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: 849,468 shares; 2024Q4: 846,560 shares; 2025Q1: 869,377 shares; 2025Q2: 881,294 shares; 2025Q3: 847,956 shares; 2025Q4: 828,481 shares; 2026Q1: 821,346 shares 821,346 $208M 4.79% -7,135 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: 792,861 shares; 2024Q4: 795,668 shares; 2025Q1: 1,020,409 shares; 2025Q2: 982,007 shares; 2025Q3: 996,295 shares; 2025Q4: 914,400 shares; 2026Q1: 900,449 shares 900,449 $157M 3.61% -13,951 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: 434,310 shares; 2024Q4: 424,807 shares; 2025Q1: 433,058 shares; 2025Q2: 435,572 shares; 2025Q3: 430,923 shares; 2025Q4: 422,852 shares; 2026Q1: 421,032 shares 421,032 $156M 3.58% -1,820 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: 205,277 shares; 2024Q4: 203,736 shares; 2025Q1: 203,049 shares; 2025Q2: 206,654 shares; 2025Q3: 205,032 shares; 2025Q4: 202,575 shares; 2026Q1: 201,473 shares 201,473 $131M 3.01% -1,102 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: 476,543 shares; 2024Q4: 469,714 shares; 2025Q1: 470,990 shares; 2025Q2: 476,402 shares; 2025Q3: 468,592 shares; 2025Q4: 461,402 shares; 2026Q1: 442,209 shares 442,209 $127M 2.92% -19,193 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: 325,282 shares; 2024Q4: 325,708 shares; 2025Q1: 323,336 shares; 2025Q2: 317,261 shares; 2025Q3: 315,457 shares; 2025Q4: 310,893 shares; 2026Q1: 295,219 shares 295,219 $127M 2.92% -15,674 Timeline EFA 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: 293,492 shares; 2024Q4: 437,720 shares; 2025Q1: 1,351,236 shares; 2025Q2: 1,386,025 shares; 2025Q3: 1,427,316 shares; 2025Q4: 1,272,638 shares; 2026Q1: 1,275,057 shares 1,275,057 $124M 2.85% +2,419 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: 672,752 shares; 2024Q4: 672,909 shares; 2025Q1: 666,108 shares; 2025Q2: 666,045 shares; 2025Q3: 669,001 shares; 2025Q4: 734,057 shares; 2026Q1: 731,497 shares 731,497 $102M 2.34% -2,560 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 16,394 shares; 2025Q1: 33,289 shares; 2025Q2: 33,289 shares; 2025Q3: 45,379 shares; 2025Q4: 64,023 shares; 2026Q1: 1,016,257 shares 1,016,257 $93.1M 2.14% +952,234 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,156 shares; 2024Q4: 113,699 shares; 2025Q1: 111,687 shares; 2025Q2: 116,052 shares; 2025Q3: 113,704 shares; 2025Q4: 113,885 shares; 2026Q1: 113,467 shares 113,467 $79.2M 1.82% -418 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300,137 shares; 2025Q4: 1,450,504 shares; 2026Q1: 1,456,163 shares 1,456,163 $74.3M 1.71% +5,659 Timeline IEFA 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: 804,598 shares; 2024Q4: 800,502 shares; 2025Q1: 793,901 shares; 2025Q2: 821,334 shares; 2025Q3: 794,632 shares; 2025Q4: 794,385 shares; 2026Q1: 810,969 shares 810,969 $73.4M 1.69% +16,584 Timeline CMF 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: 849,445 shares; 2024Q4: 1,063,062 shares; 2025Q1: 1,152,134 shares; 2025Q2: 1,344,831 shares; 2025Q3: 1,434,753 shares; 2025Q4: 1,439,125 shares; 2026Q1: 1,234,606 shares 1,234,606 $70.2M 1.61% -204,519 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: 222,902 shares; 2024Q4: 221,411 shares; 2025Q1: 213,498 shares; 2025Q2: 202,693 shares; 2025Q3: 205,904 shares; 2025Q4: 202,079 shares; 2026Q1: 199,297 shares 199,297 $63.9M 1.47% -2,782 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: 266,159 shares; 2024Q4: 267,904 shares; 2025Q1: 262,048 shares; 2025Q2: 264,471 shares; 2025Q3: 271,838 shares; 2025Q4: 258,962 shares; 2026Q1: 265,063 shares 265,063 $55.2M 1.27% +6,101 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: 241,492 shares; 2024Q4: 236,518 shares; 2025Q1: 245,790 shares; 2025Q2: 246,697 shares; 2025Q3: 247,841 shares; 2025Q4: 249,231 shares; 2026Q1: 253,684 shares 253,684 $55.1M 1.27% +4,453 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127,051 shares; 2024Q4: 931,471 shares; 2025Q1: 1,384,013 shares; 2025Q2: 1,359,378 shares; 2025Q3: 1,559,396 shares; 2025Q4: 1,879,087 shares; 2026Q1: 2,352,179 shares 2,352,179 $53.9M 1.24% +473,092 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: 160,890 shares; 2024Q4: 160,499 shares; 2025Q1: 164,116 shares; 2025Q2: 161,755 shares; 2025Q3: 161,431 shares; 2025Q4: 154,467 shares; 2026Q1: 152,808 shares 152,808 $46.2M 1.06% -1,659 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: 71,136 shares; 2024Q4: 70,750 shares; 2025Q1: 70,636 shares; 2025Q2: 71,189 shares; 2025Q3: 70,542 shares; 2025Q4: 69,847 shares; 2026Q1: 68,901 shares 68,901 $45M 1.03% -946 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: 135,237 shares; 2024Q4: 144,866 shares; 2025Q1: 150,787 shares; 2025Q2: 163,323 shares; 2025Q3: 162,108 shares; 2025Q4: 154,817 shares; 2026Q1: 150,347 shares 150,347 $44.2M 1.02% -4,470 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: 141,074 shares; 2024Q4: 141,561 shares; 2025Q1: 141,351 shares; 2025Q2: 140,786 shares; 2025Q3: 140,129 shares; 2025Q4: 127,890 shares; 2026Q1: 120,456 shares 120,456 $40.7M 0.94% -7,434 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,497 shares; 2024Q4: 552,812 shares; 2025Q1: 518,295 shares; 2025Q2: 512,822 shares; 2025Q3: 520,027 shares; 2025Q4: 540,697 shares; 2026Q1: 540,192 shares 540,192 $40.6M 0.93% -505 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: 257,632 shares; 2024Q4: 254,941 shares; 2025Q1: 92,434 shares; 2025Q2: 88,279 shares; 2025Q3: 227,269 shares; 2025Q4: 220,922 shares; 2026Q1: 68,691 shares 68,691 $39.6M 0.91% -152,231 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: 39,066 shares; 2024Q4: 38,906 shares; 2025Q1: 40,187 shares; 2025Q2: 41,017 shares; 2025Q3: 40,108 shares; 2025Q4: 39,354 shares; 2026Q1: 39,522 shares 39,522 $39.4M 0.91% +168 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: 64,055 shares; 2024Q4: 89,778 shares; 2025Q1: 97,847 shares; 2025Q2: 98,445 shares; 2025Q3: 100,487 shares; 2025Q4: 67,501 shares; 2026Q1: 65,575 shares 65,575 $39.2M 0.9% -1,926 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: 56,567 shares; 2024Q4: 60,331 shares; 2025Q1: 65,718 shares; 2025Q2: 112,044 shares; 2025Q3: 114,374 shares; 2025Q4: 125,712 shares; 2026Q1: 121,051 shares 121,051 $37.5M 0.86% -4,661 Timeline IBTG 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: 1,651,658 shares; 2024Q4: 788,846 shares; 2025Q1: 659,607 shares; 2025Q2: 125,079 shares; 2025Q3: 3,095,899 shares; 2025Q4: 2,824,210 shares; 2026Q1: 1,606,184 shares 1,606,184 $36.8M 0.85% -1,218,026 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: 140,215 shares; 2024Q4: 135,207 shares; 2025Q1: 141,294 shares; 2025Q2: 154,306 shares; 2025Q3: 152,544 shares; 2025Q4: 149,439 shares; 2026Q1: 149,011 shares 149,011 $36.4M 0.84% -428 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: 81,392 shares; 2024Q4: 81,862 shares; 2025Q1: 82,269 shares; 2025Q2: 82,225 shares; 2025Q3: 82,361 shares; 2025Q4: 61,095 shares; 2026Q1: 59,891 shares 59,891 $34.3M 0.79% -1,204 Timeline JMUB 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: 735,933 shares; 2025Q1: 1,095,717 shares; 2025Q2: 1,341,884 shares; 2025Q3: 762,659 shares; 2025Q4: 794,545 shares; 2026Q1: 680,094 shares 680,094 $34M 0.78% -114,451 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: 215,062 shares; 2024Q4: 216,537 shares; 2025Q1: 223,879 shares; 2025Q2: 223,184 shares; 2025Q3: 215,563 shares; 2025Q4: 203,821 shares; 2026Q1: 203,696 shares 203,696 $32.5M 0.75% -125 Timeline IJS 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: 300,542 shares; 2024Q4: 305,852 shares; 2025Q1: 287,942 shares; 2025Q2: 276,415 shares; 2025Q3: 273,214 shares; 2025Q4: 270,840 shares; 2026Q1: 269,055 shares 269,055 $31.9M 0.73% -1,785 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: 211,867 shares; 2024Q4: 214,107 shares; 2025Q1: 214,325 shares; 2025Q2: 213,830 shares; 2025Q3: 195,419 shares; 2025Q4: 194,271 shares; 2026Q1: 190,960 shares 190,960 $31.4M 0.72% -3,311 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: 117,329 shares; 2024Q4: 117,087 shares; 2025Q1: 116,630 shares; 2025Q2: 118,632 shares; 2025Q3: 118,100 shares; 2025Q4: 233,201 shares; 2026Q1: 231,604 shares 231,604 $30.8M 0.71% -1,597 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: 57,246 shares; 2024Q4: 55,946 shares; 2025Q1: 56,863 shares; 2025Q2: 55,795 shares; 2025Q3: 59,830 shares; 2025Q4: 57,435 shares; 2026Q1: 57,055 shares 57,055 $30.7M 0.71% -380 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361,953 shares 1,361,953 $30.3M 0.7% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,551 shares; 2024Q4: 86,842 shares; 2025Q1: 89,496 shares; 2025Q2: 93,483 shares; 2025Q3: 93,382 shares; 2025Q4: 90,342 shares; 2026Q1: 90,169 shares 90,169 $29.7M 0.68% -173 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: 26,710 shares; 2024Q4: 26,162 shares; 2025Q1: 24,601 shares; 2025Q2: 24,379 shares; 2025Q3: 23,132 shares; 2025Q4: 21,598 shares; 2026Q1: 19,571 shares 19,571 $28.8M 0.66% -2,027 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: 97,584 shares; 2024Q4: 98,278 shares; 2025Q1: 94,724 shares; 2025Q2: 104,086 shares; 2025Q3: 100,373 shares; 2025Q4: 99,867 shares; 2026Q1: 96,749 shares 96,749 $27.8M 0.64% -3,118 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: 26,965 shares; 2025Q1: 27,606 shares; 2025Q2: 28,360 shares; 2025Q3: 27,700 shares; 2025Q4: 26,691 shares; 2026Q1: 26,729 shares 26,729 $25.7M 0.59% +38 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: 83,648 shares; 2024Q4: 84,211 shares; 2025Q1: 87,286 shares; 2025Q2: 98,838 shares; 2025Q3: 114,967 shares; 2025Q4: 107,005 shares; 2026Q1: 123,855 shares 123,855 $25.6M 0.59% +16,850 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,800 shares; 2024Q4: 58,068 shares; 2025Q1: 59,031 shares; 2025Q2: 58,490 shares; 2025Q3: 59,829 shares; 2025Q4: 58,918 shares; 2026Q1: 58,763 shares 58,763 $24.5M 0.56% -155 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: 186,240 shares; 2024Q4: 183,757 shares; 2025Q1: 189,021 shares; 2025Q2: 192,766 shares; 2025Q3: 176,603 shares; 2025Q4: 177,475 shares; 2026Q1: 178,891 shares 178,891 $23.6M 0.54% +1,416 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: 23,615 shares; 2024Q4: 23,882 shares; 2025Q1: 23,918 shares; 2025Q2: 23,792 shares; 2025Q3: 24,927 shares; 2025Q4: 248,046 shares; 2026Q1: 241,902 shares 241,902 $23.3M 0.53% -6,144 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: 18,366 shares; 2024Q4: 17,261 shares; 2025Q1: 175,638 shares; 2025Q2: 204,185 shares; 2025Q3: 272,834 shares; 2025Q4: 294,024 shares; 2026Q1: 435,224 shares 435,224 $23.2M 0.53% +141,200 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: 149,860 shares; 2024Q4: 292,442 shares; 2025Q1: 297,988 shares; 2025Q2: 280,699 shares; 2025Q3: 277,473 shares; 2025Q4: 282,988 shares; 2026Q1: 293,038 shares 293,038 $21.1M 0.48% +10,050 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: 91,956 shares; 2024Q4: 90,580 shares; 2025Q1: 90,731 shares; 2025Q2: 90,345 shares; 2025Q3: 101,166 shares; 2025Q4: 102,031 shares; 2026Q1: 116,823 shares 116,823 $21M 0.48% +14,792 Timeline IJH 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: 335,157 shares; 2024Q4: 412,320 shares; 2025Q1: 434,628 shares; 2025Q2: 461,726 shares; 2025Q3: 452,535 shares; 2025Q4: 307,238 shares; 2026Q1: 306,452 shares 306,452 $20.7M 0.48% -786 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: 56,541 shares; 2024Q4: 56,966 shares; 2025Q1: 58,919 shares; 2025Q2: 58,755 shares; 2025Q3: 58,744 shares; 2025Q4: 56,843 shares; 2026Q1: 57,306 shares 57,306 $20.5M 0.47% +463 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: 152,117 shares; 2024Q4: 146,621 shares; 2025Q1: 147,922 shares; 2025Q2: 157,814 shares; 2025Q3: 153,953 shares; 2025Q4: 142,108 shares; 2026Q1: 137,399 shares 137,399 $19.8M 0.46% -4,709 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,071 shares; 2024Q4: 275,568 shares; 2025Q1: 278,160 shares; 2025Q2: 276,374 shares; 2025Q3: 291,725 shares; 2025Q4: 299,526 shares; 2026Q1: 307,596 shares 307,596 $19.7M 0.45% +8,070 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: 62,435 shares; 2024Q4: 61,942 shares; 2025Q1: 62,536 shares; 2025Q2: 62,422 shares; 2025Q3: 61,379 shares; 2025Q4: 60,213 shares; 2026Q1: 60,047 shares 60,047 $19.6M 0.45% -166 Timeline SUB 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: 99,340 shares; 2024Q4: 27,091 shares; 2025Q1: 43,991 shares; 2025Q2: 185,745 shares; 2025Q3: 122,291 shares; 2025Q4: 199,528 shares; 2026Q1: 174,632 shares 174,632 $18.6M 0.43% -24,896 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: 35,414 shares; 2024Q4: 69,917 shares; 2025Q1: 66,184 shares; 2025Q2: 62,121 shares; 2025Q3: 109,440 shares; 2025Q4: 106,025 shares; 2026Q1: 115,814 shares 115,814 $18.6M 0.43% +9,789 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: 85,394 shares; 2024Q4: 85,262 shares; 2025Q1: 85,879 shares; 2025Q2: 85,544 shares; 2025Q3: 83,152 shares; 2025Q4: 79,667 shares; 2026Q1: 79,721 shares 79,721 $18.3M 0.42% +54 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: 46,725 shares; 2024Q4: 45,525 shares; 2025Q1: 46,533 shares; 2025Q2: 49,458 shares; 2025Q3: 48,209 shares; 2025Q4: 49,565 shares; 2026Q1: 49,711 shares 49,711 $17.5M 0.4% +146 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: 858,245 shares; 2025Q1: 1,036,968 shares; 2025Q2: 680,488 shares; 2025Q3: 59,705 shares; 2025Q4: 46,771 shares; 2026Q1: 336,927 shares 336,927 $17.2M 0.39% +290,156 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,688 shares; 2024Q4: 40,648 shares; 2025Q1: 40,648 shares; 2025Q2: 33,934 shares; 2025Q3: 33,985 shares; 2025Q4: 33,284 shares; 2026Q1: 35,234 shares 35,234 $17.1M 0.39% +1,950 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: 360,342 shares; 2024Q4: 500,025 shares; 2025Q1: 495,020 shares; 2025Q2: 484,734 shares; 2025Q3: 495,433 shares; 2025Q4: 303,791 shares; 2026Q1: 315,006 shares 315,006 $17M 0.39% +11,215 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: 38,517 shares; 2024Q4: 37,415 shares; 2025Q1: 37,947 shares; 2025Q2: 38,147 shares; 2025Q3: 34,639 shares; 2025Q4: 33,975 shares; 2026Q1: 37,862 shares 37,862 $16.9M 0.39% +3,887 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,798 shares; 2024Q4: 151,791 shares; 2025Q1: 135,464 shares; 2025Q2: 136,161 shares; 2025Q3: 137,638 shares; 2025Q4: 130,075 shares; 2026Q1: 135,740 shares 135,740 $16.1M 0.37% +5,665 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: 15,796 shares; 2024Q4: 15,408 shares; 2025Q1: 15,070 shares; 2025Q2: 15,230 shares; 2025Q3: 15,175 shares; 2025Q4: 79,350 shares; 2026Q1: 149,505 shares 149,505 $15.6M 0.36% +70,155 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: 78,509 shares 78,509 $15.5M 0.36% new Timeline IJR 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: 123,740 shares; 2024Q4: 122,711 shares; 2025Q1: 125,231 shares; 2025Q2: 124,073 shares; 2025Q3: 122,519 shares; 2025Q4: 121,596 shares; 2026Q1: 121,389 shares 121,389 $15.1M 0.35% -207 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: 75,687 shares; 2024Q4: 75,294 shares; 2025Q1: 75,875 shares; 2025Q2: 74,473 shares; 2025Q3: 63,909 shares; 2025Q4: 60,224 shares; 2026Q1: 53,397 shares 53,397 $14.4M 0.33% -6,827 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: 18,099 shares; 2024Q4: 18,988 shares; 2025Q1: 32,525 shares; 2025Q2: 32,461 shares; 2025Q3: 32,777 shares; 2025Q4: 31,255 shares; 2026Q1: 32,629 shares 32,629 $14.1M 0.32% +1,374 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: 232,677 shares; 2024Q4: 241,350 shares; 2025Q1: 206,094 shares; 2025Q2: 206,049 shares; 2025Q3: 206,804 shares; 2025Q4: 212,394 shares; 2026Q1: 205,696 shares 205,696 $14.1M 0.32% -6,698 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: 239,748 shares; 2024Q4: 239,679 shares; 2025Q1: 245,722 shares; 2025Q2: 1,894,392 shares; 2025Q3: 247,725 shares; 2025Q4: 247,528 shares; 2026Q1: 247,581 shares 247,581 $14.1M 0.32% +53 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: 28,274 shares; 2024Q4: 28,037 shares; 2025Q1: 28,654 shares; 2025Q2: 30,785 shares; 2025Q3: 30,596 shares; 2025Q4: 29,262 shares; 2026Q1: 28,970 shares 28,970 $13.9M 0.32% -292 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: 29,780 shares; 2024Q4: 29,867 shares; 2025Q1: 30,020 shares; 2025Q2: 30,681 shares; 2025Q3: 31,372 shares; 2025Q4: 31,748 shares; 2026Q1: 31,770 shares 31,770 $13.5M 0.31% +22 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: 55,231 shares; 2024Q4: 53,677 shares; 2025Q1: 54,340 shares; 2025Q2: 54,326 shares; 2025Q3: 54,220 shares; 2025Q4: 54,771 shares; 2026Q1: 54,657 shares 54,657 $13.5M 0.31% -114 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: 203,755 shares; 2024Q4: 204,025 shares; 2025Q1: 205,262 shares; 2025Q2: 205,537 shares; 2025Q3: 203,447 shares; 2025Q4: 202,156 shares; 2026Q1: 213,197 shares 213,197 $13.4M 0.31% +11,041 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: 39,157 shares; 2024Q4: 40,207 shares; 2025Q1: 40,947 shares; 2025Q2: 40,901 shares; 2025Q3: 39,736 shares; 2025Q4: 39,902 shares; 2026Q1: 56,661 shares 56,661 $13.1M 0.3% +16,759 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: 90,219 shares; 2024Q4: 79,795 shares; 2025Q1: 77,257 shares; 2025Q2: 75,997 shares; 2025Q3: 70,097 shares; 2025Q4: 69,384 shares; 2026Q1: 67,970 shares 67,970 $12.9M 0.3% -1,414 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,937 shares; 2024Q4: 502,799 shares; 2025Q1: 66,813 shares; 2025Q2: 66,666 shares; 2025Q3: 65,905 shares; 2025Q4: 69,165 shares; 2026Q1: 67,723 shares 67,723 $12.8M 0.3% -1,442 Timeline IWR 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: 139,964 shares; 2024Q4: 138,104 shares; 2025Q1: 138,482 shares; 2025Q2: 131,412 shares; 2025Q3: 129,876 shares; 2025Q4: 129,460 shares; 2026Q1: 129,272 shares 129,272 $12.6M 0.29% -188 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: 11,193 shares; 2024Q4: 13,045 shares; 2025Q1: 13,067 shares; 2025Q2: 12,990 shares; 2025Q3: 13,406 shares; 2025Q4: 12,772 shares; 2026Q1: 13,534 shares 13,534 $12.4M 0.29% +762 Timeline AGZ 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: 124,926 shares; 2025Q2: 127,218 shares; 2025Q3: 110,249 shares; 2025Q4: 112,826 shares; 2026Q1: 113,101 shares 113,101 $12.4M 0.29% +275 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: 125,646 shares; 2024Q4: 126,859 shares; 2025Q1: 126,441 shares; 2025Q2: 135,010 shares; 2025Q3: 132,559 shares; 2025Q4: 132,313 shares; 2026Q1: 95,553 shares 95,553 $12.3M 0.28% -36,760 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: 71,849 shares; 2024Q4: 71,769 shares; 2025Q1: 73,876 shares; 2025Q2: 78,618 shares; 2025Q3: 78,609 shares; 2025Q4: 79,214 shares; 2026Q1: 79,238 shares 79,238 $12.3M 0.28% +24 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: 54,915 shares; 2024Q4: 54,958 shares; 2025Q1: 57,258 shares; 2025Q2: 63,014 shares; 2025Q3: 54,421 shares; 2025Q4: 49,138 shares; 2026Q1: 62,012 shares 62,012 $12.3M 0.28% +12,874 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: 126,788 shares; 2024Q4: 133,238 shares; 2025Q1: 123,557 shares; 2025Q2: 156,038 shares; 2025Q3: 156,167 shares; 2025Q4: 149,204 shares; 2026Q1: 154,972 shares 154,972 $12M 0.28% +5,768 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: 102,533 shares; 2024Q4: 99,502 shares; 2025Q1: 102,183 shares; 2025Q2: 99,936 shares; 2025Q3: 97,450 shares; 2025Q4: 88,954 shares; 2026Q1: 88,868 shares 88,868 $11.7M 0.27% -86 Timeline EFAX 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: 120,967 shares; 2024Q4: 136,368 shares; 2025Q1: 150,618 shares; 2025Q2: 166,888 shares; 2025Q3: 177,494 shares; 2025Q4: 197,825 shares; 2026Q1: 235,024 shares 235,024 $11.7M 0.27% +37,199 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,508 shares; 2024Q4: 17,463 shares; 2025Q1: 17,611 shares; 2025Q2: 29,304 shares; 2025Q3: 45,353 shares; 2025Q4: 56,246 shares; 2026Q1: 53,382 shares 53,382 $11.6M 0.27% -2,864 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: 35,944 shares; 2024Q4: 37,105 shares; 2025Q1: 37,061 shares; 2025Q2: 37,549 shares; 2025Q3: 37,281 shares; 2025Q4: 37,918 shares; 2026Q1: 36,873 shares 36,873 $11.5M 0.26% -1,045 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: 35,182 shares; 2024Q4: 35,182 shares; 2025Q1: 35,912 shares; 2025Q2: 39,267 shares; 2025Q3: 40,017 shares; 2025Q4: 40,041 shares; 2026Q1: 39,868 shares 39,868 $11.4M 0.26% -173 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: 123,370 shares; 2024Q4: 129,073 shares; 2025Q1: 131,039 shares; 2025Q2: 145,258 shares; 2025Q3: 151,831 shares; 2025Q4: 149,523 shares; 2026Q1: 149,587 shares 149,587 $11.4M 0.26% +64 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: 267,669 shares; 2024Q4: 270,703 shares; 2025Q1: 235,847 shares; 2025Q2: 230,354 shares; 2025Q3: 227,180 shares; 2025Q4: 227,456 shares; 2026Q1: 226,900 shares 226,900 $11.1M 0.25% -556 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: 23,494 shares; 2024Q4: 23,436 shares; 2025Q1: 23,560 shares; 2025Q2: 23,557 shares; 2025Q3: 22,613 shares; 2025Q4: 21,737 shares; 2026Q1: 22,193 shares 22,193 $11M 0.25% +456 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: 67,859 shares; 2024Q4: 68,284 shares; 2025Q1: 69,056 shares; 2025Q2: 62,036 shares; 2025Q3: 61,428 shares; 2025Q4: 56,096 shares; 2026Q1: 55,806 shares 55,806 $10.8M 0.25% -290 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: 13,360 shares; 2024Q4: 14,297 shares; 2025Q1: 14,440 shares; 2025Q2: 19,795 shares; 2025Q3: 19,276 shares; 2025Q4: 19,655 shares; 2026Q1: 15,167 shares 15,167 $10.7M 0.25% -4,488 Timeline IBTK 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: 197,645 shares; 2026Q1: 539,401 shares 539,401 $10.6M 0.24% +341,756 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 6,640 shares; 2025Q1: 6,682 shares; 2025Q2: 7,489 shares; 2025Q3: 7,899 shares; 2025Q4: 7,692 shares; 2026Q1: 7,605 shares 7,605 $10M 0.23% -87 Timeline MUNI 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: 437,043 shares; 2024Q4: 247,798 shares; 2025Q1: 151,213 shares; 2025Q2: 240,845 shares; 2025Q3: 234,205 shares; 2025Q4: 230,890 shares; 2026Q1: 190,635 shares 190,635 $9.95M 0.23% -40,255 Timeline XJH 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: 205,861 shares; 2024Q4: 211,044 shares; 2025Q1: 215,806 shares; 2025Q2: 213,721 shares; 2025Q3: 211,446 shares; 2025Q4: 213,468 shares; 2026Q1: 217,416 shares 217,416 $9.86M 0.23% +3,948 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: 26,312 shares; 2024Q4: 26,367 shares; 2025Q1: 27,453 shares; 2025Q2: 27,786 shares; 2025Q3: 29,663 shares; 2025Q4: 30,142 shares; 2026Q1: 27,896 shares 27,896 $9.53M 0.22% -2,246 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: 38,817 shares; 2024Q4: 65,714 shares; 2025Q1: 65,810 shares; 2025Q2: 63,361 shares; 2025Q3: 63,649 shares; 2025Q4: 37,398 shares; 2026Q1: 37,398 shares 37,398 $9.27M 0.21% 0 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: 97,106 shares; 2024Q4: 90,124 shares; 2025Q1: 94,292 shares; 2025Q2: 101,276 shares; 2025Q3: 98,279 shares; 2025Q4: 97,628 shares; 2026Q1: 95,456 shares 95,456 $9.2M 0.21% -2,172 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,106 shares; 2024Q4: 130,077 shares; 2025Q1: 120,497 shares; 2025Q2: 122,787 shares; 2025Q3: 120,554 shares; 2025Q4: 101,031 shares; 2026Q1: 155,518 shares 155,518 $9.18M 0.21% +54,487 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,087 shares; 2024Q4: 301,657 shares; 2025Q1: 371,823 shares; 2025Q2: 371,216 shares; 2025Q3: 369,151 shares; 2025Q4: 367,702 shares; 2026Q1: 368,371 shares 368,371 $9.12M 0.21% +669 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: 76,473 shares; 2024Q4: 76,445 shares; 2025Q1: 88,074 shares; 2025Q2: 99,808 shares; 2025Q3: 99,858 shares; 2025Q4: 93,322 shares; 2026Q1: 86,009 shares 86,009 $8.83M 0.2% -7,313 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: 40,266 shares; 2024Q4: 41,003 shares; 2025Q1: 42,331 shares; 2025Q2: 51,854 shares; 2025Q3: 50,742 shares; 2025Q4: 50,996 shares; 2026Q1: 48,055 shares 48,055 $8.77M 0.2% -2,941 Timeline VCR 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: 24,567 shares; 2024Q4: 27,034 shares; 2025Q1: 25,487 shares; 2025Q2: 24,749 shares; 2025Q3: 23,871 shares; 2025Q4: 24,594 shares; 2026Q1: 23,783 shares 23,783 $8.54M 0.2% -811 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: 60,887 shares; 2025Q1: 59,663 shares; 2025Q2: 58,762 shares; 2025Q3: 58,782 shares; 2025Q4: 45,497 shares; 2026Q1: 39,688 shares 39,688 $8.48M 0.19% -5,809 Timeline ESML 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: 183,489 shares; 2024Q4: 185,707 shares; 2025Q1: 182,684 shares; 2025Q2: 186,475 shares; 2025Q3: 183,102 shares; 2025Q4: 180,473 shares; 2026Q1: 179,698 shares 179,698 $8.45M 0.19% -775 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: 25,484 shares; 2024Q4: 25,518 shares; 2025Q1: 27,703 shares; 2025Q2: 27,723 shares; 2025Q3: 26,783 shares; 2025Q4: 24,651 shares; 2026Q1: 24,853 shares 24,853 $8.17M 0.19% +202 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: 51,709 shares; 2024Q4: 46,642 shares; 2025Q1: 43,891 shares; 2025Q2: 38,814 shares; 2025Q3: 37,035 shares; 2025Q4: 35,229 shares; 2026Q1: 33,590 shares 33,590 $8.17M 0.19% -1,639 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,326 shares; 2024Q4: 153,335 shares; 2025Q1: 152,656 shares; 2025Q2: 153,662 shares; 2025Q3: 184,063 shares; 2025Q4: 130,662 shares; 2026Q1: 91,987 shares 91,987 $8.16M 0.19% -38,675 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: 50,002 shares; 2024Q4: 50,397 shares; 2025Q1: 52,930 shares; 2025Q2: 52,734 shares; 2025Q3: 50,552 shares; 2025Q4: 50,824 shares; 2026Q1: 38,652 shares 38,652 $8.04M 0.18% -12,172 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,559 shares; 2024Q4: 23,167 shares; 2025Q1: 23,339 shares; 2025Q2: 23,340 shares; 2025Q3: 22,790 shares; 2025Q4: 22,945 shares; 2026Q1: 23,056 shares 23,056 $7.96M 0.18% +111 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: not reported; 2025Q1: not reported; 2025Q2: 70,823 shares; 2025Q3: 78,415 shares; 2025Q4: 89,862 shares; 2026Q1: 104,179 shares 104,179 $7.86M 0.18% +14,317 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: 45,959 shares; 2024Q4: 45,643 shares; 2025Q1: 46,088 shares; 2025Q2: 47,627 shares; 2025Q3: 46,506 shares; 2025Q4: 45,306 shares; 2026Q1: 45,223 shares 45,223 $7.67M 0.18% -83 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: 62,873 shares; 2024Q4: 68,859 shares; 2025Q1: 64,187 shares; 2025Q2: 64,354 shares; 2025Q3: 67,992 shares; 2025Q4: 66,672 shares; 2026Q1: 66,449 shares 66,449 $7.54M 0.17% -223 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: 56,052 shares; 2024Q4: 47,665 shares; 2025Q1: 44,106 shares; 2025Q2: 43,314 shares; 2025Q3: 40,750 shares; 2025Q4: 27,258 shares; 2026Q1: 22,019 shares 22,019 $7.44M 0.17% -5,239 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: 104,068 shares; 2024Q4: 103,798 shares; 2025Q1: 106,172 shares; 2025Q2: 103,789 shares; 2025Q3: 100,459 shares; 2025Q4: 100,651 shares; 2026Q1: 101,697 shares 101,697 $7.25M 0.17% +1,046 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,488 shares; 2024Q4: 85,125 shares; 2025Q1: 84,923 shares; 2025Q2: 90,470 shares; 2025Q3: 92,044 shares; 2025Q4: 91,130 shares; 2026Q1: 92,874 shares 92,874 $7.16M 0.16% +1,744 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: 87,991 shares; 2024Q4: 90,813 shares; 2025Q1: 81,527 shares; 2025Q2: 80,757 shares; 2025Q3: 90,923 shares; 2025Q4: 40,568 shares; 2026Q1: 33,621 shares 33,621 $6.84M 0.16% -6,947 Timeline IQLT 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: 112,782 shares; 2024Q4: 120,808 shares; 2025Q1: 121,912 shares; 2025Q2: 124,804 shares; 2025Q3: 136,646 shares; 2025Q4: 138,280 shares; 2026Q1: 143,228 shares 143,228 $6.62M 0.15% +4,948 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,136 shares 76,136 $6.46M 0.15% new Timeline XLF 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: 152,238 shares; 2024Q4: 146,280 shares; 2025Q1: 137,394 shares; 2025Q2: 138,654 shares; 2025Q3: 133,691 shares; 2025Q4: 133,477 shares; 2026Q1: 130,018 shares 130,018 $6.42M 0.15% -3,459 Timeline VHT 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: 23,548 shares; 2024Q4: 26,964 shares; 2025Q1: 25,601 shares; 2025Q2: 27,758 shares; 2025Q3: 24,321 shares; 2025Q4: 25,138 shares; 2026Q1: 23,241 shares 23,241 $6.33M 0.15% -1,897 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: 69,153 shares; 2024Q4: 68,347 shares; 2025Q1: 69,101 shares; 2025Q2: 69,096 shares; 2025Q3: 67,565 shares; 2025Q4: 67,421 shares; 2026Q1: 68,143 shares 68,143 $6.33M 0.15% +722 Timeline IGRO 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: 53,058 shares; 2024Q4: 58,890 shares; 2025Q1: 61,877 shares; 2025Q2: 63,189 shares; 2025Q3: 70,692 shares; 2025Q4: 72,130 shares; 2026Q1: 75,331 shares 75,331 $6.31M 0.15% +3,201 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: 69,459 shares; 2024Q4: 64,636 shares; 2025Q1: 65,569 shares; 2025Q2: 64,144 shares; 2025Q3: 66,493 shares; 2025Q4: 66,812 shares; 2026Q1: 52,836 shares 52,836 $6.25M 0.14% -13,976 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: 45,933 shares; 2024Q4: 49,981 shares; 2025Q1: 44,473 shares; 2025Q2: 39,559 shares; 2025Q3: 39,562 shares; 2025Q4: 44,744 shares; 2026Q1: 51,525 shares 51,525 $6.08M 0.14% +6,781 Timeline EMXF 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: 86,891 shares; 2024Q4: 90,797 shares; 2025Q1: 103,644 shares; 2025Q2: 110,097 shares; 2025Q3: 112,858 shares; 2025Q4: 112,391 shares; 2026Q1: 126,515 shares 126,515 $6.05M 0.14% +14,124 Timeline IWO 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: 18,427 shares; 2024Q4: 18,427 shares; 2025Q1: 18,463 shares; 2025Q2: 18,863 shares; 2025Q3: 18,888 shares; 2025Q4: 18,963 shares; 2026Q1: 18,963 shares 18,963 $5.95M 0.14% 0 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: 10,291 shares; 2024Q4: 10,312 shares; 2025Q1: 10,408 shares; 2025Q2: 23,933 shares; 2025Q3: 22,396 shares; 2025Q4: 21,389 shares; 2026Q1: 19,233 shares 19,233 $5.82M 0.13% -2,156 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: 18,837 shares; 2024Q4: 23,187 shares; 2025Q1: 22,426 shares; 2025Q2: 16,434 shares; 2025Q3: 16,718 shares; 2025Q4: 14,221 shares; 2026Q1: 14,216 shares 14,216 $5.55M 0.13% -5 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: 74,142 shares; 2024Q4: 221,390 shares; 2025Q1: 219,215 shares; 2025Q2: 218,534 shares; 2025Q3: 216,776 shares; 2025Q4: 215,359 shares; 2026Q1: 213,765 shares 213,765 $5.48M 0.13% -1,594 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: 16,594 shares; 2024Q4: 17,203 shares; 2025Q1: 17,673 shares; 2025Q2: 16,519 shares; 2025Q3: 18,579 shares; 2025Q4: 19,462 shares; 2026Q1: 19,438 shares 19,438 $5.4M 0.12% -24 Timeline SPTI 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: 163,595 shares; 2024Q4: 35,650 shares; 2025Q1: 115,565 shares; 2025Q2: not reported; 2025Q3: 23,680 shares; 2025Q4: 152,145 shares; 2026Q1: 182,265 shares 182,265 $5.22M 0.12% +30,120 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: 48,332 shares; 2024Q4: 48,575 shares; 2025Q1: 48,050 shares; 2025Q2: 42,076 shares; 2025Q3: 43,173 shares; 2025Q4: 43,374 shares; 2026Q1: 43,392 shares 43,392 $5.15M 0.12% +18 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: 195,736 shares; 2025Q3: 195,736 shares; 2025Q4: 170,000 shares; 2026Q1: 168,000 shares 168,000 $5.13M 0.12% -2,000 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: 49,224 shares; 2024Q4: 49,454 shares; 2025Q1: 47,819 shares; 2025Q2: 56,287 shares; 2025Q3: 55,418 shares; 2025Q4: 53,166 shares; 2026Q1: 52,897 shares 52,897 $4.97M 0.11% -269 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: 13,541 shares; 2024Q4: 13,598 shares; 2025Q1: 13,887 shares; 2025Q2: 22,568 shares; 2025Q3: 23,976 shares; 2025Q4: 17,786 shares; 2026Q1: 21,763 shares 21,763 $4.92M 0.11% +3,977 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: 142,547 shares; 2024Q4: 182,091 shares; 2025Q1: 166,072 shares; 2025Q2: 215,228 shares; 2025Q3: 220,146 shares; 2025Q4: 191,272 shares; 2026Q1: 92,819 shares 92,819 $4.88M 0.11% -98,453 Timeline ESGE 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: 102,565 shares; 2024Q4: 105,945 shares; 2025Q1: 107,337 shares; 2025Q2: 105,860 shares; 2025Q3: 106,720 shares; 2025Q4: 114,349 shares; 2026Q1: 107,136 shares 107,136 $4.87M 0.11% -7,213 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,529 shares; 2024Q4: 28,561 shares; 2025Q1: 28,398 shares; 2025Q2: 27,926 shares; 2025Q3: 27,409 shares; 2025Q4: 23,702 shares; 2026Q1: 23,130 shares 23,130 $4.8M 0.11% -572 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: 443 shares; 2024Q4: 1,593 shares; 2025Q1: 1,838 shares; 2025Q2: 4,107 shares; 2025Q3: 4,620 shares; 2025Q4: 5,603 shares; 2026Q1: 5,614 shares 5,614 $4.75M 0.11% +11 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,231 shares; 2025Q2: 7,124 shares; 2025Q3: 6,978 shares; 2025Q4: 6,895 shares; 2026Q1: 6,874 shares 6,874 $4.69M 0.11% -21 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: 758 shares; 2025Q2: 12,731 shares; 2025Q3: 12,413 shares; 2025Q4: 13,276 shares; 2026Q1: 11,751 shares 11,751 $4.68M 0.11% -1,525 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: 81,619 shares; 2024Q4: 81,094 shares; 2025Q1: 76,882 shares; 2025Q2: 80,982 shares; 2025Q3: 83,991 shares; 2025Q4: 62,727 shares; 2026Q1: 31,745 shares 31,745 $4.67M 0.11% -30,982 Timeline VIS 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: 15,212 shares; 2024Q4: 15,549 shares; 2025Q1: 14,722 shares; 2025Q2: 15,436 shares; 2025Q3: 15,346 shares; 2025Q4: 16,139 shares; 2026Q1: 14,903 shares 14,903 $4.65M 0.11% -1,236 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: 39,573 shares; 2024Q4: 43,532 shares; 2025Q1: 33,335 shares; 2025Q2: 33,701 shares; 2025Q3: 33,690 shares; 2025Q4: 34,814 shares; 2026Q1: 35,471 shares 35,471 $4.65M 0.11% +657 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,704 shares; 2024Q4: 42,074 shares; 2025Q1: 39,992 shares; 2025Q2: 40,408 shares; 2025Q3: 40,349 shares; 2025Q4: 42,311 shares; 2026Q1: 42,316 shares 42,316 $4.64M 0.11% +5 Timeline NYF 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: 37,552 shares; 2024Q4: 32,998 shares; 2025Q1: 39,569 shares; 2025Q2: 39,901 shares; 2025Q3: 58,812 shares; 2025Q4: 89,186 shares; 2026Q1: 85,971 shares 85,971 $4.57M 0.1% -3,215 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: 42,101 shares; 2024Q4: 63,101 shares; 2025Q1: 63,081 shares; 2025Q2: 61,081 shares; 2025Q3: 68,086 shares; 2025Q4: 55,060 shares; 2026Q1: 55,061 shares 55,061 $4.56M 0.1% +1 Timeline AAXJ 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: 46,641 shares; 2024Q4: 47,750 shares; 2025Q1: 48,216 shares; 2025Q2: 48,480 shares; 2025Q3: 52,179 shares; 2025Q4: 52,723 shares; 2026Q1: 47,289 shares 47,289 $4.55M 0.1% -5,434 Timeline EMCR 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: 107,086 shares; 2024Q4: 108,202 shares; 2025Q1: 108,738 shares; 2025Q2: 113,059 shares; 2025Q3: 112,605 shares; 2025Q4: 117,984 shares; 2026Q1: 121,060 shares 121,060 $4.53M 0.1% +3,076 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,107 shares; 2024Q4: 43,501 shares; 2025Q1: 43,551 shares; 2025Q2: 44,096 shares; 2025Q3: 44,051 shares; 2025Q4: 46,818 shares; 2026Q1: 46,844 shares 46,844 $4.52M 0.1% +26 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,364 shares; 2025Q3: 34,495 shares; 2025Q4: 41,920 shares; 2026Q1: 36,291 shares 36,291 $4.46M 0.1% -5,629 Timeline JMBS 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: 1,417,953 shares; 2024Q4: 1,475,003 shares; 2025Q1: 1,433,078 shares; 2025Q2: 1,418,951 shares; 2025Q3: 74,480 shares; 2025Q4: 96,761 shares; 2026Q1: 98,520 shares 98,520 $4.45M 0.1% +1,759 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 63,086 shares; 2025Q1: 63,946 shares; 2025Q2: 64,317 shares; 2025Q3: 63,903 shares; 2025Q4: 64,285 shares; 2026Q1: 66,652 shares 66,652 $4.4M 0.1% +2,367 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 48,089 shares; 2025Q1: 53,537 shares; 2025Q2: 21,399 shares; 2025Q3: 21,611 shares; 2025Q4: 22,189 shares; 2026Q1: 22,906 shares 22,906 $4.4M 0.1% +717 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: 44,881 shares; 2024Q4: 45,260 shares; 2025Q1: 47,208 shares; 2025Q2: 75,231 shares; 2025Q3: 75,400 shares; 2025Q4: 74,575 shares; 2026Q1: 75,949 shares 75,949 $4.38M 0.1% +1,374 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: 6,573 shares; 2024Q4: 6,663 shares; 2025Q1: 6,614 shares; 2025Q2: 6,663 shares; 2025Q3: 19,163 shares; 2025Q4: 12,568 shares; 2026Q1: 15,287 shares 15,287 $4.34M 0.1% +2,719 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,323 shares; 2024Q4: 51,520 shares; 2025Q1: 51,520 shares; 2025Q2: 51,520 shares; 2025Q3: 51,520 shares; 2025Q4: 51,520 shares; 2026Q1: 82,068 shares 82,068 $4.16M 0.1% +30,548 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: not reported; 2024Q4: not reported; 2025Q1: 33,942 shares; 2025Q2: 34,692 shares; 2025Q3: 46,222 shares; 2025Q4: 46,724 shares; 2026Q1: 46,963 shares 46,963 $4.14M 0.1% +239 Timeline IUSV 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: 42,850 shares; 2024Q4: 41,668 shares; 2025Q1: 36,242 shares; 2025Q2: 37,857 shares; 2025Q3: 37,860 shares; 2025Q4: 39,482 shares; 2026Q1: 40,129 shares 40,129 $4.1M 0.09% +647 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: 22,272 shares; 2024Q4: 22,881 shares; 2025Q1: 29,341 shares; 2025Q2: 28,543 shares; 2025Q3: 35,887 shares; 2025Q4: 34,096 shares; 2026Q1: 33,999 shares 33,999 $4.03M 0.09% -97 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: 10,256 shares; 2024Q4: 10,998 shares; 2025Q1: 11,480 shares; 2025Q2: 17,647 shares; 2025Q3: 18,889 shares; 2025Q4: 19,912 shares; 2026Q1: 19,344 shares 19,344 $3.93M 0.09% -568 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,721 shares; 2025Q2: 17,342 shares; 2025Q3: 17,267 shares; 2025Q4: 17,594 shares; 2026Q1: 18,122 shares 18,122 $3.9M 0.09% +528 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,282 shares; 2025Q3: 54,996 shares; 2025Q4: 55,783 shares; 2026Q1: 59,931 shares 59,931 $3.87M 0.09% +4,148 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: 33,643 shares; 2024Q4: 34,447 shares; 2025Q1: 34,281 shares; 2025Q2: 30,685 shares; 2025Q3: 30,751 shares; 2025Q4: 30,946 shares; 2026Q1: 31,855 shares 31,855 $3.86M 0.09% +909 Timeline MDYV 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: 50,239 shares; 2024Q4: 49,517 shares; 2025Q1: 49,203 shares; 2025Q2: 48,289 shares; 2025Q3: 45,751 shares; 2025Q4: 45,157 shares; 2026Q1: 44,932 shares 44,932 $3.83M 0.09% -225 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: 14,311 shares; 2024Q4: 14,458 shares; 2025Q1: 14,109 shares; 2025Q2: 18,613 shares; 2025Q3: 16,483 shares; 2025Q4: 15,655 shares; 2026Q1: 15,766 shares 15,766 $3.83M 0.09% +111 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: 14,041 shares; 2024Q4: 14,098 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 14,763 shares; 2025Q4: 14,724 shares; 2026Q1: 14,553 shares 14,553 $3.79M 0.09% -171 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: 31,547 shares; 2024Q4: 31,439 shares; 2025Q1: 30,991 shares; 2025Q2: 29,346 shares; 2025Q3: 29,445 shares; 2025Q4: 30,260 shares; 2026Q1: 30,190 shares 30,190 $3.75M 0.09% -70 Timeline REET 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: 303,031 shares; 2024Q4: 302,609 shares; 2025Q1: 302,057 shares; 2025Q2: 304,540 shares; 2025Q3: 303,120 shares; 2025Q4: 242,428 shares; 2026Q1: 148,074 shares 148,074 $3.72M 0.09% -94,354 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,713 shares; 2024Q4: 6,478 shares; 2025Q1: 6,381 shares; 2025Q2: 6,731 shares; 2025Q3: 6,374 shares; 2025Q4: 6,019 shares; 2026Q1: 6,012 shares 6,012 $3.71M 0.09% -7 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,705 shares; 2024Q4: 45,842 shares; 2025Q1: 44,800 shares; 2025Q2: 45,349 shares; 2025Q3: 45,300 shares; 2025Q4: 45,018 shares; 2026Q1: 45,026 shares 45,026 $3.69M 0.08% +8 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,379 shares; 2024Q4: 33,524 shares; 2025Q1: 34,992 shares; 2025Q2: 37,194 shares; 2025Q3: 37,773 shares; 2025Q4: 37,920 shares; 2026Q1: 38,433 shares 38,433 $3.63M 0.08% +513 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: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 5,316 shares; 2025Q2: 40,853 shares; 2025Q3: 33,789 shares; 2025Q4: 25,628 shares; 2026Q1: 26,644 shares 26,644 $3.62M 0.08% +1,016 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,930 shares; 2024Q4: 7,771 shares; 2025Q1: 9,019 shares; 2025Q2: 9,120 shares; 2025Q3: 9,112 shares; 2025Q4: 9,965 shares; 2026Q1: 9,968 shares 9,968 $3.62M 0.08% +3 Timeline VDC 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: 15,029 shares; 2024Q4: 16,043 shares; 2025Q1: 15,443 shares; 2025Q2: 16,961 shares; 2025Q3: 15,911 shares; 2025Q4: 18,030 shares; 2026Q1: 15,788 shares 15,788 $3.55M 0.08% -2,242 Timeline ESGD 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: 25,103 shares; 2024Q4: 28,207 shares; 2025Q1: 30,039 shares; 2025Q2: 30,492 shares; 2025Q3: 30,108 shares; 2025Q4: 35,286 shares; 2026Q1: 36,653 shares 36,653 $3.5M 0.08% +1,367 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,167 shares; 2024Q4: 294,738 shares; 2025Q1: 294,738 shares; 2025Q2: 294,738 shares; 2025Q3: 98,168 shares; 2025Q4: 97,668 shares; 2026Q1: 97,366 shares 97,366 $3.45M 0.08% -302 Timeline IUSG 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: 26,364 shares; 2024Q4: 25,072 shares; 2025Q1: 21,996 shares; 2025Q2: 22,030 shares; 2025Q3: 21,585 shares; 2025Q4: 21,987 shares; 2026Q1: 22,224 shares 22,224 $3.45M 0.08% +237 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: 8,778 shares; 2024Q4: 8,780 shares; 2025Q1: 14,323 shares; 2025Q2: 12,030 shares; 2025Q3: 13,407 shares; 2025Q4: 14,191 shares; 2026Q1: 14,196 shares 14,196 $3.44M 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,288 shares; 2025Q3: 7,554 shares; 2025Q4: 11,005 shares; 2026Q1: 34,632 shares 34,632 $3.43M 0.08% +23,627 Timeline XJR 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: 54,577 shares; 2024Q4: 59,639 shares; 2025Q1: 69,679 shares; 2025Q2: 67,347 shares; 2025Q3: 70,755 shares; 2025Q4: 68,842 shares; 2026Q1: 78,189 shares 78,189 $3.4M 0.08% +9,347 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,434 shares; 2025Q1: 9,243 shares; 2025Q2: 9,142 shares; 2025Q3: 8,853 shares; 2025Q4: 8,844 shares; 2026Q1: 8,792 shares 8,792 $3.34M 0.08% -52 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: 61,627 shares; 2024Q4: 44,813 shares; 2025Q1: 48,919 shares; 2025Q2: 68,257 shares; 2025Q3: 68,765 shares; 2025Q4: 60,679 shares; 2026Q1: 63,123 shares 63,123 $3.33M 0.08% +2,444 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: 19,938 shares; 2024Q4: 22,106 shares; 2025Q1: 22,145 shares; 2025Q2: 22,378 shares; 2025Q3: 22,447 shares; 2025Q4: 20,386 shares; 2026Q1: 23,046 shares 23,046 $3.33M 0.08% +2,660 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: 115,524 shares; 2024Q4: 111,538 shares; 2025Q1: 113,786 shares; 2025Q2: 92,727 shares; 2025Q3: 97,516 shares; 2025Q4: 86,723 shares; 2026Q1: 74,770 shares 74,770 $3.3M 0.08% -11,953 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: 1,624 shares; 2024Q4: 1,672 shares; 2025Q1: 2,825 shares; 2025Q2: 6,849 shares; 2025Q3: 6,835 shares; 2025Q4: 6,871 shares; 2026Q1: 6,651 shares 6,651 $3.27M 0.08% -220 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: 1,164 shares; 2024Q4: 1,070 shares; 2025Q1: 1,055 shares; 2025Q2: 1,017 shares; 2025Q3: 1,007 shares; 2025Q4: 969 shares; 2026Q1: 964 shares 964 $3.26M 0.07% -5 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 43,073 shares 43,073 $3.25M 0.07% new Timeline SUSA 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: 22,932 shares; 2024Q4: 26,247 shares; 2025Q1: 24,350 shares; 2025Q2: 22,868 shares; 2025Q3: 23,069 shares; 2025Q4: 23,439 shares; 2026Q1: 23,947 shares 23,947 $3.16M 0.07% +508 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,484 shares; 2025Q1: 4,490 shares; 2025Q2: 5,264 shares; 2025Q3: 4,546 shares; 2025Q4: 4,578 shares; 2026Q1: 10,846 shares 10,846 $3.15M 0.07% +6,268 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 19,518 shares; 2026Q1: 15,916 shares 15,916 $3.14M 0.07% -3,602 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,127 shares; 2024Q4: 21,388 shares; 2025Q1: 21,353 shares; 2025Q2: 21,647 shares; 2025Q3: 21,647 shares; 2025Q4: 23,057 shares; 2026Q1: 23,066 shares 23,066 $3.12M 0.07% +9 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,994 shares; 2024Q4: 95,764 shares; 2025Q1: 60,737 shares; 2025Q2: 59,062 shares; 2025Q3: 49,450 shares; 2025Q4: 67,325 shares; 2026Q1: 61,856 shares 61,856 $3.09M 0.07% -5,469 Timeline IGF 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: 45,955 shares; 2024Q4: 45,955 shares; 2025Q1: 45,955 shares; 2025Q2: 45,955 shares; 2025Q3: 45,955 shares; 2025Q4: 45,955 shares; 2026Q1: 45,955 shares 45,955 $3.08M 0.07% 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: not reported; 2024Q4: 11,316 shares; 2025Q1: 12,002 shares; 2025Q2: 14,952 shares; 2025Q3: 14,951 shares; 2025Q4: 16,392 shares; 2026Q1: 14,394 shares 14,394 $3.01M 0.07% -1,998 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: 43,716 shares; 2024Q4: 47,177 shares; 2025Q1: 49,749 shares; 2025Q2: 59,085 shares; 2025Q3: 29,044 shares; 2025Q4: 26,080 shares; 2026Q1: 24,509 shares 24,509 $2.95M 0.07% -1,571 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,964 shares; 2024Q4: 57,178 shares; 2025Q1: 57,363 shares; 2025Q2: 58,076 shares; 2025Q3: 57,982 shares; 2025Q4: 61,882 shares; 2026Q1: 61,890 shares 61,890 $2.88M 0.07% +8 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,624 shares; 2025Q1: 1,368 shares; 2025Q2: 2,119 shares; 2025Q3: 1,894 shares; 2025Q4: 1,750 shares; 2026Q1: 14,044 shares 14,044 $2.8M 0.06% +12,294 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: 20,060 shares; 2024Q4: 20,124 shares; 2025Q1: 19,744 shares; 2025Q2: 19,566 shares; 2025Q3: 21,386 shares; 2025Q4: 14,926 shares; 2026Q1: 14,847 shares 14,847 $2.77M 0.06% -79 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: 81,195 shares; 2024Q4: 81,156 shares; 2025Q1: 82,753 shares; 2025Q2: 25,851 shares; 2025Q3: 25,030 shares; 2025Q4: 22,911 shares; 2026Q1: 22,733 shares 22,733 $2.76M 0.06% -178 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: 23,788 shares; 2024Q4: 23,721 shares; 2025Q1: 23,767 shares; 2025Q2: 32,224 shares; 2025Q3: 31,835 shares; 2025Q4: 30,563 shares; 2026Q1: 30,718 shares 30,718 $2.75M 0.06% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,092 shares 11,092 $2.71M 0.06% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 4,120 shares; 2025Q2: 4,380 shares; 2025Q3: 19,411 shares; 2025Q4: 19,410 shares; 2026Q1: 19,355 shares 19,355 $2.68M 0.06% -55 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 6,012 shares; 2025Q1: 6,349 shares; 2025Q2: 6,084 shares; 2025Q3: 12,560 shares; 2025Q4: 10,564 shares; 2026Q1: 12,467 shares 12,467 $2.63M 0.06% +1,903 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: 151,098 shares; 2024Q4: 155,967 shares; 2025Q1: 159,287 shares; 2025Q2: 166,562 shares; 2025Q3: 158,900 shares; 2025Q4: 88,500 shares; 2026Q1: 91,099 shares 91,099 $2.62M 0.06% +2,599 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 13,422 shares; 2025Q1: 4,034 shares; 2025Q2: 3,601 shares; 2025Q3: 3,479 shares; 2025Q4: 3,374 shares; 2026Q1: 3,378 shares 3,378 $2.61M 0.06% +4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,356 shares; 2025Q3: 1,432 shares; 2025Q4: 1,472 shares; 2026Q1: 2,880 shares 2,880 $2.51M 0.06% +1,408 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: 22,404 shares; 2024Q4: 22,646 shares; 2025Q1: 23,023 shares; 2025Q2: 22,679 shares; 2025Q3: 24,453 shares; 2025Q4: 20,484 shares; 2026Q1: 20,387 shares 20,387 $2.44M 0.06% -97 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: 35,132 shares; 2024Q4: 35,132 shares; 2025Q1: 35,115 shares; 2025Q2: 35,242 shares; 2025Q3: 34,992 shares; 2025Q4: 9,233 shares; 2026Q1: 9,233 shares 9,233 $2.42M 0.06% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,025 shares; 2024Q4: 32,804 shares; 2025Q1: 36,783 shares; 2025Q2: 35,560 shares; 2025Q3: 46,297 shares; 2025Q4: 52,150 shares; 2026Q1: 51,411 shares 51,411 $2.4M 0.06% -739 Timeline MUB 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: 244,175 shares; 2024Q4: 90,215 shares; 2025Q1: 54,387 shares; 2025Q2: 63,978 shares; 2025Q3: 25,823 shares; 2025Q4: 23,478 shares; 2026Q1: 22,031 shares 22,031 $2.34M 0.05% -1,447 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: 25,254 shares; 2024Q4: 23,888 shares; 2025Q1: 20,439 shares; 2025Q2: 22,268 shares; 2025Q3: 4,751 shares; 2025Q4: 23,404 shares; 2026Q1: 23,413 shares 23,413 $2.3M 0.05% +9 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: 3,920 shares; 2024Q4: 4,074 shares; 2025Q1: 4,426 shares; 2025Q2: 4,240 shares; 2025Q3: 5,201 shares; 2025Q4: 4,666 shares; 2026Q1: 4,560 shares 4,560 $2.28M 0.05% -106 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,237 shares; 2024Q4: 18,354 shares; 2025Q1: 16,251 shares; 2025Q2: 15,615 shares; 2025Q3: 15,988 shares; 2025Q4: 13,495 shares; 2026Q1: 13,307 shares 13,307 $2.28M 0.05% -188 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: 9,142 shares; 2024Q4: 9,216 shares; 2025Q1: 13,237 shares; 2025Q2: 30,881 shares; 2025Q3: 30,945 shares; 2025Q4: 29,484 shares; 2026Q1: 28,325 shares 28,325 $2.26M 0.05% -1,159 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: 7,170 shares; 2024Q4: 7,266 shares; 2025Q1: 7,797 shares; 2025Q2: 7,699 shares; 2025Q3: 8,741 shares; 2025Q4: 9,455 shares; 2026Q1: 9,405 shares 9,405 $2.22M 0.05% -50 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,777 shares; 2024Q4: 603,985 shares; 2025Q1: 279,125 shares; 2025Q2: 76,010 shares; 2025Q3: 80,525 shares; 2025Q4: 88,718 shares; 2026Q1: 75,443 shares 75,443 $2.2M 0.05% -13,275 Timeline BBAG 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: 43,529 shares; 2024Q4: 44,206 shares; 2025Q1: 44,170 shares; 2025Q2: 46,961 shares; 2025Q3: 52,453 shares; 2025Q4: 55,719 shares; 2026Q1: 47,667 shares 47,667 $2.2M 0.05% -8,052 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: 4,342 shares; 2024Q4: 4,014 shares; 2025Q1: 4,172 shares; 2025Q2: 3,910 shares; 2025Q3: 3,915 shares; 2025Q4: 3,966 shares; 2026Q1: 3,902 shares 3,902 $2.2M 0.05% -64 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,893 shares; 2024Q4: 19,357 shares; 2025Q1: 26,194 shares; 2025Q2: 27,212 shares; 2025Q3: 26,890 shares; 2025Q4: 43,009 shares; 2026Q1: 42,662 shares 42,662 $2.19M 0.05% -347 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: 11,057 shares; 2024Q4: 12,124 shares; 2025Q1: 11,902 shares; 2025Q2: 10,193 shares; 2025Q3: 9,745 shares; 2025Q4: 9,819 shares; 2026Q1: 8,926 shares 8,926 $2.18M 0.05% -893 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: 10,132 shares; 2024Q4: 11,508 shares; 2025Q1: 11,746 shares; 2025Q2: 11,741 shares; 2025Q3: 11,835 shares; 2025Q4: 5,777 shares; 2026Q1: 5,686 shares 5,686 $2.11M 0.05% -91 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,221 shares; 2024Q4: 24,975 shares; 2025Q1: 22,987 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 19,164 shares; 2026Q1: 18,612 shares 18,612 $2.11M 0.05% -552 Timeline PLDR PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,108 shares; 2024Q4: 64,020 shares; 2025Q1: 58,481 shares; 2025Q2: 60,503 shares; 2025Q3: 62,652 shares; 2025Q4: 63,803 shares; 2026Q1: 62,185 shares 62,185 $2.1M 0.05% -1,618 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,160 shares; 2025Q1: 5,532 shares; 2025Q2: 5,332 shares; 2025Q3: 7,605 shares; 2025Q4: 10,313 shares; 2026Q1: 10,199 shares 10,199 $2.09M 0.05% -114 Timeline DGRO 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: 35,130 shares; 2024Q4: 34,397 shares; 2025Q1: 34,047 shares; 2025Q2: 34,510 shares; 2025Q3: 34,497 shares; 2025Q4: 35,749 shares; 2026Q1: 29,351 shares 29,351 $2.06M 0.05% -6,398 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,681 shares; 2024Q4: 21,681 shares; 2025Q1: 11,186 shares; 2025Q2: 6,472 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares 6,453 $2.05M 0.05% 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: 12,046 shares; 2024Q4: 12,401 shares; 2025Q1: 5,950 shares; 2025Q2: 5,760 shares; 2025Q3: 18,176 shares; 2025Q4: 20,646 shares; 2026Q1: 20,829 shares 20,829 $2.03M 0.05% +183 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: 5,680 shares; 2024Q4: 5,963 shares; 2025Q1: 10,123 shares; 2025Q2: 10,703 shares; 2025Q3: 12,121 shares; 2025Q4: 14,426 shares; 2026Q1: 13,282 shares 13,282 $2.03M 0.05% -1,144 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,601 shares; 2024Q4: 8,968 shares; 2025Q1: 10,197 shares; 2025Q2: 10,300 shares; 2025Q3: 22,724 shares; 2025Q4: 25,200 shares; 2026Q1: 25,063 shares 25,063 $2.02M 0.05% -137 Timeline SCHA 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: 36,131 shares; 2024Q4: 71,743 shares; 2025Q1: 71,844 shares; 2025Q2: 68,694 shares; 2025Q3: 65,522 shares; 2025Q4: 66,376 shares; 2026Q1: 69,310 shares 69,310 $2.02M 0.05% +2,934 Timeline FROG JFROG LTD More: the full row for JFROG 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: 4,391 shares; 2025Q4: 8,939 shares; 2026Q1: 42,329 shares 42,329 $1.99M 0.05% +33,390 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: 3,163 shares; 2024Q4: 2,012 shares; 2025Q1: 2,043 shares; 2025Q2: 2,235 shares; 2025Q3: 2,214 shares; 2025Q4: 2,271 shares; 2026Q1: 2,242 shares 2,242 $1.94M 0.04% -29 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: 6,043 shares; 2024Q4: 6,216 shares; 2025Q1: 6,729 shares; 2025Q2: 6,516 shares; 2025Q3: 8,820 shares; 2025Q4: 9,899 shares; 2026Q1: 9,802 shares 9,802 $1.94M 0.04% -97 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,198 shares; 2025Q1: 17,157 shares; 2025Q2: 16,566 shares; 2025Q3: 21,456 shares; 2025Q4: 23,973 shares; 2026Q1: 23,719 shares 23,719 $1.92M 0.04% -254 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: 73,777 shares; 2024Q4: 75,950 shares; 2025Q1: 76,486 shares; 2025Q2: 77,691 shares; 2025Q3: 52,722 shares; 2025Q4: 45,463 shares; 2026Q1: 37,804 shares 37,804 $1.9M 0.04% -7,659 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: 9,447 shares; 2024Q4: 9,689 shares; 2025Q1: 10,331 shares; 2025Q2: 10,131 shares; 2025Q3: 11,245 shares; 2025Q4: 7,074 shares; 2026Q1: 6,976 shares 6,976 $1.86M 0.04% -98 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: 130,927 shares; 2024Q4: 132,443 shares; 2025Q1: 128,537 shares; 2025Q2: 125,364 shares; 2025Q3: 114,649 shares; 2025Q4: 113,339 shares; 2026Q1: 109,125 shares 109,125 $1.85M 0.04% -4,214 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,460 shares; 2024Q4: 3,520 shares; 2025Q1: 3,667 shares; 2025Q2: 4,729 shares; 2025Q3: 4,707 shares; 2025Q4: 3,334 shares; 2026Q1: 3,357 shares 3,357 $1.84M 0.04% +23 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: 681 shares; 2024Q4: 704 shares; 2025Q1: 753 shares; 2025Q2: 733 shares; 2025Q3: 940 shares; 2025Q4: 1,702 shares; 2026Q1: 1,682 shares 1,682 $1.83M 0.04% -20 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: 8,006 shares; 2024Q4: 8,250 shares; 2025Q1: 8,147 shares; 2025Q2: 8,580 shares; 2025Q3: 8,604 shares; 2025Q4: 9,033 shares; 2026Q1: 9,401 shares 9,401 $1.8M 0.04% +368 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: 1,109 shares; 2026Q1: 7,435 shares 7,435 $1.77M 0.04% +6,326 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,482 shares; 2024Q4: 34,651 shares; 2025Q1: 34,651 shares; 2025Q2: 34,502 shares; 2025Q3: 34,515 shares; 2025Q4: 21,533 shares; 2026Q1: 19,174 shares 19,174 $1.75M 0.04% -2,359 Timeline ROKU ROKU INC More: the full row for ROKU 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: 18,224 shares 18,224 $1.72M 0.04% new Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,207 shares; 2024Q4: 84,900 shares; 2025Q1: 68,379 shares; 2025Q2: 67,771 shares; 2025Q3: 67,771 shares; 2025Q4: 42,071 shares; 2026Q1: 42,071 shares 42,071 $1.71M 0.04% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 5,705 shares; 2025Q1: 6,285 shares; 2025Q2: 6,091 shares; 2025Q3: 7,821 shares; 2025Q4: 8,727 shares; 2026Q1: 8,373 shares 8,373 $1.71M 0.04% -354 Timeline SCHE 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: 54,712 shares; 2024Q4: 52,248 shares; 2025Q1: 54,174 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares; 2025Q4: 50,347 shares; 2026Q1: 51,335 shares 51,335 $1.69M 0.04% +988 Timeline SCHG 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: 14,653 shares; 2024Q4: 57,812 shares; 2025Q1: 63,012 shares; 2025Q2: 57,812 shares; 2025Q3: 57,812 shares; 2025Q4: 58,524 shares; 2026Q1: 57,852 shares 57,852 $1.69M 0.04% -672 Timeline VOX 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: 7,728 shares; 2024Q4: 8,881 shares; 2025Q1: 8,021 shares; 2025Q2: 9,222 shares; 2025Q3: 9,033 shares; 2025Q4: 10,093 shares; 2026Q1: 9,242 shares 9,242 $1.66M 0.04% -851 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: 136,371 shares; 2024Q4: 68,174 shares; 2025Q1: 86,639 shares; 2025Q2: 57,531 shares; 2025Q3: 40,955 shares; 2025Q4: 41,707 shares; 2026Q1: 49,502 shares 49,502 $1.66M 0.04% +7,795 Timeline IVE 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: 10,930 shares; 2025Q1: 10,434 shares; 2025Q2: 9,949 shares; 2025Q3: 9,101 shares; 2025Q4: 8,432 shares; 2026Q1: 7,676 shares 7,676 $1.62M 0.04% -756 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,463 shares; 2024Q4: 9,780 shares; 2025Q1: 9,621 shares; 2025Q2: 14,375 shares; 2025Q3: 13,702 shares; 2025Q4: 26,840 shares; 2026Q1: 26,392 shares 26,392 $1.62M 0.04% -448 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: 4,774 shares; 2024Q4: 4,963 shares; 2025Q1: 5,386 shares; 2025Q2: 5,464 shares; 2025Q3: 5,452 shares; 2025Q4: 5,835 shares; 2026Q1: 6,048 shares 6,048 $1.61M 0.04% +213 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 19,446 shares; 2025Q1: 20,246 shares; 2025Q2: 20,104 shares; 2025Q3: 20,104 shares; 2025Q4: 14,204 shares; 2026Q1: 14,204 shares 14,204 $1.59M 0.04% 0 Timeline ESGV 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: 9,459 shares; 2024Q4: 9,615 shares; 2025Q1: 11,096 shares; 2025Q2: 12,341 shares; 2025Q3: 12,362 shares; 2025Q4: 12,636 shares; 2026Q1: 14,158 shares 14,158 $1.59M 0.04% +1,522 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 7,698 shares; 2025Q3: 7,605 shares; 2025Q4: 7,323 shares; 2026Q1: 7,325 shares 7,325 $1.59M 0.04% +2 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: 4,540 shares; 2026Q1: 5,193 shares 5,193 $1.58M 0.04% +653 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,467 shares; 2024Q4: 12,837 shares; 2025Q1: 14,258 shares; 2025Q2: 13,805 shares; 2025Q3: 17,924 shares; 2025Q4: 20,524 shares; 2026Q1: 19,844 shares 19,844 $1.58M 0.04% -680 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,289 shares; 2024Q4: 42,782 shares; 2025Q1: 41,352 shares; 2025Q2: 39,451 shares; 2025Q3: 37,482 shares; 2025Q4: 38,023 shares; 2026Q1: 37,668 shares 37,668 $1.57M 0.04% -355 Timeline CWI 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: 44,556 shares; 2024Q4: 44,256 shares; 2025Q1: 44,256 shares; 2025Q2: 44,256 shares; 2025Q3: 44,256 shares; 2025Q4: 43,881 shares; 2026Q1: 42,546 shares 42,546 $1.56M 0.04% -1,335 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: 180,000 shares; 2025Q4: 180,000 shares; 2026Q1: 185,400 shares 185,400 $1.55M 0.04% +5,400 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,900 shares; 2025Q1: 3,109 shares; 2025Q2: 2,194 shares; 2025Q3: 1,899 shares; 2025Q4: 2,146 shares; 2026Q1: 2,126 shares 2,126 $1.55M 0.04% -20 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: 9,364 shares; 2024Q4: 6,352 shares; 2025Q1: 6,914 shares; 2025Q2: 8,096 shares; 2025Q3: 9,713 shares; 2025Q4: 11,015 shares; 2026Q1: 10,905 shares 10,905 $1.48M 0.03% -110 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 19,673 shares; 2025Q3: 19,536 shares; 2025Q4: 19,690 shares; 2026Q1: 19,140 shares 19,140 $1.48M 0.03% -550 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: 20,070 shares; 2024Q4: 20,084 shares; 2025Q1: 20,083 shares; 2025Q2: 20,106 shares; 2025Q3: 20,122 shares; 2025Q4: 20,106 shares; 2026Q1: 20,142 shares 20,142 $1.46M 0.03% +36 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: 19,327 shares; 2024Q4: 19,814 shares; 2025Q1: 18,695 shares; 2025Q2: 19,523 shares; 2025Q3: 19,446 shares; 2025Q4: 20,438 shares; 2026Q1: 20,868 shares 20,868 $1.46M 0.03% +430 Timeline XLRE 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: 58,696 shares; 2024Q4: 61,599 shares; 2025Q1: 58,420 shares; 2025Q2: 60,621 shares; 2025Q3: 57,566 shares; 2025Q4: 50,265 shares; 2026Q1: 35,568 shares 35,568 $1.45M 0.03% -14,697 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: 15,987 shares; 2026Q1: 15,946 shares 15,946 $1.45M 0.03% -41 Timeline VPU 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: 7,859 shares; 2024Q4: 7,764 shares; 2025Q1: 7,606 shares; 2025Q2: 7,628 shares; 2025Q3: 7,485 shares; 2025Q4: 7,427 shares; 2026Q1: 7,199 shares 7,199 $1.43M 0.03% -228 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 1,450 shares 1,450 $1.42M 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 58,946 shares; 2025Q1: 63,077 shares; 2025Q2: 63,388 shares; 2025Q3: 60,158 shares; 2025Q4: 58,808 shares; 2026Q1: 56,274 shares 56,274 $1.41M 0.03% -2,534 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,774 shares; 2024Q4: 64,119 shares; 2025Q1: 64,119 shares; 2025Q2: 63,541 shares; 2025Q3: 57,341 shares; 2025Q4: 27,022 shares; 2026Q1: 23,700 shares 23,700 $1.41M 0.03% -3,322 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,851 shares; 2024Q4: 61,207 shares; 2025Q1: 61,812 shares; 2025Q2: 61,289 shares; 2025Q3: 61,289 shares; 2025Q4: 39,589 shares; 2026Q1: 39,589 shares 39,589 $1.4M 0.03% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,139 shares; 2024Q4: 16,359 shares; 2025Q1: 27,736 shares; 2025Q2: 28,935 shares; 2025Q3: 27,056 shares; 2025Q4: 26,942 shares; 2026Q1: 28,791 shares 28,791 $1.39M 0.03% +1,849 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 5,043 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,468 shares 6,468 $1.38M 0.03% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,196 shares; 2025Q2: 12,825 shares; 2025Q3: 16,803 shares; 2025Q4: 18,808 shares; 2026Q1: 18,771 shares 18,771 $1.37M 0.03% -37 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: not reported; 2024Q4: not reported; 2025Q1: 10,666 shares; 2025Q2: 10,437 shares; 2025Q3: 12,337 shares; 2025Q4: 13,336 shares; 2026Q1: 13,330 shares 13,330 $1.36M 0.03% -6 Timeline ICF 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: 25,175 shares; 2024Q4: 26,509 shares; 2025Q1: 22,193 shares; 2025Q2: 21,515 shares; 2025Q3: 21,271 shares; 2025Q4: 21,105 shares; 2026Q1: 21,590 shares 21,590 $1.34M 0.03% +485 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: 6,286 shares; 2024Q4: 1,677 shares; 2025Q1: 1,793 shares; 2025Q2: 3,214 shares; 2025Q3: 4,085 shares; 2025Q4: 4,717 shares; 2026Q1: 4,551 shares 4,551 $1.33M 0.03% -166 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: 2,509 shares; 2024Q4: 2,524 shares; 2025Q1: 3,199 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,071 shares; 2026Q1: 3,092 shares 3,092 $1.32M 0.03% +21 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,161 shares; 2025Q2: 8,294 shares; 2025Q3: 34,648 shares; 2025Q4: 38,447 shares; 2026Q1: 28,200 shares 28,200 $1.31M 0.03% -10,247 Timeline XLV 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: 7,810 shares; 2024Q4: 7,928 shares; 2025Q1: 7,710 shares; 2025Q2: 8,520 shares; 2025Q3: 8,731 shares; 2025Q4: 8,501 shares; 2026Q1: 8,786 shares 8,786 $1.29M 0.03% +285 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,255 shares; 2025Q1: 4,297 shares; 2025Q2: 4,227 shares; 2025Q3: 4,462 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $1.28M 0.03% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,200 shares; 2026Q1: 50,285 shares 50,285 $1.28M 0.03% +85 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: 4,248 shares; 2024Q4: 4,348 shares; 2025Q1: 4,454 shares; 2025Q2: 4,685 shares; 2025Q3: 4,515 shares; 2025Q4: 4,547 shares; 2026Q1: 4,375 shares 4,375 $1.28M 0.03% -172 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: 19,006 shares; 2024Q4: 4,330 shares; 2025Q1: 4,709 shares; 2025Q2: 4,669 shares; 2025Q3: 4,717 shares; 2025Q4: 3,700 shares; 2026Q1: 8,700 shares 8,700 $1.27M 0.03% +5,000 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,728 shares; 2024Q4: 29,001 shares; 2025Q1: 29,801 shares; 2025Q2: 26,738 shares; 2025Q3: 22,738 shares; 2025Q4: 18,465 shares; 2026Q1: 13,965 shares 13,965 $1.25M 0.03% -4,500 Timeline XLC 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: 12,242 shares; 2024Q4: 12,613 shares; 2025Q1: 12,139 shares; 2025Q2: 12,739 shares; 2025Q3: 11,434 shares; 2025Q4: 11,229 shares; 2026Q1: 11,229 shares 11,229 $1.24M 0.03% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares 3,166 $1.24M 0.03% new Timeline VGIT 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: 88,011 shares; 2024Q4: 95,691 shares; 2025Q1: 10,950 shares; 2025Q2: 9,460 shares; 2025Q3: 5,726 shares; 2025Q4: not reported; 2026Q1: 20,830 shares 20,830 $1.24M 0.03% new 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: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 7,063 shares; 2025Q2: 6,717 shares; 2025Q3: 6,513 shares; 2025Q4: 6,412 shares; 2026Q1: 6,369 shares 6,369 $1.23M 0.03% -43 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: 430 shares; 2024Q4: 434 shares; 2025Q1: 488 shares; 2025Q2: 487 shares; 2025Q3: 557 shares; 2025Q4: 413 shares; 2026Q1: 289 shares 289 $1.22M 0.03% -124 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,896 shares; 2025Q1: 2,417 shares; 2025Q2: 2,216 shares; 2025Q3: 2,816 shares; 2025Q4: 3,166 shares; 2026Q1: 4,354 shares 4,354 $1.22M 0.03% +1,188 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: 2,563 shares; 2025Q4: 3,042 shares; 2026Q1: 2,153 shares 2,153 $1.21M 0.03% -889 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 16,000 shares; 2026Q1: 22,300 shares 22,300 $1.21M 0.03% +6,300 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: 54,665 shares; 2024Q4: 53,374 shares; 2025Q1: 55,214 shares; 2025Q2: 55,233 shares; 2025Q3: 54,073 shares; 2025Q4: 43,360 shares; 2026Q1: 42,754 shares 42,754 $1.2M 0.03% -606 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: 36,226 shares; 2024Q4: 36,767 shares; 2025Q1: 36,264 shares; 2025Q2: 35,880 shares; 2025Q3: 32,289 shares; 2025Q4: 31,157 shares; 2026Q1: 30,281 shares 30,281 $1.18M 0.03% -876 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: 12,663 shares; 2024Q4: 11,537 shares; 2025Q1: 13,294 shares; 2025Q2: 13,718 shares; 2025Q3: 12,178 shares; 2025Q4: 12,306 shares; 2026Q1: 12,549 shares 12,549 $1.17M 0.03% +243 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: 14,641 shares; 2024Q4: 15,092 shares; 2025Q1: 16,828 shares; 2025Q2: 16,357 shares; 2025Q3: 21,241 shares; 2025Q4: 24,028 shares; 2026Q1: 23,748 shares 23,748 $1.16M 0.03% -280 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,517 shares; 2024Q4: 15,035 shares; 2025Q1: 14,714 shares; 2025Q2: 14,528 shares; 2025Q3: 17,471 shares; 2025Q4: 17,104 shares; 2026Q1: 16,621 shares 16,621 $1.15M 0.03% -483 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,572 shares; 2025Q1: 3,506 shares; 2025Q2: 3,401 shares; 2025Q3: 3,368 shares; 2025Q4: 3,360 shares; 2026Q1: 3,317 shares 3,317 $1.14M 0.03% -43 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,870 shares; 2025Q2: 12,592 shares; 2025Q3: 24,422 shares; 2025Q4: 22,890 shares; 2026Q1: 30,898 shares 30,898 $1.14M 0.03% +8,008 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,185 shares; 2024Q4: 8,392 shares; 2025Q1: 9,065 shares; 2025Q2: 8,757 shares; 2025Q3: 11,558 shares; 2025Q4: 13,001 shares; 2026Q1: 12,904 shares 12,904 $1.12M 0.03% -97 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,504 shares; 2024Q4: 21,808 shares; 2025Q1: 21,965 shares; 2025Q2: 21,552 shares; 2025Q3: 10,249 shares; 2025Q4: 17,953 shares; 2026Q1: 17,500 shares 17,500 $1.12M 0.03% -453 Timeline XLY 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: 4,839 shares; 2024Q4: 5,069 shares; 2025Q1: 4,821 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 10,340 shares; 2026Q1: 10,286 shares 10,286 $1.12M 0.03% -54 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,577 shares; 2024Q4: 33,227 shares; 2025Q1: 28,420 shares; 2025Q2: 25,499 shares; 2025Q3: 25,696 shares; 2025Q4: 24,926 shares; 2026Q1: 24,569 shares 24,569 $1.12M 0.03% -357 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: 9,311 shares; 2024Q4: 9,243 shares; 2025Q1: 8,811 shares; 2025Q2: 9,884 shares; 2025Q3: 9,460 shares; 2025Q4: 9,411 shares; 2026Q1: 9,219 shares 9,219 $1.11M 0.03% -192 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: 41,660 shares; 2024Q4: 162,212 shares; 2025Q1: 94,714 shares; 2025Q2: 60,779 shares; 2025Q3: 61,726 shares; 2025Q4: 56,238 shares; 2026Q1: 53,078 shares 53,078 $1.1M 0.03% -3,160 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: 4,040 shares 4,040 $1.09M 0.03% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 18,081 shares; 2025Q1: 19,229 shares; 2025Q2: 34,031 shares; 2025Q3: 27,813 shares; 2025Q4: 54,032 shares; 2026Q1: 53,865 shares 53,865 $1.09M 0.03% -167 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares; 2026Q1: 5,545 shares 5,545 $1.09M 0.02% +1,499 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: 16,813 shares; 2024Q4: 6,966 shares; 2025Q1: 7,170 shares; 2025Q2: 6,708 shares; 2025Q3: 5,732 shares; 2025Q4: 6,331 shares; 2026Q1: 6,285 shares 6,285 $1.08M 0.02% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 2,724 shares 2,724 $1.08M 0.02% -1,476 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,375 shares; 2025Q1: 7,733 shares; 2025Q2: 6,400 shares; 2025Q3: 7,308 shares; 2025Q4: 4,446 shares; 2026Q1: 4,426 shares 4,426 $1.06M 0.02% -20 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $1.06M 0.02% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 18,700 shares; 2025Q3: 5,814 shares; 2025Q4: 19,800 shares; 2026Q1: 18,300 shares 18,300 $1.06M 0.02% -1,500 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,137 shares; 2024Q4: 43,404 shares; 2025Q1: 43,404 shares; 2025Q2: 43,000 shares; 2025Q3: 43,013 shares; 2025Q4: 26,800 shares; 2026Q1: 26,845 shares 26,845 $1.05M 0.02% +45 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,396 shares; 2024Q4: 47,651 shares; 2025Q1: 53,551 shares; 2025Q2: 41,312 shares; 2025Q3: 45,312 shares; 2025Q4: 33,312 shares; 2026Q1: 28,412 shares 28,412 $1.04M 0.02% -4,900 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 2,992 shares; 2025Q2: 3,871 shares; 2025Q3: 3,888 shares; 2025Q4: 3,609 shares; 2026Q1: 3,632 shares 3,632 $1.03M 0.02% +23 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,618 shares; 2024Q4: 15,051 shares; 2025Q1: 19,069 shares; 2025Q2: 21,321 shares; 2025Q3: 18,936 shares; 2025Q4: 17,977 shares; 2026Q1: 18,617 shares 18,617 $1.03M 0.02% +640 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,344 shares; 2024Q4: 7,753 shares; 2025Q1: 8,099 shares; 2025Q2: 7,725 shares; 2025Q3: 9,873 shares; 2025Q4: 9,895 shares; 2026Q1: 12,064 shares 12,064 $1.02M 0.02% +2,169 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,305 shares; 2025Q1: 62,468 shares; 2025Q2: 43,494 shares; 2025Q3: not reported; 2025Q4: 137,341 shares; 2026Q1: 84,761 shares 84,761 $1.01M 0.02% -52,580 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares 6,879 $1M 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: 39,183 shares; 2024Q4: 7,996 shares; 2025Q1: 8,656 shares; 2025Q2: 8,400 shares; 2025Q3: 11,025 shares; 2025Q4: 12,431 shares; 2026Q1: 12,288 shares 12,288 $984K 0.02% -143 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,682 shares; 2024Q4: 13,337 shares; 2025Q1: 46,720 shares; 2025Q2: 46,720 shares; 2025Q3: 48,020 shares; 2025Q4: 46,720 shares; 2026Q1: 50,692 shares 50,692 $975K 0.02% +3,972 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: 8,523 shares; 2025Q1: 8,503 shares; 2025Q2: 8,553 shares; 2025Q3: 38,422 shares; 2025Q4: 28,516 shares; 2026Q1: 30,169 shares 30,169 $966K 0.02% +1,653 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,683 shares; 2024Q4: 12,281 shares; 2025Q1: 14,745 shares; 2025Q2: 13,546 shares; 2025Q3: 12,221 shares; 2025Q4: 12,395 shares; 2026Q1: 13,110 shares 13,110 $954K 0.02% +715 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,560 shares; 2025Q1: 4,699 shares; 2025Q2: 5,218 shares; 2025Q3: 4,820 shares; 2025Q4: 4,524 shares; 2026Q1: 4,601 shares 4,601 $948K 0.02% +77 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 11,968 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 10,975 shares; 2025Q4: 10,781 shares; 2026Q1: 10,781 shares 10,781 $934K 0.02% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,352 shares; 2024Q4: 48,639 shares; 2025Q1: 48,639 shares; 2025Q2: 48,487 shares; 2025Q3: 48,487 shares; 2025Q4: 30,000 shares; 2026Q1: 59,500 shares 59,500 $932K 0.02% +29,500 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 47,200 shares; 2025Q3: 49,100 shares; 2025Q4: 46,100 shares; 2026Q1: 37,900 shares 37,900 $932K 0.02% -8,200 Timeline IBB 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: 5,553 shares; 2024Q4: 5,550 shares; 2025Q1: 5,561 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,563 shares; 2026Q1: 5,462 shares 5,462 $922K 0.02% -101 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,500 shares; 2025Q1: 8,149 shares; 2025Q2: 8,133 shares; 2025Q3: 9,065 shares; 2025Q4: 8,026 shares; 2026Q1: 7,950 shares 7,950 $914K 0.02% -76 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 7,561 shares 7,561 $911K 0.02% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,503 shares; 2025Q3: 29,524 shares; 2025Q4: 47,342 shares; 2026Q1: 48,096 shares 48,096 $899K 0.02% +754 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 9,300 shares; 2025Q3: 11,400 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $890K 0.02% 0 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: 6,408 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares 6,413 $887K 0.02% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 22,500 shares; 2026Q1: 22,700 shares 22,700 $879K 0.02% +200 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,801 shares; 2025Q1: 14,201 shares; 2025Q2: 16,101 shares; 2025Q3: 17,001 shares; 2025Q4: 18,501 shares; 2026Q1: 17,401 shares 17,401 $879K 0.02% -1,100 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,886 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares 6,022 $878K 0.02% 0 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,885 shares; 2025Q2: 46,552 shares; 2025Q3: 23,085 shares; 2025Q4: 35,252 shares; 2026Q1: 33,094 shares 33,094 $877K 0.02% -2,158 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS 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: 13,900 shares; 2025Q4: 17,300 shares; 2026Q1: 14,000 shares 14,000 $877K 0.02% -3,300 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,566 shares; 2024Q4: 31,564 shares; 2025Q1: 32,438 shares; 2025Q2: 28,538 shares; 2025Q3: 28,538 shares; 2025Q4: 28,537 shares; 2026Q1: 28,537 shares 28,537 $876K 0.02% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,400 shares 14,400 $874K 0.02% new Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,192 shares; 2025Q2: 31,192 shares; 2025Q3: not reported; 2025Q4: 31,992 shares; 2026Q1: 30,192 shares 30,192 $870K 0.02% -1,800 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 10,568 shares; 2025Q2: 7,900 shares; 2025Q3: 11,600 shares; 2025Q4: 12,300 shares; 2026Q1: 11,000 shares 11,000 $867K 0.02% -1,300 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,400 shares; 2025Q2: 9,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,200 shares 19,200 $867K 0.02% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,543 shares; 2024Q4: 35,478 shares; 2025Q1: 35,420 shares; 2025Q2: 39,055 shares; 2025Q3: 32,203 shares; 2025Q4: 32,007 shares; 2026Q1: 33,136 shares 33,136 $863K 0.02% +1,129 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 20,500 shares 20,500 $862K 0.02% new Timeline DAN DANA INC More: the full row for DANA 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: 22,900 shares; 2025Q3: 25,600 shares; 2025Q4: 25,600 shares; 2026Q1: 25,600 shares 25,600 $861K 0.02% 0 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 13,303 shares; 2025Q3: 13,303 shares; 2025Q4: 13,603 shares; 2026Q1: 13,603 shares 13,603 $860K 0.02% 0 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,100 shares; 2025Q2: 25,100 shares; 2025Q3: 27,700 shares; 2025Q4: 21,900 shares; 2026Q1: 22,300 shares 22,300 $857K 0.02% +400 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,693 shares; 2025Q2: 25,370 shares; 2025Q3: 28,328 shares; 2025Q4: 20,529 shares; 2026Q1: 25,773 shares 25,773 $854K 0.02% +5,244 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,925 shares; 2026Q1: 112,825 shares 112,825 $852K 0.02% +16,900 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,306 shares; 2025Q3: 2,181 shares; 2025Q4: 2,080 shares; 2026Q1: 1,830 shares 1,830 $848K 0.02% -250 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 22,360 shares; 2025Q3: 23,260 shares; 2025Q4: 23,260 shares; 2026Q1: 25,460 shares 25,460 $848K 0.02% +2,200 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,400 shares 23,400 $844K 0.02% new Timeline EHAB ENHABIT INC More: the full row for ENHABIT 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: 55,200 shares; 2025Q4: 55,200 shares; 2026Q1: 59,500 shares 59,500 $838K 0.02% +4,300 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: 5,888 shares; 2024Q4: 13,116 shares; 2025Q1: 11,622 shares; 2025Q2: 7,276 shares; 2025Q3: 16,412 shares; 2025Q4: 5,722 shares; 2026Q1: 5,620 shares 5,620 $832K 0.02% -102 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares; 2026Q1: 8,171 shares 8,171 $831K 0.02% 0 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,519 shares; 2025Q4: 53,600 shares; 2026Q1: 88,500 shares 88,500 $829K 0.02% +34,900 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,653 shares; 2024Q4: not reported; 2025Q1: 12,415 shares; 2025Q2: 19,700 shares; 2025Q3: 20,515 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares 21,200 $828K 0.02% 0 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: 14,101 shares; 2024Q4: 13,799 shares; 2025Q1: 16,674 shares; 2025Q2: 16,474 shares; 2025Q3: 16,503 shares; 2025Q4: 11,520 shares; 2026Q1: 11,520 shares 11,520 $827K 0.02% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 3,885 shares; 2025Q1: 3,585 shares; 2025Q2: 3,285 shares; 2025Q3: 4,085 shares; 2025Q4: 3,485 shares; 2026Q1: 3,885 shares 3,885 $822K 0.02% +400 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,500 shares; 2025Q2: 48,900 shares; 2025Q3: 42,837 shares; 2025Q4: 45,725 shares; 2026Q1: 43,925 shares 43,925 $821K 0.02% -1,800 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,696 shares; 2025Q2: 17,096 shares; 2025Q3: 12,900 shares; 2025Q4: 10,781 shares; 2026Q1: 15,577 shares 15,577 $817K 0.02% +4,796 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 23,100 shares; 2026Q1: 28,000 shares 28,000 $816K 0.02% +4,900 Timeline VDE 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: 2,355 shares; 2024Q4: 9,151 shares; 2025Q1: 5,773 shares; 2025Q2: 5,789 shares; 2025Q3: 3,589 shares; 2025Q4: 7,418 shares; 2026Q1: 4,710 shares 4,710 $815K 0.02% -2,708 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 8,057 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,949 shares; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares 7,942 $811K 0.02% 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: 4,242 shares; 2024Q4: 2,435 shares; 2025Q1: not reported; 2025Q2: 8,498 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,086 shares 8,086 $809K 0.02% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,744 shares; 2026Q1: 4,644 shares 4,644 $807K 0.02% +1,900 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,249 shares; 2024Q4: 31,291 shares; 2025Q1: 32,446 shares; 2025Q2: 22,608 shares; 2025Q3: 11,090 shares; 2025Q4: 11,079 shares; 2026Q1: 9,375 shares 9,375 $807K 0.02% -1,704 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 14,900 shares 14,900 $806K 0.02% +9,900 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,713 shares 4,713 $806K 0.02% -92 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: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,847 shares 14,847 $806K 0.02% +47 Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 22,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 24,000 shares 24,000 $802K 0.02% -1,500 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,700 shares 17,700 $798K 0.02% new Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,300 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 13,281 shares; 2026Q1: 13,981 shares 13,981 $797K 0.02% +700 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,199 shares; 2024Q4: 26,868 shares; 2025Q1: 26,869 shares; 2025Q2: 25,913 shares; 2025Q3: 24,489 shares; 2025Q4: 18,033 shares; 2026Q1: 11,845 shares 11,845 $794K 0.02% -6,188 Timeline EEMA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,275 shares 8,275 $792K 0.02% new 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: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,874 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,648 shares 2,648 $791K 0.02% -62 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 466 shares; 2025Q2: 464 shares; 2025Q3: 453 shares; 2025Q4: 2,132 shares; 2026Q1: 1,851 shares 1,851 $786K 0.02% -281 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: 5,350 shares; 2024Q4: 5,323 shares; 2025Q1: 5,242 shares; 2025Q2: 4,937 shares; 2025Q3: 4,883 shares; 2025Q4: 4,679 shares; 2026Q1: 4,504 shares 4,504 $781K 0.02% -175 Timeline XLI 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: 3,078 shares; 2024Q4: 3,266 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 4,789 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares 4,788 $774K 0.02% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS 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: not reported; 2025Q4: not reported; 2026Q1: 11,800 shares 11,800 $772K 0.02% new Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,600 shares 20,600 $767K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,865 shares; 2026Q1: 13,414 shares 13,414 $764K 0.02% +1,549 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,908 shares; 2024Q4: 23,008 shares; 2025Q1: 23,008 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares 14,200 $763K 0.02% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 2,700 shares 2,700 $762K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,758 shares; 2025Q2: 12,482 shares; 2025Q3: 12,505 shares; 2025Q4: 12,482 shares; 2026Q1: 12,483 shares 12,483 $762K 0.02% +1 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: not reported; 2026Q1: 22,200 shares 22,200 $759K 0.02% new Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,510 shares 21,510 $758K 0.02% new Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,300 shares; 2025Q1: 43,300 shares; 2025Q2: not reported; 2025Q3: 42,200 shares; 2025Q4: 32,500 shares; 2026Q1: 35,300 shares 35,300 $755K 0.02% +2,800 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,900 shares; 2024Q4: 42,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,700 shares 90,700 $755K 0.02% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,926 shares; 2024Q4: 12,300 shares; 2025Q1: 18,020 shares; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 18,300 shares; 2026Q1: 27,400 shares 27,400 $755K 0.02% +9,100 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,600 shares; 2025Q3: 48,700 shares; 2025Q4: 48,700 shares; 2026Q1: 41,300 shares 41,300 $755K 0.02% -7,400 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,262 shares; 2025Q2: 16,262 shares; 2025Q3: 16,262 shares; 2025Q4: 16,270 shares; 2026Q1: 16,270 shares 16,270 $754K 0.02% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,200 shares; 2025Q1: 13,600 shares; 2025Q2: 34,100 shares; 2025Q3: 26,300 shares; 2025Q4: 20,942 shares; 2026Q1: 22,342 shares 22,342 $753K 0.02% +1,400 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,100 shares 23,100 $749K 0.02% new 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: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 7,710 shares; 2025Q3: 7,533 shares; 2025Q4: 6,995 shares; 2026Q1: 6,975 shares 6,975 $745K 0.02% -20 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 11,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,027 shares; 2026Q1: 18,100 shares 18,100 $742K 0.02% +8,073 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG 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: 12,623 shares; 2025Q4: 13,923 shares; 2026Q1: 13,923 shares 13,923 $741K 0.02% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,715 shares; 2024Q4: 23,715 shares; 2025Q1: 21,815 shares; 2025Q2: 21,800 shares; 2025Q3: 19,815 shares; 2025Q4: 19,800 shares; 2026Q1: 18,031 shares 18,031 $740K 0.02% -1,769 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT 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: 16,300 shares; 2026Q1: 23,200 shares 23,200 $738K 0.02% +6,900 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,300 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 6,000 shares 6,000 $735K 0.02% +700 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares 13,600 $732K 0.02% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 9,637 shares; 2025Q2: 9,037 shares; 2025Q3: 9,037 shares; 2025Q4: 9,037 shares; 2026Q1: 7,789 shares 7,789 $732K 0.02% -1,248 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: 10,653 shares; 2024Q4: 10,659 shares; 2025Q1: 5,030 shares; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares; 2025Q4: 4,856 shares; 2026Q1: 4,862 shares 4,862 $731K 0.02% +6 Timeline IYR 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: 83,173 shares; 2024Q4: 72,354 shares; 2025Q1: 70,249 shares; 2025Q2: 69,494 shares; 2025Q3: 69,494 shares; 2025Q4: 7,718 shares; 2026Q1: 7,718 shares 7,718 $730K 0.02% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,205 shares; 2024Q4: 39,355 shares; 2025Q1: 39,355 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares 24,200 $729K 0.02% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,737 shares; 2024Q4: 15,773 shares; 2025Q1: 15,767 shares; 2025Q2: 15,543 shares; 2025Q3: 15,545 shares; 2025Q4: 9,632 shares; 2026Q1: 9,633 shares 9,633 $728K 0.02% +1 Timeline VAW 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: 2,911 shares; 2024Q4: 3,388 shares; 2025Q1: 2,950 shares; 2025Q2: 3,498 shares; 2025Q3: 3,024 shares; 2025Q4: 3,711 shares; 2026Q1: 3,229 shares 3,229 $728K 0.02% -482 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,355 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares 3,350 $726K 0.02% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 8,407 shares; 2025Q2: 7,100 shares; 2025Q3: 9,110 shares; 2025Q4: 10,000 shares; 2026Q1: 11,800 shares 11,800 $725K 0.02% +1,800 Timeline PLUS EPLUS INC More: the full row for EPLUS 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: 6,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,600 shares 9,600 $722K 0.02% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 11,700 shares; 2025Q1: 10,600 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 12,400 shares 12,400 $722K 0.02% +1,200 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 21,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 31,900 shares 31,900 $721K 0.02% +18,900 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,091 shares; 2026Q1: 13,347 shares 13,347 $720K 0.02% +4,256 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: 25,703 shares; 2025Q1: 27,404 shares; 2025Q2: 28,246 shares; 2025Q3: 35,396 shares; 2025Q4: 38,371 shares; 2026Q1: 36,414 shares 36,414 $719K 0.02% -1,957 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE 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: 5,300 shares; 2026Q1: 10,900 shares 10,900 $717K 0.02% +5,600 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: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,227 shares; 2025Q4: 15,059 shares; 2026Q1: 14,759 shares 14,759 $715K 0.02% -300 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,100 shares; 2025Q3: 17,800 shares; 2025Q4: 17,800 shares; 2026Q1: 17,800 shares 17,800 $714K 0.02% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,700 shares 37,700 $709K 0.02% new Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,536 shares; 2024Q4: 25,936 shares; 2025Q1: 25,936 shares; 2025Q2: 26,736 shares; 2025Q3: 27,836 shares; 2025Q4: 27,836 shares; 2026Q1: 21,836 shares 21,836 $698K 0.02% -6,000 Timeline HCSG HEALTHCARE SVCS GROUP INC More: the full row for HEALTHCARE 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: not reported; 2025Q2: not reported; 2025Q3: 38,900 shares; 2025Q4: 38,900 shares; 2026Q1: 37,500 shares 37,500 $696K 0.02% -1,400 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 22,229 shares; 2025Q1: 22,229 shares; 2025Q2: 22,229 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares; 2026Q1: 19,429 shares 19,429 $677K 0.02% -2,800 Timeline VXF 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: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $673K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,374 shares; 2024Q4: 91,402 shares; 2025Q1: 94,278 shares; 2025Q2: 10,534 shares; 2025Q3: 13,764 shares; 2025Q4: 17,789 shares; 2026Q1: 22,164 shares 22,164 $666K 0.02% +4,375 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: 3,850 shares; 2024Q4: 3,878 shares; 2025Q1: 3,906 shares; 2025Q2: 3,963 shares; 2025Q3: 4,002 shares; 2025Q4: 3,785 shares; 2026Q1: 3,816 shares 3,816 $657K 0.02% +31 Timeline MITT TPG MTG INVTS TR INC More: the full row for TPG MTG INVTS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,800 shares; 2025Q2: 82,000 shares; 2025Q3: not reported; 2025Q4: 46,200 shares; 2026Q1: 89,326 shares 89,326 $653K 0.02% +43,126 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 49,201 shares; 2025Q1: 49,201 shares; 2025Q2: 49,201 shares; 2025Q3: 45,501 shares; 2025Q4: 43,101 shares; 2026Q1: 43,501 shares 43,501 $652K 0.01% +400 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,771 shares; 2024Q4: 15,862 shares; 2025Q1: 15,869 shares; 2025Q2: 15,841 shares; 2025Q3: 15,847 shares; 2025Q4: 16,454 shares; 2026Q1: 15,867 shares 15,867 $651K 0.01% -587 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,875 shares; 2025Q2: 10,300 shares; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 7,900 shares 7,900 $639K 0.01% -2,600 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 7,410 shares 7,410 $636K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 5,196 shares; 2025Q2: 5,188 shares; 2025Q3: 5,199 shares; 2025Q4: 4,818 shares; 2026Q1: 4,828 shares 4,828 $632K 0.01% +10 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares 4,929 $632K 0.01% 0 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: 7,003 shares; 2024Q4: 10,245 shares; 2025Q1: 10,265 shares; 2025Q2: 7,765 shares; 2025Q3: 9,265 shares; 2025Q4: 5,023 shares; 2026Q1: 5,026 shares 5,026 $631K 0.01% +3 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES 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: 13,100 shares; 2025Q3: 13,800 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $628K 0.01% 0 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC 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: 9,800 shares; 2026Q1: 16,000 shares 16,000 $625K 0.01% +6,200 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: 1,700 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 $625K 0.01% 0 Timeline GIC GLOBAL INDUSTRIAL COMPANY More: the full row for GLOBAL INDUSTRIAL 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: not reported; 2026Q1: 19,800 shares 19,800 $624K 0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares 4,779 $620K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 13,468 shares; 2026Q1: 13,468 shares 13,468 $618K 0.01% 0 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares; 2026Q1: 9,326 shares 9,326 $615K 0.01% -1,274 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,409 shares; 2024Q4: 90,197 shares; 2025Q1: 90,197 shares; 2025Q2: 96,572 shares; 2025Q3: 89,872 shares; 2025Q4: 56,072 shares; 2026Q1: 56,072 shares 56,072 $615K 0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 38,759 shares; 2025Q1: 38,759 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 23,910 shares; 2026Q1: 23,910 shares 23,910 $613K 0.01% 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: not reported; 2025Q2: not reported; 2025Q3: 136,113 shares; 2025Q4: 100,703 shares; 2026Q1: 77,042 shares 77,042 $612K 0.01% -23,661 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $605K 0.01% new Timeline MGC 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: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares 2,547 $602K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,810 shares; 2024Q4: 9,810 shares; 2025Q1: 9,814 shares; 2025Q2: 9,795 shares; 2025Q3: 9,818 shares; 2025Q4: 9,795 shares; 2026Q1: 9,802 shares 9,802 $600K 0.01% +7 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares 6,500 $597K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,978 shares; 2025Q3: 6,991 shares; 2025Q4: 4,378 shares; 2026Q1: 4,380 shares 4,380 $596K 0.01% +2 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 3,926 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares; 2026Q1: 4,383 shares 4,383 $581K 0.01% -474 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP 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: 8,416 shares; 2026Q1: 8,200 shares 8,200 $575K 0.01% -216 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 10,464 shares; 2025Q1: 12,764 shares; 2025Q2: 12,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,183 shares 22,183 $574K 0.01% new Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,300 shares; 2025Q2: 69,400 shares; 2025Q3: not reported; 2025Q4: 33,100 shares; 2026Q1: 41,318 shares 41,318 $572K 0.01% +8,218 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares 8,700 $572K 0.01% new Timeline EEMX 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: 12,930 shares; 2024Q4: 12,892 shares; 2025Q1: 12,892 shares; 2025Q2: 12,892 shares; 2025Q3: 12,891 shares; 2025Q4: 12,891 shares; 2026Q1: 12,891 shares 12,891 $570K 0.01% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 30,700 shares 30,700 $561K 0.01% new Timeline DMC DEL MONTE CORP More: the full row for DEL MONTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,900 shares; 2024Q4: 21,800 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 15,300 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares 13,700 $552K 0.01% 0 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,441 shares; 2025Q1: 25,900 shares; 2025Q2: 25,600 shares; 2025Q3: 33,300 shares; 2025Q4: 33,300 shares; 2026Q1: 33,300 shares 33,300 $542K 0.01% 0 Timeline NCSM NCS MULTISTAGE HLDGS INC More: the full row for NCS MULTISTAGE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,107 shares; 2025Q2: 6,887 shares; 2025Q3: 8,687 shares; 2025Q4: 8,687 shares; 2026Q1: 8,687 shares 8,687 $537K 0.01% 0 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS 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: 59,400 shares 59,400 $535K 0.01% new Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 21,440 shares; 2025Q2: 21,440 shares; 2025Q3: 21,440 shares; 2025Q4: 21,440 shares; 2026Q1: 20,363 shares 20,363 $535K 0.01% -1,077 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,712 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 16,353 shares; 2026Q1: 16,353 shares 16,353 $530K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $529K 0.01% 0 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: 7,230 shares; 2025Q2: 8,238 shares; 2025Q3: 8,334 shares; 2025Q4: 8,561 shares; 2026Q1: 7,252 shares 7,252 $528K 0.01% -1,309 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,573 shares; 2025Q1: 12,573 shares; 2025Q2: 22,060 shares; 2025Q3: 14,260 shares; 2025Q4: not reported; 2026Q1: 18,860 shares 18,860 $527K 0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,913 shares; 2025Q1: 20,739 shares; 2025Q2: 20,705 shares; 2025Q3: 20,559 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares 6,707 $523K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,929 shares; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 5,900 shares; 2025Q3: 5,904 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $519K 0.01% 0 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,863 shares; 2025Q2: 44,747 shares; 2025Q3: 23,047 shares; 2025Q4: 30,847 shares; 2026Q1: 30,547 shares 30,547 $516K 0.01% -300 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,821 shares; 2024Q4: 18,836 shares; 2025Q1: 18,836 shares; 2025Q2: 20,321 shares; 2025Q3: 10,621 shares; 2025Q4: 22,621 shares; 2026Q1: 15,900 shares 15,900 $516K 0.01% -6,721 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,800 shares 23,800 $516K 0.01% new Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,391 shares; 2024Q4: 41,100 shares; 2025Q1: 41,469 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 50,001 shares; 2026Q1: 74,100 shares 74,100 $512K 0.01% +24,099 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,007 shares 5,007 $512K 0.01% +7 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,006 shares; 2026Q1: 9,043 shares 9,043 $511K 0.01% +6,037 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 7,217 shares; 2025Q2: 8,721 shares; 2025Q3: 8,417 shares; 2025Q4: 12,625 shares; 2026Q1: 12,625 shares 12,625 $511K 0.01% 0 Timeline AII AMERICAN INTEGRITY INS GROUP More: the full row for AMERICAN INTEGRITY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,300 shares 26,300 $507K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,011 shares; 2025Q1: 2,014 shares; 2025Q2: 2,049 shares; 2025Q3: 2,050 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares 2,009 $502K 0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 22,192 shares; 2026Q1: 17,817 shares 17,817 $499K 0.01% -4,375 Timeline IWC 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: 4,721 shares; 2026Q1: 3,121 shares 3,121 $498K 0.01% -1,600 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $497K 0.01% 0 Timeline SNCY SUN CTRY AIRLS HLDGS INC More: the full row for SUN CTRY AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,999 shares; 2025Q1: 21,699 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,100 shares; 2026Q1: 30,100 shares 30,100 $497K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,527 shares; 2024Q4: 12,482 shares; 2025Q1: 12,157 shares; 2025Q2: 3,830 shares; 2025Q3: 3,205 shares; 2025Q4: not reported; 2026Q1: 5,210 shares 5,210 $497K 0.01% new 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 974 shares; 2026Q1: 1,137 shares 1,137 $497K 0.01% +163 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 17,300 shares; 2025Q3: 16,469 shares; 2025Q4: 14,169 shares; 2026Q1: 12,569 shares 12,569 $495K 0.01% -1,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares 9,775 $493K 0.01% 0 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,679 shares; 2025Q1: 24,779 shares; 2025Q2: 24,779 shares; 2025Q3: 18,679 shares; 2025Q4: 18,679 shares; 2026Q1: 18,679 shares 18,679 $490K 0.01% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 6,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $487K 0.01% new Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 11,963 shares; 2026Q1: 11,963 shares 11,963 $486K 0.01% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $483K 0.01% new 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: 18,331 shares; 2024Q4: 18,331 shares; 2025Q1: 10,545 shares; 2025Q2: 11,444 shares; 2025Q3: 11,444 shares; 2025Q4: 10,799 shares; 2026Q1: 10,799 shares 10,799 $480K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600 shares; 2025Q4: not reported; 2026Q1: 8,318 shares 8,318 $479K 0.01% new Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 16,395 shares; 2025Q1: 12,295 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 9,900 shares; 2026Q1: 7,600 shares 7,600 $472K 0.01% -2,300 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: not reported; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares 2,406 $472K 0.01% 0 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: 12,292 shares; 2024Q4: 12,000 shares; 2025Q1: 12,472 shares; 2025Q2: 12,744 shares; 2025Q3: 4,553 shares; 2025Q4: 4,944 shares; 2026Q1: 4,869 shares 4,869 $470K 0.01% -75 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,678 shares 1,678 $464K 0.01% +602 Timeline