920 shares; 2025Q1: 4,180 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 5,777 shares 5,777 $977K 0.01% +3,137 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,604 shares; 2024Q4: 104,960 shares; 2025Q1: 5,000 shares; 2025Q2: 4,800 shares; 2025Q3: 2,500 shares; 2025Q4: 9,557 shares; 2026Q1: 9,617 shares 9,617 $953K 0.01% +60 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,650 shares; 2025Q4: 10,650 shares; 2026Q1: 10,000 shares 10,000 $931K 0.01% -650 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,977 shares; 2026Q1: 9,977 shares 9,977 $931K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,338 shares; 2024Q4: 11,338 shares; 2025Q1: 18,938 shares; 2025Q2: 18,938 shares; 2025Q3: 18,938 shares; 2025Q4: 18,261 shares; 2026Q1: 18,261 shares 18,261 $930K 0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,084 shares 22,084 $929K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,371 shares; 2025Q1: 1,310 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,456 shares 4,456 $881K 0.01% new Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $871K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,380 shares; 2025Q1: 5,389 shares; 2025Q2: 1,985 shares; 2025Q3: 2,130 shares; 2025Q4: 3,332 shares; 2026Q1: 1,830 shares 1,830 $866K 0.01% -1,502 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 4,468 shares; 2025Q1: 4,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,942 shares 4,942 $851K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,940 shares; 2025Q1: 5,346 shares; 2025Q2: 3,220 shares; 2025Q3: 3,150 shares; 2025Q4: 3,190 shares; 2026Q1: 2,790 shares 2,790 $848K 0.01% -400 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,223 shares 11,223 $830K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,130 shares 43,130 $829K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 3,337 shares 3,337 $825K 0.01% +3,280 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,167 shares 3,167 $824K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,090 shares 9,090 $822K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 1,915 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 7,439 shares 7,439 $821K 0.01% +7,090 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,925 shares 4,925 $787K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 8,308 shares; 2025Q3: 5,175 shares; 2025Q4: 649 shares; 2026Q1: 1,969 shares 1,969 $784K 0.01% +1,320 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,150 shares 30,150 $780K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,597 shares; 2026Q1: 14,597 shares 14,597 $777K 0.01% 0 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: 11,170 shares; 2024Q4: 14,220 shares; 2025Q1: 14,220 shares; 2025Q2: 14,220 shares; 2025Q3: 14,220 shares; 2025Q4: 14,220 shares; 2026Q1: 15,457 shares 15,457 $776K 0.01% +1,237 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is 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: 15,902 shares 15,902 $773K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 1,710 shares; 2025Q4: 1,860 shares; 2026Q1: 2,150 shares 2,150 $761K 0.01% +290 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,409 shares 10,409 $758K 0.01% new 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: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 11,321 shares 11,321 $753K 0.01% +11,107 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: 340 shares; 2025Q1: 751 shares; 2025Q2: 340 shares; 2025Q3: 1,141 shares; 2025Q4: 1,578 shares; 2026Q1: 2,045 shares 2,045 $702K 0.01% +467 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,504 shares 17,504 $699K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,220 shares 7,220 $665K 0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 49,462 shares; 2025Q1: 2,363 shares; 2025Q2: 1,382 shares; 2025Q3: 9,382 shares; 2025Q4: 8,575 shares; 2026Q1: 9,391 shares 9,391 $662K 0.01% +816 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 4,895 shares 4,895 $640K 0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 2,105 shares 2,105 $640K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,650 shares 30,650 $634K 0.01% +650 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,869 shares 4,869 $619K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,880 shares; 2025Q1: 25,692 shares; 2025Q2: 4,960 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,669 shares 2,669 $603K 0.01% +539 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,832 shares 28,832 $598K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares 1,817 $582K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 8,000 shares; 2025Q1: 12,015 shares; 2025Q2: 8,960 shares; 2025Q3: 15,310 shares; 2025Q4: 7,910 shares; 2026Q1: 6,260 shares 6,260 $579K 0.01% -1,650 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,170 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 7,000 shares 7,000 $551K 0.01% +4,000 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,700 shares; 2025Q4: 2,500 shares; 2026Q1: 2,660 shares 2,660 $544K 0.01% +160 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: 6,562 shares; 2024Q4: not reported; 2025Q1: 2,239 shares; 2025Q2: 2,923 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,442 shares 4,442 $525K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,781 shares; 2025Q2: 4,867 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,297 shares 5,297 $511K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,654 shares 9,654 $487K 0.01% new Timeline TRMD TORM PLC More: the full row for TORM 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: 17,000 shares 17,000 $481K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 11,852 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,704 shares 12,704 $480K 0.01% new Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 5,880 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 5,380 shares 5,380 $478K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,059 shares; 2025Q2: 5,523 shares; 2025Q3: 5,523 shares; 2025Q4: 5,523 shares; 2026Q1: 4,884 shares 4,884 $456K 0.01% -639 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $453K 0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $452K 0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,147 shares; 2025Q1: 10,681 shares; 2025Q2: 6,117 shares; 2025Q3: 1,633 shares; 2025Q4: 8,452 shares; 2026Q1: 4,008 shares 4,008 $447K <0.01% -4,444 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 600 shares; 2026Q1: 2,400 shares 2,400 $439K <0.01% +1,800 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: 15,350 shares; 2024Q4: 10,400 shares; 2025Q1: 5,660 shares; 2025Q2: 5,660 shares; 2025Q3: 5,660 shares; 2025Q4: 5,660 shares; 2026Q1: 5,660 shares 5,660 $414K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,589 shares; 2025Q4: 3,239 shares; 2026Q1: 6,887 shares 6,887 $409K <0.01% +3,648 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,919 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,194 shares 9,194 $379K <0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 627 shares; 2025Q2: 465 shares; 2025Q3: 3,271 shares; 2025Q4: 1,440 shares; 2026Q1: 2,143 shares 2,143 $374K <0.01% +703 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,898 shares 22,898 $364K <0.01% new Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,690 shares; 2024Q4: 34,690 shares; 2025Q1: 34,690 shares; 2025Q2: 26,050 shares; 2025Q3: 26,050 shares; 2025Q4: 26,050 shares; 2026Q1: 26,050 shares 26,050 $358K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 5,354 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares 3,040 $358K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,415 shares; 2024Q4: 79,713 shares; 2025Q1: 84,526 shares; 2025Q2: 8,883 shares; 2025Q3: 3,414 shares; 2025Q4: 2,072 shares; 2026Q1: 2,229 shares 2,229 $357K <0.01% +157 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: 3,550 shares; 2024Q4: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 31,480 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares 3,760 $337K <0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,316 shares 38,316 $321K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,547 shares 1,547 $307K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,680 shares; 2025Q2: 7,123 shares; 2025Q3: 4,592 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares 5,161 $302K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 3,240 shares; 2025Q1: 4,391 shares; 2025Q2: 2,860 shares; 2025Q3: 3,130 shares; 2025Q4: 5,035 shares; 2026Q1: 900 shares 900 $296K <0.01% -4,135 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 4,100 shares; 2025Q3: 5,062 shares; 2025Q4: 4,286 shares; 2026Q1: 4,100 shares 4,100 $294K <0.01% -186 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $294K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 8,065 shares; 2025Q1: 8,065 shares; 2025Q2: 8,065 shares; 2025Q3: 8,065 shares; 2025Q4: 8,065 shares; 2026Q1: 8,065 shares 8,065 $286K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $285K <0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,788 shares; 2025Q1: 5,788 shares; 2025Q2: 5,788 shares; 2025Q3: 5,788 shares; 2025Q4: 5,788 shares; 2026Q1: 4,153 shares 4,153 $283K <0.01% -1,635 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,750 shares; 2025Q1: 740 shares; 2025Q2: 1,190 shares; 2025Q3: 3,700 shares; 2025Q4: 2,078 shares; 2026Q1: 2,261 shares 2,261 $282K <0.01% +183 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 82,861 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,430 shares 1,430 $281K <0.01% +106 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: 20,530 shares; 2025Q4: 20,788 shares; 2026Q1: 2,042 shares 2,042 $278K <0.01% -18,746 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 3,390 shares; 2025Q3: 4,310 shares; 2025Q4: 3,110 shares; 2026Q1: 1,590 shares 1,590 $271K <0.01% -1,520 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares 460 $271K <0.01% 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: 1,974 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 1,046 shares; 2026Q1: 310 shares 310 $268K <0.01% -736 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,511 shares; 2026Q1: 8,511 shares 8,511 $267K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,200 shares; 2025Q4: 24,265 shares; 2026Q1: 7,405 shares 7,405 $254K <0.01% -16,860 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,018 shares; 2026Q1: 17,010 shares 17,010 $249K <0.01% -6,008 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,666 shares 6,666 $247K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,750 shares; 2025Q4: 10,419 shares; 2026Q1: 3,547 shares 3,547 $229K <0.01% -6,872 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: 1,666 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares 1,666 $218K <0.01% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $212K <0.01% 0 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $212K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,963 shares 2,963 $203K <0.01% +486 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: not reported; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $201K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 3,842 shares; 2025Q1: 3,722 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,935 shares 3,935 $200K <0.01% +255 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: 4,200 shares; 2024Q4: 5,370 shares; 2025Q1: 4,987 shares; 2025Q2: 2,639 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares 797 $200K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,189 shares; 2026Q1: 706 shares 706 $196K <0.01% -2,483 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $192K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $187K <0.01% 0 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $187K <0.01% 0 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $185K <0.01% 0 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $180K <0.01% 0 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $179K <0.01% 0 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $178K <0.01% 0 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $177K <0.01% 0 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $174K <0.01% 0 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: 16,800 shares; 2025Q4: 13,545 shares; 2026Q1: 3,217 shares 3,217 $173K <0.01% -10,328 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $172K <0.01% 0 Timeline EWW 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: 2,232 shares; 2024Q4: 2,232 shares; 2025Q1: 2,232 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares 2,232 $168K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $161K <0.01% 0 Timeline GNTA GENENTA SCIENCE S P A More: the full row for GENENTA SCIENCE S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,250 shares; 2024Q4: 103,250 shares; 2025Q1: 233,550 shares; 2025Q2: 234,050 shares; 2025Q3: 234,050 shares; 2025Q4: 234,050 shares; 2026Q1: 234,050 shares 234,050 $157K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,102 shares; 2026Q1: 4,102 shares 4,102 $155K <0.01% +1,000 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 28,685 shares; 2025Q4: 301 shares; 2026Q1: 219 shares 219 $154K <0.01% -82 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 597 shares 597 $152K <0.01% +505 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,074 shares; 2025Q2: 7,541 shares; 2025Q3: 5,097 shares; 2025Q4: 5,097 shares; 2026Q1: 5,097 shares 5,097 $145K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,543 shares; 2024Q4: 11,932 shares; 2025Q1: 12,312 shares; 2025Q2: 3,542 shares; 2025Q3: 3,390 shares; 2025Q4: 3,390 shares; 2026Q1: 3,390 shares 3,390 $130K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares 1,351 $129K <0.01% 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: 5,737 shares; 2024Q4: 7,946 shares; 2025Q1: 30,338 shares; 2025Q2: 6,957 shares; 2025Q3: 4,643 shares; 2025Q4: 2,220 shares; 2026Q1: 2,420 shares 2,420 $109K <0.01% +200 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,239 shares; 2025Q1: 4,358 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares 3,698 $108K <0.01% 0 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $100K <0.01% 0 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: 3,182 shares; 2024Q4: 3,202 shares; 2025Q1: 3,172 shares; 2025Q2: 75 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 540 shares 540 $90.9K <0.01% +229 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $88.6K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 353 shares 353 $87.5K <0.01% -356 Timeline EWJ 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: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,020 shares 1,020 $86.1K <0.01% +10 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: 1,990 shares; 2024Q4: 1,990 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $82.9K <0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 4,062 shares; 2025Q2: 5,601 shares; 2025Q3: 5,601 shares; 2025Q4: 5,601 shares; 2026Q1: 2,800 shares 2,800 $82.8K <0.01% -2,801 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 376 shares 376 $67.5K <0.01% +76 Timeline VB 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: 62,054 shares; 2024Q4: 33,584 shares; 2025Q1: 32,959 shares; 2025Q2: 245 shares; 2025Q3: 56,605 shares; 2025Q4: 56,605 shares; 2026Q1: 245 shares 245 $64.2K <0.01% -56,360 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,646 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,646 shares 1,646 $60.1K <0.01% 0 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: 14,087 shares; 2024Q4: 62 shares; 2025Q1: 492 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 5,470 shares; 2026Q1: 430 shares 430 $59.9K <0.01% -5,040 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $57.6K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 65 shares; 2026Q1: 298 shares 298 $44.8K <0.01% +233 Timeline EWL 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: 755 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $44.4K <0.01% 0 Timeline VOE 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: 842 shares; 2024Q4: 842 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237 $43.7K <0.01% 0 Timeline SOXX 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: 24 shares; 2024Q4: 38 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares 128 $42.1K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,630 shares; 2025Q1: 1,117 shares; 2025Q2: 584 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $37.3K <0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,527 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $35.6K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $33.3K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 431 shares 431 $29.9K <0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,886 shares; 2025Q1: 7,906 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $29.3K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares 124 $26.7K <0.01% 0 Timeline VGK 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: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321 $26.5K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 37,534 shares; 2025Q2: 1,613 shares; 2025Q3: 1,632 shares; 2025Q4: 1,613 shares; 2026Q1: 1,625 shares 1,625 $22K <0.01% +12 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 400 shares 400 $21.8K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,197 shares; 2025Q2: 278 shares; 2025Q3: 225 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $21.8K <0.01% 0 Timeline VUG 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: 77 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 285 shares 285 $20.7K <0.01% +13 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares 840 $20K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 578 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $18.6K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,404 shares; 2024Q4: 13,429 shares; 2025Q1: 6,528 shares; 2025Q2: 1,652 shares; 2025Q3: 740 shares; 2025Q4: 80 shares; 2026Q1: 100 shares 100 $16.4K <0.01% +20 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,001 shares; 2026Q1: 865 shares 865 $16.1K <0.01% -1,136 Timeline MGK 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $15.9K <0.01% 0 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: 1,228 shares; 2024Q4: 5,348 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $15.7K <0.01% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 36,300 shares; 2026Q1: 900 shares 900 $14.3K <0.01% -35,400 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,197 shares; 2025Q3: 122,250 shares; 2025Q4: 111,827 shares; 2026Q1: 740 shares 740 $13.6K <0.01% -111,087 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares 940 $13.5K <0.01% new Timeline MGV 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $12.6K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 11,944 shares; 2025Q1: 7,383 shares; 2025Q2: not reported; 2025Q3: 8,454 shares; 2025Q4: 1,374 shares; 2026Q1: 210 shares 210 $11.7K <0.01% -1,164 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares 272 $11.1K <0.01% new Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 332 shares 332 $11K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 3,687 shares; 2025Q1: 2,730 shares; 2025Q2: 4,740 shares; 2025Q3: 27,106 shares; 2025Q4: 253 shares; 2026Q1: 125 shares 125 $10.2K <0.01% -128 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 5,678 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130 shares 130 $10.1K <0.01% new Timeline CWAN CLEARWATER ANALYTICS HLDGS I More: the full row for CLEARWATER ANALYTICS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,100 shares; 2026Q1: 416 shares 416 $9.84K <0.01% -55,684 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87 shares 87 $9.54K <0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $9.52K <0.01% 0 Timeline VYMI 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares 94 $8.86K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 3,530 shares; 2025Q1: 28,701 shares; 2025Q2: 18,312 shares; 2025Q3: 2,531 shares; 2025Q4: not reported; 2026Q1: 85 shares 85 $8.51K <0.01% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $8.01K <0.01% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 279 shares; 2025Q1: 1,150 shares; 2025Q2: 2,104 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 140 shares 140 $6.97K <0.01% -1,685 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: 3,783 shares; 2024Q4: 1,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 45 shares 45 $6.89K <0.01% +17 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 8,132 shares; 2025Q2: 840 shares; 2025Q3: 367 shares; 2025Q4: not reported; 2026Q1: 290 shares 290 $6.58K <0.01% new 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: 710 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares 68 $6.4K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $6.15K <0.01% new Timeline MCHI 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: 362 shares; 2024Q4: 362 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102 $5.73K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $5.61K <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 950 shares 950 $5.18K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 18,141 shares; 2026Q1: 176 shares 176 $5.07K <0.01% -17,965 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,150 shares; 2025Q1: 1,703 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 668 shares 668 $4.59K <0.01% +230 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $4.57K <0.01% new Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $4.33K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 4,960 shares; 2026Q1: 1,100 shares 1,100 $4.03K <0.01% -3,860 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $3.47K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares 40 $3.22K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares 18 $3.09K <0.01% new Timeline TUSK MAMMOTH ENERGY SVCS INC More: the full row for MAMMOTH ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $1.96K <0.01% new Timeline CSIQ CANADIAN SOLAR INC More: the full row for CANADIAN SOLAR 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: 110 shares 110 $1.52K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,332 shares; 2024Q4: 50,216 shares; 2025Q1: 44,460 shares; 2025Q2: 52,061 shares; 2025Q3: 8,636 shares; 2025Q4: not reported; 2026Q1: 20 shares 20 $1.26K <0.01% new Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX 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: 130 shares 130 $1.06K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $669 <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 85 shares 85 $391 <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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 shares 10 $228 <0.01% new Timeline