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: 182,300 shares; 2024Q4: 182,300 shares; 2025Q1: 215,850 shares; 2025Q2: 215,850 shares; 2025Q3: 215,850 shares; 2025Q4: 215,850 shares; 2026Q1: 215,850 shares 215,850 $14.7M 6.6% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,958 shares; 2024Q4: 204,944 shares; 2025Q1: 203,316 shares; 2025Q2: 166,849 shares; 2025Q3: 163,838 shares; 2025Q4: 162,914 shares; 2026Q1: 162,925 shares 162,925 $7.9M 3.54% +11 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,519 shares; 2024Q4: 66,808 shares; 2025Q1: 65,644 shares; 2025Q2: 63,935 shares; 2025Q3: 60,895 shares; 2025Q4: 59,930 shares; 2026Q1: 62,185 shares 62,185 $6.91M 3.1% +2,255 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,969 shares; 2024Q4: 125,934 shares; 2025Q1: 125,935 shares; 2025Q2: 104,097 shares; 2025Q3: 104,099 shares; 2025Q4: 104,100 shares; 2026Q1: 104,101 shares 104,101 $6.5M 2.92% +1 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,118 shares; 2024Q4: 90,859 shares; 2025Q1: 90,136 shares; 2025Q2: 82,960 shares; 2025Q3: 75,337 shares; 2025Q4: 72,830 shares; 2026Q1: 73,041 shares 73,041 $6.2M 2.78% +211 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: 31,446 shares; 2024Q4: 31,973 shares; 2025Q1: 33,745 shares; 2025Q2: 34,151 shares; 2025Q3: 33,971 shares; 2025Q4: 33,449 shares; 2026Q1: 32,729 shares 32,729 $5.71M 2.56% -720 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 9,360 shares; 2025Q1: 13,060 shares; 2025Q2: 13,060 shares; 2025Q3: 13,060 shares; 2025Q4: 13,060 shares; 2026Q1: 13,060 shares 13,060 $5.62M 2.52% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,956 shares; 2024Q4: 155,519 shares; 2025Q1: 146,724 shares; 2025Q2: 149,745 shares; 2025Q3: 138,472 shares; 2025Q4: 135,002 shares; 2026Q1: 141,164 shares 141,164 $5.49M 2.46% +6,162 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,013 shares; 2024Q4: 170,153 shares; 2025Q1: 169,828 shares; 2025Q2: 165,616 shares; 2025Q3: 155,531 shares; 2025Q4: 149,889 shares; 2026Q1: 150,081 shares 150,081 $5.33M 2.39% +192 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,703 shares; 2024Q4: 93,696 shares; 2025Q1: 90,785 shares; 2025Q2: 68,444 shares; 2025Q3: 68,444 shares; 2025Q4: 68,444 shares; 2026Q1: 67,411 shares 67,411 $4.78M 2.15% -1,033 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,519 shares; 2024Q4: 19,520 shares; 2025Q1: 19,595 shares; 2025Q2: 14,671 shares; 2025Q3: 14,844 shares; 2025Q4: 40,409 shares; 2026Q1: 41,144 shares 41,144 $4.11M 1.84% +735 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,461 shares; 2024Q4: 118,276 shares; 2025Q1: 118,234 shares; 2025Q2: 79,107 shares; 2025Q3: 78,226 shares; 2025Q4: 77,997 shares; 2026Q1: 77,636 shares 77,636 $4.1M 1.84% -361 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: 8,059 shares; 2024Q4: 8,603 shares; 2025Q1: 8,684 shares; 2025Q2: 8,541 shares; 2025Q3: 8,788 shares; 2025Q4: 8,899 shares; 2026Q1: 10,481 shares 10,481 $3.88M 1.74% +1,582 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,794 shares; 2024Q4: 99,836 shares; 2025Q1: 100,992 shares; 2025Q2: 102,848 shares; 2025Q3: 94,542 shares; 2025Q4: 90,535 shares; 2026Q1: 91,020 shares 91,020 $3.06M 1.38% +485 Timeline ICSH 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: 47,701 shares; 2024Q4: 248,889 shares; 2025Q1: 129,668 shares; 2025Q2: 122,394 shares; 2025Q3: 95,933 shares; 2025Q4: 73,279 shares; 2026Q1: 59,532 shares 59,532 $3.01M 1.35% -13,747 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: 9,193 shares; 2024Q4: 9,860 shares; 2025Q1: 10,137 shares; 2025Q2: 10,340 shares; 2025Q3: 9,770 shares; 2025Q4: 9,516 shares; 2026Q1: 9,489 shares 9,489 $2.94M 1.32% -27 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: 9,939 shares; 2024Q4: 10,351 shares; 2025Q1: 10,002 shares; 2025Q2: 10,402 shares; 2025Q3: 10,492 shares; 2025Q4: 10,237 shares; 2026Q1: 10,029 shares 10,029 $2.88M 1.29% -208 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,961 shares; 2024Q4: 28,188 shares; 2025Q1: 28,525 shares; 2025Q2: 28,042 shares; 2025Q3: 32,632 shares; 2025Q4: 32,850 shares; 2026Q1: 33,185 shares 33,185 $2.67M 1.2% +335 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: 9,357 shares; 2024Q4: 10,568 shares; 2025Q1: 10,137 shares; 2025Q2: 10,870 shares; 2025Q3: 10,914 shares; 2025Q4: 10,693 shares; 2026Q1: 10,321 shares 10,321 $2.62M 1.18% -372 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,251 shares; 2024Q4: 73,251 shares; 2025Q1: 73,201 shares; 2025Q2: 73,201 shares; 2025Q3: 73,201 shares; 2025Q4: 73,201 shares; 2026Q1: 73,201 shares 73,201 $2.52M 1.13% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,064 shares; 2025Q2: 6,064 shares; 2025Q3: 6,037 shares; 2025Q4: 21,249 shares; 2026Q1: 22,055 shares 22,055 $2.44M 1.09% +806 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: 6,657 shares; 2024Q4: 7,458 shares; 2025Q1: 7,596 shares; 2025Q2: 7,972 shares; 2025Q3: 8,026 shares; 2025Q4: 8,074 shares; 2026Q1: 8,051 shares 8,051 $2.31M 1.04% -23 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: 3,695 shares; 2024Q4: 4,136 shares; 2025Q1: 3,622 shares; 2025Q2: 3,804 shares; 2025Q3: 3,813 shares; 2025Q4: 3,974 shares; 2026Q1: 3,792 shares 3,792 $2.17M 0.97% -182 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: 10,565 shares; 2024Q4: 11,045 shares; 2025Q1: 10,754 shares; 2025Q2: 11,272 shares; 2025Q3: 10,937 shares; 2025Q4: 10,870 shares; 2026Q1: 10,336 shares 10,336 $2.15M 0.97% -534 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,664 shares; 2024Q4: 37,909 shares; 2025Q1: 32,044 shares; 2025Q2: 30,958 shares; 2025Q3: 29,605 shares; 2025Q4: 28,996 shares; 2026Q1: 29,528 shares 29,528 $2.1M 0.94% +532 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: 8,332 shares; 2024Q4: 8,511 shares; 2025Q1: 8,347 shares; 2025Q2: 8,397 shares; 2025Q3: 8,673 shares; 2025Q4: 12,084 shares; 2026Q1: 12,515 shares 12,515 $1.83M 0.82% +431 Timeline EMB 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: 18,306 shares; 2024Q4: 18,306 shares; 2025Q1: 18,256 shares; 2025Q2: 18,256 shares; 2025Q3: 18,256 shares; 2025Q4: 18,256 shares; 2026Q1: 18,256 shares 18,256 $1.71M 0.77% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,071 shares; 2025Q1: 6,449 shares; 2025Q2: 19,287 shares; 2025Q3: 19,976 shares; 2025Q4: 42,334 shares; 2026Q1: 42,338 shares 42,338 $1.68M 0.76% +4 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,578 shares; 2024Q4: 34,621 shares; 2025Q1: 33,639 shares; 2025Q2: 29,884 shares; 2025Q3: 27,128 shares; 2025Q4: 26,397 shares; 2026Q1: 26,450 shares 26,450 $1.68M 0.75% +53 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: 4,789 shares; 2024Q4: 5,166 shares; 2025Q1: 5,103 shares; 2025Q2: 4,962 shares; 2025Q3: 5,157 shares; 2025Q4: 5,268 shares; 2026Q1: 5,310 shares 5,310 $1.6M 0.72% +42 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,369 shares; 2025Q1: 21,369 shares; 2025Q2: 29,200 shares; 2025Q3: 41,589 shares; 2025Q4: 43,513 shares; 2026Q1: 44,516 shares 44,516 $1.54M 0.69% +1,003 Timeline PFF 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: 66,903 shares; 2024Q4: 71,776 shares; 2025Q1: 71,776 shares; 2025Q2: 53,882 shares; 2025Q3: 53,882 shares; 2025Q4: 49,850 shares; 2026Q1: 49,850 shares 49,850 $1.51M 0.68% 0 Timeline VNQI 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: 32,890 shares; 2024Q4: 31,612 shares; 2025Q1: 31,607 shares; 2025Q2: 30,507 shares; 2025Q3: 30,507 shares; 2025Q4: 31,128 shares; 2026Q1: 31,128 shares 31,128 $1.38M 0.62% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,980 shares; 2024Q4: 12,980 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares 12,998 $1.29M 0.58% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,482 shares; 2024Q4: 49,482 shares; 2025Q1: 49,482 shares; 2025Q2: 49,482 shares; 2025Q3: 49,482 shares; 2025Q4: 49,482 shares; 2026Q1: 49,482 shares 49,482 $1.27M 0.57% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares; 2025Q4: 25,100 shares; 2026Q1: 25,100 shares 25,100 $1.25M 0.56% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 827 shares; 2025Q3: 832 shares; 2025Q4: 946 shares; 2026Q1: 904 shares 904 $1.25M 0.56% -42 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,849 shares; 2024Q4: 121,345 shares; 2025Q1: 121,355 shares; 2025Q2: 121,366 shares; 2025Q3: 120,977 shares; 2025Q4: 120,977 shares; 2026Q1: 120,977 shares 120,977 $1.19M 0.53% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,389 shares; 2025Q1: 37,389 shares; 2025Q2: 30,165 shares; 2025Q3: 30,165 shares; 2025Q4: 30,165 shares; 2026Q1: 30,165 shares 30,165 $1.18M 0.53% 0 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: 3,334 shares; 2024Q4: 3,128 shares; 2025Q1: 3,399 shares; 2025Q2: 3,483 shares; 2025Q3: 3,736 shares; 2025Q4: 3,461 shares; 2026Q1: 3,501 shares 3,501 $1.15M 0.52% +40 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,203 shares; 2025Q1: 1,223 shares; 2025Q2: 1,130 shares; 2025Q3: 1,156 shares; 2025Q4: 1,152 shares; 2026Q1: 1,234 shares 1,234 $1.14M 0.51% +82 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: 4,297 shares; 2025Q1: 4,913 shares; 2025Q2: 4,340 shares; 2025Q3: 4,985 shares; 2025Q4: 5,624 shares; 2026Q1: 5,288 shares 5,288 $1.13M 0.51% -336 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: 1,157 shares; 2025Q1: 1,149 shares; 2025Q2: 1,140 shares; 2025Q3: 1,142 shares; 2025Q4: 1,154 shares; 2026Q1: 1,167 shares 1,167 $1.12M 0.5% +13 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,669 shares; 2024Q4: 72,059 shares; 2025Q1: 73,400 shares; 2025Q2: 70,141 shares; 2025Q3: 73,441 shares; 2025Q4: 46,502 shares; 2026Q1: 46,514 shares 46,514 $1.1M 0.49% +12 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,746 shares; 2025Q1: 39,746 shares; 2025Q2: 40,926 shares; 2025Q3: 40,926 shares; 2025Q4: 40,926 shares; 2026Q1: 21,072 shares 21,072 $1.07M 0.48% -19,854 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,334 shares; 2024Q4: 10,334 shares; 2025Q1: 29,851 shares; 2025Q2: 27,742 shares; 2025Q3: 27,743 shares; 2025Q4: 27,743 shares; 2026Q1: 29,749 shares 29,749 $1.04M 0.47% +2,006 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $1.03M 0.46% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,482 shares; 2025Q1: 2,288 shares; 2025Q2: 1,983 shares; 2025Q3: 2,194 shares; 2025Q4: 2,136 shares; 2026Q1: 2,157 shares 2,157 $1.03M 0.46% +21 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: 3,220 shares; 2024Q4: 4,014 shares; 2025Q1: 3,693 shares; 2025Q2: 4,198 shares; 2025Q3: 3,330 shares; 2025Q4: 3,626 shares; 2026Q1: 3,495 shares 3,495 $1.03M 0.46% -131 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: 5,909 shares; 2024Q4: 5,938 shares; 2025Q1: 6,038 shares; 2025Q2: 5,850 shares; 2025Q3: 5,597 shares; 2025Q4: 5,019 shares; 2026Q1: 4,667 shares 4,667 $1.02M 0.46% -352 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: 7,095 shares; 2024Q4: 7,272 shares; 2025Q1: 5,014 shares; 2025Q2: 6,872 shares; 2025Q3: 8,072 shares; 2025Q4: 16,264 shares; 2026Q1: 16,357 shares 16,357 $992K 0.45% +93 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 3,069 shares; 2025Q1: 3,004 shares; 2025Q2: 2,834 shares; 2025Q3: 2,936 shares; 2025Q4: 2,720 shares; 2026Q1: 2,814 shares 2,814 $954K 0.43% +94 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: 1,364 shares; 2024Q4: 1,369 shares; 2025Q1: 1,439 shares; 2025Q2: 1,658 shares; 2025Q3: 2,403 shares; 2025Q4: 2,598 shares; 2026Q1: 2,605 shares 2,605 $932K 0.42% +7 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: 32,685 shares; 2024Q4: 36,604 shares; 2025Q1: 37,436 shares; 2025Q2: 37,109 shares; 2025Q3: 36,313 shares; 2025Q4: 36,343 shares; 2026Q1: 32,081 shares 32,081 $930K 0.42% -4,262 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: 6,168 shares; 2024Q4: 6,519 shares; 2025Q1: 5,818 shares; 2025Q2: 6,010 shares; 2025Q3: 5,945 shares; 2025Q4: 6,091 shares; 2026Q1: 6,275 shares 6,275 $923K 0.41% +184 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,420 shares; 2025Q3: 2,528 shares; 2025Q4: 2,416 shares; 2026Q1: 2,419 shares 2,419 $899K 0.4% +3 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,779 shares; 2024Q4: 9,198 shares; 2025Q1: 9,369 shares; 2025Q2: 10,927 shares; 2025Q3: 10,989 shares; 2025Q4: 10,991 shares; 2026Q1: 11,861 shares 11,861 $884K 0.4% +870 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,879 shares; 2024Q4: 50,970 shares; 2025Q1: 51,905 shares; 2025Q2: 52,473 shares; 2025Q3: 48,738 shares; 2025Q4: 12,244 shares; 2026Q1: 12,244 shares 12,244 $880K 0.39% 0 Timeline VCSH 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: 5,346 shares; 2024Q4: 9,700 shares; 2025Q1: 11,586 shares; 2025Q2: 7,686 shares; 2025Q3: 11,112 shares; 2025Q4: 11,571 shares; 2026Q1: 10,993 shares 10,993 $871K 0.39% -578 Timeline IMTM 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: 22,346 shares; 2024Q4: 28,972 shares; 2025Q1: 28,972 shares; 2025Q2: 18,036 shares; 2025Q3: 17,911 shares; 2025Q4: 17,911 shares; 2026Q1: 17,911 shares 17,911 $860K 0.39% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 3,266 shares; 2025Q1: 2,826 shares; 2025Q2: 3,388 shares; 2025Q3: 3,418 shares; 2025Q4: 3,173 shares; 2026Q1: 3,373 shares 3,373 $824K 0.37% +200 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,486 shares; 2024Q4: 32,356 shares; 2025Q1: 31,741 shares; 2025Q2: 18,478 shares; 2025Q3: 19,973 shares; 2025Q4: 19,851 shares; 2026Q1: 19,519 shares 19,519 $824K 0.37% -332 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 6,094 shares; 2025Q1: 5,512 shares; 2025Q2: 5,408 shares; 2025Q3: 5,690 shares; 2025Q4: 5,319 shares; 2026Q1: 5,319 shares 5,319 $812K 0.36% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 11,070 shares; 2025Q1: 11,410 shares; 2025Q2: 132,761 shares; 2025Q3: 126,412 shares; 2025Q4: 128,176 shares; 2026Q1: 15,924 shares 15,924 $803K 0.36% -112,252 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: 4,893 shares; 2025Q1: 6,908 shares; 2025Q2: 6,321 shares; 2025Q3: 6,383 shares; 2025Q4: 6,571 shares; 2026Q1: 6,504 shares 6,504 $799K 0.36% -67 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,872 shares; 2025Q1: 5,398 shares; 2025Q2: 5,464 shares; 2025Q3: 6,299 shares; 2025Q4: 6,572 shares; 2026Q1: 6,558 shares 6,558 $794K 0.36% -14 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: 5,923 shares; 2024Q4: 6,660 shares; 2025Q1: 6,709 shares; 2025Q2: 6,445 shares; 2025Q3: 6,156 shares; 2025Q4: 6,679 shares; 2026Q1: 5,675 shares 5,675 $791K 0.36% -1,004 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: 422 shares; 2024Q4: 518 shares; 2025Q1: 552 shares; 2025Q2: 339 shares; 2025Q3: 467 shares; 2025Q4: 470 shares; 2026Q1: 530 shares 530 $780K 0.35% +60 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,450 shares; 2025Q1: 1,596 shares; 2025Q2: 1,517 shares; 2025Q3: 1,594 shares; 2025Q4: 1,519 shares; 2026Q1: 1,495 shares 1,495 $747K 0.34% -24 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: 6,754 shares; 2024Q4: 10,974 shares; 2025Q1: 11,024 shares; 2025Q2: 10,812 shares; 2025Q3: 11,398 shares; 2025Q4: 10,725 shares; 2026Q1: 11,018 shares 11,018 $740K 0.33% +293 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: 2,220 shares; 2024Q4: 2,465 shares; 2025Q1: 2,465 shares; 2025Q2: 1,198 shares; 2025Q3: 1,334 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares 1,134 $740K 0.33% 0 Timeline EAGG 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: 14,284 shares; 2024Q4: 18,277 shares; 2025Q1: 18,857 shares; 2025Q2: 15,913 shares; 2025Q3: 15,665 shares; 2025Q4: 15,676 shares; 2026Q1: 15,430 shares 15,430 $734K 0.33% -246 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 9,845 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 9,845 shares; 2025Q4: 9,845 shares; 2026Q1: 9,845 shares 9,845 $732K 0.33% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,631 shares; 2025Q4: 2,054 shares; 2026Q1: 2,162 shares 2,162 $731K 0.33% +108 Timeline VLUE 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: 5,074 shares; 2024Q4: 5,080 shares; 2025Q1: 5,086 shares; 2025Q2: 4,917 shares; 2025Q3: 4,922 shares; 2025Q4: 4,928 shares; 2026Q1: 4,932 shares 4,932 $701K 0.31% +4 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 2,123 shares; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,123 shares; 2026Q1: 2,123 shares 2,123 $681K 0.31% 0 Timeline CLOI 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: 12,353 shares; 2026Q1: 12,353 shares 12,353 $651K 0.29% 0 Timeline VV 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: 2,158 shares; 2024Q4: 2,158 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares 2,158 $645K 0.29% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 4,370 shares; 2025Q1: 5,020 shares; 2025Q2: 5,201 shares; 2025Q3: 5,535 shares; 2025Q4: 5,911 shares; 2026Q1: 5,884 shares 5,884 $622K 0.28% -27 Timeline HYMB 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: 30,923 shares; 2024Q4: 24,800 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares; 2025Q3: 24,800 shares; 2025Q4: 24,800 shares; 2026Q1: 24,800 shares 24,800 $615K 0.28% 0 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: 3,230 shares; 2024Q4: 3,495 shares; 2025Q1: 3,640 shares; 2025Q2: 3,160 shares; 2025Q3: 3,015 shares; 2025Q4: 2,386 shares; 2026Q1: 2,668 shares 2,668 $615K 0.28% +282 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 12,471 shares; 2025Q1: 11,914 shares; 2025Q2: 9,999 shares; 2025Q3: 9,739 shares; 2025Q4: 8,720 shares; 2026Q1: 8,720 shares 8,720 $605K 0.27% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: 2,028 shares; 2025Q4: 2,187 shares; 2026Q1: 1,541 shares 1,541 $598K 0.27% -646 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: 2,062 shares; 2024Q4: 2,094 shares; 2025Q1: 2,308 shares; 2025Q2: 2,497 shares; 2025Q3: 2,340 shares; 2025Q4: 2,270 shares; 2026Q1: 2,373 shares 2,373 $595K 0.27% +103 Timeline EMHY 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: 14,910 shares; 2024Q4: 14,910 shares; 2025Q1: 14,910 shares; 2025Q2: 14,910 shares; 2025Q3: 14,910 shares; 2025Q4: 14,910 shares; 2026Q1: 14,910 shares 14,910 $587K 0.26% 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: not reported; 2024Q4: 6,123 shares; 2025Q1: 7,956 shares; 2025Q2: 5,715 shares; 2025Q3: 12,236 shares; 2025Q4: 12,294 shares; 2026Q1: 11,523 shares 11,523 $578K 0.26% -771 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: 2,001 shares; 2024Q4: 2,172 shares; 2025Q1: 1,513 shares; 2025Q2: 1,551 shares; 2025Q3: 1,365 shares; 2025Q4: 1,562 shares; 2026Q1: 1,685 shares 1,685 $576K 0.26% +123 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,323 shares; 2025Q4: 26,172 shares; 2026Q1: 32,603 shares 32,603 $574K 0.26% +6,431 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,991 shares; 2025Q3: 17,116 shares; 2025Q4: 14,108 shares; 2026Q1: 13,003 shares 13,003 $574K 0.26% -1,105 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,525 shares; 2025Q2: not reported; 2025Q3: 4,728 shares; 2025Q4: 7,689 shares; 2026Q1: 7,832 shares 7,832 $573K 0.26% +143 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 3,866 shares; 2025Q1: 3,086 shares; 2025Q2: 3,566 shares; 2025Q3: 3,595 shares; 2025Q4: 3,074 shares; 2026Q1: 3,718 shares 3,718 $561K 0.25% +644 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,113 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,939 shares; 2025Q4: 3,252 shares; 2026Q1: 3,247 shares 3,247 $551K 0.25% -5 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: 1,426 shares; 2025Q4: 1,997 shares; 2026Q1: 2,007 shares 2,007 $543K 0.24% +10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,159 shares; 2025Q1: 4,159 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $531K 0.24% 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: 1,657 shares; 2024Q4: 1,973 shares; 2025Q1: 1,488 shares; 2025Q2: 1,680 shares; 2025Q3: 1,590 shares; 2025Q4: 1,831 shares; 2026Q1: 1,857 shares 1,857 $528K 0.24% +26 Timeline IWF 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: 1,898 shares; 2024Q4: 1,805 shares; 2025Q1: 1,674 shares; 2025Q2: 1,589 shares; 2025Q3: 1,425 shares; 2025Q4: 1,294 shares; 2026Q1: 1,199 shares 1,199 $511K 0.23% -95 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 107 shares; 2025Q4: 105 shares; 2026Q1: 121 shares 121 $509K 0.23% +16 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: 3,242 shares; 2024Q4: 3,621 shares; 2025Q1: 3,996 shares; 2025Q2: 4,686 shares; 2025Q3: 4,567 shares; 2025Q4: 5,004 shares; 2026Q1: 4,481 shares 4,481 $508K 0.23% -523 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: 3,355 shares; 2024Q4: 2,577 shares; 2025Q1: 2,938 shares; 2025Q2: 3,051 shares; 2025Q3: 3,083 shares; 2025Q4: 3,043 shares; 2026Q1: 3,092 shares 3,092 $508K 0.23% +49 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: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,867 shares; 2026Q1: 2,583 shares 2,583 $507K 0.23% -284 Timeline PFXF 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: 28,750 shares; 2024Q4: 28,750 shares; 2025Q1: 28,750 shares; 2025Q2: 28,750 shares; 2025Q3: 28,750 shares; 2025Q4: 28,750 shares; 2026Q1: 28,750 shares 28,750 $504K 0.23% 0 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: 424 shares; 2024Q4: 429 shares; 2025Q1: 456 shares; 2025Q2: 427 shares; 2025Q3: 361 shares; 2025Q4: 337 shares; 2026Q1: 500 shares 500 $498K 0.22% +163 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,883 shares; 2025Q2: 3,572 shares; 2025Q3: 3,811 shares; 2025Q4: 4,264 shares; 2026Q1: 4,000 shares 4,000 $493K 0.22% -264 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: 802 shares; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 501 shares; 2025Q4: 614 shares; 2026Q1: 564 shares 564 $493K 0.22% -50 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 60,533 shares; 2025Q1: 60,665 shares; 2025Q2: 45,540 shares; 2025Q3: 45,775 shares; 2025Q4: 46,017 shares; 2026Q1: 46,277 shares 46,277 $478K 0.21% +260 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,842 shares; 2025Q1: 5,901 shares; 2025Q2: not reported; 2025Q3: 8,354 shares; 2025Q4: 17,285 shares; 2026Q1: 14,370 shares 14,370 $470K 0.21% -2,915 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,896 shares; 2025Q3: 7,065 shares; 2025Q4: 7,004 shares; 2026Q1: 6,885 shares 6,885 $469K 0.21% -119 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: 737 shares; 2024Q4: 773 shares; 2025Q1: 1,190 shares; 2025Q2: 1,095 shares; 2025Q3: 1,123 shares; 2025Q4: 1,041 shares; 2026Q1: 1,013 shares 1,013 $467K 0.21% -28 Timeline VBR 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: 2,145 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares 2,145 $466K 0.21% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,019 shares; 2025Q1: 6,702 shares; 2025Q2: 6,356 shares; 2025Q3: 6,212 shares; 2025Q4: 6,259 shares; 2026Q1: 6,159 shares 6,159 $465K 0.21% -100 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,678 shares; 2026Q1: 3,636 shares 3,636 $459K 0.21% +958 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: 2,803 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 1,635 shares; 2025Q3: 1,442 shares; 2025Q4: 2,221 shares; 2026Q1: 2,726 shares 2,726 $455K 0.2% +505 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: 1,983 shares; 2024Q4: 2,444 shares; 2025Q1: 2,399 shares; 2025Q2: 2,508 shares; 2025Q3: 2,308 shares; 2025Q4: 2,446 shares; 2026Q1: 2,300 shares 2,300 $447K 0.2% -146 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: 1,836 shares; 2024Q4: 3,536 shares; 2025Q1: 3,638 shares; 2025Q2: 3,667 shares; 2025Q3: 3,437 shares; 2025Q4: 2,803 shares; 2026Q1: 2,703 shares 2,703 $433K 0.19% -100 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,511 shares; 2024Q4: 5,511 shares; 2025Q1: 5,511 shares; 2025Q2: 5,511 shares; 2025Q3: 5,453 shares; 2025Q4: 5,473 shares; 2026Q1: 5,473 shares 5,473 $431K 0.19% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,757 shares; 2025Q1: 6,892 shares; 2025Q2: 6,834 shares; 2025Q3: 6,790 shares; 2025Q4: 6,752 shares; 2026Q1: 6,752 shares 6,752 $418K 0.19% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: not reported; 2025Q1: 6,135 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 6,970 shares; 2026Q1: 6,699 shares 6,699 $418K 0.19% -271 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,759 shares; 2025Q1: 2,621 shares; 2025Q2: 2,519 shares; 2025Q3: 2,441 shares; 2025Q4: 2,565 shares; 2026Q1: 2,428 shares 2,428 $418K 0.19% -137 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,331 shares; 2025Q1: 8,331 shares; 2025Q2: 8,332 shares; 2025Q3: 8,332 shares; 2025Q4: 9,433 shares; 2026Q1: 9,433 shares 9,433 $415K 0.19% 0 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: 2,184 shares; 2024Q4: 2,271 shares; 2025Q1: 1,681 shares; 2025Q2: 1,320 shares; 2025Q3: 2,280 shares; 2025Q4: 1,895 shares; 2026Q1: 2,114 shares 2,114 $408K 0.18% +219 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: 506 shares; 2024Q4: 551 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 488 shares; 2025Q4: 4,449 shares; 2026Q1: 4,205 shares 4,205 $404K 0.18% -244 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,719 shares; 2025Q1: 6,719 shares; 2025Q2: 6,722 shares; 2025Q3: 6,722 shares; 2025Q4: 6,726 shares; 2026Q1: 6,726 shares 6,726 $403K 0.18% 0 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: 11,750 shares; 2024Q4: 11,815 shares; 2025Q1: 9,917 shares; 2025Q2: 10,509 shares; 2025Q3: 10,091 shares; 2025Q4: 9,625 shares; 2026Q1: 8,254 shares 8,254 $402K 0.18% -1,371 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 14,270 shares; 2025Q1: 12,340 shares; 2025Q2: 9,795 shares; 2025Q3: 9,795 shares; 2025Q4: 9,558 shares; 2026Q1: 9,498 shares 9,498 $397K 0.18% -60 Timeline SSL SASOL LTD More: the full row for SASOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,779 shares; 2024Q4: 12,841 shares; 2025Q1: not reported; 2025Q2: 11,772 shares; 2025Q3: 21,467 shares; 2025Q4: 30,077 shares; 2026Q1: 30,324 shares 30,324 $393K 0.18% +247 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 5,033 shares; 2025Q1: 4,635 shares; 2025Q2: 4,719 shares; 2025Q3: 3,128 shares; 2025Q4: 2,933 shares; 2026Q1: 2,780 shares 2,780 $392K 0.18% -153 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: 1,822 shares; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,822 shares 1,822 $392K 0.18% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 10,910 shares; 2025Q3: 10,910 shares; 2025Q4: 10,910 shares; 2026Q1: 9,810 shares 9,810 $389K 0.17% -1,100 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: 2,581 shares; 2024Q4: 2,581 shares; 2025Q1: 2,209 shares; 2025Q2: 2,647 shares; 2025Q3: 2,348 shares; 2025Q4: 2,593 shares; 2026Q1: 2,360 shares 2,360 $388K 0.17% -233 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,755 shares; 2025Q3: 1,753 shares; 2025Q4: 1,880 shares; 2026Q1: 1,865 shares 1,865 $388K 0.17% -15 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: 5,438 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 6,530 shares; 2025Q4: 6,386 shares; 2026Q1: 6,386 shares 6,386 $379K 0.17% 0 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: 565 shares; 2024Q4: 560 shares; 2025Q1: 705 shares; 2025Q2: 599 shares; 2025Q3: 658 shares; 2025Q4: 660 shares; 2026Q1: 887 shares 887 $377K 0.17% +227 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,077 shares; 2024Q4: 22,173 shares; 2025Q1: 33,834 shares; 2025Q2: 32,625 shares; 2025Q3: 41,898 shares; 2025Q4: 42,006 shares; 2026Q1: 42,006 shares 42,006 $377K 0.17% 0 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: 2,348 shares; 2024Q4: 2,549 shares; 2025Q1: 2,881 shares; 2025Q2: 3,000 shares; 2025Q3: 3,112 shares; 2025Q4: 3,005 shares; 2026Q1: 2,918 shares 2,918 $376K 0.17% -87 Timeline USMV 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: 5,316 shares; 2024Q4: 7,097 shares; 2025Q1: 7,097 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares 3,976 $369K 0.17% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,741 shares; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 3,308 shares; 2025Q4: 3,474 shares; 2026Q1: 2,945 shares 2,945 $367K 0.16% -529 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,628 shares; 2024Q4: 37,803 shares; 2025Q1: 32,056 shares; 2025Q2: 34,545 shares; 2025Q3: 32,646 shares; 2025Q4: 5,792 shares; 2026Q1: 5,856 shares 5,856 $365K 0.16% +64 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,358 shares; 2025Q1: not reported; 2025Q2: 3,722 shares; 2025Q3: 3,812 shares; 2025Q4: 4,020 shares; 2026Q1: 3,871 shares 3,871 $364K 0.16% -149 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,242 shares; 2024Q4: 17,918 shares; 2025Q1: not reported; 2025Q2: 16,792 shares; 2025Q3: 16,792 shares; 2025Q4: 16,753 shares; 2026Q1: 16,753 shares 16,753 $363K 0.16% 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: 44,490 shares; 2024Q4: 44,490 shares; 2025Q1: 44,490 shares; 2025Q2: 46,146 shares; 2025Q3: 45,680 shares; 2025Q4: 45,680 shares; 2026Q1: 45,680 shares 45,680 $363K 0.16% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 6,016 shares; 2025Q1: 6,219 shares; 2025Q2: 4,193 shares; 2025Q3: 3,212 shares; 2025Q4: 3,232 shares; 2026Q1: 4,373 shares 4,373 $357K 0.16% +1,141 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,347 shares; 2024Q4: 24,163 shares; 2025Q1: 24,100 shares; 2025Q2: 24,302 shares; 2025Q3: 23,585 shares; 2025Q4: 23,646 shares; 2026Q1: 23,646 shares 23,646 $355K 0.16% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,183 shares; 2025Q3: 1,181 shares; 2025Q4: 1,043 shares; 2026Q1: 1,025 shares 1,025 $354K 0.16% -18 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: 1,781 shares; 2024Q4: 2,024 shares; 2025Q1: 1,812 shares; 2025Q2: 1,938 shares; 2025Q3: 2,142 shares; 2025Q4: 1,610 shares; 2026Q1: 1,449 shares 1,449 $351K 0.16% -161 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,271 shares; 2024Q4: 32,271 shares; 2025Q1: 32,271 shares; 2025Q2: 32,271 shares; 2025Q3: 32,271 shares; 2025Q4: 32,271 shares; 2026Q1: 32,271 shares 32,271 $351K 0.16% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,861 shares; 2026Q1: 5,950 shares 5,950 $350K 0.16% +89 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: 6,458 shares; 2024Q4: 6,884 shares; 2025Q1: 6,076 shares; 2025Q2: 4,272 shares; 2025Q3: 4,700 shares; 2025Q4: 5,755 shares; 2026Q1: 4,497 shares 4,497 $349K 0.16% -1,258 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,950 shares; 2024Q4: 20,050 shares; 2025Q1: 20,050 shares; 2025Q2: 14,950 shares; 2025Q3: 14,950 shares; 2025Q4: 16,223 shares; 2026Q1: 16,230 shares 16,230 $349K 0.16% +7 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 17,803 shares; 2025Q1: 17,256 shares; 2025Q2: 18,655 shares; 2025Q3: 18,314 shares; 2025Q4: 16,460 shares; 2026Q1: 16,460 shares 16,460 $348K 0.16% 0 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: 974 shares; 2024Q4: 1,315 shares; 2025Q1: 896 shares; 2025Q2: 1,377 shares; 2025Q3: 910 shares; 2025Q4: not reported; 2026Q1: 1,417 shares 1,417 $344K 0.15% new 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: 4,500 shares; 2024Q4: 4,460 shares; 2025Q1: 4,434 shares; 2025Q2: 4,264 shares; 2025Q3: 3,995 shares; 2025Q4: 2,882 shares; 2026Q1: 4,488 shares 4,488 $344K 0.15% +1,606 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,148 shares 3,148 $341K 0.15% +8 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: 2,697 shares; 2024Q4: 2,838 shares; 2025Q1: 2,745 shares; 2025Q2: 2,456 shares; 2025Q3: 2,402 shares; 2025Q4: 2,320 shares; 2026Q1: 2,326 shares 2,326 $338K 0.15% +6 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 382 shares; 2025Q4: 520 shares; 2026Q1: 456 shares 456 $337K 0.15% -64 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 772 shares; 2025Q4: 698 shares; 2026Q1: 614 shares 614 $334K 0.15% -84 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: 782 shares; 2024Q4: 846 shares; 2025Q1: 855 shares; 2025Q2: 867 shares; 2025Q3: 897 shares; 2025Q4: 674 shares; 2026Q1: 765 shares 765 $331K 0.15% +91 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,369 shares; 2025Q3: 6,396 shares; 2025Q4: 5,740 shares; 2026Q1: 5,958 shares 5,958 $323K 0.15% +218 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: 202 shares; 2024Q4: 199 shares; 2025Q1: 207 shares; 2025Q2: 177 shares; 2025Q3: 180 shares; 2025Q4: 175 shares; 2026Q1: 184 shares 184 $318K 0.14% +9 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: 1,210 shares; 2024Q4: 1,237 shares; 2025Q1: 1,380 shares; 2025Q2: 1,617 shares; 2025Q3: 1,657 shares; 2025Q4: 1,589 shares; 2026Q1: 1,271 shares 1,271 $316K 0.14% -318 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,271 shares; 2025Q4: 1,064 shares; 2026Q1: 969 shares 969 $312K 0.14% -95 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares; 2026Q1: 515 shares 515 $311K 0.14% +37 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 4,596 shares; 2025Q1: 4,429 shares; 2025Q2: 4,286 shares; 2025Q3: 4,290 shares; 2025Q4: not reported; 2026Q1: 5,427 shares 5,427 $309K 0.14% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 7,050 shares; 2025Q1: 8,651 shares; 2025Q2: 8,522 shares; 2025Q3: 8,457 shares; 2025Q4: 8,459 shares; 2026Q1: 8,459 shares 8,459 $308K 0.14% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,553 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares; 2026Q1: 3,973 shares 3,973 $307K 0.14% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,106 shares; 2026Q1: 2,244 shares 2,244 $306K 0.14% +138 Timeline IYW 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: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares; 2026Q1: 1,686 shares 1,686 $306K 0.14% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,302 shares; 2024Q4: 21,302 shares; 2025Q1: 21,302 shares; 2025Q2: 21,302 shares; 2025Q3: 21,302 shares; 2025Q4: 21,302 shares; 2026Q1: 21,302 shares 21,302 $304K 0.14% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 11,202 shares; 2025Q4: 10,637 shares; 2026Q1: 10,831 shares 10,831 $303K 0.14% +194 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,441 shares; 2024Q4: 52,453 shares; 2025Q1: 52,846 shares; 2025Q2: 52,862 shares; 2025Q3: 52,876 shares; 2025Q4: 52,890 shares; 2026Q1: 52,900 shares 52,900 $302K 0.14% +10 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,277 shares; 2026Q1: 1,299 shares 1,299 $297K 0.13% +22 Timeline IFGL 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: 13,040 shares; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 13,040 shares; 2025Q3: 13,040 shares; 2025Q4: 13,040 shares; 2026Q1: 13,040 shares 13,040 $292K 0.13% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares; 2026Q1: 1,369 shares 1,369 $290K 0.13% +25 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,242 shares; 2024Q4: 15,210 shares; 2025Q1: not reported; 2025Q2: 14,940 shares; 2025Q3: 18,379 shares; 2025Q4: 19,438 shares; 2026Q1: 19,609 shares 19,609 $290K 0.13% +171 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 19,500 shares; 2025Q1: 16,533 shares; 2025Q2: 13,890 shares; 2025Q3: 13,322 shares; 2025Q4: 13,373 shares; 2026Q1: 13,373 shares 13,373 $290K 0.13% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,086 shares; 2026Q1: 9,016 shares 9,016 $289K 0.13% -1,070 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $288K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 1,381 shares; 2026Q1: 1,384 shares 1,384 $286K 0.13% +3 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,368 shares; 2024Q4: 11,525 shares; 2025Q1: 11,528 shares; 2025Q2: 7,267 shares; 2025Q3: 7,271 shares; 2025Q4: 7,336 shares; 2026Q1: 7,339 shares 7,339 $286K 0.13% +3 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,331 shares; 2024Q4: 5,029 shares; 2025Q1: 5,029 shares; 2025Q2: 5,029 shares; 2025Q3: 5,029 shares; 2025Q4: 5,029 shares; 2026Q1: 5,029 shares 5,029 $285K 0.13% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,827 shares; 2025Q4: 1,806 shares; 2026Q1: 1,826 shares 1,826 $284K 0.13% +20 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: 953 shares; 2024Q4: 876 shares; 2025Q1: 922 shares; 2025Q2: 1,032 shares; 2025Q3: 1,101 shares; 2025Q4: 894 shares; 2026Q1: 825 shares 825 $283K 0.13% -69 Timeline LDEM 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: 5,241 shares; 2025Q1: 6,220 shares; 2025Q2: 4,840 shares; 2025Q3: 4,840 shares; 2025Q4: 4,807 shares; 2026Q1: 4,807 shares 4,807 $279K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $275K 0.12% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,563 shares 1,563 $271K 0.12% +316 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,886 shares; 2025Q2: 6,417 shares; 2025Q3: 8,508 shares; 2025Q4: 11,201 shares; 2026Q1: 12,525 shares 12,525 $271K 0.12% +1,324 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,671 shares; 2025Q3: 1,613 shares; 2025Q4: 1,654 shares; 2026Q1: 1,478 shares 1,478 $270K 0.12% -176 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: 873 shares; 2024Q4: 894 shares; 2025Q1: 1,133 shares; 2025Q2: 726 shares; 2025Q3: 951 shares; 2025Q4: not reported; 2026Q1: 856 shares 856 $266K 0.12% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 12,363 shares; 2025Q1: 11,672 shares; 2025Q2: 10,872 shares; 2025Q3: 11,039 shares; 2025Q4: 12,083 shares; 2026Q1: 11,283 shares 11,283 $263K 0.12% -800 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,539 shares; 2025Q1: 1,530 shares; 2025Q2: 1,373 shares; 2025Q3: 1,490 shares; 2025Q4: 1,412 shares; 2026Q1: 1,311 shares 1,311 $262K 0.12% -101 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: 2,778 shares; 2024Q4: 4,167 shares; 2025Q1: 3,595 shares; 2025Q2: 3,728 shares; 2025Q3: 3,610 shares; 2025Q4: 3,760 shares; 2026Q1: 3,641 shares 3,641 $262K 0.12% -119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 918 shares; 2025Q4: 927 shares; 2026Q1: 822 shares 822 $262K 0.12% -105 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 456 shares; 2026Q1: 441 shares 441 $262K 0.12% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $261K 0.12% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,589 shares; 2025Q2: 2,447 shares; 2025Q3: 2,390 shares; 2025Q4: 2,220 shares; 2026Q1: 2,197 shares 2,197 $259K 0.12% -23 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,129 shares; 2024Q4: 17,602 shares; 2025Q1: 21,570 shares; 2025Q2: 21,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,024 shares 19,024 $257K 0.12% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,781 shares; 2025Q4: 1,986 shares; 2026Q1: 2,030 shares 2,030 $257K 0.12% +44 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: 4,805 shares; 2024Q4: 4,805 shares; 2025Q1: 3,444 shares; 2025Q2: 4,795 shares; 2025Q3: 3,870 shares; 2025Q4: 4,045 shares; 2026Q1: 3,161 shares 3,161 $252K 0.11% -884 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,430 shares; 2026Q1: 3,782 shares 3,782 $251K 0.11% +352 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares 2,609 $250K 0.11% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM 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: 9,141 shares; 2025Q3: not reported; 2025Q4: 8,506 shares; 2026Q1: 8,506 shares 8,506 $249K 0.11% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,647 shares; 2025Q2: 4,522 shares; 2025Q3: 4,524 shares; 2025Q4: 4,655 shares; 2026Q1: 4,655 shares 4,655 $241K 0.11% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,927 shares; 2026Q1: 8,281 shares 8,281 $238K 0.11% -646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares; 2026Q1: 1,639 shares 1,639 $237K 0.11% +72 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: 3,531 shares 3,531 $234K 0.11% -109 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares; 2026Q1: 6,132 shares 6,132 $233K 0.1% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 3,538 shares; 2025Q3: 3,487 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares 3,488 $231K 0.1% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares 1,020 $231K 0.1% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,531 shares 5,531 $230K 0.1% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,869 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,308 shares; 2026Q1: 3,122 shares 3,122 $230K 0.1% -186 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 10,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,070 shares 10,070 $230K 0.1% new Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $226K 0.1% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: 761 shares 761 $226K 0.1% +26 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,765 shares; 2025Q1: 1,742 shares; 2025Q2: 1,731 shares; 2025Q3: 1,436 shares; 2025Q4: not reported; 2026Q1: 759 shares 759 $224K 0.1% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 395 shares; 2026Q1: 415 shares 415 $223K 0.1% +20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares 1,224 $223K 0.1% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,323 shares; 2026Q1: 5,181 shares 5,181 $222K 0.1% -1,142 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,655 shares; 2026Q1: 2,604 shares 2,604 $221K 0.1% -51 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138 $218K 0.1% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares 4,653 $218K 0.1% 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: 1,160 shares; 2024Q4: 1,031 shares; 2025Q1: 1,180 shares; 2025Q2: 1,481 shares; 2025Q3: 1,070 shares; 2025Q4: 1,031 shares; 2026Q1: 779 shares 779 $216K 0.1% -252 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 379 shares; 2025Q4: 381 shares; 2026Q1: 408 shares 408 $213K 0.1% +27 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: 12,270 shares; 2024Q4: 14,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,801 shares 8,801 $211K 0.09% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 624 shares; 2026Q1: 438 shares 438 $210K 0.09% -186 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: not reported; 2026Q1: 1,033 shares 1,033 $210K 0.09% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,302 shares; 2024Q4: 27,790 shares; 2025Q1: not reported; 2025Q2: 18,952 shares; 2025Q3: 18,328 shares; 2025Q4: 18,490 shares; 2026Q1: 18,490 shares 18,490 $209K 0.09% 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $207K 0.09% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: 1,529 shares; 2025Q4: 1,500 shares; 2026Q1: 1,480 shares 1,480 $206K 0.09% -20 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares; 2026Q1: 1,833 shares 1,833 $203K 0.09% -75 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,156 shares 3,156 $202K 0.09% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,027 shares; 2025Q4: not reported; 2026Q1: 2,962 shares 2,962 $202K 0.09% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 4,593 shares; 2026Q1: 4,319 shares 4,319 $201K 0.09% -274 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 4,301 shares; 2025Q4: 3,508 shares; 2026Q1: 3,763 shares 3,763 $201K 0.09% +255 Timeline VTHR 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: 694 shares; 2026Q1: 696 shares 696 $200K 0.09% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares 1,913 $200K 0.09% new 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: not reported; 2025Q2: 11,485 shares; 2025Q3: 11,485 shares; 2025Q4: 11,485 shares; 2026Q1: 11,485 shares 11,485 $195K 0.09% 0 Timeline YALA YALLA GROUP LTD More: the full row for YALLA GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,259 shares; 2025Q1: not reported; 2025Q2: 26,065 shares; 2025Q3: 26,432 shares; 2025Q4: 29,764 shares; 2026Q1: 30,862 shares 30,862 $192K 0.09% +1,098 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,183 shares; 2024Q4: 35,456 shares; 2025Q1: not reported; 2025Q2: 35,561 shares; 2025Q3: 35,561 shares; 2025Q4: 36,060 shares; 2026Q1: 36,060 shares 36,060 $142K 0.06% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 19,770 shares; 2025Q1: not reported; 2025Q2: 26,381 shares; 2025Q3: 26,381 shares; 2025Q4: 26,381 shares; 2026Q1: 26,381 shares 26,381 $133K 0.06% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 11,137 shares; 2025Q3: 12,260 shares; 2025Q4: 11,714 shares; 2026Q1: 10,298 shares 10,298 $97.6K 0.04% -1,416 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,404 shares; 2025Q1: not reported; 2025Q2: 20,045 shares; 2025Q3: 27,506 shares; 2025Q4: 17,062 shares; 2026Q1: 11,442 shares 11,442 $76K 0.03% -5,620 Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,556 shares; 2024Q4: 21,440 shares; 2025Q1: not reported; 2025Q2: 21,254 shares; 2025Q3: 20,776 shares; 2025Q4: 20,595 shares; 2026Q1: 21,016 shares 21,016 $58.4K 0.03% +421 Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 13,847 shares; 2025Q1: not reported; 2025Q2: 13,618 shares; 2025Q3: 16,027 shares; 2025Q4: 16,027 shares; 2026Q1: 24,107 shares 24,107 $52.6K 0.02% +8,080 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 23,364 shares; 2025Q1: not reported; 2025Q2: 41,231 shares; 2025Q3: 28,305 shares; 2025Q4: 28,118 shares; 2026Q1: 23,688 shares 23,688 $50.2K 0.02% -4,430 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS 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: 17,682 shares; 2026Q1: 17,811 shares 17,811 $44.2K 0.02% +129 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,889 shares; 2025Q3: 12,241 shares; 2025Q4: 12,224 shares; 2026Q1: 12,564 shares 12,564 $44.1K 0.02% +340 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS 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: 10,479 shares; 2025Q3: not reported; 2025Q4: 13,791 shares; 2026Q1: 10,950 shares 10,950 $37.6K 0.02% -2,841 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 21,732 shares; 2025Q1: not reported; 2025Q2: 21,362 shares; 2025Q3: 21,362 shares; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares 13,650 $32.6K 0.01% 0 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 14,947 shares; 2025Q1: not reported; 2025Q2: 20,009 shares; 2025Q3: 22,201 shares; 2025Q4: 20,701 shares; 2026Q1: 12,292 shares 12,292 $23K 0.01% -8,409 Timeline