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: 520,668 shares; 2024Q4: 652,205 shares; 2025Q1: 750,170 shares; 2025Q2: 745,373 shares; 2025Q3: 814,376 shares; 2025Q4: 877,458 shares; 2026Q1: 930,452 shares 930,452 $236M 5.38% +52,994 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: 644,306 shares; 2024Q4: 656,057 shares; 2025Q1: 704,278 shares; 2025Q2: 669,826 shares; 2025Q3: 1,179,788 shares; 2025Q4: 1,230,458 shares; 2026Q1: 1,250,669 shares 1,250,669 $218M 4.97% +20,211 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,753 shares; 2024Q4: 1,399,918 shares; 2025Q1: 1,091,615 shares; 2025Q2: 1,091,622 shares; 2025Q3: 1,090,929 shares; 2025Q4: 941,123 shares; 2026Q1: 914,702 shares 914,702 $157M 3.58% -26,421 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: 265,059 shares; 2024Q4: 268,429 shares; 2025Q1: 277,534 shares; 2025Q2: 257,474 shares; 2025Q3: 289,614 shares; 2025Q4: 294,860 shares; 2026Q1: 347,425 shares 347,425 $129M 2.93% +52,565 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: 375,404 shares; 2024Q4: 376,195 shares; 2025Q1: 381,222 shares; 2025Q2: 381,556 shares; 2025Q3: 382,307 shares; 2025Q4: 386,637 shares; 2026Q1: 390,627 shares 390,627 $102M 2.33% +3,990 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,075,363 shares; 2024Q4: 1,124,794 shares; 2025Q1: 1,149,527 shares; 2025Q2: 1,176,683 shares; 2025Q3: 1,208,633 shares; 2025Q4: 1,281,726 shares; 2026Q1: 1,316,515 shares 1,316,515 $96.9M 2.21% +34,789 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: 109,014 shares; 2024Q4: 118,723 shares; 2025Q1: 127,508 shares; 2025Q2: 131,510 shares; 2025Q3: 135,233 shares; 2025Q4: 139,040 shares; 2026Q1: 141,547 shares 141,547 $92.5M 2.11% +2,507 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799,314 shares; 2024Q4: 835,466 shares; 2025Q1: 854,748 shares; 2025Q2: 872,234 shares; 2025Q3: 843,229 shares; 2025Q4: 904,246 shares; 2026Q1: 927,461 shares 927,461 $92.1M 2.1% +23,215 Timeline SPAB 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: 2,699,261 shares; 2024Q4: 2,850,608 shares; 2025Q1: 2,917,473 shares; 2025Q2: 2,999,565 shares; 2025Q3: 3,086,995 shares; 2025Q4: 3,301,755 shares; 2026Q1: 3,386,410 shares 3,386,410 $86.8M 1.98% +84,655 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: 176,298 shares; 2024Q4: 212,132 shares; 2025Q1: 220,842 shares; 2025Q2: 227,404 shares; 2025Q3: 234,803 shares; 2025Q4: 247,353 shares; 2026Q1: 259,920 shares 259,920 $83.4M 1.9% +12,567 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: 463,644 shares; 2024Q4: 432,354 shares; 2025Q1: 415,682 shares; 2025Q2: 416,648 shares; 2025Q3: 417,374 shares; 2025Q4: 420,537 shares; 2026Q1: 424,179 shares 424,179 $81.4M 1.85% +3,642 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: 193,979 shares; 2024Q4: 194,448 shares; 2025Q1: 194,499 shares; 2025Q2: 194,267 shares; 2025Q3: 194,734 shares; 2025Q4: 194,070 shares; 2026Q1: 181,561 shares 181,561 $77.4M 1.76% -12,509 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: 176,942 shares; 2024Q4: 207,696 shares; 2025Q1: 222,542 shares; 2025Q2: 230,728 shares; 2025Q3: 237,990 shares; 2025Q4: 244,967 shares; 2026Q1: 253,161 shares 253,161 $75.7M 1.72% +8,194 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: 292,843 shares; 2024Q4: 298,631 shares; 2025Q1: 300,707 shares; 2025Q2: 298,296 shares; 2025Q3: 316,273 shares; 2025Q4: 318,212 shares; 2026Q1: 337,306 shares 337,306 $70.3M 1.6% +19,094 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: 213,098 shares; 2024Q4: 227,200 shares; 2025Q1: 226,508 shares; 2025Q2: 225,066 shares; 2025Q3: 231,351 shares; 2025Q4: 240,332 shares; 2026Q1: 243,375 shares 243,375 $70M 1.59% +3,043 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: 635,973 shares; 2024Q4: 2,231,881 shares; 2025Q1: 2,443,295 shares; 2025Q2: 2,534,043 shares; 2025Q3: 2,604,134 shares; 2025Q4: 2,695,183 shares; 2026Q1: 2,724,434 shares 2,724,434 $69.9M 1.59% +29,251 Timeline IUSB 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: 1,222,802 shares; 2025Q2: 1,252,992 shares; 2025Q3: 1,278,402 shares; 2025Q4: 1,431,399 shares; 2026Q1: 1,481,053 shares 1,481,053 $68.4M 1.56% +49,654 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: 220,950 shares; 2024Q4: 217,036 shares; 2025Q1: 212,602 shares; 2025Q2: 208,089 shares; 2025Q3: 205,832 shares; 2025Q4: 205,516 shares; 2026Q1: 212,121 shares 212,121 $62.4M 1.42% +6,605 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: 128,802 shares; 2024Q4: 129,728 shares; 2025Q1: 83,297 shares; 2025Q2: 84,033 shares; 2025Q3: 99,706 shares; 2025Q4: 100,053 shares; 2026Q1: 100,738 shares 100,738 $58.1M 1.32% +685 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: 31,799 shares; 2024Q4: 19,059 shares; 2025Q1: 17,340 shares; 2025Q2: 17,002 shares; 2025Q3: 83,475 shares; 2025Q4: 82,549 shares; 2026Q1: 135,301 shares 135,301 $53.8M 1.23% +52,752 Timeline EFG 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: 432,129 shares; 2024Q4: 433,935 shares; 2025Q1: 437,341 shares; 2025Q2: 440,876 shares; 2025Q3: 446,156 shares; 2025Q4: 450,800 shares; 2026Q1: 454,353 shares 454,353 $50.6M 1.15% +3,553 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: 207,985 shares; 2024Q4: 208,579 shares; 2025Q1: 207,910 shares; 2025Q2: 209,974 shares; 2025Q3: 210,947 shares; 2025Q4: 213,629 shares; 2026Q1: 217,688 shares 217,688 $46M 1.05% +4,059 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,003 shares; 2024Q4: 50,122 shares; 2025Q1: 49,848 shares; 2025Q2: 49,331 shares; 2025Q3: 48,369 shares; 2025Q4: 48,411 shares; 2026Q1: 48,038 shares 48,038 $43M 0.98% -373 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: 105,880 shares; 2024Q4: 108,189 shares; 2025Q1: 116,685 shares; 2025Q2: 117,223 shares; 2025Q3: 126,578 shares; 2025Q4: 124,384 shares; 2026Q1: 119,955 shares 119,955 $41M 0.93% -4,429 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,228 shares; 2024Q4: 285,040 shares; 2025Q1: 301,699 shares; 2025Q2: 304,801 shares; 2025Q3: 339,911 shares; 2025Q4: 314,369 shares; 2026Q1: 316,691 shares 316,691 $40.3M 0.92% +2,322 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: 138,595 shares; 2024Q4: 142,764 shares; 2025Q1: 147,198 shares; 2025Q2: 159,651 shares; 2025Q3: 190,043 shares; 2025Q4: 197,512 shares; 2026Q1: 220,818 shares 220,818 $37.5M 0.85% +23,306 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: 646,675 shares; 2024Q4: 649,792 shares; 2025Q1: 646,632 shares; 2025Q2: 650,795 shares; 2025Q3: 651,974 shares; 2025Q4: 660,125 shares; 2026Q1: 663,011 shares 663,011 $35.8M 0.82% +2,886 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: 60,608 shares; 2024Q4: 63,640 shares; 2025Q1: 66,609 shares; 2025Q2: 85,683 shares; 2025Q3: 83,312 shares; 2025Q4: 97,025 shares; 2026Q1: 95,843 shares 95,843 $35.6M 0.81% -1,182 Timeline SCZ 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: 429,393 shares; 2024Q4: 434,697 shares; 2025Q1: 438,326 shares; 2025Q2: 472,743 shares; 2025Q3: 473,346 shares; 2025Q4: 444,946 shares; 2026Q1: 446,785 shares 446,785 $35M 0.8% +1,839 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: 204,619 shares; 2025Q1: 209,306 shares; 2025Q2: 204,749 shares; 2025Q3: 199,887 shares; 2025Q4: 176,975 shares; 2026Q1: 160,754 shares 160,754 $34.3M 0.78% -16,221 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,883 shares; 2024Q4: 273,244 shares; 2025Q1: 315,977 shares; 2025Q2: 316,779 shares; 2025Q3: 323,857 shares; 2025Q4: 336,190 shares; 2026Q1: 336,416 shares 336,416 $34.2M 0.78% +226 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: 50,935 shares; 2024Q4: 51,759 shares; 2025Q1: 51,832 shares; 2025Q2: 53,094 shares; 2025Q3: 52,708 shares; 2025Q4: 52,113 shares; 2026Q1: 41,441 shares 41,441 $29.4M 0.67% -10,672 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: 84,211 shares; 2024Q4: 84,305 shares; 2025Q1: 83,820 shares; 2025Q2: 82,840 shares; 2025Q3: 132,918 shares; 2025Q4: 130,666 shares; 2026Q1: 139,532 shares 139,532 $28.4M 0.65% +8,866 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: 102,421 shares; 2024Q4: 104,309 shares; 2025Q1: 102,125 shares; 2025Q2: 96,274 shares; 2025Q3: 93,183 shares; 2025Q4: 93,309 shares; 2026Q1: 98,171 shares 98,171 $27.9M 0.63% +4,862 Timeline RSPT 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: 507,948 shares; 2024Q4: 530,045 shares; 2025Q1: 529,049 shares; 2025Q2: 537,561 shares; 2025Q3: 558,290 shares; 2025Q4: 584,152 shares; 2026Q1: 605,362 shares 605,362 $27.4M 0.62% +21,210 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,507 shares; 2024Q4: 475,155 shares; 2025Q1: 471,084 shares; 2025Q2: 471,318 shares; 2025Q3: 466,313 shares; 2025Q4: 435,995 shares; 2026Q1: 438,390 shares 438,390 $26.9M 0.61% +2,395 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,045 shares; 2024Q4: 337,655 shares; 2025Q1: 319,746 shares; 2025Q2: 352,648 shares; 2025Q3: 355,583 shares; 2025Q4: 357,348 shares; 2026Q1: 356,835 shares 356,835 $26.8M 0.61% -513 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,459 shares; 2024Q4: 213,650 shares; 2025Q1: 190,514 shares; 2025Q2: 218,550 shares; 2025Q3: 209,982 shares; 2025Q4: 304,452 shares; 2026Q1: 279,663 shares 279,663 $26.3M 0.6% -24,789 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: 205,844 shares; 2024Q4: 205,415 shares; 2025Q1: 203,886 shares; 2025Q2: 192,136 shares; 2025Q3: 190,930 shares; 2025Q4: 194,645 shares; 2026Q1: 197,136 shares 197,136 $25.8M 0.59% +2,491 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: 32,544 shares; 2024Q4: 32,626 shares; 2025Q1: 33,728 shares; 2025Q2: 32,287 shares; 2025Q3: 40,184 shares; 2025Q4: 44,341 shares; 2026Q1: 44,266 shares 44,266 $25.3M 0.58% -75 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: 227,208 shares; 2024Q4: 209,745 shares; 2025Q1: 198,841 shares; 2025Q2: 212,356 shares; 2025Q3: 234,188 shares; 2025Q4: 240,889 shares; 2026Q1: 246,435 shares 246,435 $24.4M 0.56% +5,546 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: 170,623 shares; 2024Q4: 168,995 shares; 2025Q1: 174,166 shares; 2025Q2: 169,655 shares; 2025Q3: 162,239 shares; 2025Q4: 149,810 shares; 2026Q1: 163,773 shares 163,773 $24.1M 0.55% +13,963 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: 15,809 shares; 2024Q4: 15,871 shares; 2025Q1: 18,735 shares; 2025Q2: 18,184 shares; 2025Q3: 22,387 shares; 2025Q4: 21,488 shares; 2026Q1: 25,996 shares 25,996 $23.9M 0.54% +4,508 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: 7,156 shares; 2024Q4: 8,475 shares; 2025Q1: 11,898 shares; 2025Q2: 241,968 shares; 2025Q3: 236,188 shares; 2025Q4: 211,822 shares; 2026Q1: 175,102 shares 175,102 $23.8M 0.54% -36,720 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: 110,164 shares; 2024Q4: 105,599 shares; 2025Q1: 105,822 shares; 2025Q2: 105,382 shares; 2025Q3: 109,687 shares; 2025Q4: 109,359 shares; 2026Q1: 109,383 shares 109,383 $23.8M 0.54% +24 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: 217,000 shares; 2024Q4: 202,260 shares; 2025Q1: 199,589 shares; 2025Q2: 190,077 shares; 2025Q3: 175,589 shares; 2025Q4: 169,864 shares; 2026Q1: 200,132 shares 200,132 $23.7M 0.54% +30,268 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: 32,605 shares; 2024Q4: 33,123 shares; 2025Q1: 42,191 shares; 2025Q2: 40,845 shares; 2025Q3: 41,533 shares; 2025Q4: 44,186 shares; 2026Q1: 47,821 shares 47,821 $23.7M 0.54% +3,635 Timeline VMBS 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: 53,612 shares; 2024Q4: 58,197 shares; 2025Q1: 60,244 shares; 2025Q2: 59,569 shares; 2025Q3: 65,099 shares; 2025Q4: 488,931 shares; 2026Q1: 503,469 shares 503,469 $23.6M 0.54% +14,538 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: 333,994 shares; 2024Q4: 284,175 shares; 2025Q1: 277,538 shares; 2025Q2: 247,266 shares; 2025Q3: 201,314 shares; 2025Q4: 169,372 shares; 2026Q1: 114,406 shares 114,406 $23.3M 0.53% -54,966 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516,378 shares; 2024Q4: 540,344 shares; 2025Q1: 551,043 shares; 2025Q2: 564,075 shares; 2025Q3: 578,438 shares; 2025Q4: 613,323 shares; 2026Q1: 629,422 shares 629,422 $23.2M 0.53% +16,099 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,762 shares; 2024Q4: 472,987 shares; 2025Q1: 482,752 shares; 2025Q2: 494,622 shares; 2025Q3: 507,402 shares; 2025Q4: 532,453 shares; 2026Q1: 547,056 shares 547,056 $23.1M 0.53% +14,603 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: 17,687 shares; 2024Q4: 19,274 shares; 2025Q1: 27,641 shares; 2025Q2: 58,798 shares; 2025Q3: 61,161 shares; 2025Q4: 78,918 shares; 2026Q1: 73,881 shares 73,881 $22.9M 0.52% -5,037 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,301 shares; 2024Q4: 232,890 shares; 2025Q1: 316,188 shares; 2025Q2: 331,356 shares; 2025Q3: 385,005 shares; 2025Q4: 392,237 shares; 2026Q1: 384,598 shares 384,598 $22.6M 0.52% -7,639 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,654 shares; 2024Q4: 507,089 shares; 2025Q1: 518,573 shares; 2025Q2: 515,287 shares; 2025Q3: 508,008 shares; 2025Q4: 434,410 shares; 2026Q1: 436,201 shares 436,201 $22.4M 0.51% +1,791 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: 110,236 shares; 2024Q4: 112,087 shares; 2025Q1: 112,248 shares; 2025Q2: 112,422 shares; 2025Q3: 112,338 shares; 2025Q4: 114,866 shares; 2026Q1: 116,031 shares 116,031 $22.3M 0.51% +1,165 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: 33,793 shares; 2024Q4: 47,247 shares; 2025Q1: 54,376 shares; 2025Q2: 55,210 shares; 2025Q3: 64,384 shares; 2025Q4: 69,393 shares; 2026Q1: 72,287 shares 72,287 $20.7M 0.47% +2,894 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: 512,165 shares; 2024Q4: 517,408 shares; 2025Q1: 512,483 shares; 2025Q2: 509,982 shares; 2025Q3: 498,686 shares; 2025Q4: 503,300 shares; 2026Q1: 509,573 shares 509,573 $19.9M 0.45% +6,273 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: 25,354 shares; 2024Q4: 20,713 shares; 2025Q1: 20,879 shares; 2025Q2: 18,133 shares; 2025Q3: 19,366 shares; 2025Q4: 197,784 shares; 2026Q1: 205,595 shares 205,595 $19.8M 0.45% +7,811 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,306 shares; 2024Q4: 456,908 shares; 2025Q1: 411,660 shares; 2025Q2: 347,807 shares; 2025Q3: 281,685 shares; 2025Q4: 281,772 shares; 2026Q1: 280,337 shares 280,337 $19.4M 0.44% -1,435 Timeline FALN 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: 217,915 shares; 2024Q4: 112,003 shares; 2025Q1: 216,519 shares; 2025Q2: 323,024 shares; 2025Q3: 195,435 shares; 2025Q4: 729,905 shares; 2026Q1: 680,484 shares 680,484 $18.2M 0.41% -49,421 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,947 shares; 2024Q4: 202,295 shares; 2025Q1: 203,297 shares; 2025Q2: 209,091 shares; 2025Q3: 209,405 shares; 2025Q4: 209,723 shares; 2026Q1: 210,479 shares 210,479 $17.8M 0.4% +756 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 2,458 shares; 2025Q1: 2,739 shares; 2025Q2: 2,815 shares; 2025Q3: 101,069 shares; 2025Q4: 100,543 shares; 2026Q1: 101,527 shares 101,527 $17.2M 0.39% +984 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: 11,691 shares; 2024Q4: 11,630 shares; 2025Q1: 10,930 shares; 2025Q2: 20,051 shares; 2025Q3: 19,937 shares; 2025Q4: 20,185 shares; 2026Q1: 20,210 shares 20,210 $17.1M 0.39% +25 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: 72,885 shares; 2024Q4: 73,166 shares; 2025Q1: 72,549 shares; 2025Q2: 73,360 shares; 2025Q3: 79,831 shares; 2025Q4: 104,179 shares; 2026Q1: 114,139 shares 114,139 $16.5M 0.38% +9,960 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: 20,940 shares; 2024Q4: 19,901 shares; 2025Q1: 20,330 shares; 2025Q2: 23,034 shares; 2025Q3: 24,129 shares; 2025Q4: 26,358 shares; 2026Q1: 33,113 shares 33,113 $16.3M 0.37% +6,755 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: 38,591 shares; 2024Q4: 65,722 shares; 2025Q1: 64,479 shares; 2025Q2: 60,539 shares; 2025Q3: 61,361 shares; 2025Q4: 62,180 shares; 2026Q1: 64,276 shares 64,276 $15.6M 0.35% +2,096 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: 188,648 shares; 2024Q4: 238,172 shares; 2025Q1: 242,390 shares; 2025Q2: 239,799 shares; 2025Q3: 246,319 shares; 2025Q4: 250,172 shares; 2026Q1: 213,366 shares 213,366 $15.3M 0.35% -36,806 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: 72,194 shares; 2024Q4: 78,270 shares; 2025Q1: 93,344 shares; 2025Q2: 102,676 shares; 2025Q3: 101,677 shares; 2025Q4: 121,571 shares; 2026Q1: 116,134 shares 116,134 $15M 0.34% -5,437 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: 117,740 shares; 2024Q4: 124,117 shares; 2025Q1: 113,987 shares; 2025Q2: 108,639 shares; 2025Q3: 110,229 shares; 2025Q4: 111,387 shares; 2026Q1: 117,991 shares 117,991 $14.8M 0.34% +6,604 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: 26,688 shares; 2024Q4: 27,203 shares; 2025Q1: 28,855 shares; 2025Q2: 29,785 shares; 2025Q3: 31,471 shares; 2025Q4: 35,098 shares; 2026Q1: 44,081 shares 44,081 $14.5M 0.33% +8,983 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: 72,344 shares; 2024Q4: 72,351 shares; 2025Q1: 73,081 shares; 2025Q2: 73,146 shares; 2025Q3: 73,732 shares; 2025Q4: 73,249 shares; 2026Q1: 73,488 shares 73,488 $14.3M 0.33% +239 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,922 shares; 2024Q4: 139,234 shares; 2025Q1: 140,244 shares; 2025Q2: 131,875 shares; 2025Q3: 124,148 shares; 2025Q4: 105,006 shares; 2026Q1: 111,525 shares 111,525 $14.1M 0.32% +6,519 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181,091 shares; 2025Q2: 183,474 shares; 2025Q3: 183,504 shares; 2025Q4: 187,462 shares; 2026Q1: 187,837 shares 187,837 $14M 0.32% +375 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: 9,797 shares; 2024Q4: 8,242 shares; 2025Q1: 132,040 shares; 2025Q2: 134,066 shares; 2025Q3: 134,384 shares; 2025Q4: 134,891 shares; 2026Q1: 135,645 shares 135,645 $13.2M 0.3% +754 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,254 shares; 2025Q1: 53,151 shares; 2025Q2: 50,193 shares; 2025Q3: 54,080 shares; 2025Q4: 61,726 shares; 2026Q1: 66,157 shares 66,157 $13.1M 0.3% +4,431 Timeline IGV 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: 108,883 shares; 2024Q4: 107,758 shares; 2025Q1: 108,864 shares; 2025Q2: 107,429 shares; 2025Q3: 112,377 shares; 2025Q4: 127,189 shares; 2026Q1: 155,554 shares 155,554 $12.5M 0.28% +28,365 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: 14,315 shares; 2024Q4: 18,150 shares; 2025Q1: 18,296 shares; 2025Q2: 18,144 shares; 2025Q3: 18,664 shares; 2025Q4: 19,090 shares; 2026Q1: 18,881 shares 18,881 $12.3M 0.28% -209 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: 101,187 shares; 2024Q4: 101,389 shares; 2025Q1: 102,825 shares; 2025Q2: 109,548 shares; 2025Q3: 112,327 shares; 2025Q4: 196,976 shares; 2026Q1: 199,732 shares 199,732 $12.2M 0.28% +2,756 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,132 shares; 2024Q4: 57,879 shares; 2025Q1: 71,219 shares; 2025Q2: 63,092 shares; 2025Q3: 63,705 shares; 2025Q4: 60,938 shares; 2026Q1: 48,404 shares 48,404 $12.1M 0.28% -12,534 Timeline IHI 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: 161,352 shares; 2024Q4: 164,253 shares; 2025Q1: 167,045 shares; 2025Q2: 216,432 shares; 2025Q3: 193,208 shares; 2025Q4: 215,196 shares; 2026Q1: 226,743 shares 226,743 $12.1M 0.28% +11,547 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: 47,565 shares; 2024Q4: 47,467 shares; 2025Q1: 47,969 shares; 2025Q2: 47,822 shares; 2025Q3: 47,678 shares; 2025Q4: 47,526 shares; 2026Q1: 33,488 shares 33,488 $12M 0.27% -14,038 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: 119,516 shares; 2024Q4: 121,194 shares; 2025Q1: 124,882 shares; 2025Q2: 115,877 shares; 2025Q3: 116,229 shares; 2025Q4: 121,647 shares; 2026Q1: 126,628 shares 126,628 $11.9M 0.27% +4,981 Timeline DWX 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: 79,643 shares; 2024Q4: 188,075 shares; 2025Q1: 80,570 shares; 2025Q2: 210,444 shares; 2025Q3: 229,022 shares; 2025Q4: 246,657 shares; 2026Q1: 260,457 shares 260,457 $11.9M 0.27% +13,800 Timeline GII 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: 94,275 shares; 2024Q4: 125,269 shares; 2025Q1: 130,311 shares; 2025Q2: 123,269 shares; 2025Q3: 134,457 shares; 2025Q4: 148,508 shares; 2026Q1: 155,983 shares 155,983 $11.9M 0.27% +7,475 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,926 shares; 2024Q4: 193,871 shares; 2025Q1: 72,251 shares; 2025Q2: 69,237 shares; 2025Q3: 207,359 shares; 2025Q4: 224,273 shares; 2026Q1: 236,903 shares 236,903 $11.8M 0.27% +12,630 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: 137,624 shares; 2024Q4: 142,506 shares; 2025Q1: 142,899 shares; 2025Q2: 140,556 shares; 2025Q3: 151,586 shares; 2025Q4: 160,924 shares; 2026Q1: 166,024 shares 166,024 $11.7M 0.27% +5,100 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,762 shares; 2024Q4: 66,445 shares; 2025Q1: 57,141 shares; 2025Q2: 51,204 shares; 2025Q3: 51,427 shares; 2025Q4: 432,687 shares; 2026Q1: 673,937 shares 673,937 $11.6M 0.26% +241,250 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 32,402 shares; 2025Q1: 36,772 shares; 2025Q2: 37,337 shares; 2025Q3: 36,446 shares; 2025Q4: 38,743 shares; 2026Q1: 40,693 shares 40,693 $11.1M 0.25% +1,950 Timeline RWX 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: 101,055 shares; 2024Q4: 105,249 shares; 2025Q1: 112,605 shares; 2025Q2: 109,628 shares; 2025Q3: 350,633 shares; 2025Q4: 379,759 shares; 2026Q1: 398,401 shares 398,401 $10.6M 0.24% +18,642 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,007 shares; 2024Q4: 16,233 shares; 2025Q1: 16,175 shares; 2025Q2: 15,772 shares; 2025Q3: 18,817 shares; 2025Q4: 21,428 shares; 2026Q1: 22,115 shares 22,115 $10.2M 0.23% +687 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: 31,594 shares; 2024Q4: 33,275 shares; 2025Q1: 34,378 shares; 2025Q2: 34,371 shares; 2025Q3: 33,682 shares; 2025Q4: 33,453 shares; 2026Q1: 35,345 shares 35,345 $10.1M 0.23% +1,892 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: 7,517 shares; 2024Q4: 8,962 shares; 2025Q1: 103,200 shares; 2025Q2: 110,658 shares; 2025Q3: 121,656 shares; 2025Q4: 121,555 shares; 2026Q1: 114,433 shares 114,433 $10.1M 0.23% -7,122 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: 670 shares; 2024Q4: 645 shares; 2025Q1: 1,257 shares; 2025Q2: 1,348 shares; 2025Q3: 6,168 shares; 2025Q4: 5,970 shares; 2026Q1: 6,774 shares 6,774 $9.97M 0.23% +804 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: 15,557 shares; 2024Q4: 15,406 shares; 2025Q1: 14,886 shares; 2025Q2: 15,620 shares; 2025Q3: 16,029 shares; 2025Q4: 16,186 shares; 2026Q1: 40,593 shares 40,593 $9.92M 0.23% +24,407 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: 75,022 shares; 2024Q4: 112,786 shares; 2025Q1: 112,725 shares; 2025Q2: 115,923 shares; 2025Q3: 108,165 shares; 2025Q4: 108,079 shares; 2026Q1: 103,465 shares 103,465 $9.61M 0.22% -4,614 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,259 shares; 2024Q4: 68,264 shares; 2025Q1: 68,463 shares; 2025Q2: 68,933 shares; 2025Q3: 70,416 shares; 2025Q4: 62,570 shares; 2026Q1: 55,307 shares 55,307 $9.59M 0.22% -7,263 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,567 shares; 2024Q4: 219,693 shares; 2025Q1: 204,685 shares; 2025Q2: 187,881 shares; 2025Q3: 180,180 shares; 2025Q4: 176,553 shares; 2026Q1: 146,271 shares 146,271 $9.57M 0.22% -30,282 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,232 shares; 2025Q3: 63,654 shares; 2025Q4: 67,416 shares; 2026Q1: 69,392 shares 69,392 $9.52M 0.22% +1,976 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: 10,156 shares; 2024Q4: 10,191 shares; 2025Q1: 11,262 shares; 2025Q2: 12,042 shares; 2025Q3: 13,088 shares; 2025Q4: 13,200 shares; 2026Q1: 9,547 shares 9,547 $9.51M 0.22% -3,653 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: 1,633 shares; 2024Q4: 1,851 shares; 2025Q1: 2,259 shares; 2025Q2: 4,418 shares; 2025Q3: 3,002 shares; 2025Q4: 15,356 shares; 2026Q1: 89,754 shares 89,754 $9.38M 0.21% +74,398 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: 58,273 shares; 2024Q4: 66,892 shares; 2025Q1: 70,623 shares; 2025Q2: 73,665 shares; 2025Q3: 74,502 shares; 2025Q4: 74,835 shares; 2026Q1: 74,876 shares 74,876 $8.87M 0.2% +41 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,433 shares; 2024Q4: 121,078 shares; 2025Q1: 120,823 shares; 2025Q2: 116,094 shares; 2025Q3: 118,414 shares; 2025Q4: 122,464 shares; 2026Q1: 122,839 shares 122,839 $8.5M 0.19% +375 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,871 shares; 2024Q4: 145,818 shares; 2025Q1: 142,141 shares; 2025Q2: 133,495 shares; 2025Q3: 144,263 shares; 2025Q4: 109,842 shares; 2026Q1: 113,589 shares 113,589 $8.4M 0.19% +3,747 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: 395,762 shares; 2024Q4: 97,345 shares; 2025Q1: 89,264 shares; 2025Q2: 87,344 shares; 2025Q3: 80,584 shares; 2025Q4: 140,139 shares; 2026Q1: 189,328 shares 189,328 $8.36M 0.19% +49,189 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: 93,000 shares; 2024Q4: 93,292 shares; 2025Q1: 94,949 shares; 2025Q2: 87,514 shares; 2025Q3: 87,755 shares; 2025Q4: 91,679 shares; 2026Q1: 98,053 shares 98,053 $8.32M 0.19% +6,374 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: 31,674 shares; 2024Q4: 34,219 shares; 2025Q1: 7,816 shares; 2025Q2: 6,338 shares; 2025Q3: 29,377 shares; 2025Q4: 61,602 shares; 2026Q1: 61,160 shares 61,160 $8.13M 0.19% -442 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,990 shares; 2024Q4: 55,863 shares; 2025Q1: 56,245 shares; 2025Q2: 58,615 shares; 2025Q3: 65,418 shares; 2025Q4: 74,613 shares; 2026Q1: 42,422 shares 42,422 $7.92M 0.18% -32,191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,518 shares 104,518 $7.85M 0.18% new 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: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,106 shares 41,106 $7.79M 0.18% new 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: 2,020 shares; 2026Q1: 48,041 shares 48,041 $7.67M 0.17% +46,021 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,752 shares; 2024Q4: 44,767 shares; 2025Q1: 44,874 shares; 2025Q2: 44,759 shares; 2025Q3: 44,801 shares; 2025Q4: 43,597 shares; 2026Q1: 43,719 shares 43,719 $7.39M 0.17% +122 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: 25,759 shares; 2024Q4: 25,921 shares; 2025Q1: 28,622 shares; 2025Q2: 28,959 shares; 2025Q3: 31,153 shares; 2025Q4: 32,957 shares; 2026Q1: 34,738 shares 34,738 $7.23M 0.16% +1,781 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: 1,757 shares; 2024Q4: 1,820 shares; 2025Q1: 1,960 shares; 2025Q2: 1,969 shares; 2025Q3: 1,888 shares; 2025Q4: 1,864 shares; 2026Q1: 21,678 shares 21,678 $7.12M 0.16% +19,814 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,009 shares; 2025Q4: 40,016 shares; 2026Q1: 40,166 shares 40,166 $7.01M 0.16% +150 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,780 shares; 2024Q4: 20,833 shares; 2025Q1: 20,822 shares; 2025Q2: 20,889 shares; 2025Q3: 21,024 shares; 2025Q4: 21,028 shares; 2026Q1: 21,179 shares 21,179 $6.93M 0.16% +151 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: 23,757 shares; 2024Q4: 25,719 shares; 2025Q1: 27,124 shares; 2025Q2: 25,675 shares; 2025Q3: 31,619 shares; 2025Q4: 29,579 shares; 2026Q1: 55,456 shares 55,456 $6.89M 0.16% +25,877 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: not reported; 2024Q4: not reported; 2025Q1: 791 shares; 2025Q2: 501 shares; 2025Q3: 810 shares; 2025Q4: 808 shares; 2026Q1: 17,335 shares 17,335 $6.77M 0.15% +16,527 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,782 shares 30,782 $6.68M 0.15% new 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: 35,627 shares; 2024Q4: 35,525 shares; 2025Q1: 33,925 shares; 2025Q2: 32,260 shares; 2025Q3: 31,423 shares; 2025Q4: 32,176 shares; 2026Q1: 30,745 shares 30,745 $6.57M 0.15% -1,431 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,994 shares; 2024Q4: 149,055 shares; 2025Q1: 154,454 shares; 2025Q2: 142,324 shares; 2025Q3: 142,802 shares; 2025Q4: 146,956 shares; 2026Q1: 138,254 shares 138,254 $6.31M 0.14% -8,702 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: 10,427 shares; 2024Q4: 10,444 shares; 2025Q1: 10,609 shares; 2025Q2: 10,606 shares; 2025Q3: 11,083 shares; 2025Q4: 11,070 shares; 2026Q1: 11,030 shares 11,030 $6.21M 0.14% -40 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,310 shares; 2024Q4: 21,375 shares; 2025Q1: 21,574 shares; 2025Q2: 21,690 shares; 2025Q3: 21,784 shares; 2025Q4: 25,402 shares; 2026Q1: 155,636 shares 155,636 $6.09M 0.14% +130,234 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 144,144 shares 144,144 $6.01M 0.14% new 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: 4,808 shares; 2024Q4: 4,950 shares; 2025Q1: 20,635 shares; 2025Q2: 20,276 shares; 2025Q3: 24,113 shares; 2025Q4: 26,696 shares; 2026Q1: 31,138 shares 31,138 $5.9M 0.13% +4,442 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 12,158 shares; 2025Q1: 11,916 shares; 2025Q2: 11,116 shares; 2025Q3: 12,173 shares; 2025Q4: 12,426 shares; 2026Q1: 12,327 shares 12,327 $5.83M 0.13% -99 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: 9,804 shares; 2024Q4: 10,456 shares; 2025Q1: 11,186 shares; 2025Q2: 11,138 shares; 2025Q3: 11,180 shares; 2025Q4: 11,052 shares; 2026Q1: 12,049 shares 12,049 $5.77M 0.13% +997 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: 29,951 shares; 2024Q4: 28,955 shares; 2025Q1: 29,842 shares; 2025Q2: 28,917 shares; 2025Q3: 30,063 shares; 2025Q4: 27,723 shares; 2026Q1: 27,454 shares 27,454 $5.68M 0.13% -269 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: 50,602 shares; 2024Q4: 53,026 shares; 2025Q1: 57,842 shares; 2025Q2: 53,953 shares; 2025Q3: 53,906 shares; 2025Q4: 54,235 shares; 2026Q1: 49,958 shares 49,958 $5.54M 0.13% -4,277 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: not reported; 2024Q4: not reported; 2025Q1: 40,924 shares; 2025Q2: 7,730 shares; 2025Q3: 6,560 shares; 2025Q4: 93,227 shares; 2026Q1: 95,338 shares 95,338 $5.41M 0.12% +2,111 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: not reported; 2024Q4: 20,829 shares; 2025Q1: 24,269 shares; 2025Q2: 33,198 shares; 2025Q3: 35,934 shares; 2025Q4: 41,638 shares; 2026Q1: 47,402 shares 47,402 $5.38M 0.12% +5,764 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 20,431 shares; 2025Q1: 18,997 shares; 2025Q2: 17,069 shares; 2025Q3: 16,929 shares; 2025Q4: 17,321 shares; 2026Q1: 17,622 shares 17,622 $5.36M 0.12% +301 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: 3,212 shares; 2024Q4: 3,320 shares; 2025Q1: 12,254 shares; 2025Q2: 14,713 shares; 2025Q3: 14,659 shares; 2025Q4: 15,070 shares; 2026Q1: 15,180 shares 15,180 $5.34M 0.12% +110 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: 5,580 shares; 2024Q4: 5,932 shares; 2025Q1: 15,089 shares; 2025Q2: 17,563 shares; 2025Q3: 25,565 shares; 2025Q4: 16,878 shares; 2026Q1: 17,495 shares 17,495 $5.29M 0.12% +617 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: 26,905 shares; 2025Q1: 33,765 shares; 2025Q2: 32,144 shares; 2025Q3: 33,890 shares; 2025Q4: 33,042 shares; 2026Q1: 41,491 shares 41,491 $5.09M 0.12% +8,449 Timeline IYZ 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: 122,210 shares; 2025Q2: 132,014 shares; 2025Q3: 135,251 shares; 2025Q4: 136,737 shares; 2026Q1: 127,068 shares 127,068 $5M 0.11% -9,669 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007,183 shares; 2026Q1: 1,003,090 shares 1,003,090 $4.98M 0.11% -4,093 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 14,176 shares; 2025Q1: 13,902 shares; 2025Q2: 13,830 shares; 2025Q3: 14,097 shares; 2025Q4: 13,782 shares; 2026Q1: 13,725 shares 13,725 $4.89M 0.11% -57 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: 8,791 shares; 2024Q4: 18,338 shares; 2025Q1: 18,410 shares; 2025Q2: 18,205 shares; 2025Q3: 29,664 shares; 2025Q4: 30,415 shares; 2026Q1: 30,137 shares 30,137 $4.83M 0.11% -278 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 12,497 shares; 2025Q1: 12,349 shares; 2025Q2: 12,317 shares; 2025Q3: 12,303 shares; 2025Q4: 12,480 shares; 2026Q1: 14,263 shares 14,263 $4.64M 0.11% +1,783 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: 14,108 shares; 2024Q4: 14,137 shares; 2025Q1: 14,182 shares; 2025Q2: 14,230 shares; 2025Q3: 14,572 shares; 2025Q4: 14,798 shares; 2026Q1: 15,908 shares 15,908 $4.64M 0.11% +1,110 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,757 shares; 2024Q4: 194,048 shares; 2025Q1: 239,313 shares; 2025Q2: 208,412 shares; 2025Q3: 200,934 shares; 2025Q4: 190,881 shares; 2026Q1: 244,677 shares 244,677 $4.62M 0.11% +53,796 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: 73,593 shares; 2024Q4: 75,798 shares; 2025Q1: 84,111 shares; 2025Q2: 80,379 shares; 2025Q3: 82,623 shares; 2025Q4: 86,280 shares; 2026Q1: 90,867 shares 90,867 $4.53M 0.1% +4,587 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: 57,497 shares; 2024Q4: 61,057 shares; 2025Q1: 71,154 shares; 2025Q2: 65,753 shares; 2025Q3: 67,164 shares; 2025Q4: 69,976 shares; 2026Q1: 69,655 shares 69,655 $4.46M 0.1% -321 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: 61,002 shares; 2024Q4: 61,102 shares; 2025Q1: 64,122 shares; 2025Q2: 66,793 shares; 2025Q3: 77,814 shares; 2025Q4: 83,808 shares; 2026Q1: 90,299 shares 90,299 $4.4M 0.1% +6,491 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,482 shares; 2026Q1: 58,678 shares 58,678 $4.36M 0.1% +196 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,034 shares; 2024Q4: 20,421 shares; 2025Q1: 25,648 shares; 2025Q2: 30,901 shares; 2025Q3: 28,597 shares; 2025Q4: 29,006 shares; 2026Q1: 36,123 shares 36,123 $4.27M 0.1% +7,117 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: 27,689 shares; 2024Q4: 30,191 shares; 2025Q1: 33,916 shares; 2025Q2: 30,565 shares; 2025Q3: 31,585 shares; 2025Q4: 41,007 shares; 2026Q1: 39,973 shares 39,973 $4.24M 0.1% -1,034 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,889 shares; 2024Q4: 69,249 shares; 2025Q1: 70,092 shares; 2025Q2: 61,589 shares; 2025Q3: 61,415 shares; 2025Q4: 64,263 shares; 2026Q1: 64,849 shares 64,849 $4.23M 0.1% +586 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,359 shares; 2024Q4: 154,407 shares; 2025Q1: 156,740 shares; 2025Q2: 154,500 shares; 2025Q3: 97,995 shares; 2025Q4: 70,914 shares; 2026Q1: 72,615 shares 72,615 $4.12M 0.09% +1,701 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,495 shares; 2024Q4: 30,286 shares; 2025Q1: 29,773 shares; 2025Q2: 28,753 shares; 2025Q3: 31,416 shares; 2025Q4: 34,322 shares; 2026Q1: 35,574 shares 35,574 $4.05M 0.09% +1,252 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 3,451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,691 shares; 2025Q4: 107,977 shares; 2026Q1: 106,543 shares 106,543 $4.03M 0.09% -1,434 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,408 shares; 2024Q4: 21,201 shares; 2025Q1: 20,698 shares; 2025Q2: 19,923 shares; 2025Q3: 23,285 shares; 2025Q4: 24,861 shares; 2026Q1: 31,470 shares 31,470 $3.97M 0.09% +6,609 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: 1,597 shares; 2024Q4: 1,465 shares; 2025Q1: 1,972 shares; 2025Q2: 15,692 shares; 2025Q3: 15,891 shares; 2025Q4: 16,359 shares; 2026Q1: 16,354 shares 16,354 $3.97M 0.09% -5 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,361 shares; 2024Q4: 23,265 shares; 2025Q1: 23,168 shares; 2025Q2: 55,254 shares; 2025Q3: 58,524 shares; 2025Q4: 76,844 shares; 2026Q1: 77,261 shares 77,261 $3.89M 0.09% +417 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,028 shares; 2024Q4: 57,112 shares; 2025Q1: 46,003 shares; 2025Q2: 41,535 shares; 2025Q3: 38,576 shares; 2025Q4: 38,260 shares; 2026Q1: 35,396 shares 35,396 $3.88M 0.09% -2,864 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 32,681 shares; 2025Q1: 34,760 shares; 2025Q2: 33,458 shares; 2025Q3: 39,181 shares; 2025Q4: 43,335 shares; 2026Q1: 48,140 shares 48,140 $3.87M 0.09% +4,805 Timeline SJNK 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: 108,259 shares; 2024Q4: 91,549 shares; 2025Q1: 227,784 shares; 2025Q2: 224,693 shares; 2025Q3: 247,630 shares; 2025Q4: 146,999 shares; 2026Q1: 154,831 shares 154,831 $3.87M 0.09% +7,832 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,953 shares; 2024Q4: 143,309 shares; 2025Q1: 289,508 shares; 2025Q2: 283,614 shares; 2025Q3: 318,209 shares; 2025Q4: 345,008 shares; 2026Q1: 195,382 shares 195,382 $3.79M 0.09% -149,626 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,619 shares; 2025Q2: 25,623 shares; 2025Q3: 24,626 shares; 2025Q4: 24,732 shares; 2026Q1: 22,403 shares 22,403 $3.78M 0.09% -2,329 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: 42,244 shares; 2024Q4: 41,355 shares; 2025Q1: 42,353 shares; 2025Q2: 41,850 shares; 2025Q3: 46,361 shares; 2025Q4: 47,335 shares; 2026Q1: 28,632 shares 28,632 $3.78M 0.09% -18,703 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,834 shares; 2024Q4: 56,674 shares; 2025Q1: 57,669 shares; 2025Q2: 58,382 shares; 2025Q3: 61,884 shares; 2025Q4: 67,316 shares; 2026Q1: 72,726 shares 72,726 $3.66M 0.08% +5,410 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: 16,692 shares; 2024Q4: 16,743 shares; 2025Q1: 16,695 shares; 2025Q2: 16,583 shares; 2025Q3: 16,649 shares; 2025Q4: 14,957 shares; 2026Q1: 14,994 shares 14,994 $3.66M 0.08% +37 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: 62,084 shares; 2024Q4: 168,328 shares; 2025Q1: 114,256 shares; 2025Q2: 111,297 shares; 2025Q3: 78,301 shares; 2025Q4: 84,759 shares; 2026Q1: 89,366 shares 89,366 $3.65M 0.08% +4,607 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,643 shares; 2024Q4: 70,573 shares; 2025Q1: 131,908 shares; 2025Q2: 70,433 shares; 2025Q3: 77,026 shares; 2025Q4: 83,594 shares; 2026Q1: 90,458 shares 90,458 $3.63M 0.08% +6,864 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 13,370 shares; 2025Q1: 31,566 shares; 2025Q2: 32,202 shares; 2025Q3: 18,393 shares; 2025Q4: 17,713 shares; 2026Q1: 18,301 shares 18,301 $3.63M 0.08% +588 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,164 shares; 2024Q4: 25,103 shares; 2025Q1: 26,461 shares; 2025Q2: 26,016 shares; 2025Q3: 28,623 shares; 2025Q4: 31,123 shares; 2026Q1: 33,223 shares 33,223 $3.62M 0.08% +2,100 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: 9,193 shares; 2025Q4: 9,327 shares; 2026Q1: 9,215 shares 9,215 $3.61M 0.08% -112 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST 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: 82,483 shares; 2025Q3: 159,067 shares; 2025Q4: 172,455 shares; 2026Q1: 186,190 shares 186,190 $3.57M 0.08% +13,735 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 547 shares; 2025Q3: 593 shares; 2025Q4: 3,182 shares; 2026Q1: 3,215 shares 3,215 $3.52M 0.08% +33 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,995 shares; 2024Q4: 58,777 shares; 2025Q1: 58,836 shares; 2025Q2: 56,866 shares; 2025Q3: 58,625 shares; 2025Q4: 63,056 shares; 2026Q1: 66,206 shares 66,206 $3.51M 0.08% +3,150 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,828 shares; 2024Q4: 412,585 shares; 2025Q1: 249,332 shares; 2025Q2: 251,292 shares; 2025Q3: 271,980 shares; 2025Q4: 297,672 shares; 2026Q1: 315,639 shares 315,639 $3.43M 0.08% +17,967 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 40,091 shares; 2026Q1: 75,891 shares 75,891 $3.43M 0.08% +35,800 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,918 shares; 2024Q4: 32,764 shares; 2025Q1: 31,635 shares; 2025Q2: 29,528 shares; 2025Q3: 29,528 shares; 2025Q4: 199,652 shares; 2026Q1: 187,461 shares 187,461 $3.43M 0.08% -12,191 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,865 shares; 2024Q4: 136,830 shares; 2025Q1: 139,277 shares; 2025Q2: 144,025 shares; 2025Q3: 154,198 shares; 2025Q4: 168,438 shares; 2026Q1: 184,666 shares 184,666 $3.33M 0.08% +16,228 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,931 shares; 2026Q1: 30,480 shares 30,480 $3.29M 0.08% +549 Timeline NIO NIO INC More: the full row for NIO 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: 559,402 shares; 2025Q4: 552,972 shares; 2026Q1: 544,672 shares 544,672 $3.28M 0.07% -8,300 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,674 shares; 2024Q4: 123,002 shares; 2025Q1: 140,426 shares; 2025Q2: 133,245 shares; 2025Q3: 135,919 shares; 2025Q4: 151,957 shares; 2026Q1: 157,784 shares 157,784 $3.24M 0.07% +5,827 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: 15,552 shares; 2024Q4: 15,580 shares; 2025Q1: 15,613 shares; 2025Q2: 15,658 shares; 2025Q3: 15,677 shares; 2025Q4: 15,986 shares; 2026Q1: 15,376 shares 15,376 $3.12M 0.07% -610 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: 63,377 shares; 2024Q4: 62,977 shares; 2025Q1: 60,361 shares; 2025Q2: 30,886 shares; 2025Q3: 30,769 shares; 2025Q4: 30,447 shares; 2026Q1: 31,678 shares 31,678 $3.12M 0.07% +1,231 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: 16,235 shares; 2024Q4: 19,498 shares; 2025Q1: 27,331 shares; 2025Q2: 35,466 shares; 2025Q3: 38,108 shares; 2025Q4: 36,238 shares; 2026Q1: 39,647 shares 39,647 $3.08M 0.07% +3,409 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,644 shares; 2024Q4: 38,967 shares; 2025Q1: 41,242 shares; 2025Q2: 41,066 shares; 2025Q3: 40,976 shares; 2025Q4: 53,717 shares; 2026Q1: 33,078 shares 33,078 $3.08M 0.07% -20,639 Timeline DFNM 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: 42,268 shares; 2024Q4: 47,523 shares; 2025Q1: 56,482 shares; 2025Q2: 54,972 shares; 2025Q3: 56,056 shares; 2025Q4: 59,776 shares; 2026Q1: 63,481 shares 63,481 $3.04M 0.07% +3,705 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,782 shares; 2024Q4: 17,235 shares; 2025Q1: 17,636 shares; 2025Q2: 17,081 shares; 2025Q3: 16,876 shares; 2025Q4: 16,999 shares; 2026Q1: 15,427 shares 15,427 $3M 0.07% -1,572 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 52,800 shares; 2025Q1: 67,800 shares; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 15,000 shares; 2026Q1: 67,500 shares 67,500 $2.98M 0.07% +52,500 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,342 shares; 2024Q4: 18,523 shares; 2025Q1: 18,096 shares; 2025Q2: 16,647 shares; 2025Q3: 16,718 shares; 2025Q4: 18,617 shares; 2026Q1: 19,981 shares 19,981 $2.85M 0.06% +1,364 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,794 shares; 2024Q4: 22,455 shares; 2025Q1: 22,343 shares; 2025Q2: 21,270 shares; 2025Q3: 21,669 shares; 2025Q4: 21,244 shares; 2026Q1: 18,867 shares 18,867 $2.85M 0.06% -2,377 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: 2,412 shares; 2024Q4: 2,392 shares; 2025Q1: 2,306 shares; 2025Q2: 2,349 shares; 2025Q3: 2,566 shares; 2025Q4: 2,463 shares; 2026Q1: 3,257 shares 3,257 $2.84M 0.06% +794 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,633 shares; 2024Q4: 72,633 shares; 2025Q1: 72,633 shares; 2025Q2: 72,633 shares; 2025Q3: 72,633 shares; 2025Q4: 72,633 shares; 2026Q1: 72,633 shares 72,633 $2.82M 0.06% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 14,176 shares; 2025Q1: 14,611 shares; 2025Q2: 15,094 shares; 2025Q3: 15,131 shares; 2025Q4: 15,229 shares; 2026Q1: 15,183 shares 15,183 $2.49M 0.06% -46 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,483 shares; 2024Q4: 22,440 shares; 2025Q1: 22,362 shares; 2025Q2: 16,437 shares; 2025Q3: 16,151 shares; 2025Q4: 15,330 shares; 2026Q1: 15,691 shares 15,691 $2.48M 0.06% +361 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: 28,151 shares; 2024Q4: 28,653 shares; 2025Q1: 29,820 shares; 2025Q2: 31,112 shares; 2025Q3: 32,004 shares; 2025Q4: 28,032 shares; 2026Q1: 30,906 shares 30,906 $2.46M 0.06% +2,874 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,037 shares; 2025Q4: 224,383 shares; 2026Q1: 287,516 shares 287,516 $2.41M 0.05% +63,133 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,971 shares; 2026Q1: 20,311 shares 20,311 $2.33M 0.05% +4,340 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,870 shares 87,870 $2.33M 0.05% new Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 11,061 shares; 2025Q4: 33,689 shares; 2026Q1: 93,721 shares 93,721 $2.27M 0.05% +60,032 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: 3,076 shares; 2024Q4: 3,158 shares; 2025Q1: 3,384 shares; 2025Q2: 3,290 shares; 2025Q3: 3,378 shares; 2025Q4: 3,633 shares; 2026Q1: 4,110 shares 4,110 $2.26M 0.05% +477 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,027 shares; 2024Q4: 19,266 shares; 2025Q1: 19,949 shares; 2025Q2: 18,779 shares; 2025Q3: 18,982 shares; 2025Q4: 18,584 shares; 2026Q1: 17,350 shares 17,350 $2.2M 0.05% -1,234 Timeline EUSB 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: 42,712 shares; 2024Q4: 40,407 shares; 2025Q1: 43,474 shares; 2025Q2: 40,879 shares; 2025Q3: 43,198 shares; 2025Q4: 49,884 shares; 2026Q1: 50,500 shares 50,500 $2.2M 0.05% +616 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: 5,648 shares; 2024Q4: 7,344 shares; 2025Q1: 8,322 shares; 2025Q2: 7,569 shares; 2025Q3: 12,910 shares; 2025Q4: 15,494 shares; 2026Q1: 14,966 shares 14,966 $2.19M 0.05% -528 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 643 shares; 2025Q4: 7,624 shares; 2026Q1: 5,252 shares 5,252 $2.19M 0.05% -2,372 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: 2,949 shares; 2024Q4: 3,445 shares; 2025Q1: 5,067 shares; 2025Q2: 3,205 shares; 2025Q3: 3,646 shares; 2025Q4: 5,878 shares; 2026Q1: 3,653 shares 3,653 $2.18M 0.05% -2,225 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,746 shares; 2024Q4: 45,879 shares; 2025Q1: 45,918 shares; 2025Q2: 45,404 shares; 2025Q3: 45,404 shares; 2025Q4: 28,312 shares; 2026Q1: 27,791 shares 27,791 $2.18M 0.05% -521 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: 36,755 shares; 2024Q4: 34,456 shares; 2025Q1: 35,578 shares; 2025Q2: 35,478 shares; 2025Q3: 34,041 shares; 2025Q4: 32,219 shares; 2026Q1: 32,204 shares 32,204 $2.17M 0.05% -15 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: 12,280 shares; 2024Q4: 12,371 shares; 2025Q1: 13,861 shares; 2025Q2: 11,790 shares; 2025Q3: 14,149 shares; 2025Q4: 13,880 shares; 2026Q1: 17,649 shares 17,649 $2.12M 0.05% +3,769 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,160 shares; 2024Q4: 9,234 shares; 2025Q1: 8,978 shares; 2025Q2: 8,332 shares; 2025Q3: 8,318 shares; 2025Q4: 8,247 shares; 2026Q1: 8,231 shares 8,231 $2.06M 0.05% -16 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: 44,827 shares; 2024Q4: 44,132 shares; 2025Q1: 43,690 shares; 2025Q2: 54,890 shares; 2025Q3: 59,500 shares; 2025Q4: 59,153 shares; 2026Q1: 57,454 shares 57,454 $2.04M 0.05% -1,699 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,087 shares; 2025Q3: 10,408 shares; 2025Q4: 11,970 shares; 2026Q1: 16,126 shares 16,126 $2.03M 0.05% +4,156 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,118 shares; 2024Q4: 32,980 shares; 2025Q1: 35,984 shares; 2025Q2: 33,462 shares; 2025Q3: 35,680 shares; 2025Q4: 41,703 shares; 2026Q1: 42,297 shares 42,297 $2.01M 0.05% +594 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: 9,280 shares; 2024Q4: 9,653 shares; 2025Q1: 10,713 shares; 2025Q2: 10,772 shares; 2025Q3: 11,243 shares; 2025Q4: 9,335 shares; 2026Q1: 10,369 shares 10,369 $2M 0.05% +1,034 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: 4,452 shares; 2024Q4: 4,061 shares; 2025Q1: 3,937 shares; 2025Q2: 4,066 shares; 2025Q3: 5,625 shares; 2025Q4: 27,209 shares; 2026Q1: 15,981 shares 15,981 $1.94M 0.04% -11,228 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,340 shares; 2026Q1: 56,979 shares 56,979 $1.93M 0.04% -361 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,916 shares; 2025Q2: 109,089 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,726 shares 60,726 $1.92M 0.04% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 10,211 shares; 2025Q1: 28,342 shares; 2025Q2: 28,523 shares; 2025Q3: 27,217 shares; 2025Q4: 23,416 shares; 2026Q1: 24,586 shares 24,586 $1.87M 0.04% +1,170 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,561 shares; 2025Q1: 9,354 shares; 2025Q2: 9,354 shares; 2025Q3: 9,104 shares; 2025Q4: 9,104 shares; 2026Q1: 8,854 shares 8,854 $1.84M 0.04% -250 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,475 shares; 2025Q4: 115,291 shares; 2026Q1: 115,305 shares 115,305 $1.83M 0.04% +14 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: 6,094 shares; 2024Q4: 5,972 shares; 2025Q1: 5,485 shares; 2025Q2: 3,428 shares; 2025Q3: 9,639 shares; 2025Q4: 8,933 shares; 2026Q1: 11,746 shares 11,746 $1.82M 0.04% +2,813 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: 1,659 shares; 2024Q4: 1,480 shares; 2025Q1: 5,993 shares; 2025Q2: 6,327 shares; 2025Q3: 6,185 shares; 2025Q4: 5,962 shares; 2026Q1: 6,682 shares 6,682 $1.81M 0.04% +720 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: 6,787 shares; 2024Q4: 6,764 shares; 2025Q1: 6,842 shares; 2025Q2: 6,454 shares; 2025Q3: 6,369 shares; 2025Q4: 6,192 shares; 2026Q1: 5,636 shares 5,636 $1.79M 0.04% -556 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: 6,500 shares; 2024Q4: 9,673 shares; 2025Q1: 6,574 shares; 2025Q2: 6,448 shares; 2025Q3: 11,498 shares; 2025Q4: 6,382 shares; 2026Q1: 6,415 shares 6,415 $1.78M 0.04% +33 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,917 shares; 2025Q1: 2,928 shares; 2025Q2: 2,943 shares; 2025Q3: 3,052 shares; 2025Q4: 3,054 shares; 2026Q1: 3,003 shares 3,003 $1.77M 0.04% -51 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 19,085 shares; 2025Q1: 18,345 shares; 2025Q2: 17,865 shares; 2025Q3: 18,189 shares; 2025Q4: 18,181 shares; 2026Q1: 17,530 shares 17,530 $1.76M 0.04% -651 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: 12,676 shares; 2024Q4: 11,925 shares; 2025Q1: 12,503 shares; 2025Q2: 11,995 shares; 2025Q3: 12,380 shares; 2025Q4: 12,284 shares; 2026Q1: 11,998 shares 11,998 $1.76M 0.04% -286 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: 17,095 shares; 2024Q4: 16,671 shares; 2025Q1: 14,896 shares; 2025Q2: 13,703 shares; 2025Q3: 14,228 shares; 2025Q4: 14,558 shares; 2026Q1: 14,412 shares 14,412 $1.75M 0.04% -146 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,850 shares; 2025Q3: 10,969 shares; 2025Q4: 11,848 shares; 2026Q1: 12,065 shares 12,065 $1.74M 0.04% +217 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: 2,562 shares; 2024Q4: 2,562 shares; 2025Q1: 2,597 shares; 2025Q2: 2,560 shares; 2025Q3: 2,691 shares; 2025Q4: 4,045 shares; 2026Q1: 3,987 shares 3,987 $1.74M 0.04% -58 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: 2,586 shares; 2024Q4: 2,647 shares; 2025Q1: 2,559 shares; 2025Q2: 2,497 shares; 2025Q3: 2,453 shares; 2025Q4: 3,075 shares; 2026Q1: 2,488 shares 2,488 $1.74M 0.04% -587 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 2,733 shares; 2025Q4: 3,008 shares; 2026Q1: 5,129 shares 5,129 $1.73M 0.04% +2,121 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: 37,543 shares; 2024Q4: 58,221 shares; 2025Q1: 114,316 shares; 2025Q2: 118,520 shares; 2025Q3: 107,711 shares; 2025Q4: 36,283 shares; 2026Q1: 34,427 shares 34,427 $1.7M 0.04% -1,856 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,473 shares; 2025Q1: 5,548 shares; 2025Q2: 5,659 shares; 2025Q3: 5,819 shares; 2025Q4: 5,813 shares; 2026Q1: 5,734 shares 5,734 $1.69M 0.04% -79 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: 34,645 shares; 2024Q4: 39,648 shares; 2025Q1: 14,532 shares; 2025Q2: 14,104 shares; 2025Q3: 11,581 shares; 2025Q4: 11,236 shares; 2026Q1: 13,330 shares 13,330 $1.66M 0.04% +2,094 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,861 shares; 2025Q1: 2,085 shares; 2025Q2: 2,022 shares; 2025Q3: 2,166 shares; 2025Q4: 2,643 shares; 2026Q1: 3,278 shares 3,278 $1.64M 0.04% +635 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,480 shares; 2025Q4: 6,022 shares; 2026Q1: 5,093 shares 5,093 $1.63M 0.04% -929 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: 14,907 shares; 2024Q4: 14,704 shares; 2025Q1: 13,321 shares; 2025Q2: 11,642 shares; 2025Q3: 11,943 shares; 2025Q4: 12,316 shares; 2026Q1: 12,232 shares 12,232 $1.62M 0.04% -84 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: 5,384 shares; 2024Q4: 5,979 shares; 2025Q1: 6,619 shares; 2025Q2: 6,804 shares; 2025Q3: 7,096 shares; 2025Q4: 6,135 shares; 2026Q1: 10,063 shares 10,063 $1.61M 0.04% +3,928 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: 4,801 shares; 2024Q4: 5,139 shares; 2025Q1: 5,188 shares; 2025Q2: 4,908 shares; 2025Q3: 5,008 shares; 2025Q4: 5,076 shares; 2026Q1: 5,261 shares 5,261 $1.59M 0.04% +185 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,113 shares; 2025Q1: 3,279 shares; 2025Q2: 3,331 shares; 2025Q3: 3,540 shares; 2025Q4: 3,407 shares; 2026Q1: 4,359 shares 4,359 $1.56M 0.04% +952 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,486 shares; 2025Q1: 17,486 shares; 2025Q2: 19,086 shares; 2025Q3: 17,486 shares; 2025Q4: 115,140 shares; 2026Q1: 121,266 shares 121,266 $1.55M 0.04% +6,126 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,958 shares; 2025Q1: 81,014 shares; 2025Q2: 80,563 shares; 2025Q3: 103,755 shares; 2025Q4: 110,752 shares; 2026Q1: 52,010 shares 52,010 $1.54M 0.04% -58,742 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: 2,315 shares; 2024Q4: 2,402 shares; 2025Q1: 2,562 shares; 2025Q2: 2,337 shares; 2025Q3: 2,213 shares; 2025Q4: 2,283 shares; 2026Q1: 3,597 shares 3,597 $1.53M 0.03% +1,314 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 4,271 shares; 2025Q4: 4,844 shares; 2026Q1: 7,183 shares 7,183 $1.52M 0.03% +2,339 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: 11,064 shares; 2024Q4: 10,410 shares; 2025Q1: 10,730 shares; 2025Q2: 10,471 shares; 2025Q3: 11,577 shares; 2025Q4: 8,862 shares; 2026Q1: 10,466 shares 10,466 $1.51M 0.03% +1,604 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: 7,307 shares; 2024Q4: 8,580 shares; 2025Q1: 10,188 shares; 2025Q2: 10,396 shares; 2025Q3: 16,354 shares; 2025Q4: 16,208 shares; 2026Q1: 14,128 shares 14,128 $1.45M 0.03% -2,080 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 52,868 shares; 2025Q4: 49,020 shares; 2026Q1: 22,211 shares 22,211 $1.41M 0.03% -26,809 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,952 shares; 2025Q1: 3,520 shares; 2025Q2: 4,752 shares; 2025Q3: 8,736 shares; 2025Q4: 8,883 shares; 2026Q1: 22,813 shares 22,813 $1.38M 0.03% +13,930 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,450 shares; 2025Q1: 1,577 shares; 2025Q2: 1,583 shares; 2025Q3: 1,480 shares; 2025Q4: 1,462 shares; 2026Q1: 2,289 shares 2,289 $1.38M 0.03% +827 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: 4,369 shares; 2024Q4: 4,431 shares; 2025Q1: 4,553 shares; 2025Q2: 4,133 shares; 2025Q3: 4,123 shares; 2025Q4: 4,027 shares; 2026Q1: 3,728 shares 3,728 $1.34M 0.03% -299 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,498 shares; 2026Q1: 19,217 shares 19,217 $1.31M 0.03% +17,719 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: 5,858 shares; 2024Q4: 33,793 shares; 2025Q1: 34,956 shares; 2025Q2: 32,726 shares; 2025Q3: 5,863 shares; 2025Q4: 11,726 shares; 2026Q1: 11,726 shares 11,726 $1.28M 0.03% 0 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 61,699 shares 61,699 $1.27M 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 797 shares; 2025Q2: 932 shares; 2025Q3: 1,567 shares; 2025Q4: 1,570 shares; 2026Q1: 2,341 shares 2,341 $1.26M 0.03% +771 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: 7,588 shares; 2024Q4: 3,421 shares; 2025Q1: 3,485 shares; 2025Q2: 3,398 shares; 2025Q3: 4,375 shares; 2025Q4: 5,279 shares; 2026Q1: 5,068 shares 5,068 $1.2M 0.03% -211 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: 2,770 shares; 2025Q4: 2,721 shares; 2026Q1: 4,413 shares 4,413 $1.19M 0.03% +1,692 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 10,534 shares; 2025Q2: 8,992 shares; 2025Q3: 9,117 shares; 2025Q4: 8,747 shares; 2026Q1: 8,288 shares 8,288 $1.18M 0.03% -459 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 4,456 shares; 2025Q4: 4,967 shares; 2026Q1: 9,105 shares 9,105 $1.18M 0.03% +4,138 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: 26,560 shares; 2024Q4: 26,517 shares; 2025Q1: 26,791 shares; 2025Q2: 3,016 shares; 2025Q3: 3,312 shares; 2025Q4: 3,451 shares; 2026Q1: 3,739 shares 3,739 $1.16M 0.03% +288 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,046 shares; 2024Q4: 35,965 shares; 2025Q1: 36,221 shares; 2025Q2: 35,806 shares; 2025Q3: 35,921 shares; 2025Q4: 40,626 shares; 2026Q1: 29,543 shares 29,543 $1.15M 0.03% -11,083 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 42,356 shares 42,356 $1.14M 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,548 shares; 2025Q2: 4,869 shares; 2025Q3: 5,990 shares; 2025Q4: 5,869 shares; 2026Q1: 6,942 shares 6,942 $1.14M 0.03% +1,073 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 2,061 shares; 2026Q1: 3,822 shares 3,822 $1.13M 0.03% +1,761 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,380 shares; 2025Q2: 1,616 shares; 2025Q3: 2,774 shares; 2025Q4: 2,781 shares; 2026Q1: 3,245 shares 3,245 $1.11M 0.03% +464 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,439 shares; 2025Q2: not reported; 2025Q3: 12,116 shares; 2025Q4: 11,988 shares; 2026Q1: 17,285 shares 17,285 $1.11M 0.03% +5,297 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: 55 shares; 2024Q4: 74 shares; 2025Q1: 83 shares; 2025Q2: 78 shares; 2025Q3: 100 shares; 2025Q4: 161 shares; 2026Q1: 263 shares 263 $1.11M 0.03% +102 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: 3,260 shares; 2024Q4: 3,176 shares; 2025Q1: 4,161 shares; 2025Q2: 4,819 shares; 2025Q3: 4,973 shares; 2025Q4: 4,892 shares; 2026Q1: 6,711 shares 6,711 $1.1M 0.03% +1,819 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 2,506 shares; 2025Q4: 2,685 shares; 2026Q1: 4,809 shares 4,809 $1.1M 0.03% +2,124 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: 12,374 shares; 2024Q4: 11,771 shares; 2025Q1: 14,056 shares; 2025Q2: 13,399 shares; 2025Q3: 14,043 shares; 2025Q4: 8,615 shares; 2026Q1: 21,871 shares 21,871 $1.1M 0.03% +13,256 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,703 shares; 2024Q4: 19,152 shares; 2025Q1: 20,910 shares; 2025Q2: 21,301 shares; 2025Q3: 21,567 shares; 2025Q4: 22,660 shares; 2026Q1: 23,457 shares 23,457 $1.09M 0.02% +797 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,232 shares; 2025Q3: 19,699 shares; 2025Q4: 16,868 shares; 2026Q1: 14,935 shares 14,935 $1.09M 0.02% -1,933 Timeline ITOT 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: 7,782 shares; 2025Q3: 7,673 shares; 2025Q4: 7,605 shares; 2026Q1: 7,602 shares 7,602 $1.08M 0.02% -3 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 782 shares 782 $1.08M 0.02% +539 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 11,177 shares; 2025Q4: 21,569 shares; 2026Q1: 13,194 shares 13,194 $1.07M 0.02% -8,375 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: 5,274 shares; 2024Q4: 4,601 shares; 2025Q1: 4,664 shares; 2025Q2: 4,461 shares; 2025Q3: 4,406 shares; 2025Q4: 2,847 shares; 2026Q1: 4,700 shares 4,700 $1.06M 0.02% +1,853 Timeline EXI 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: 6,801 shares; 2024Q4: 6,933 shares; 2025Q1: 7,070 shares; 2025Q2: 6,653 shares; 2025Q3: 6,565 shares; 2025Q4: 6,383 shares; 2026Q1: 5,855 shares 5,855 $1.06M 0.02% -528 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 17,284 shares; 2025Q1: 18,970 shares; 2025Q2: 18,903 shares; 2025Q3: 19,145 shares; 2025Q4: 20,151 shares; 2026Q1: 20,986 shares 20,986 $1.05M 0.02% +835 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,835 shares; 2025Q1: 6,512 shares; 2025Q2: 6,066 shares; 2025Q3: 5,815 shares; 2025Q4: 11,887 shares; 2026Q1: 12,020 shares 12,020 $1.02M 0.02% +133 Timeline ISTB 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: 65,223 shares; 2024Q4: 65,222 shares; 2025Q1: 65,714 shares; 2025Q2: 65,714 shares; 2025Q3: 65,714 shares; 2025Q4: 27,137 shares; 2026Q1: 21,129 shares 21,129 $1.02M 0.02% -6,008 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,488 shares; 2025Q4: 15,257 shares; 2026Q1: 58,153 shares 58,153 $1.02M 0.02% +42,896 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: 7,834 shares; 2024Q4: 7,392 shares; 2025Q1: 8,128 shares; 2025Q2: 7,499 shares; 2025Q3: 7,186 shares; 2025Q4: 7,443 shares; 2026Q1: 7,295 shares 7,295 $1.01M 0.02% -148 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,124 shares; 2025Q3: 1,825 shares; 2025Q4: 2,343 shares; 2026Q1: 2,932 shares 2,932 $1.01M 0.02% +589 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: 2,528 shares; 2024Q4: 2,350 shares; 2025Q1: 1,832 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares 1,627 $1M 0.02% 0 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,330 shares; 2025Q1: 3,500 shares; 2025Q2: 3,370 shares; 2025Q3: 3,429 shares; 2025Q4: 3,366 shares; 2026Q1: 3,016 shares 3,016 $990K 0.02% -350 Timeline XLB 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: 10,174 shares; 2024Q4: 10,351 shares; 2025Q1: 10,874 shares; 2025Q2: 10,750 shares; 2025Q3: 11,042 shares; 2025Q4: 22,125 shares; 2026Q1: 19,685 shares 19,685 $984K 0.02% -2,440 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: 18,093 shares; 2024Q4: 16,807 shares; 2025Q1: 16,293 shares; 2025Q2: 16,293 shares; 2025Q3: 18,708 shares; 2025Q4: 19,160 shares; 2026Q1: 20,028 shares 20,028 $964K 0.02% +868 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,142 shares; 2025Q4: 1,288 shares; 2026Q1: 1,407 shares 1,407 $958K 0.02% +119 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: 557 shares; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 738 shares; 2025Q3: 854 shares; 2025Q4: 967 shares; 2026Q1: 1,091 shares 1,091 $944K 0.02% +124 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 5,229 shares; 2025Q1: 4,987 shares; 2025Q2: 5,133 shares; 2025Q3: 6,262 shares; 2025Q4: 7,148 shares; 2026Q1: 12,668 shares 12,668 $944K 0.02% +5,520 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009 shares; 2024Q4: 2,203 shares; 2025Q1: 2,347 shares; 2025Q2: 2,695 shares; 2025Q3: 3,055 shares; 2025Q4: 2,783 shares; 2026Q1: 2,914 shares 2,914 $927K 0.02% +131 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,746 shares; 2026Q1: 13,289 shares 13,289 $919K 0.02% +5,543 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 1,261 shares; 2025Q3: 1,803 shares; 2025Q4: 1,871 shares; 2026Q1: 2,578 shares 2,578 $918K 0.02% +707 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,940 shares; 2026Q1: 3,155 shares 3,155 $905K 0.02% +215 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,592 shares; 2025Q2: 5,027 shares; 2025Q3: 10,045 shares; 2025Q4: 12,005 shares; 2026Q1: 12,268 shares 12,268 $889K 0.02% +263 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,533 shares; 2025Q1: 14,378 shares; 2025Q2: 16,622 shares; 2025Q3: 17,223 shares; 2025Q4: 2,615 shares; 2026Q1: 4,212 shares 4,212 $885K 0.02% +1,597 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,360 shares; 2025Q2: 3,000 shares; 2025Q3: 6,179 shares; 2025Q4: 8,825 shares; 2026Q1: 8,793 shares 8,793 $882K 0.02% -32 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: 1,208 shares; 2024Q4: 1,140 shares; 2025Q1: 1,123 shares; 2025Q2: 1,255 shares; 2025Q3: 2,055 shares; 2025Q4: 2,010 shares; 2026Q1: 2,660 shares 2,660 $867K 0.02% +650 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 7,131 shares; 2026Q1: 7,393 shares 7,393 $865K 0.02% +262 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 8,089 shares; 2025Q3: 14,443 shares; 2025Q4: 17,390 shares; 2026Q1: 19,694 shares 19,694 $863K 0.02% +2,304 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,992 shares; 2025Q3: 2,551 shares; 2025Q4: 2,657 shares; 2026Q1: 4,687 shares 4,687 $855K 0.02% +2,030 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,080 shares; 2025Q4: 2,177 shares; 2026Q1: 4,666 shares 4,666 $850K 0.02% +2,489 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,477 shares; 2025Q4: 9,685 shares; 2026Q1: 27,449 shares 27,449 $843K 0.02% +17,764 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,187 shares; 2024Q4: 43,224 shares; 2025Q1: 28,744 shares; 2025Q2: 28,744 shares; 2025Q3: 28,744 shares; 2025Q4: 28,744 shares; 2026Q1: 26,015 shares 26,015 $837K 0.02% -2,729 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: 4,103 shares; 2024Q4: 4,265 shares; 2025Q1: 3,669 shares; 2025Q2: 4,184 shares; 2025Q3: 5,023 shares; 2025Q4: 5,485 shares; 2026Q1: 4,199 shares 4,199 $833K 0.02% -1,286 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 2,330 shares; 2025Q4: 5,406 shares; 2026Q1: 7,374 shares 7,374 $831K 0.02% +1,968 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,745 shares; 2025Q1: 2,895 shares; 2025Q2: 3,277 shares; 2025Q3: 6,776 shares; 2025Q4: 6,491 shares; 2026Q1: 7,307 shares 7,307 $827K 0.02% +816 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: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,855 shares; 2025Q3: 3,100 shares; 2025Q4: 1,828 shares; 2026Q1: 5,895 shares 5,895 $822K 0.02% +4,067 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: 673 shares; 2024Q4: 650 shares; 2025Q1: 647 shares; 2025Q2: 619 shares; 2025Q3: 848 shares; 2025Q4: 383 shares; 2026Q1: 1,061 shares 1,061 $819K 0.02% +678 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,800 shares; 2025Q3: 56,800 shares; 2025Q4: 56,800 shares; 2026Q1: 56,800 shares 56,800 $811K 0.02% 0 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: 4,457 shares; 2024Q4: 4,410 shares; 2025Q1: 4,996 shares; 2025Q2: 4,738 shares; 2025Q3: 26,863 shares; 2025Q4: 4,743 shares; 2026Q1: 4,999 shares 4,999 $808K 0.02% +256 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: 18,965 shares; 2024Q4: 19,161 shares; 2025Q1: 19,393 shares; 2025Q2: 2,600 shares; 2025Q3: 2,607 shares; 2025Q4: 2,699 shares; 2026Q1: 3,511 shares 3,511 $807K 0.02% +812 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: 8,036 shares; 2024Q4: 8,202 shares; 2025Q1: 6,411 shares; 2025Q2: 7,436 shares; 2025Q3: 7,466 shares; 2025Q4: 7,554 shares; 2026Q1: 8,351 shares 8,351 $806K 0.02% +797 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 19,658 shares; 2025Q3: 27,702 shares; 2025Q4: 35,627 shares; 2026Q1: 37,926 shares 37,926 $805K 0.02% +2,299 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,694 shares 3,694 $800K 0.02% new 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: 1,809 shares; 2024Q4: 1,881 shares; 2025Q1: 2,059 shares; 2025Q2: 2,609 shares; 2025Q3: 1,697 shares; 2025Q4: 1,852 shares; 2026Q1: 1,852 shares 1,852 $797K 0.02% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,176 shares 4,176 $796K 0.02% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,179 shares; 2025Q1: 9,142 shares; 2025Q2: 9,360 shares; 2025Q3: 8,627 shares; 2025Q4: 8,629 shares; 2026Q1: 7,807 shares 7,807 $793K 0.02% -822 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 28,575 shares; 2025Q1: 47,056 shares; 2025Q2: 48,629 shares; 2025Q3: 24,071 shares; 2025Q4: 12,823 shares; 2026Q1: 16,598 shares 16,598 $787K 0.02% +3,775 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,585 shares; 2026Q1: 11,731 shares 11,731 $780K 0.02% +5,146 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 981 shares; 2025Q3: not reported; 2025Q4: 1,104 shares; 2026Q1: 2,912 shares 2,912 $777K 0.02% +1,808 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares 1,044 $771K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,879 shares; 2025Q1: 4,022 shares; 2025Q2: 4,277 shares; 2025Q3: 6,410 shares; 2025Q4: 7,430 shares; 2026Q1: 6,547 shares 6,547 $770K 0.02% -883 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,910 shares; 2024Q4: 45,689 shares; 2025Q1: 45,869 shares; 2025Q2: 45,540 shares; 2025Q3: 46,929 shares; 2025Q4: 41,426 shares; 2026Q1: 43,896 shares 43,896 $766K 0.02% +2,470 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,143 shares; 2024Q4: 13,143 shares; 2025Q1: 13,144 shares; 2025Q2: 13,143 shares; 2025Q3: 13,143 shares; 2025Q4: 13,143 shares; 2026Q1: 13,143 shares 13,143 $764K 0.02% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,259 shares; 2025Q2: not reported; 2025Q3: 4,112 shares; 2025Q4: not reported; 2026Q1: 9,618 shares 9,618 $757K 0.02% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 2,323 shares; 2026Q1: 3,277 shares 3,277 $753K 0.02% +954 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: 4,535 shares; 2024Q4: 4,566 shares; 2025Q1: 4,622 shares; 2025Q2: 4,438 shares; 2025Q3: 4,430 shares; 2025Q4: 4,306 shares; 2026Q1: 4,172 shares 4,172 $750K 0.02% -134 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,156 shares; 2026Q1: 9,146 shares 9,146 $747K 0.02% +4,990 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,163 shares; 2025Q3: 3,719 shares; 2025Q4: 2,895 shares; 2026Q1: 5,355 shares 5,355 $747K 0.02% +2,460 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: 1,708 shares; 2024Q4: 1,336 shares; 2025Q1: 1,544 shares; 2025Q2: 1,370 shares; 2025Q3: 1,686 shares; 2025Q4: 1,921 shares; 2026Q1: 2,197 shares 2,197 $742K 0.02% +276 Timeline RVNU 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: 20,806 shares; 2024Q4: 25,529 shares; 2025Q1: 26,702 shares; 2025Q2: 25,802 shares; 2025Q3: 26,393 shares; 2025Q4: 28,467 shares; 2026Q1: 30,124 shares 30,124 $742K 0.02% +1,657 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 2,693 shares; 2025Q1: 2,645 shares; 2025Q2: 2,407 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,991 shares 2,991 $742K 0.02% +472 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 1,079 shares; 2025Q4: 1,070 shares; 2026Q1: 1,409 shares 1,409 $737K 0.02% +339 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,294 shares; 2025Q1: 2,926 shares; 2025Q2: 3,048 shares; 2025Q3: 3,598 shares; 2025Q4: 4,185 shares; 2026Q1: 3,998 shares 3,998 $729K 0.02% -187 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,519 shares; 2025Q4: 1,814 shares; 2026Q1: 2,582 shares 2,582 $729K 0.02% +768 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 995 shares 995 $724K 0.02% -20 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,383 shares; 2025Q4: 6,383 shares; 2026Q1: 6,383 shares 6,383 $722K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 29,126 shares 29,126 $721K 0.02% +8,626 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: 1,589 shares; 2024Q4: 1,561 shares; 2025Q1: 2,074 shares; 2025Q2: 1,833 shares; 2025Q3: 11,968 shares; 2025Q4: 3,092 shares; 2026Q1: 3,616 shares 3,616 $720K 0.02% +524 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.02% 0 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,947 shares; 2025Q2: 5,255 shares; 2025Q3: 12,286 shares; 2025Q4: 18,265 shares; 2026Q1: 19,197 shares 19,197 $715K 0.02% +932 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 6,884 shares; 2025Q3: 6,884 shares; 2025Q4: 13,768 shares; 2026Q1: 13,768 shares 13,768 $714K 0.02% 0 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: 32,860 shares; 2024Q4: 26,131 shares; 2025Q1: 28,727 shares; 2025Q2: 26,157 shares; 2025Q3: 26,760 shares; 2025Q4: 23,602 shares; 2026Q1: 25,334 shares 25,334 $711K 0.02% +1,732 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: not reported; 2026Q1: 2,852 shares 2,852 $708K 0.02% new 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: 915 shares; 2024Q4: 739 shares; 2025Q1: 2,524 shares; 2025Q2: 2,664 shares; 2025Q3: 1,464 shares; 2025Q4: 2,073 shares; 2026Q1: 2,910 shares 2,910 $707K 0.02% +837 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: 393 shares; 2025Q1: 619 shares; 2025Q2: 596 shares; 2025Q3: 622 shares; 2025Q4: 469 shares; 2026Q1: 729 shares 729 $701K 0.02% +260 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,381 shares; 2026Q1: 9,284 shares 9,284 $698K 0.02% -1,097 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,487 shares; 2025Q4: 2,373 shares; 2026Q1: 5,831 shares 5,831 $692K 0.02% +3,458 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 1,726 shares; 2025Q3: 2,792 shares; 2025Q4: 3,286 shares; 2026Q1: 3,723 shares 3,723 $689K 0.02% +437 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 6,013 shares; 2025Q4: 8,870 shares; 2026Q1: 11,477 shares 11,477 $688K 0.02% +2,607 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,121 shares; 2026Q1: 20,929 shares 20,929 $685K 0.02% +11,808 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 23,196 shares; 2025Q4: 19,111 shares; 2026Q1: 19,111 shares 19,111 $683K 0.02% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,330 shares; 2026Q1: 11,542 shares 11,542 $682K 0.02% +6,212 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,584 shares; 2025Q1: 8,584 shares; 2025Q2: 8,584 shares; 2025Q3: 8,584 shares; 2025Q4: 8,584 shares; 2026Q1: 8,584 shares 8,584 $680K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: not reported; 2025Q1: 4,325 shares; 2025Q2: 4,197 shares; 2025Q3: 5,324 shares; 2025Q4: 2,155 shares; 2026Q1: 6,271 shares 6,271 $679K 0.02% +4,116 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 9,245 shares 9,245 $677K 0.02% +5,795 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,900 shares; 2025Q2: 52,500 shares; 2025Q3: 44,375 shares; 2025Q4: 30,375 shares; 2026Q1: 28,375 shares 28,375 $674K 0.02% -2,000 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,044 shares; 2025Q4: 4,179 shares; 2026Q1: 2,912 shares 2,912 $672K 0.02% -1,267 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,357 shares; 2025Q4: 2,365 shares; 2026Q1: 5,907 shares 5,907 $662K 0.02% +3,542 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,829 shares; 2025Q4: 4,399 shares; 2026Q1: 5,367 shares 5,367 $662K 0.02% +968 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,397 shares; 2025Q1: not reported; 2025Q2: 1,849 shares; 2025Q3: 2,324 shares; 2025Q4: 2,563 shares; 2026Q1: 2,477 shares 2,477 $658K 0.01% -86 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,314 shares; 2024Q4: 81,925 shares; 2025Q1: 84,236 shares; 2025Q2: 12,141 shares; 2025Q3: 13,537 shares; 2025Q4: 10,730 shares; 2026Q1: 14,453 shares 14,453 $654K 0.01% +3,723 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 3,577 shares; 2025Q1: 3,227 shares; 2025Q2: 3,210 shares; 2025Q3: 8,210 shares; 2025Q4: 7,673 shares; 2026Q1: 7,673 shares 7,673 $652K 0.01% 0 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: 7,497 shares; 2024Q4: 7,278 shares; 2025Q1: 7,070 shares; 2025Q2: 6,654 shares; 2025Q3: 6,751 shares; 2025Q4: 4,769 shares; 2026Q1: 4,881 shares 4,881 $645K 0.01% +112 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,863 shares; 2025Q4: 4,992 shares; 2026Q1: 9,250 shares 9,250 $641K 0.01% +4,258 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: 1,457 shares; 2024Q4: 1,948 shares; 2025Q1: 2,653 shares; 2025Q2: 2,462 shares; 2025Q3: 13,681 shares; 2025Q4: 2,423 shares; 2026Q1: 5,548 shares 5,548 $638K 0.01% +3,125 Timeline PDP 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: 4,276 shares; 2024Q4: 4,399 shares; 2025Q1: 4,315 shares; 2025Q2: 4,916 shares; 2025Q3: 5,186 shares; 2025Q4: 5,346 shares; 2026Q1: 5,247 shares 5,247 $634K 0.01% -99 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: 4,937 shares; 2024Q4: 4,188 shares; 2025Q1: 5,291 shares; 2025Q2: 5,690 shares; 2025Q3: 6,833 shares; 2025Q4: 5,414 shares; 2026Q1: 6,521 shares 6,521 $628K 0.01% +1,107 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: 5,355 shares; 2024Q4: 5,654 shares; 2025Q1: 7,071 shares; 2025Q2: 7,131 shares; 2025Q3: 7,132 shares; 2025Q4: 8,140 shares; 2026Q1: 9,007 shares 9,007 $628K 0.01% +867 Timeline XLG 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: 8,092 shares; 2024Q4: 8,387 shares; 2025Q1: 9,311 shares; 2025Q2: 10,693 shares; 2025Q3: 11,204 shares; 2025Q4: 11,755 shares; 2026Q1: 11,495 shares 11,495 $627K 0.01% -260 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 13,697 shares; 2025Q4: 13,656 shares; 2026Q1: 13,580 shares 13,580 $622K 0.01% -76 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,471 shares; 2024Q4: 23,471 shares; 2025Q1: 23,893 shares; 2025Q2: 23,193 shares; 2025Q3: 29,476 shares; 2025Q4: 32,046 shares; 2026Q1: 35,848 shares 35,848 $621K 0.01% +3,802 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,046 shares; 2025Q1: 2,085 shares; 2025Q2: 2,106 shares; 2025Q3: 2,094 shares; 2025Q4: 2,158 shares; 2026Q1: 2,202 shares 2,202 $619K 0.01% +44 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: 360 shares; 2024Q4: 387 shares; 2025Q1: 402 shares; 2025Q2: 2,880 shares; 2025Q3: 3,041 shares; 2025Q4: 736 shares; 2026Q1: 1,423 shares 1,423 $615K 0.01% +687 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,592 shares 5,592 $614K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 741 shares; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 1,539 shares; 2026Q1: 1,681 shares 1,681 $611K 0.01% +142 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,557 shares; 2024Q4: 8,557 shares; 2025Q1: 8,591 shares; 2025Q2: 8,189 shares; 2025Q3: 8,265 shares; 2025Q4: 8,235 shares; 2026Q1: 8,387 shares 8,387 $602K 0.01% +152 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares; 2025Q2: 4,020 shares; 2025Q3: 6,845 shares; 2025Q4: 7,653 shares; 2026Q1: 7,284 shares 7,284 $599K 0.01% -369 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,680 shares; 2026Q1: 10,680 shares 10,680 $595K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 1,948 shares; 2025Q3: 2,070 shares; 2025Q4: 2,268 shares; 2026Q1: 2,581 shares 2,581 $595K 0.01% +313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 2,052 shares; 2026Q1: 2,233 shares 2,233 $594K 0.01% +181 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,925 shares; 2026Q1: 7,704 shares 7,704 $594K 0.01% -221 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,817 shares; 2025Q1: 1,818 shares; 2025Q2: 1,815 shares; 2025Q3: 2,660 shares; 2025Q4: 2,639 shares; 2026Q1: 2,920 shares 2,920 $584K 0.01% +281 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,416 shares; 2024Q4: 12,205 shares; 2025Q1: 12,867 shares; 2025Q2: 12,339 shares; 2025Q3: 12,418 shares; 2025Q4: 12,397 shares; 2026Q1: 12,397 shares 12,397 $583K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 794 shares; 2025Q2: 905 shares; 2025Q3: 1,396 shares; 2025Q4: 1,991 shares; 2026Q1: 2,403 shares 2,403 $582K 0.01% +412 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,810 shares 9,810 $581K 0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,963 shares; 2025Q4: 3,811 shares; 2026Q1: 4,590 shares 4,590 $581K 0.01% +779 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 1,306 shares 1,306 $581K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,443 shares; 2025Q2: 2,580 shares; 2025Q3: 3,752 shares; 2025Q4: 4,120 shares; 2026Q1: 4,893 shares 4,893 $580K 0.01% +773 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,423 shares; 2025Q3: 11,657 shares; 2025Q4: 20,664 shares; 2026Q1: 22,307 shares 22,307 $577K 0.01% +1,643 Timeline IWV 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: 1,557 shares 1,557 $577K 0.01% new 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: 24,615 shares; 2024Q4: 24,553 shares; 2025Q1: 9,951 shares; 2025Q2: 9,581 shares; 2025Q3: 8,406 shares; 2025Q4: 6,581 shares; 2026Q1: 4,846 shares 4,846 $573K 0.01% -1,735 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,943 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,009 shares; 2025Q4: 12,438 shares; 2026Q1: 22,257 shares 22,257 $565K 0.01% +9,819 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,775 shares; 2025Q4: 3,816 shares; 2026Q1: 6,128 shares 6,128 $564K 0.01% +2,312 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 5,726 shares; 2025Q3: 8,831 shares; 2025Q4: 9,922 shares; 2026Q1: 11,191 shares 11,191 $559K 0.01% +1,269 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: 6,189 shares; 2025Q3: 13,220 shares; 2025Q4: 11,473 shares; 2026Q1: 13,233 shares 13,233 $556K 0.01% +1,760 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: 1,225 shares; 2024Q4: 1,224 shares; 2025Q1: 1,259 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,316 shares; 2026Q1: 1,505 shares 1,505 $553K 0.01% +189 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,593 shares 6,593 $552K 0.01% new Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 935 shares; 2025Q4: 1,033 shares; 2026Q1: 1,542 shares 1,542 $552K 0.01% +509 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: 892 shares; 2024Q4: 957 shares; 2025Q1: 1,075 shares; 2025Q2: 950 shares; 2025Q3: 1,151 shares; 2025Q4: 2,135 shares; 2026Q1: 2,112 shares 2,112 $550K 0.01% -23 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 80,006 shares; 2025Q4: 80,090 shares; 2026Q1: 80,000 shares 80,000 $550K 0.01% -90 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: not reported; 2024Q4: not reported; 2025Q1: 27,498 shares; 2025Q2: 26,088 shares; 2025Q3: 26,631 shares; 2025Q4: 27,821 shares; 2026Q1: 8,668 shares 8,668 $544K 0.01% -19,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,718 shares; 2025Q3: 5,924 shares; 2025Q4: 6,275 shares; 2026Q1: 7,503 shares 7,503 $539K 0.01% +1,228 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 2,531 shares; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 3,216 shares; 2026Q1: 2,504 shares 2,504 $539K 0.01% -712 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,088 shares; 2025Q3: 7,888 shares; 2025Q4: 8,020 shares; 2026Q1: 7,888 shares 7,888 $537K 0.01% -132 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 848 shares; 2026Q1: 1,226 shares 1,226 $535K 0.01% +378 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,954 shares 31,954 $534K 0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,191 shares; 2026Q1: 8,211 shares 8,211 $533K 0.01% -980 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,132 shares; 2024Q4: 12,446 shares; 2025Q1: 9,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,770 shares 12,770 $532K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,848 shares; 2024Q4: 14,697 shares; 2025Q1: 15,777 shares; 2025Q2: 15,720 shares; 2025Q3: 14,817 shares; 2025Q4: 17,194 shares; 2026Q1: 18,342 shares 18,342 $532K 0.01% +1,148 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 580 shares; 2025Q1: 615 shares; 2025Q2: 600 shares; 2025Q3: 689 shares; 2025Q4: 861 shares; 2026Q1: 730 shares 730 $532K 0.01% -131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,068 shares; 2025Q4: 8,307 shares; 2026Q1: 9,161 shares 9,161 $530K 0.01% +854 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 9,129 shares; 2025Q1: 9,897 shares; 2025Q2: 11,407 shares; 2025Q3: 12,478 shares; 2025Q4: 16,935 shares; 2026Q1: 18,365 shares 18,365 $527K 0.01% +1,430 Timeline MAS MASCO CORP More: the full row for MASCO 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: 5,370 shares; 2025Q3: 9,492 shares; 2025Q4: 7,761 shares; 2026Q1: 8,533 shares 8,533 $515K 0.01% +772 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares 3,115 $514K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 608 shares; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $511K 0.01% new Timeline IHE 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: 5,894 shares 5,894 $511K 0.01% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 11,050 shares; 2025Q1: 60,376 shares; 2025Q2: 9,063 shares; 2025Q3: 9,079 shares; 2025Q4: 6,113 shares; 2026Q1: 5,538 shares 5,538 $506K 0.01% -575 Timeline JEPQ 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: 6,097 shares; 2024Q4: 6,218 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 9,111 shares; 2026Q1: 9,111 shares 9,111 $506K 0.01% 0 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: 10,709 shares; 2025Q2: 8,563 shares; 2025Q3: 12,430 shares; 2025Q4: 13,106 shares; 2026Q1: 14,279 shares 14,279 $503K 0.01% +1,173 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 13,467 shares 13,467 $501K 0.01% new Timeline ESGU 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: 4,009 shares; 2024Q4: 4,022 shares; 2025Q1: 3,629 shares; 2025Q2: 3,418 shares; 2025Q3: 3,493 shares; 2025Q4: 3,623 shares; 2026Q1: 3,523 shares 3,523 $498K 0.01% -100 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG 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: 2,465 shares; 2025Q4: 3,724 shares; 2026Q1: 4,600 shares 4,600 $497K 0.01% +876 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 3,055 shares; 2025Q1: 2,832 shares; 2025Q2: 3,895 shares; 2025Q3: 6,201 shares; 2025Q4: 8,696 shares; 2026Q1: 10,845 shares 10,845 $497K 0.01% +2,149 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,589 shares; 2025Q4: 8,455 shares; 2026Q1: 14,777 shares 14,777 $495K 0.01% +6,322 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,706 shares; 2026Q1: 6,826 shares 6,826 $495K 0.01% +1,120 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,410 shares; 2025Q3: 3,694 shares; 2025Q4: 3,493 shares; 2026Q1: 3,906 shares 3,906 $494K 0.01% +413 Timeline TTC TORO CO More: the full row for TORO 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: 7,710 shares; 2025Q4: 2,966 shares; 2026Q1: 5,277 shares 5,277 $493K 0.01% +2,311 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: 7,142 shares; 2024Q4: 20,862 shares; 2025Q1: 26,919 shares; 2025Q2: 19,674 shares; 2025Q3: 19,674 shares; 2025Q4: 16,002 shares; 2026Q1: 16,002 shares 16,002 $491K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 646 shares; 2025Q4: not reported; 2026Q1: 1,643 shares 1,643 $490K 0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,238 shares; 2025Q1: 1,483 shares; 2025Q2: 1,608 shares; 2025Q3: 1,654 shares; 2025Q4: 1,323 shares; 2026Q1: 1,339 shares 1,339 $487K 0.01% +16 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,205 shares; 2025Q4: 4,543 shares; 2026Q1: 5,279 shares 5,279 $487K 0.01% +736 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,690 shares 3,690 $486K 0.01% new Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,313 shares; 2025Q2: 7,512 shares; 2025Q3: 12,881 shares; 2025Q4: 10,872 shares; 2026Q1: 13,281 shares 13,281 $486K 0.01% +2,409 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: 6,138 shares; 2024Q4: 7,897 shares; 2025Q1: 5,273 shares; 2025Q2: 4,498 shares; 2025Q3: 4,791 shares; 2025Q4: 5,172 shares; 2026Q1: 5,082 shares 5,082 $486K 0.01% -90 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,719 shares; 2025Q1: 4,428 shares; 2025Q2: 4,349 shares; 2025Q3: 5,715 shares; 2025Q4: 11,485 shares; 2026Q1: 13,125 shares 13,125 $485K 0.01% +1,640 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL 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: 13,045 shares 13,045 $485K 0.01% new 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: 78,902 shares; 2024Q4: 79,058 shares; 2025Q1: 78,815 shares; 2025Q2: 77,073 shares; 2025Q3: 78,281 shares; 2025Q4: 78,185 shares; 2026Q1: 4,417 shares 4,417 $485K 0.01% -73,768 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,100 shares; 2025Q1: 1,679 shares; 2025Q2: 1,950 shares; 2025Q3: 1,349 shares; 2025Q4: 3,210 shares; 2026Q1: 2,802 shares 2,802 $484K 0.01% -408 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,602 shares; 2025Q4: 2,579 shares; 2026Q1: 3,544 shares 3,544 $484K 0.01% +965 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK 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: 3,550 shares; 2025Q4: not reported; 2026Q1: 4,884 shares 4,884 $481K 0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,228 shares; 2026Q1: 10,782 shares 10,782 $478K 0.01% +2,554 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,787 shares; 2024Q4: 4,339 shares; 2025Q1: 3,815 shares; 2025Q2: 4,407 shares; 2025Q3: 4,817 shares; 2025Q4: 2,864 shares; 2026Q1: 3,650 shares 3,650 $478K 0.01% +786 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 6,496 shares 6,496 $477K 0.01% new Timeline IYH 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: 6,366 shares; 2024Q4: 6,366 shares; 2025Q1: 6,366 shares; 2025Q2: 6,366 shares; 2025Q3: 7,871 shares; 2025Q4: 7,871 shares; 2026Q1: 7,720 shares 7,720 $476K 0.01% -151 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,550 shares; 2026Q1: 1,908 shares 1,908 $475K 0.01% +358 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,439 shares; 2025Q3: 8,425 shares; 2025Q4: 9,752 shares; 2026Q1: 8,128 shares 8,128 $475K 0.01% -1,624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 2,246 shares 2,246 $475K 0.01% +917 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001 $474K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 945 shares; 2025Q4: 1,004 shares; 2026Q1: 1,183 shares 1,183 $473K 0.01% +179 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,084 shares 5,084 $470K 0.01% new 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: 117 shares; 2024Q4: 118 shares; 2025Q1: 124 shares; 2025Q2: 110 shares; 2025Q3: 136 shares; 2025Q4: 113 shares; 2026Q1: 139 shares 139 $468K 0.01% +26 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 857 shares 857 $465K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,365 shares; 2025Q2: 3,601 shares; 2025Q3: 3,972 shares; 2025Q4: 4,905 shares; 2026Q1: 5,673 shares 5,673 $465K 0.01% +768 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: 5,277 shares; 2024Q4: 5,353 shares; 2025Q1: 5,533 shares; 2025Q2: 5,421 shares; 2025Q3: 5,437 shares; 2025Q4: 5,541 shares; 2026Q1: 5,730 shares 5,730 $464K 0.01% +189 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: not reported; 2025Q3: 708 shares; 2025Q4: 705 shares; 2026Q1: 825 shares 825 $464K 0.01% +120 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: 2,204 shares; 2024Q4: not reported; 2025Q1: 2,683 shares; 2025Q2: 3,519 shares; 2025Q3: 3,407 shares; 2025Q4: 2,636 shares; 2026Q1: 5,157 shares 5,157 $462K 0.01% +2,521 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: 2,528 shares; 2026Q1: 3,268 shares 3,268 $461K 0.01% +740 Timeline GXPC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,649 shares 16,649 $459K 0.01% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 4,043 shares; 2025Q1: 2,805 shares; 2025Q2: 1,517 shares; 2025Q3: 1,528 shares; 2025Q4: 1,618 shares; 2026Q1: 1,591 shares 1,591 $458K 0.01% -27 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,271 shares; 2026Q1: 8,401 shares 8,401 $453K 0.01% +5,130 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,375 shares; 2025Q3: 1,747 shares; 2025Q4: 1,940 shares; 2026Q1: 3,729 shares 3,729 $451K 0.01% +1,789 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 7,544 shares; 2025Q3: 10,253 shares; 2025Q4: 10,949 shares; 2026Q1: 11,288 shares 11,288 $450K 0.01% +339 Timeline GXPT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,063 shares 18,063 $448K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 1,032 shares; 2026Q1: 1,296 shares 1,296 $447K 0.01% +264 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 6,991 shares; 2025Q1: 5,344 shares; 2025Q2: 6,844 shares; 2025Q3: 5,544 shares; 2025Q4: 5,344 shares; 2026Q1: 5,344 shares 5,344 $447K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,503 shares; 2025Q4: 1,508 shares; 2026Q1: 1,783 shares 1,783 $446K 0.01% +275 Timeline CEF 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: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 9,262 shares; 2025Q2: 9,262 shares; 2025Q3: 9,262 shares; 2025Q4: 9,262 shares; 2026Q1: 9,262 shares 9,262 $442K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 2,021 shares; 2025Q3: 2,225 shares; 2025Q4: 2,317 shares; 2026Q1: 2,112 shares 2,112 $441K 0.01% -205 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,702 shares 6,702 $436K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 2,145 shares; 2026Q1: 1,814 shares 1,814 $434K 0.01% -331 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,725 shares; 2026Q1: 5,725 shares 5,725 $433K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,754 shares; 2025Q3: 5,049 shares; 2025Q4: 6,143 shares; 2026Q1: 6,364 shares 6,364 $433K 0.01% +221 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: 16,074 shares; 2024Q4: 17,849 shares; 2025Q1: 18,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 4,312 shares 4,312 $432K 0.01% +1,675 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 2,871 shares 2,871 $429K 0.01% new Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 8,610 shares; 2026Q1: 8,610 shares 8,610 $429K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,795 shares; 2025Q1: 4,990 shares; 2025Q2: 5,130 shares; 2025Q3: 5,415 shares; 2025Q4: 5,986 shares; 2026Q1: 7,688 shares 7,688 $429K 0.01% +1,702 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,919 shares; 2026Q1: 8,564 shares 8,564 $428K 0.01% +4,645 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is 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: 14,429 shares 14,429 $425K 0.01% new Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is 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: 18,941 shares 18,941 $424K 0.01% new Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,345 shares 14,345 $423K 0.01% new Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,855 shares 2,855 $421K 0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,185 shares 1,185 $419K 0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES 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: 45,000 shares 45,000 $419K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 2,306 shares; 2025Q4: 3,363 shares; 2026Q1: 4,518 shares 4,518 $417K 0.01% +1,155 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,730 shares; 2026Q1: 16,414 shares 16,414 $416K 0.01% +3,684 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,153 shares; 2026Q1: 1,980 shares 1,980 $416K 0.01% +827 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: 4,416 shares; 2024Q4: 4,031 shares; 2025Q1: 4,042 shares; 2025Q2: 4,108 shares; 2025Q3: 4,121 shares; 2025Q4: 4,137 shares; 2026Q1: 4,267 shares 4,267 $415K 0.01% +130 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,942 shares; 2024Q4: 7,852 shares; 2025Q1: 7,854 shares; 2025Q2: 8,010 shares; 2025Q3: 8,484 shares; 2025Q4: 9,425 shares; 2026Q1: 8,972 shares 8,972 $414K 0.01% -453 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,825 shares; 2026Q1: 5,037 shares 5,037 $414K 0.01% +2,212 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: 2,666 shares; 2025Q4: 2,820 shares; 2026Q1: 4,347 shares 4,347 $411K 0.01% +1,527 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,053 shares; 2026Q1: 1,996 shares 1,996 $411K 0.01% -57 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 2,196 shares; 2025Q3: 2,941 shares; 2025Q4: 1,772 shares; 2026Q1: 2,484 shares 2,484 $411K 0.01% +712 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,777 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares; 2026Q1: 3,741 shares 3,741 $409K 0.01% 0 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 11,659 shares; 2026Q1: 16,586 shares 16,586 $409K 0.01% +4,927 Timeline VFC V F CORP More: the full row for V F 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: 24,043 shares 24,043 $408K 0.01% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 21,290 shares 21,290 $408K 0.01% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS 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: 6,377 shares; 2026Q1: 14,673 shares 14,673 $406K 0.01% +8,296 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,891 shares; 2025Q2: 10,033 shares; 2025Q3: 11,131 shares; 2025Q4: 9,248 shares; 2026Q1: 6,218 shares 6,218 $405K 0.01% -3,030 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,598 shares; 2025Q4: 1,597 shares; 2026Q1: 2,207 shares 2,207 $405K 0.01% +610 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,632 shares 2,632 $403K 0.01% new Timeline IT GARTNER INC More: the full row for GARTNER 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: 2,544 shares 2,544 $403K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,159 shares; 2025Q3: 8,623 shares; 2025Q4: 7,055 shares; 2026Q1: 7,467 shares 7,467 $400K 0.01% +412 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,642 shares 3,642 $399K 0.01% new Timeline