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: 5,921,292 shares; 2024Q4: 5,893,008 shares; 2025Q1: 5,856,519 shares; 2025Q2: 5,974,816 shares; 2025Q3: 6,081,724 shares; 2025Q4: 5,658,856 shares; 2026Q1: 5,541,921 shares 5,541,921 $1.78B 24.75% -116,935 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,958,908 shares; 2024Q4: 5,966,887 shares; 2025Q1: 6,046,783 shares; 2025Q2: 6,366,275 shares; 2025Q3: 6,504,442 shares; 2025Q4: 6,395,496 shares; 2026Q1: 6,663,055 shares 6,663,055 $603M 8.4% +267,559 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: 3,509,696 shares; 2024Q4: 3,517,157 shares; 2025Q1: 3,593,372 shares; 2025Q2: 3,479,204 shares; 2025Q3: 3,447,157 shares; 2025Q4: 3,233,771 shares; 2026Q1: 3,185,211 shares 3,185,211 $454M 6.32% -48,560 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: 4,319,882 shares; 2024Q4: 4,392,697 shares; 2025Q1: 4,437,300 shares; 2025Q2: 4,770,360 shares; 2025Q3: 5,055,936 shares; 2025Q4: 4,926,140 shares; 2026Q1: 5,017,663 shares 5,017,663 $322M 4.48% +91,523 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: 4,184,136 shares; 2024Q4: 4,170,307 shares; 2025Q1: 4,165,305 shares; 2025Q2: 4,156,961 shares; 2025Q3: 4,186,255 shares; 2025Q4: 4,062,003 shares; 2026Q1: 4,271,360 shares 4,271,360 $298M 4.15% +209,357 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: 375,494 shares; 2024Q4: 372,164 shares; 2025Q1: 371,779 shares; 2025Q2: 368,147 shares; 2025Q3: 365,266 shares; 2025Q4: 365,845 shares; 2026Q1: 368,896 shares 368,896 $241M 3.35% +3,051 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,340 shares; 2024Q4: 294,401 shares; 2025Q1: 289,122 shares; 2025Q2: 2,299,155 shares; 2025Q3: 2,379,161 shares; 2025Q4: 2,375,510 shares; 2026Q1: 2,420,129 shares 2,420,129 $162M 2.26% +44,619 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: 2,601,801 shares; 2024Q4: 2,600,416 shares; 2025Q1: 2,591,451 shares; 2025Q2: 2,732,837 shares; 2025Q3: 2,849,679 shares; 2025Q4: 2,796,885 shares; 2026Q1: 2,832,034 shares 2,832,034 $153M 2.13% +35,149 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: 221,617 shares; 2024Q4: 221,243 shares; 2025Q1: 225,204 shares; 2025Q2: 228,310 shares; 2025Q3: 228,100 shares; 2025Q4: 227,456 shares; 2026Q1: 227,871 shares 227,871 $148M 2.06% +415 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155,773 shares; 2024Q4: 1,196,218 shares; 2025Q1: 1,301,799 shares; 2025Q2: 1,378,736 shares; 2025Q3: 1,467,396 shares; 2025Q4: 1,506,199 shares; 2026Q1: 1,558,678 shares 1,558,678 $138M 1.92% +52,479 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: 388,526 shares; 2024Q4: 391,380 shares; 2025Q1: 390,305 shares; 2025Q2: 390,493 shares; 2025Q3: 389,936 shares; 2025Q4: 389,642 shares; 2026Q1: 380,612 shares 380,612 $114M 1.58% -9,030 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,869 shares; 2024Q4: 353,038 shares; 2025Q1: 369,266 shares; 2025Q2: 367,807 shares; 2025Q3: 372,367 shares; 2025Q4: 377,545 shares; 2026Q1: 391,182 shares 391,182 $99.3M 1.38% +13,637 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: 429,384 shares; 2024Q4: 452,644 shares; 2025Q1: 469,741 shares; 2025Q2: 467,323 shares; 2025Q3: 474,391 shares; 2025Q4: 477,202 shares; 2026Q1: 497,183 shares 497,183 $86.7M 1.21% +19,981 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066,872 shares; 2024Q4: 3,122,833 shares; 2025Q1: 3,085,903 shares; 2025Q2: 3,272,279 shares; 2025Q3: 3,237,353 shares; 2025Q4: 3,209,293 shares; 2026Q1: 3,257,692 shares 3,257,692 $81.8M 1.14% +48,399 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: 1,064,906 shares; 2024Q4: 1,143,921 shares; 2025Q1: 1,133,905 shares; 2025Q2: 1,168,387 shares; 2025Q3: 1,170,494 shares; 2025Q4: 1,173,220 shares; 2026Q1: 1,174,384 shares 1,174,384 $79.3M 1.1% +1,164 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: 183,153 shares; 2024Q4: 186,292 shares; 2025Q1: 186,266 shares; 2025Q2: 193,278 shares; 2025Q3: 195,881 shares; 2025Q4: 193,571 shares; 2026Q1: 206,209 shares 206,209 $76.3M 1.06% +12,638 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: 228,060 shares; 2024Q4: 225,096 shares; 2025Q1: 223,455 shares; 2025Q2: 215,316 shares; 2025Q3: 212,626 shares; 2025Q4: 209,813 shares; 2026Q1: 206,406 shares 206,406 $73.6M 1.02% -3,407 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256,360 shares; 2024Q4: 1,310,823 shares; 2025Q1: 1,427,084 shares; 2025Q2: 1,438,720 shares; 2025Q3: 1,499,316 shares; 2025Q4: 1,514,722 shares; 2026Q1: 1,580,995 shares 1,580,995 $70.3M 0.98% +66,273 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672,486 shares 1,672,486 $68.9M 0.96% new 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: 101,526 shares; 2024Q4: 102,771 shares; 2025Q1: 101,518 shares; 2025Q2: 108,216 shares; 2025Q3: 107,560 shares; 2025Q4: 102,794 shares; 2026Q1: 114,238 shares 114,238 $68.3M 0.95% +11,444 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,405 shares; 2025Q2: 18,248 shares; 2025Q3: 19,374 shares; 2025Q4: 21,475 shares; 2026Q1: 4,668,926 shares 4,668,926 $67.1M 0.93% +4,647,451 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: 168,381 shares; 2024Q4: 168,440 shares; 2025Q1: 165,631 shares; 2025Q2: 166,886 shares; 2025Q3: 166,606 shares; 2025Q4: 131,695 shares; 2026Q1: 138,977 shares 138,977 $51.5M 0.72% +7,282 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: 146,326 shares; 2024Q4: 151,140 shares; 2025Q1: 145,165 shares; 2025Q2: 156,879 shares; 2025Q3: 161,857 shares; 2025Q4: 163,085 shares; 2026Q1: 177,873 shares 177,873 $51.1M 0.71% +14,788 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: 332,004 shares; 2024Q4: 352,689 shares; 2025Q1: 350,447 shares; 2025Q2: 352,984 shares; 2025Q3: 354,645 shares; 2025Q4: 354,917 shares; 2026Q1: 346,461 shares 346,461 $43.1M 0.6% -8,456 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: 164,214 shares; 2024Q4: 169,193 shares; 2025Q1: 174,529 shares; 2025Q2: 188,167 shares; 2025Q3: 192,105 shares; 2025Q4: 187,127 shares; 2026Q1: 204,324 shares 204,324 $42.6M 0.59% +17,197 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965,513 shares; 2024Q4: 940,120 shares; 2025Q1: 871,165 shares; 2025Q2: 885,540 shares; 2025Q3: 886,966 shares; 2025Q4: 886,952 shares; 2026Q1: 891,786 shares 891,786 $40.7M 0.57% +4,834 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,773 shares; 2024Q4: 587,832 shares; 2025Q1: 545,560 shares; 2025Q2: 531,525 shares; 2025Q3: 511,255 shares; 2025Q4: 471,846 shares; 2026Q1: 483,387 shares 483,387 $39.8M 0.55% +11,541 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: 198,172 shares; 2024Q4: 198,111 shares; 2025Q1: 197,236 shares; 2025Q2: 201,991 shares; 2025Q3: 192,932 shares; 2025Q4: 192,392 shares; 2026Q1: 185,199 shares 185,199 $39.8M 0.55% -7,193 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: 385,250 shares; 2024Q4: 385,226 shares; 2025Q1: 395,288 shares; 2025Q2: 398,138 shares; 2025Q3: 398,050 shares; 2025Q4: 394,436 shares; 2026Q1: 392,402 shares 392,402 $38.1M 0.53% -2,034 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: 105,684 shares; 2024Q4: 107,062 shares; 2025Q1: 110,153 shares; 2025Q2: 112,858 shares; 2025Q3: 113,004 shares; 2025Q4: 108,325 shares; 2026Q1: 122,153 shares 122,153 $35M 0.49% +13,828 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: 57,410 shares; 2024Q4: 58,218 shares; 2025Q1: 59,906 shares; 2025Q2: 60,177 shares; 2025Q3: 59,639 shares; 2025Q4: 58,690 shares; 2026Q1: 57,450 shares 57,450 $32.9M 0.46% -1,240 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: 75,791 shares; 2024Q4: 82,265 shares; 2025Q1: 89,250 shares; 2025Q2: 98,109 shares; 2025Q3: 97,505 shares; 2025Q4: 98,500 shares; 2026Q1: 98,919 shares 98,919 $30.6M 0.43% +419 Timeline VPL 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: 346,570 shares; 2024Q4: 346,491 shares; 2025Q1: 335,746 shares; 2025Q2: 331,882 shares; 2025Q3: 324,266 shares; 2025Q4: 299,357 shares; 2026Q1: 299,357 shares 299,357 $29.3M 0.41% 0 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: 86,853 shares; 2024Q4: 90,763 shares; 2025Q1: 92,461 shares; 2025Q2: 96,671 shares; 2025Q3: 97,694 shares; 2025Q4: 96,722 shares; 2026Q1: 97,334 shares 97,334 $28.6M 0.4% +612 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,030 shares; 2024Q4: 213,969 shares; 2025Q1: 233,761 shares; 2025Q2: 253,481 shares; 2025Q3: 260,010 shares; 2025Q4: 255,814 shares; 2026Q1: 306,229 shares 306,229 $28.3M 0.39% +50,415 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: 57,145 shares; 2024Q4: 56,955 shares; 2025Q1: 56,955 shares; 2025Q2: 56,811 shares; 2025Q3: 55,719 shares; 2025Q4: 50,914 shares; 2026Q1: 56,341 shares 56,341 $24M 0.33% +5,427 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522,636 shares; 2024Q4: 508,176 shares; 2025Q1: 490,729 shares; 2025Q2: 486,126 shares; 2025Q3: 485,903 shares; 2025Q4: 487,241 shares; 2026Q1: 487,287 shares 487,287 $22.9M 0.32% +46 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: 441,821 shares; 2024Q4: 433,166 shares; 2025Q1: 417,390 shares; 2025Q2: 402,920 shares; 2025Q3: 398,696 shares; 2025Q4: 292,689 shares; 2026Q1: 290,142 shares 290,142 $22.8M 0.32% -2,547 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736,243 shares; 2024Q4: 715,382 shares; 2025Q1: 708,813 shares; 2025Q2: 709,215 shares; 2025Q3: 706,429 shares; 2025Q4: 660,482 shares; 2026Q1: 650,782 shares 650,782 $21.4M 0.3% -9,700 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: 40,375 shares; 2024Q4: 40,707 shares; 2025Q1: 40,615 shares; 2025Q2: 46,414 shares; 2025Q3: 46,266 shares; 2025Q4: 44,342 shares; 2026Q1: 44,592 shares 44,592 $21.4M 0.3% +250 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: 129,668 shares; 2024Q4: 123,448 shares; 2025Q1: 102,291 shares; 2025Q2: 101,614 shares; 2025Q3: 94,749 shares; 2025Q4: 95,122 shares; 2026Q1: 61,961 shares 61,961 $20.9M 0.29% -33,161 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: 39,370 shares; 2024Q4: 39,181 shares; 2025Q1: 31,260 shares; 2025Q2: 28,865 shares; 2025Q3: 29,734 shares; 2025Q4: 29,277 shares; 2026Q1: 35,264 shares 35,264 $20.4M 0.28% +5,987 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,114 shares; 2024Q4: 64,990 shares; 2025Q1: 65,088 shares; 2025Q2: 65,661 shares; 2025Q3: 65,357 shares; 2025Q4: 65,350 shares; 2026Q1: 69,298 shares 69,298 $19.9M 0.28% +3,948 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: 222,163 shares; 2024Q4: 220,099 shares; 2025Q1: 219,793 shares; 2025Q2: 228,079 shares; 2025Q3: 238,197 shares; 2025Q4: 233,742 shares; 2026Q1: 254,680 shares 254,680 $19.1M 0.27% +20,938 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: 16,981 shares; 2024Q4: 17,260 shares; 2025Q1: 17,953 shares; 2025Q2: 17,584 shares; 2025Q3: 18,916 shares; 2025Q4: 19,397 shares; 2026Q1: 19,877 shares 19,877 $18.3M 0.25% +480 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: 28,455 shares; 2024Q4: 37,447 shares; 2025Q1: 30,283 shares; 2025Q2: 44,359 shares; 2025Q3: 45,651 shares; 2025Q4: 47,062 shares; 2026Q1: 46,129 shares 46,129 $17.1M 0.24% -933 Timeline IEUR 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: 241,190 shares; 2024Q4: 239,846 shares; 2025Q1: 238,865 shares; 2025Q2: 236,674 shares; 2025Q3: 235,472 shares; 2025Q4: 233,964 shares; 2026Q1: 233,964 shares 233,964 $16.4M 0.23% 0 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: 33,938 shares; 2024Q4: 33,681 shares; 2025Q1: 32,546 shares; 2025Q2: 41,067 shares; 2025Q3: 41,954 shares; 2025Q4: 39,937 shares; 2026Q1: 36,970 shares 36,970 $15.9M 0.22% -2,967 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: 56,392 shares; 2024Q4: 57,853 shares; 2025Q1: 59,040 shares; 2025Q2: 51,727 shares; 2025Q3: 54,593 shares; 2025Q4: 55,854 shares; 2026Q1: 59,484 shares 59,484 $14.5M 0.2% +3,630 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: 35,151 shares; 2024Q4: 34,792 shares; 2025Q1: 42,769 shares; 2025Q2: 40,676 shares; 2025Q3: 38,692 shares; 2025Q4: 39,846 shares; 2026Q1: 42,528 shares 42,528 $14.4M 0.2% +2,682 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: 276,468 shares; 2024Q4: 298,364 shares; 2025Q1: 311,752 shares; 2025Q2: 392,826 shares; 2025Q3: 393,529 shares; 2025Q4: 344,424 shares; 2026Q1: 351,121 shares 351,121 $14.3M 0.2% +6,697 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: 37,119 shares; 2024Q4: 37,010 shares; 2025Q1: 54,966 shares; 2025Q2: 46,768 shares; 2025Q3: 46,536 shares; 2025Q4: 47,101 shares; 2026Q1: 52,702 shares 52,702 $13.8M 0.19% +5,601 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: 74,175 shares; 2024Q4: 72,815 shares; 2025Q1: 74,501 shares; 2025Q2: 61,360 shares; 2025Q3: 61,214 shares; 2025Q4: 60,744 shares; 2026Q1: 60,431 shares 60,431 $12.4M 0.17% -313 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: 19,768 shares; 2024Q4: 20,210 shares; 2025Q1: 20,877 shares; 2025Q2: 23,719 shares; 2025Q3: 24,927 shares; 2025Q4: 25,219 shares; 2026Q1: 23,539 shares 23,539 $11.8M 0.16% -1,680 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 17,868 shares; 2025Q1: 18,432 shares; 2025Q2: 139,340 shares; 2025Q3: 139,654 shares; 2025Q4: 138,309 shares; 2026Q1: 139,109 shares 139,109 $11.6M 0.16% +800 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: 37,096 shares; 2024Q4: 37,323 shares; 2025Q1: 38,036 shares; 2025Q2: 40,275 shares; 2025Q3: 40,435 shares; 2025Q4: 40,801 shares; 2026Q1: 38,461 shares 38,461 $11.6M 0.16% -2,340 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: 47,702 shares; 2025Q1: 52,894 shares; 2025Q2: 52,764 shares; 2025Q3: 52,494 shares; 2025Q4: 52,285 shares; 2026Q1: 52,288 shares 52,288 $11.2M 0.16% +3 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: 78,648 shares; 2024Q4: 80,762 shares; 2025Q1: 87,586 shares; 2025Q2: 82,766 shares; 2025Q3: 79,540 shares; 2025Q4: 77,264 shares; 2026Q1: 81,647 shares 81,647 $10.1M 0.14% +4,383 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: 9,706 shares; 2024Q4: 9,645 shares; 2025Q1: 9,747 shares; 2025Q2: 10,046 shares; 2025Q3: 9,932 shares; 2025Q4: 9,582 shares; 2026Q1: 10,053 shares 10,053 $10M 0.14% +471 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: 56,664 shares; 2024Q4: 61,389 shares; 2025Q1: 66,043 shares; 2025Q2: 58,856 shares; 2025Q3: 57,392 shares; 2025Q4: 57,161 shares; 2026Q1: 58,452 shares 58,452 $9.92M 0.14% +1,291 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,862 shares; 2024Q4: 28,954 shares; 2025Q1: 31,015 shares; 2025Q2: 41,679 shares; 2025Q3: 40,992 shares; 2025Q4: 41,036 shares; 2026Q1: 50,439 shares 50,439 $9.9M 0.14% +9,403 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: 135,087 shares; 2024Q4: 134,773 shares; 2025Q1: 130,212 shares; 2025Q2: 120,506 shares; 2025Q3: 120,506 shares; 2025Q4: 115,690 shares; 2026Q1: 115,715 shares 115,715 $9.77M 0.14% +25 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: 50,755 shares; 2024Q4: 52,849 shares; 2025Q1: 54,253 shares; 2025Q2: 58,250 shares; 2025Q3: 58,833 shares; 2025Q4: 59,326 shares; 2026Q1: 59,337 shares 59,337 $9.77M 0.14% +11 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: 140,414 shares; 2024Q4: 139,891 shares; 2025Q1: 158,942 shares; 2025Q2: 158,942 shares; 2025Q3: 158,542 shares; 2025Q4: 142,884 shares; 2026Q1: 100,671 shares 100,671 $8.88M 0.12% -42,213 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: 37,590 shares; 2024Q4: 37,613 shares; 2025Q1: 42,336 shares; 2025Q2: 40,969 shares; 2025Q3: 40,633 shares; 2025Q4: 41,001 shares; 2026Q1: 40,774 shares 40,774 $8.87M 0.12% -227 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: 142,909 shares; 2024Q4: 146,331 shares; 2025Q1: 151,339 shares; 2025Q2: 155,875 shares; 2025Q3: 155,960 shares; 2025Q4: 150,007 shares; 2026Q1: 177,093 shares 177,093 $8.63M 0.12% +27,086 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: 46,170 shares; 2024Q4: 46,170 shares; 2025Q1: 46,170 shares; 2025Q2: 46,170 shares; 2025Q3: 46,170 shares; 2025Q4: 46,170 shares; 2026Q1: 220,432 shares 220,432 $8.57M 0.12% +174,262 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,690 shares; 2025Q1: 4,137 shares; 2025Q2: 4,588 shares; 2025Q3: 4,726 shares; 2025Q4: 4,939 shares; 2026Q1: 6,201 shares 6,201 $8.19M 0.11% +1,262 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: 11,531 shares; 2024Q4: 11,492 shares; 2025Q1: 11,769 shares; 2025Q2: 12,131 shares; 2025Q3: 9,429 shares; 2025Q4: 9,438 shares; 2026Q1: 9,448 shares 9,448 $8.18M 0.11% +10 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: 8,070 shares; 2024Q4: 8,181 shares; 2025Q1: 8,209 shares; 2025Q2: 8,968 shares; 2025Q3: 9,063 shares; 2025Q4: 9,133 shares; 2026Q1: 9,591 shares 9,591 $8.11M 0.11% +458 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: 23,947 shares; 2024Q4: 25,743 shares; 2025Q1: 27,800 shares; 2025Q2: 27,756 shares; 2025Q3: 27,507 shares; 2025Q4: 26,236 shares; 2026Q1: 24,662 shares 24,662 $8.11M 0.11% -1,574 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: 31,604 shares; 2024Q4: 33,901 shares; 2025Q1: 36,398 shares; 2025Q2: 34,614 shares; 2025Q3: 34,774 shares; 2025Q4: 34,783 shares; 2026Q1: 39,103 shares 39,103 $8.09M 0.11% +4,320 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: 60,362 shares; 2024Q4: 62,165 shares; 2025Q1: 91,325 shares; 2025Q2: 92,524 shares; 2025Q3: 97,382 shares; 2025Q4: 105,470 shares; 2026Q1: 103,571 shares 103,571 $7.63M 0.11% -1,899 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: 33,604 shares; 2024Q4: 30,861 shares; 2025Q1: 29,173 shares; 2025Q2: 32,377 shares; 2025Q3: 34,059 shares; 2025Q4: 35,011 shares; 2026Q1: 36,218 shares 36,218 $7.37M 0.1% +1,207 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: 19,627 shares; 2024Q4: 19,091 shares; 2025Q1: 19,020 shares; 2025Q2: 22,051 shares; 2025Q3: 23,128 shares; 2025Q4: 22,784 shares; 2026Q1: 23,929 shares 23,929 $7.24M 0.1% +1,145 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: 33,509 shares; 2024Q4: 33,476 shares; 2025Q1: 33,800 shares; 2025Q2: 32,611 shares; 2025Q3: 31,345 shares; 2025Q4: 29,075 shares; 2026Q1: 29,182 shares 29,182 $7.24M 0.1% +107 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,889 shares; 2024Q4: 131,141 shares; 2025Q1: 119,914 shares; 2025Q2: 120,367 shares; 2025Q3: 120,475 shares; 2025Q4: 115,531 shares; 2026Q1: 115,497 shares 115,497 $7.15M 0.1% -34 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 564 shares; 2025Q1: 584 shares; 2025Q2: 2,050 shares; 2025Q3: 1,971 shares; 2025Q4: 15,985 shares; 2026Q1: 29,060 shares 29,060 $7.09M 0.1% +13,075 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: 125,643 shares; 2024Q4: 125,573 shares; 2025Q1: 122,702 shares; 2025Q2: 123,257 shares; 2025Q3: 122,686 shares; 2025Q4: 122,042 shares; 2026Q1: 122,042 shares 122,042 $6.93M 0.1% 0 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: 72,908 shares; 2024Q4: 74,247 shares; 2025Q1: 75,801 shares; 2025Q2: 82,496 shares; 2025Q3: 83,375 shares; 2025Q4: 85,916 shares; 2026Q1: 86,494 shares 86,494 $6.71M 0.09% +578 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: 6,346 shares; 2024Q4: 6,633 shares; 2025Q1: 7,152 shares; 2025Q2: 6,804 shares; 2025Q3: 6,912 shares; 2025Q4: 69,281 shares; 2026Q1: 69,552 shares 69,552 $6.69M 0.09% +271 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: 30,686 shares; 2024Q4: 30,561 shares; 2025Q1: 31,627 shares; 2025Q2: 29,731 shares; 2025Q3: 29,138 shares; 2025Q4: 28,746 shares; 2026Q1: 31,234 shares 31,234 $6.67M 0.09% +2,488 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: 8,361 shares; 2024Q4: 8,486 shares; 2025Q1: 8,291 shares; 2025Q2: 7,525 shares; 2025Q3: 7,651 shares; 2025Q4: 7,742 shares; 2026Q1: 9,262 shares 9,262 $6.56M 0.09% +1,520 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: 59,534 shares; 2024Q4: 61,070 shares; 2025Q1: 62,088 shares; 2025Q2: 55,720 shares; 2025Q3: 51,479 shares; 2025Q4: 47,590 shares; 2026Q1: 44,183 shares 44,183 $6.38M 0.09% -3,407 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: 28,139 shares; 2024Q4: 28,296 shares; 2025Q1: 28,077 shares; 2025Q2: 29,008 shares; 2025Q3: 28,977 shares; 2025Q4: 31,342 shares; 2026Q1: 31,321 shares 31,321 $6.04M 0.08% -21 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231,437 shares; 2026Q1: 62,993 shares 62,993 $6.01M 0.08% -168,444 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: 17,057 shares; 2024Q4: 17,208 shares; 2025Q1: 18,216 shares; 2025Q2: 18,883 shares; 2025Q3: 18,300 shares; 2025Q4: 18,651 shares; 2026Q1: 18,934 shares 18,934 $5.88M 0.08% +283 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: 66,176 shares; 2024Q4: 63,509 shares; 2025Q1: 60,496 shares; 2025Q2: 48,716 shares; 2025Q3: 45,296 shares; 2025Q4: 48,171 shares; 2026Q1: 48,890 shares 48,890 $5.88M 0.08% +719 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: 22,837 shares; 2024Q4: 23,593 shares; 2025Q1: 23,902 shares; 2025Q2: 24,265 shares; 2025Q3: 23,262 shares; 2025Q4: 23,110 shares; 2026Q1: 25,900 shares 25,900 $5.85M 0.08% +2,790 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: 29,296 shares; 2024Q4: 30,210 shares; 2025Q1: 33,101 shares; 2025Q2: 33,343 shares; 2025Q3: 34,511 shares; 2025Q4: 33,962 shares; 2026Q1: 36,042 shares 36,042 $5.76M 0.08% +2,080 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: 21,398 shares; 2024Q4: 21,772 shares; 2025Q1: 21,021 shares; 2025Q2: 20,741 shares; 2025Q3: 19,484 shares; 2025Q4: 19,645 shares; 2026Q1: 19,901 shares 19,901 $5.65M 0.08% +256 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: 15,561 shares; 2024Q4: 14,459 shares; 2025Q1: 14,351 shares; 2025Q2: 16,390 shares; 2025Q3: 16,216 shares; 2025Q4: 16,797 shares; 2026Q1: 16,335 shares 16,335 $5.58M 0.08% -462 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,673 shares; 2024Q4: 37,838 shares; 2025Q1: 37,838 shares; 2025Q2: 37,838 shares; 2025Q3: 37,838 shares; 2025Q4: 39,961 shares; 2026Q1: 39,425 shares 39,425 $5.46M 0.08% -536 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: 20,298 shares; 2024Q4: 20,256 shares; 2025Q1: 20,256 shares; 2025Q2: 15,658 shares; 2025Q3: 15,658 shares; 2025Q4: 27,896 shares; 2026Q1: 40,862 shares 40,862 $5.43M 0.08% +12,966 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,395 shares; 2024Q4: 79,395 shares; 2025Q1: 79,395 shares; 2025Q2: 76,071 shares; 2025Q3: 76,071 shares; 2025Q4: 76,148 shares; 2026Q1: 76,071 shares 76,071 $5.21M 0.07% -77 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: 27,953 shares; 2024Q4: 28,754 shares; 2025Q1: 26,831 shares; 2025Q2: 32,102 shares; 2025Q3: 36,357 shares; 2025Q4: 35,934 shares; 2026Q1: 39,031 shares 39,031 $4.93M 0.07% +3,097 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: 19,036 shares; 2024Q4: 20,127 shares; 2025Q1: 20,602 shares; 2025Q2: 20,622 shares; 2025Q3: 20,709 shares; 2025Q4: 20,859 shares; 2026Q1: 20,321 shares 20,321 $4.93M 0.07% -538 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 253,443 shares; 2025Q2: 233,643 shares; 2025Q3: 233,643 shares; 2025Q4: 241,961 shares; 2026Q1: 250,068 shares 250,068 $4.87M 0.07% +8,107 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: 4,915 shares; 2024Q4: 6,387 shares; 2025Q1: 6,388 shares; 2025Q2: 6,388 shares; 2025Q3: 6,593 shares; 2025Q4: 6,491 shares; 2026Q1: 11,015 shares 11,015 $4.81M 0.07% +4,524 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: 11,856 shares; 2024Q4: 11,848 shares; 2025Q1: 13,003 shares; 2025Q2: 11,858 shares; 2025Q3: 12,068 shares; 2025Q4: 11,828 shares; 2026Q1: 10,937 shares 10,937 $4.77M 0.07% -891 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: 37,939 shares; 2024Q4: 43,538 shares; 2025Q1: 50,727 shares; 2025Q2: 53,498 shares; 2025Q3: 52,616 shares; 2025Q4: 50,874 shares; 2026Q1: 45,608 shares 45,608 $4.68M 0.07% -5,266 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: 80,504 shares; 2024Q4: 81,972 shares; 2025Q1: 83,325 shares; 2025Q2: 83,840 shares; 2025Q3: 62,492 shares; 2025Q4: 59,378 shares; 2026Q1: 59,529 shares 59,529 $4.53M 0.06% +151 Timeline DFAX 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: 126,663 shares; 2024Q4: 126,663 shares; 2025Q1: 126,663 shares; 2025Q2: 126,663 shares; 2025Q3: 126,663 shares; 2025Q4: 131,748 shares; 2026Q1: 132,388 shares 132,388 $4.5M 0.06% +640 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: 31,923 shares; 2024Q4: 33,416 shares; 2025Q1: 33,757 shares; 2025Q2: 31,934 shares; 2025Q3: 33,121 shares; 2025Q4: 32,333 shares; 2026Q1: 30,322 shares 30,322 $4.46M 0.06% -2,011 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 68,141 shares; 2025Q1: 66,081 shares; 2025Q2: 66,312 shares; 2025Q3: 66,016 shares; 2025Q4: 65,301 shares; 2026Q1: 55,582 shares 55,582 $4.42M 0.06% -9,719 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: 26,041 shares; 2024Q4: 26,593 shares; 2025Q1: 27,005 shares; 2025Q2: 28,846 shares; 2025Q3: 28,664 shares; 2025Q4: 28,548 shares; 2026Q1: 32,161 shares 32,161 $4.37M 0.06% +3,613 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: 39,667 shares; 2024Q4: 41,289 shares; 2025Q1: 43,680 shares; 2025Q2: 42,845 shares; 2025Q3: 43,723 shares; 2025Q4: 44,577 shares; 2026Q1: 54,761 shares 54,761 $4.36M 0.06% +10,184 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 19,234 shares; 2025Q1: 25,625 shares; 2025Q2: 26,751 shares; 2025Q3: 26,119 shares; 2025Q4: 26,981 shares; 2026Q1: 28,079 shares 28,079 $4.29M 0.06% +1,098 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,739 shares; 2024Q4: 25,772 shares; 2025Q1: 28,906 shares; 2025Q2: 28,618 shares; 2025Q3: 28,472 shares; 2025Q4: 30,934 shares; 2026Q1: 31,667 shares 31,667 $4.28M 0.06% +733 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: 22,392 shares; 2024Q4: 22,703 shares; 2025Q1: 22,612 shares; 2025Q2: 21,645 shares; 2025Q3: 21,385 shares; 2025Q4: 21,285 shares; 2026Q1: 21,036 shares 21,036 $4.08M 0.06% -249 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: 17,331 shares; 2024Q4: 17,102 shares; 2025Q1: 17,550 shares; 2025Q2: 16,249 shares; 2025Q3: 16,169 shares; 2025Q4: 16,719 shares; 2026Q1: 15,071 shares 15,071 $4.08M 0.06% -1,648 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: 29,565 shares; 2024Q4: 28,566 shares; 2025Q1: 27,477 shares; 2025Q2: 23,351 shares; 2025Q3: 24,237 shares; 2025Q4: 24,191 shares; 2026Q1: 26,254 shares 26,254 $4.08M 0.06% +2,063 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,291 shares; 2024Q4: 6,631 shares; 2025Q1: 6,839 shares; 2025Q2: 6,816 shares; 2025Q3: 6,816 shares; 2025Q4: 6,816 shares; 2026Q1: 6,518 shares 6,518 $4.02M 0.06% -298 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: 56,478 shares; 2024Q4: 52,647 shares; 2025Q1: 45,537 shares; 2025Q2: 42,102 shares; 2025Q3: 43,173 shares; 2025Q4: 42,901 shares; 2026Q1: 41,254 shares 41,254 $4.01M 0.06% -1,647 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,254 shares 20,254 $3.99M 0.06% new 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: 13,013 shares; 2024Q4: 12,865 shares; 2025Q1: 13,212 shares; 2025Q2: 12,233 shares; 2025Q3: 12,480 shares; 2025Q4: 12,452 shares; 2026Q1: 12,298 shares 12,298 $3.91M 0.05% -154 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: 4,938 shares; 2024Q4: 5,090 shares; 2025Q1: 5,129 shares; 2025Q2: 4,694 shares; 2025Q3: 4,336 shares; 2025Q4: 4,317 shares; 2026Q1: 4,422 shares 4,422 $3.86M 0.05% +105 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: 8,466 shares; 2024Q4: 9,256 shares; 2025Q1: 8,927 shares; 2025Q2: 9,757 shares; 2025Q3: 10,739 shares; 2025Q4: 10,328 shares; 2026Q1: 10,726 shares 10,726 $3.84M 0.05% +398 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: 63,297 shares; 2024Q4: 63,505 shares; 2025Q1: 73,551 shares; 2025Q2: 70,056 shares; 2025Q3: 73,989 shares; 2025Q4: 73,521 shares; 2026Q1: 75,060 shares 75,060 $3.77M 0.05% +1,539 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,670 shares; 2024Q4: 54,670 shares; 2025Q1: 54,670 shares; 2025Q2: 54,670 shares; 2025Q3: 54,670 shares; 2025Q4: 54,670 shares; 2026Q1: 53,119 shares 53,119 $3.77M 0.05% -1,551 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: 13,619 shares; 2024Q4: 14,345 shares; 2025Q1: 11,195 shares; 2025Q2: 10,430 shares; 2025Q3: 9,967 shares; 2025Q4: 10,467 shares; 2026Q1: 10,486 shares 10,486 $3.73M 0.05% +19 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: 25,662 shares; 2024Q4: 26,822 shares; 2025Q1: 26,294 shares; 2025Q2: 29,278 shares; 2025Q3: 27,242 shares; 2025Q4: 26,435 shares; 2026Q1: 28,979 shares 28,979 $3.73M 0.05% +2,544 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: 31,707 shares; 2024Q4: 31,707 shares; 2025Q1: 31,707 shares; 2025Q2: 31,707 shares; 2025Q3: 31,707 shares; 2025Q4: 31,707 shares; 2026Q1: 33,835 shares 33,835 $3.71M 0.05% +2,128 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: 8,260 shares; 2024Q4: 7,456 shares; 2025Q1: 7,309 shares; 2025Q2: 6,690 shares; 2025Q3: 7,526 shares; 2025Q4: 7,662 shares; 2026Q1: 7,510 shares 7,510 $3.69M 0.05% -152 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: 6,709 shares; 2024Q4: 6,664 shares; 2025Q1: 7,224 shares; 2025Q2: 7,829 shares; 2025Q3: 7,745 shares; 2025Q4: 6,853 shares; 2026Q1: 7,416 shares 7,416 $3.68M 0.05% +563 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: 17,095 shares; 2024Q4: 17,878 shares; 2025Q1: 21,305 shares; 2025Q2: 24,593 shares; 2025Q3: 24,997 shares; 2025Q4: 26,232 shares; 2026Q1: 25,088 shares 25,088 $3.67M 0.05% -1,144 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.05% 0 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: 13,895 shares; 2024Q4: 14,097 shares; 2025Q1: 14,049 shares; 2025Q2: 11,602 shares; 2025Q3: 9,623 shares; 2025Q4: 9,901 shares; 2026Q1: 10,083 shares 10,083 $3.55M 0.05% +182 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: 10,303 shares; 2024Q4: 12,648 shares; 2025Q1: 12,805 shares; 2025Q2: 12,626 shares; 2025Q3: 12,153 shares; 2025Q4: 12,121 shares; 2026Q1: 12,123 shares 12,123 $3.54M 0.05% +2 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: 15,366 shares; 2024Q4: 17,068 shares; 2025Q1: 18,538 shares; 2025Q2: 20,148 shares; 2025Q3: 19,960 shares; 2025Q4: 19,847 shares; 2026Q1: 21,346 shares 21,346 $3.53M 0.05% +1,499 Timeline BIV 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: 28,687 shares; 2024Q4: 29,521 shares; 2025Q1: 27,792 shares; 2025Q2: 26,593 shares; 2025Q3: 26,395 shares; 2025Q4: 26,484 shares; 2026Q1: 45,685 shares 45,685 $3.53M 0.05% +19,201 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: 20,940 shares; 2024Q4: 21,401 shares; 2025Q1: 23,226 shares; 2025Q2: 21,717 shares; 2025Q3: 20,309 shares; 2025Q4: 20,096 shares; 2026Q1: 17,332 shares 17,332 $3.52M 0.05% -2,764 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: 44,092 shares; 2024Q4: 45,184 shares; 2025Q1: 44,242 shares; 2025Q2: 45,396 shares; 2025Q3: 38,325 shares; 2025Q4: 37,417 shares; 2026Q1: 37,747 shares 37,747 $3.51M 0.05% +330 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,454 shares 86,454 $3.44M 0.05% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,309 shares; 2024Q4: 30,309 shares; 2025Q1: 30,309 shares; 2025Q2: 30,309 shares; 2025Q3: 30,309 shares; 2025Q4: 30,309 shares; 2026Q1: 30,308 shares 30,308 $3.4M 0.05% -1 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: 19,008 shares; 2024Q4: 19,760 shares; 2025Q1: 20,611 shares; 2025Q2: 23,394 shares; 2025Q3: 22,908 shares; 2025Q4: 20,993 shares; 2026Q1: 18,169 shares 18,169 $3.39M 0.05% -2,824 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: 19,880 shares; 2024Q4: 21,836 shares; 2025Q1: 23,371 shares; 2025Q2: 21,631 shares; 2025Q3: 22,672 shares; 2025Q4: 23,242 shares; 2026Q1: 23,813 shares 23,813 $3.32M 0.05% +571 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: 3,710 shares; 2025Q1: 3,292 shares; 2025Q2: 3,372 shares; 2025Q3: 3,428 shares; 2025Q4: 3,418 shares; 2026Q1: 3,418 shares 3,418 $3.29M 0.05% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 8,880 shares; 2025Q1: 8,943 shares; 2025Q2: 10,198 shares; 2025Q3: 10,294 shares; 2025Q4: 10,298 shares; 2026Q1: 10,314 shares 10,314 $3.24M 0.05% +16 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: 9,437 shares; 2024Q4: 9,407 shares; 2025Q1: 9,241 shares; 2025Q2: 9,058 shares; 2025Q3: 9,058 shares; 2025Q4: 9,019 shares; 2026Q1: 8,758 shares 8,758 $3.22M 0.04% -261 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: 15,784 shares; 2024Q4: 12,077 shares; 2025Q1: 14,544 shares; 2025Q2: 17,088 shares; 2025Q3: 17,746 shares; 2025Q4: 17,908 shares; 2026Q1: 29,674 shares 29,674 $3.21M 0.04% +11,766 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: 4,082 shares; 2025Q1: 76,268 shares; 2025Q2: 76,022 shares; 2025Q3: 71,476 shares; 2025Q4: 69,765 shares; 2026Q1: 69,240 shares 69,240 $3.17M 0.04% -525 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: 13,968 shares; 2024Q4: 16,375 shares; 2025Q1: 17,070 shares; 2025Q2: 16,208 shares; 2025Q3: 12,686 shares; 2025Q4: 13,102 shares; 2026Q1: 12,966 shares 12,966 $3.15M 0.04% -136 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: 18,668 shares; 2024Q4: 18,621 shares; 2025Q1: 20,042 shares; 2025Q2: 12,841 shares; 2025Q3: 12,777 shares; 2025Q4: 12,636 shares; 2026Q1: 12,636 shares 12,636 $3.09M 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,940 shares; 2024Q4: 16,933 shares; 2025Q1: 16,692 shares; 2025Q2: 14,640 shares; 2025Q3: 14,620 shares; 2025Q4: 14,596 shares; 2026Q1: 14,679 shares 14,679 $3.04M 0.04% +83 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: 1,688 shares; 2024Q4: 1,692 shares; 2025Q1: 1,802 shares; 2025Q2: 1,950 shares; 2025Q3: 1,961 shares; 2025Q4: 2,083 shares; 2026Q1: 2,065 shares 2,065 $3.04M 0.04% -18 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,396 shares; 2024Q4: 77,315 shares; 2025Q1: 77,513 shares; 2025Q2: 78,965 shares; 2025Q3: 79,191 shares; 2025Q4: 79,005 shares; 2026Q1: 53,612 shares 53,612 $3.03M 0.04% -25,393 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,758 shares; 2024Q4: 26,801 shares; 2025Q1: 26,668 shares; 2025Q2: 26,076 shares; 2025Q3: 26,076 shares; 2025Q4: 25,391 shares; 2026Q1: 25,193 shares 25,193 $2.98M 0.04% -198 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: 10,189 shares; 2024Q4: 10,262 shares; 2025Q1: 10,337 shares; 2025Q2: 10,689 shares; 2025Q3: 10,595 shares; 2025Q4: 11,362 shares; 2026Q1: 12,978 shares 12,978 $2.98M 0.04% +1,616 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: 5,252 shares; 2024Q4: 6,110 shares; 2025Q1: 6,975 shares; 2025Q2: 5,374 shares; 2025Q3: 5,210 shares; 2025Q4: 5,162 shares; 2026Q1: 5,290 shares 5,290 $2.98M 0.04% +128 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: 16,556 shares; 2024Q4: 17,055 shares; 2025Q1: 18,880 shares; 2025Q2: 18,661 shares; 2025Q3: 15,804 shares; 2025Q4: 16,140 shares; 2026Q1: 14,970 shares 14,970 $2.97M 0.04% -1,170 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: 11,053 shares; 2024Q4: 11,039 shares; 2025Q1: 11,143 shares; 2025Q2: 11,749 shares; 2025Q3: 12,125 shares; 2025Q4: 12,101 shares; 2026Q1: 12,540 shares 12,540 $2.96M 0.04% +439 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: 8,104 shares; 2024Q4: 8,409 shares; 2025Q1: 8,686 shares; 2025Q2: 8,279 shares; 2025Q3: 8,373 shares; 2025Q4: 8,084 shares; 2026Q1: 7,355 shares 7,355 $2.93M 0.04% -729 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: 108,861 shares; 2024Q4: 104,488 shares; 2025Q1: 92,770 shares; 2025Q2: 93,228 shares; 2025Q3: 89,899 shares; 2025Q4: 99,324 shares; 2026Q1: 103,780 shares 103,780 $2.91M 0.04% +4,456 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: 6,730 shares; 2024Q4: 6,710 shares; 2025Q1: 7,662 shares; 2025Q2: 7,350 shares; 2025Q3: 7,469 shares; 2025Q4: 6,327 shares; 2026Q1: 6,787 shares 6,787 $2.89M 0.04% +460 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: 23,282 shares; 2024Q4: 23,409 shares; 2025Q1: 24,500 shares; 2025Q2: 24,055 shares; 2025Q3: 24,548 shares; 2025Q4: 25,531 shares; 2026Q1: 26,157 shares 26,157 $2.87M 0.04% +626 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: 82,556 shares; 2024Q4: 89,130 shares; 2025Q1: 98,072 shares; 2025Q2: 98,885 shares; 2025Q3: 97,888 shares; 2025Q4: 96,438 shares; 2026Q1: 98,780 shares 98,780 $2.86M 0.04% +2,342 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: 17,769 shares; 2024Q4: 16,474 shares; 2025Q1: 16,117 shares; 2025Q2: 16,051 shares; 2025Q3: 15,815 shares; 2025Q4: 16,021 shares; 2026Q1: 14,691 shares 14,691 $2.79M 0.04% -1,330 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: 23,224 shares; 2024Q4: 23,342 shares; 2025Q1: 23,342 shares; 2025Q2: 22,555 shares; 2025Q3: 23,555 shares; 2025Q4: 24,639 shares; 2026Q1: 24,597 shares 24,597 $2.78M 0.04% -42 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 312,835 shares; 2025Q2: 312,835 shares; 2025Q3: 166,536 shares; 2025Q4: 166,536 shares; 2026Q1: 166,536 shares 166,536 $2.78M 0.04% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,627 shares; 2024Q4: 23,312 shares; 2025Q1: 21,072 shares; 2025Q2: 24,447 shares; 2025Q3: 23,934 shares; 2025Q4: 24,367 shares; 2026Q1: 27,328 shares 27,328 $2.73M 0.04% +2,961 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: 20,960 shares; 2024Q4: 19,779 shares; 2025Q1: 19,471 shares; 2025Q2: 18,804 shares; 2025Q3: 18,981 shares; 2025Q4: 20,055 shares; 2026Q1: 22,797 shares 22,797 $2.7M 0.04% +2,742 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,217 shares; 2024Q4: 18,264 shares; 2025Q1: 18,417 shares; 2025Q2: 18,766 shares; 2025Q3: 18,841 shares; 2025Q4: 18,620 shares; 2026Q1: 18,599 shares 18,599 $2.7M 0.04% -21 Timeline VOT 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: 10,796 shares; 2024Q4: 12,052 shares; 2025Q1: 12,054 shares; 2025Q2: 11,904 shares; 2025Q3: 11,904 shares; 2025Q4: 11,250 shares; 2026Q1: 10,380 shares 10,380 $2.67M 0.04% -870 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,614 shares; 2024Q4: 69,981 shares; 2025Q1: 68,669 shares; 2025Q2: 114,071 shares; 2025Q3: 117,664 shares; 2025Q4: 116,390 shares; 2026Q1: 122,506 shares 122,506 $2.66M 0.04% +6,116 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: 37,372 shares; 2024Q4: 32,504 shares; 2025Q1: 55,835 shares; 2025Q2: 48,394 shares; 2025Q3: 51,898 shares; 2025Q4: 55,867 shares; 2026Q1: 59,435 shares 59,435 $2.62M 0.04% +3,568 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,982 shares; 2024Q4: 40,251 shares; 2025Q1: 39,777 shares; 2025Q2: 40,751 shares; 2025Q3: 46,477 shares; 2025Q4: 48,315 shares; 2026Q1: 48,576 shares 48,576 $2.59M 0.04% +261 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: 5,056 shares; 2024Q4: 5,170 shares; 2025Q1: 5,579 shares; 2025Q2: 7,720 shares; 2025Q3: 7,658 shares; 2025Q4: 7,969 shares; 2026Q1: 7,821 shares 7,821 $2.56M 0.04% -148 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,797 shares; 2024Q4: 29,108 shares; 2025Q1: 33,199 shares; 2025Q2: 40,994 shares; 2025Q3: 38,402 shares; 2025Q4: 38,120 shares; 2026Q1: 38,328 shares 38,328 $2.55M 0.04% +208 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: 8,456 shares; 2024Q4: 8,353 shares; 2025Q1: 8,629 shares; 2025Q2: 6,951 shares; 2025Q3: 6,732 shares; 2025Q4: 7,273 shares; 2026Q1: 7,741 shares 7,741 $2.52M 0.04% +468 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: 3,847 shares; 2024Q4: 4,015 shares; 2025Q1: 4,413 shares; 2025Q2: 4,961 shares; 2025Q3: 4,594 shares; 2025Q4: 5,139 shares; 2026Q1: 5,431 shares 5,431 $2.5M 0.03% +292 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: 21,839 shares; 2024Q4: 23,055 shares; 2025Q1: 22,155 shares; 2025Q2: 22,343 shares; 2025Q3: 26,301 shares; 2025Q4: 27,451 shares; 2026Q1: 26,546 shares 26,546 $2.49M 0.03% -905 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: 2,648 shares; 2024Q4: 2,952 shares; 2025Q1: 3,034 shares; 2025Q2: 4,458 shares; 2025Q3: 4,753 shares; 2025Q4: 4,421 shares; 2026Q1: 5,841 shares 5,841 $2.43M 0.03% +1,420 Timeline IGOV 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: 59,000 shares 59,000 $2.42M 0.03% new 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: 6,087 shares; 2024Q4: 13,355 shares; 2025Q1: 13,535 shares; 2025Q2: 13,328 shares; 2025Q3: 13,990 shares; 2025Q4: 14,034 shares; 2026Q1: 14,796 shares 14,796 $2.37M 0.03% +762 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 16,161 shares; 2025Q1: 16,161 shares; 2025Q2: 16,170 shares; 2025Q3: 16,170 shares; 2025Q4: 16,170 shares; 2026Q1: 16,217 shares 16,217 $2.36M 0.03% +47 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,545 shares; 2024Q4: 14,942 shares; 2025Q1: 15,425 shares; 2025Q2: 15,305 shares; 2025Q3: 15,428 shares; 2025Q4: 15,332 shares; 2026Q1: 17,975 shares 17,975 $2.36M 0.03% +2,643 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: 39,045 shares; 2024Q4: 40,553 shares; 2025Q1: 40,786 shares; 2025Q2: 38,232 shares; 2025Q3: 36,455 shares; 2025Q4: 37,787 shares; 2026Q1: 38,784 shares 38,784 $2.35M 0.03% +997 Timeline GWX 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: 55,535 shares; 2024Q4: 55,535 shares; 2025Q1: 55,535 shares; 2025Q2: 55,535 shares; 2025Q3: 55,535 shares; 2025Q4: 55,535 shares; 2026Q1: 55,535 shares 55,535 $2.35M 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 5,590 shares; 2025Q1: 5,837 shares; 2025Q2: 5,428 shares; 2025Q3: 5,090 shares; 2025Q4: 5,290 shares; 2026Q1: 5,247 shares 5,247 $2.34M 0.03% -43 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: 7,492 shares; 2024Q4: 7,498 shares; 2025Q1: 8,049 shares; 2025Q2: 8,361 shares; 2025Q3: 8,610 shares; 2025Q4: 8,024 shares; 2026Q1: 11,124 shares 11,124 $2.34M 0.03% +3,100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,308 shares; 2025Q2: 7,206 shares; 2025Q3: 7,206 shares; 2025Q4: 7,142 shares; 2026Q1: 10,537 shares 10,537 $2.29M 0.03% +3,395 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,623 shares; 2024Q4: 29,623 shares; 2025Q1: 29,623 shares; 2025Q2: 29,623 shares; 2025Q3: 29,820 shares; 2025Q4: 29,820 shares; 2026Q1: 29,820 shares 29,820 $2.28M 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 14,325 shares; 2025Q1: 74,605 shares; 2025Q2: 74,605 shares; 2025Q3: 76,375 shares; 2025Q4: 74,605 shares; 2026Q1: 74,605 shares 74,605 $2.26M 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,394 shares; 2024Q4: 26,645 shares; 2025Q1: 26,928 shares; 2025Q2: 26,263 shares; 2025Q3: 25,818 shares; 2025Q4: 25,519 shares; 2026Q1: 23,340 shares 23,340 $2.25M 0.03% -2,179 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,508 shares; 2025Q4: 1,662 shares; 2026Q1: 3,170 shares 3,170 $2.21M 0.03% +1,508 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: 13,113 shares; 2024Q4: 13,892 shares; 2025Q1: 14,651 shares; 2025Q2: 17,221 shares; 2025Q3: 15,988 shares; 2025Q4: 15,674 shares; 2026Q1: 17,618 shares 17,618 $2.21M 0.03% +1,944 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: 11,185 shares; 2024Q4: 11,114 shares; 2025Q1: 11,279 shares; 2025Q2: 12,041 shares; 2025Q3: 11,945 shares; 2025Q4: 11,669 shares; 2026Q1: 10,987 shares 10,987 $2.18M 0.03% -682 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,518 shares; 2024Q4: 9,022 shares; 2025Q1: 17,088 shares; 2025Q2: 15,861 shares; 2025Q3: 17,031 shares; 2025Q4: 18,344 shares; 2026Q1: 18,226 shares 18,226 $2.18M 0.03% -118 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: 7,580 shares; 2024Q4: 7,515 shares; 2025Q1: 7,189 shares; 2025Q2: 7,694 shares; 2025Q3: 7,504 shares; 2025Q4: 7,739 shares; 2026Q1: 9,890 shares 9,890 $2.14M 0.03% +2,151 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: 1,012 shares; 2024Q4: 1,643 shares; 2025Q1: 1,691 shares; 2025Q2: 25,558 shares; 2025Q3: 24,042 shares; 2025Q4: 23,572 shares; 2026Q1: 23,166 shares 23,166 $2.14M 0.03% -406 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,595 shares; 2024Q4: 5,924 shares; 2025Q1: 8,928 shares; 2025Q2: 9,739 shares; 2025Q3: 10,663 shares; 2025Q4: 10,813 shares; 2026Q1: 10,605 shares 10,605 $2.1M 0.03% -208 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,687 shares; 2025Q1: 7,897 shares; 2025Q2: 8,101 shares; 2025Q3: 7,999 shares; 2025Q4: 8,579 shares; 2026Q1: 9,568 shares 9,568 $2.1M 0.03% +989 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: 7,041 shares; 2024Q4: 8,368 shares; 2025Q1: 8,350 shares; 2025Q2: 6,507 shares; 2025Q3: 5,638 shares; 2025Q4: 5,382 shares; 2026Q1: 6,337 shares 6,337 $2.08M 0.03% +955 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,837 shares; 2024Q4: 25,818 shares; 2025Q1: 23,137 shares; 2025Q2: 27,843 shares; 2025Q3: 25,825 shares; 2025Q4: 27,141 shares; 2026Q1: 33,737 shares 33,737 $2.07M 0.03% +6,596 Timeline PRF 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: 43,124 shares; 2024Q4: 43,124 shares; 2025Q1: 43,124 shares; 2025Q2: 47,244 shares; 2025Q3: 47,244 shares; 2025Q4: 47,244 shares; 2026Q1: 43,193 shares 43,193 $2.05M 0.03% -4,051 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: not reported; 2024Q4: 8,532 shares; 2025Q1: 11,815 shares; 2025Q2: 17,246 shares; 2025Q3: 17,311 shares; 2025Q4: 17,985 shares; 2026Q1: 19,263 shares 19,263 $2.04M 0.03% +1,278 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,599 shares; 2024Q4: 120,819 shares; 2025Q1: 139,219 shares; 2025Q2: 160,396 shares; 2025Q3: 155,351 shares; 2025Q4: 165,634 shares; 2026Q1: 180,834 shares 180,834 $2.04M 0.03% +15,200 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 23,557 shares; 2025Q1: 26,408 shares; 2025Q2: 26,488 shares; 2025Q3: 23,948 shares; 2025Q4: 25,135 shares; 2026Q1: 24,658 shares 24,658 $2.03M 0.03% -477 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 10,991 shares; 2025Q2: 10,991 shares; 2025Q3: 10,991 shares; 2025Q4: 10,856 shares; 2026Q1: 10,950 shares 10,950 $2.02M 0.03% +94 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: 17,324 shares; 2024Q4: 17,269 shares; 2025Q1: 19,462 shares; 2025Q2: 18,755 shares; 2025Q3: 18,649 shares; 2025Q4: 15,737 shares; 2026Q1: 22,486 shares 22,486 $2.01M 0.03% +6,749 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,457 shares; 2024Q4: 504,493 shares; 2025Q1: 521,719 shares; 2025Q2: 615,645 shares; 2025Q3: 487,282 shares; 2025Q4: 534,119 shares; 2026Q1: 940,953 shares 940,953 $1.99M 0.03% +406,834 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: 5,416 shares; 2024Q4: 5,783 shares; 2025Q1: 5,828 shares; 2025Q2: 6,447 shares; 2025Q3: 6,465 shares; 2025Q4: 6,732 shares; 2026Q1: 6,752 shares 6,752 $1.99M 0.03% +20 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: 9,718 shares; 2025Q2: 9,718 shares; 2025Q3: 9,899 shares; 2025Q4: 11,904 shares; 2026Q1: 25,804 shares 25,804 $1.99M 0.03% +13,900 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: 635 shares; 2024Q4: 640 shares; 2025Q1: 644 shares; 2025Q2: 624 shares; 2025Q3: 657 shares; 2025Q4: 602 shares; 2026Q1: 586 shares 586 $1.98M 0.03% -16 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: 2,004 shares; 2025Q1: 2,603 shares; 2025Q2: 10,707 shares; 2025Q3: 11,244 shares; 2025Q4: 11,817 shares; 2026Q1: 16,051 shares 16,051 $1.98M 0.03% +4,234 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,355 shares; 2024Q4: 12,539 shares; 2025Q1: 14,076 shares; 2025Q2: 14,579 shares; 2025Q3: 14,943 shares; 2025Q4: 14,871 shares; 2026Q1: 15,002 shares 15,002 $1.97M 0.03% +131 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: 22,460 shares; 2024Q4: 23,232 shares; 2025Q1: 25,635 shares; 2025Q2: 17,793 shares; 2025Q3: 17,744 shares; 2025Q4: 18,661 shares; 2026Q1: 17,272 shares 17,272 $1.96M 0.03% -1,389 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: 10,526 shares; 2024Q4: 10,192 shares; 2025Q1: 10,203 shares; 2025Q2: 11,577 shares; 2025Q3: 12,102 shares; 2025Q4: 11,699 shares; 2026Q1: 11,815 shares 11,815 $1.94M 0.03% +116 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 9,511 shares; 2025Q1: 10,554 shares; 2025Q2: 9,748 shares; 2025Q3: 8,854 shares; 2025Q4: 8,400 shares; 2026Q1: 9,360 shares 9,360 $1.93M 0.03% +960 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: 38,843 shares; 2024Q4: 28,796 shares; 2025Q1: 22,519 shares; 2025Q2: 66,225 shares; 2025Q3: 66,452 shares; 2025Q4: 44,829 shares; 2026Q1: 41,921 shares 41,921 $1.92M 0.03% -2,908 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 3,053 shares; 2025Q1: 3,296 shares; 2025Q2: 3,583 shares; 2025Q3: 3,509 shares; 2025Q4: 17,106 shares; 2026Q1: 18,340 shares 18,340 $1.92M 0.03% +1,234 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: 26,650 shares; 2024Q4: 29,974 shares; 2025Q1: 28,288 shares; 2025Q2: 29,552 shares; 2025Q3: 29,257 shares; 2025Q4: 26,807 shares; 2026Q1: 26,161 shares 26,161 $1.9M 0.03% -646 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 18,124 shares; 2025Q1: 18,595 shares; 2025Q2: 17,576 shares; 2025Q3: 17,425 shares; 2025Q4: 17,498 shares; 2026Q1: 17,869 shares 17,869 $1.88M 0.03% +371 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 6,141 shares; 2025Q1: 8,348 shares; 2025Q2: 5,541 shares; 2025Q3: 5,067 shares; 2025Q4: 4,726 shares; 2026Q1: 17,209 shares 17,209 $1.87M 0.03% +12,483 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,313 shares; 2024Q4: 15,313 shares; 2025Q1: 14,023 shares; 2025Q2: 34,870 shares; 2025Q3: 34,870 shares; 2025Q4: 34,870 shares; 2026Q1: 35,020 shares 35,020 $1.85M 0.03% +150 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 1,769 shares; 2025Q1: 1,625 shares; 2025Q2: 1,864 shares; 2025Q3: 1,708 shares; 2025Q4: 1,550 shares; 2026Q1: 1,674 shares 1,674 $1.83M 0.03% +124 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: 5,022 shares; 2024Q4: 5,131 shares; 2025Q1: 5,282 shares; 2025Q2: 4,957 shares; 2025Q3: 5,156 shares; 2025Q4: 5,929 shares; 2026Q1: 5,982 shares 5,982 $1.82M 0.03% +53 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: 3,935 shares; 2024Q4: 4,116 shares; 2025Q1: 5,067 shares; 2025Q2: 10,773 shares; 2025Q3: 10,754 shares; 2025Q4: 10,490 shares; 2026Q1: 9,955 shares 9,955 $1.82M 0.03% -535 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: 19,080 shares; 2024Q4: 20,350 shares; 2025Q1: 24,814 shares; 2025Q2: 28,209 shares; 2025Q3: 29,705 shares; 2025Q4: 28,567 shares; 2026Q1: 25,085 shares 25,085 $1.8M 0.03% -3,482 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: 29,388 shares; 2024Q4: 31,636 shares; 2025Q1: 33,261 shares; 2025Q2: 33,436 shares; 2025Q3: 32,627 shares; 2025Q4: 31,353 shares; 2026Q1: 28,721 shares 28,721 $1.8M 0.03% -2,632 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 6,359 shares; 2025Q3: 5,826 shares; 2025Q4: 5,663 shares; 2026Q1: 31,737 shares 31,737 $1.8M 0.02% +26,074 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: 3,772 shares; 2024Q4: 3,876 shares; 2025Q1: 3,383 shares; 2025Q2: 3,342 shares; 2025Q3: 2,827 shares; 2025Q4: 2,724 shares; 2026Q1: 2,958 shares 2,958 $1.79M 0.02% +234 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: 16,575 shares; 2024Q4: 16,152 shares; 2025Q1: 16,468 shares; 2025Q2: 16,510 shares; 2025Q3: 16,371 shares; 2025Q4: 16,484 shares; 2026Q1: 30,003 shares 30,003 $1.76M 0.02% +13,519 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: 4,113 shares; 2024Q4: 4,069 shares; 2025Q1: 4,063 shares; 2025Q2: 3,664 shares; 2025Q3: 3,693 shares; 2025Q4: 3,698 shares; 2026Q1: 3,719 shares 3,719 $1.76M 0.02% +21 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,568 shares; 2024Q4: 22,350 shares; 2025Q1: 23,352 shares; 2025Q2: 24,846 shares; 2025Q3: 27,851 shares; 2025Q4: 27,713 shares; 2026Q1: 28,463 shares 28,463 $1.74M 0.02% +750 Timeline IJT 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: 13,560 shares; 2024Q4: 13,560 shares; 2025Q1: 13,560 shares; 2025Q2: 13,560 shares; 2025Q3: 13,720 shares; 2025Q4: 13,720 shares; 2026Q1: 11,885 shares 11,885 $1.72M 0.02% -1,835 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,386 shares; 2024Q4: 26,804 shares; 2025Q1: 29,028 shares; 2025Q2: 31,482 shares; 2025Q3: 32,545 shares; 2025Q4: 33,306 shares; 2026Q1: 37,294 shares 37,294 $1.71M 0.02% +3,988 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: 4,534 shares; 2024Q4: 5,788 shares; 2025Q1: 6,377 shares; 2025Q2: 6,365 shares; 2025Q3: 6,783 shares; 2025Q4: 7,843 shares; 2026Q1: 8,538 shares 8,538 $1.7M 0.02% +695 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,417 shares; 2024Q4: 43,711 shares; 2025Q1: 48,545 shares; 2025Q2: 67,504 shares; 2025Q3: 68,046 shares; 2025Q4: 66,010 shares; 2026Q1: 65,090 shares 65,090 $1.7M 0.02% -920 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: 11,718 shares; 2024Q4: 19,149 shares; 2025Q1: 17,784 shares; 2025Q2: 17,550 shares; 2025Q3: 17,103 shares; 2025Q4: 16,789 shares; 2026Q1: 14,686 shares 14,686 $1.69M 0.02% -2,103 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,469 shares; 2024Q4: 13,209 shares; 2025Q1: 11,891 shares; 2025Q2: 11,864 shares; 2025Q3: 11,493 shares; 2025Q4: 11,457 shares; 2026Q1: 11,349 shares 11,349 $1.68M 0.02% -108 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: 6,968 shares; 2024Q4: 7,679 shares; 2025Q1: 8,552 shares; 2025Q2: 7,742 shares; 2025Q3: 8,503 shares; 2025Q4: 8,103 shares; 2026Q1: 8,068 shares 8,068 $1.68M 0.02% -35 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: 4,521 shares; 2024Q4: 5,031 shares; 2025Q1: 6,368 shares; 2025Q2: 5,230 shares; 2025Q3: 5,301 shares; 2025Q4: 5,351 shares; 2026Q1: 5,220 shares 5,220 $1.67M 0.02% -131 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: 12,431 shares; 2024Q4: 9,354 shares; 2025Q1: 10,727 shares; 2025Q2: 12,691 shares; 2025Q3: 12,739 shares; 2025Q4: 12,705 shares; 2026Q1: 12,747 shares 12,747 $1.67M 0.02% +42 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: 18,383 shares; 2024Q4: 44,984 shares; 2025Q1: 46,254 shares; 2025Q2: 46,427 shares; 2025Q3: 46,427 shares; 2025Q4: 64,815 shares; 2026Q1: 67,341 shares 67,341 $1.67M 0.02% +2,526 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: 3,805 shares; 2024Q4: 3,682 shares; 2025Q1: 4,436 shares; 2025Q2: 5,210 shares; 2025Q3: 5,191 shares; 2025Q4: 5,278 shares; 2026Q1: 3,762 shares 3,762 $1.63M 0.02% -1,516 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: 11,016 shares; 2025Q1: 14,611 shares; 2025Q2: 13,390 shares; 2025Q3: 14,265 shares; 2025Q4: 13,676 shares; 2026Q1: 13,222 shares 13,222 $1.62M 0.02% -454 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: 3,123 shares; 2024Q4: 2,791 shares; 2025Q1: 3,003 shares; 2025Q2: 2,978 shares; 2025Q3: 2,974 shares; 2025Q4: 2,914 shares; 2026Q1: 2,953 shares 2,953 $1.62M 0.02% +39 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,406 shares; 2024Q4: 42,383 shares; 2025Q1: 37,851 shares; 2025Q2: 41,561 shares; 2025Q3: 39,068 shares; 2025Q4: 32,213 shares; 2026Q1: 38,264 shares 38,264 $1.62M 0.02% +6,051 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: 44,584 shares; 2024Q4: 34,508 shares; 2025Q1: 46,347 shares; 2025Q2: 90,659 shares; 2025Q3: 90,334 shares; 2025Q4: 60,710 shares; 2026Q1: 60,560 shares 60,560 $1.61M 0.02% -150 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: 15,268 shares; 2024Q4: 13,601 shares; 2025Q1: 15,975 shares; 2025Q2: 8,895 shares; 2025Q3: 10,194 shares; 2025Q4: 11,050 shares; 2026Q1: 12,182 shares 12,182 $1.61M 0.02% +1,132 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 16,287 shares; 2025Q1: 16,947 shares; 2025Q2: 13,846 shares; 2025Q3: 15,273 shares; 2025Q4: 15,487 shares; 2026Q1: 18,556 shares 18,556 $1.61M 0.02% +3,069 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,217 shares; 2025Q3: 23,325 shares; 2025Q4: 24,182 shares; 2026Q1: 54,706 shares 54,706 $1.6M 0.02% +30,524 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: 4,147 shares; 2024Q4: 4,216 shares; 2025Q1: 4,490 shares; 2025Q2: 5,770 shares; 2025Q3: 6,707 shares; 2025Q4: 6,004 shares; 2026Q1: 6,022 shares 6,022 $1.6M 0.02% +18 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,112 shares; 2024Q4: 43,118 shares; 2025Q1: 53,086 shares; 2025Q2: 52,992 shares; 2025Q3: 49,371 shares; 2025Q4: 42,133 shares; 2026Q1: 38,843 shares 38,843 $1.59M 0.02% -3,290 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,923 shares; 2025Q1: 6,253 shares; 2025Q2: 6,176 shares; 2025Q3: 6,159 shares; 2025Q4: 5,151 shares; 2026Q1: 5,399 shares 5,399 $1.57M 0.02% +248 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 7,098 shares; 2025Q1: 9,349 shares; 2025Q2: 9,312 shares; 2025Q3: 9,349 shares; 2025Q4: 9,221 shares; 2026Q1: 10,031 shares 10,031 $1.56M 0.02% +810 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 73,286 shares; 2025Q1: 86,779 shares; 2025Q2: 83,079 shares; 2025Q3: 78,033 shares; 2025Q4: 80,808 shares; 2026Q1: 75,327 shares 75,327 $1.56M 0.02% -5,481 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,517 shares; 2024Q4: 82,824 shares; 2025Q1: 79,879 shares; 2025Q2: 95,334 shares; 2025Q3: 96,663 shares; 2025Q4: 99,635 shares; 2026Q1: 115,374 shares 115,374 $1.56M 0.02% +15,739 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,378 shares; 2025Q1: 4,049 shares; 2025Q2: 7,272 shares; 2025Q3: 7,305 shares; 2025Q4: 7,298 shares; 2026Q1: 7,534 shares 7,534 $1.55M 0.02% +236 Timeline PAVE 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: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 30,548 shares 30,548 $1.55M 0.02% +23,048 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $1.55M 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,435 shares 30,435 $1.54M 0.02% new 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: 33,567 shares; 2024Q4: 37,309 shares; 2025Q1: 36,444 shares; 2025Q2: 37,407 shares; 2025Q3: 39,973 shares; 2025Q4: 38,653 shares; 2026Q1: 39,296 shares 39,296 $1.54M 0.02% +643 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 14,743 shares; 2025Q1: 15,395 shares; 2025Q2: 23,523 shares; 2025Q3: 24,164 shares; 2025Q4: 24,128 shares; 2026Q1: 32,819 shares 32,819 $1.52M 0.02% +8,691 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: 386 shares; 2024Q4: 403 shares; 2025Q1: 486 shares; 2025Q2: 488 shares; 2025Q3: 507 shares; 2025Q4: 503 shares; 2026Q1: 362 shares 362 $1.52M 0.02% -141 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: 2,379 shares; 2024Q4: 2,506 shares; 2025Q1: 2,626 shares; 2025Q2: 2,745 shares; 2025Q3: 2,946 shares; 2025Q4: 2,805 shares; 2026Q1: 2,828 shares 2,828 $1.52M 0.02% +23 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: 5,276 shares; 2024Q4: 5,297 shares; 2025Q1: 5,446 shares; 2025Q2: 5,368 shares; 2025Q3: 5,378 shares; 2025Q4: 5,319 shares; 2026Q1: 5,288 shares 5,288 $1.52M 0.02% -31 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 21,416 shares; 2025Q1: 19,515 shares; 2025Q2: 20,327 shares; 2025Q3: 23,220 shares; 2025Q4: 22,100 shares; 2026Q1: 22,769 shares 22,769 $1.5M 0.02% +669 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: 3,671 shares; 2024Q4: 3,701 shares; 2025Q1: 3,791 shares; 2025Q2: 3,936 shares; 2025Q3: 3,917 shares; 2025Q4: 3,906 shares; 2026Q1: 3,830 shares 3,830 $1.5M 0.02% -76 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: 11,381 shares; 2024Q4: 12,113 shares; 2025Q1: 10,283 shares; 2025Q2: 7,596 shares; 2025Q3: 7,542 shares; 2025Q4: 5,741 shares; 2026Q1: 5,726 shares 5,726 $1.49M 0.02% -15 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,847 shares; 2024Q4: 16,682 shares; 2025Q1: 18,483 shares; 2025Q2: 18,107 shares; 2025Q3: 18,293 shares; 2025Q4: 17,681 shares; 2026Q1: 10,919 shares 10,919 $1.49M 0.02% -6,762 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: 1,498 shares; 2024Q4: 1,587 shares; 2025Q1: 1,657 shares; 2025Q2: 1,585 shares; 2025Q3: 1,629 shares; 2025Q4: 1,658 shares; 2026Q1: 1,654 shares 1,654 $1.48M 0.02% -4 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,879 shares 17,879 $1.48M 0.02% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,780 shares; 2024Q4: 119,524 shares; 2025Q1: 157,823 shares; 2025Q2: 183,254 shares; 2025Q3: 163,136 shares; 2025Q4: 155,105 shares; 2026Q1: 162,094 shares 162,094 $1.46M 0.02% +6,989 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: 5,535 shares; 2025Q3: 5,239 shares; 2025Q4: 4,978 shares; 2026Q1: 5,379 shares 5,379 $1.45M 0.02% +401 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,452 shares; 2024Q4: 104,715 shares; 2025Q1: 75,108 shares; 2025Q2: 145,218 shares; 2025Q3: 132,162 shares; 2025Q4: 104,453 shares; 2026Q1: 104,888 shares 104,888 $1.45M 0.02% +435 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: 11,590 shares; 2024Q4: 11,359 shares; 2025Q1: 8,611 shares; 2025Q2: 11,667 shares; 2025Q3: 9,759 shares; 2025Q4: 9,623 shares; 2026Q1: 11,921 shares 11,921 $1.44M 0.02% +2,298 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: 3,584 shares; 2024Q4: 10,069 shares; 2025Q1: 3,841 shares; 2025Q2: 3,841 shares; 2025Q3: 3,706 shares; 2025Q4: 3,243 shares; 2026Q1: 7,521 shares 7,521 $1.44M 0.02% +4,278 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,611 shares; 2024Q4: 61,583 shares; 2025Q1: 69,412 shares; 2025Q2: 70,886 shares; 2025Q3: 69,333 shares; 2025Q4: 70,777 shares; 2026Q1: 73,013 shares 73,013 $1.44M 0.02% +2,236 Timeline VSGX 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: 19,108 shares; 2024Q4: 19,108 shares; 2025Q1: 19,108 shares; 2025Q2: 19,108 shares; 2025Q3: 19,108 shares; 2025Q4: 19,108 shares; 2026Q1: 20,030 shares 20,030 $1.44M 0.02% +922 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,753 shares; 2025Q1: 4,945 shares; 2025Q2: 5,408 shares; 2025Q3: 5,384 shares; 2025Q4: 5,336 shares; 2026Q1: 5,215 shares 5,215 $1.44M 0.02% -121 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: 12,648 shares; 2024Q4: 13,475 shares; 2025Q1: 12,806 shares; 2025Q2: 17,247 shares; 2025Q3: 18,545 shares; 2025Q4: 18,911 shares; 2026Q1: 16,858 shares 16,858 $1.43M 0.02% -2,053 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: 795 shares; 2025Q3: 858 shares; 2025Q4: 769 shares; 2026Q1: 2,727 shares 2,727 $1.43M 0.02% +1,958 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 7,653 shares; 2025Q1: 6,094 shares; 2025Q2: 7,184 shares; 2025Q3: 7,317 shares; 2025Q4: 7,044 shares; 2026Q1: 7,809 shares 7,809 $1.41M 0.02% +765 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: 14,061 shares; 2024Q4: 12,103 shares; 2025Q1: 15,122 shares; 2025Q2: 17,196 shares; 2025Q3: 15,091 shares; 2025Q4: 13,362 shares; 2026Q1: 15,024 shares 15,024 $1.4M 0.02% +1,662 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: 3,341 shares; 2024Q4: 3,261 shares; 2025Q1: 3,305 shares; 2025Q2: 3,493 shares; 2025Q3: 3,599 shares; 2025Q4: 3,826 shares; 2026Q1: 4,043 shares 4,043 $1.4M 0.02% +217 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: 8,790 shares; 2024Q4: 9,195 shares; 2025Q1: 9,853 shares; 2025Q2: 10,282 shares; 2025Q3: 12,013 shares; 2025Q4: 10,071 shares; 2026Q1: 10,654 shares 10,654 $1.4M 0.02% +583 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,806 shares; 2025Q1: 14,246 shares; 2025Q2: 14,857 shares; 2025Q3: 15,392 shares; 2025Q4: 15,200 shares; 2026Q1: 15,294 shares 15,294 $1.39M 0.02% +94 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,700 shares; 2024Q4: 68,755 shares; 2025Q1: 71,962 shares; 2025Q2: 76,496 shares; 2025Q3: 74,034 shares; 2025Q4: 76,526 shares; 2026Q1: 81,259 shares 81,259 $1.38M 0.02% +4,733 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: 7,726 shares; 2024Q4: 6,583 shares; 2025Q1: 7,966 shares; 2025Q2: 9,429 shares; 2025Q3: 9,528 shares; 2025Q4: 6,553 shares; 2026Q1: 5,128 shares 5,128 $1.37M 0.02% -1,425 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 7,216 shares; 2025Q1: 7,627 shares; 2025Q2: 8,197 shares; 2025Q3: 7,823 shares; 2025Q4: 7,441 shares; 2026Q1: 7,972 shares 7,972 $1.36M 0.02% +531 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,735 shares; 2024Q4: 28,589 shares; 2025Q1: 28,828 shares; 2025Q2: 35,629 shares; 2025Q3: 28,799 shares; 2025Q4: 27,892 shares; 2026Q1: 36,786 shares 36,786 $1.35M 0.02% +8,894 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,006 shares; 2024Q4: 13,561 shares; 2025Q1: 13,561 shares; 2025Q2: 12,797 shares; 2025Q3: 12,247 shares; 2025Q4: 9,212 shares; 2026Q1: 9,212 shares 9,212 $1.34M 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,589 shares; 2024Q4: 40,007 shares; 2025Q1: 40,598 shares; 2025Q2: 59,520 shares; 2025Q3: 56,672 shares; 2025Q4: 60,283 shares; 2026Q1: 61,826 shares 61,826 $1.34M 0.02% +1,543 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: 2,351 shares; 2024Q4: 2,918 shares; 2025Q1: 3,210 shares; 2025Q2: 4,207 shares; 2025Q3: 5,123 shares; 2025Q4: 5,003 shares; 2026Q1: 4,775 shares 4,775 $1.33M 0.02% -228 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,174 shares; 2025Q1: 1,368 shares; 2025Q2: 1,561 shares; 2025Q3: 996 shares; 2025Q4: 1,153 shares; 2026Q1: 1,351 shares 1,351 $1.32M 0.02% +198 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: 7,913 shares; 2024Q4: 7,041 shares; 2025Q1: 8,082 shares; 2025Q2: 7,642 shares; 2025Q3: 6,674 shares; 2025Q4: 6,002 shares; 2026Q1: 5,432 shares 5,432 $1.32M 0.02% -570 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,165 shares; 2025Q1: 3,577 shares; 2025Q2: 3,733 shares; 2025Q3: 3,722 shares; 2025Q4: 3,663 shares; 2026Q1: 3,845 shares 3,845 $1.32M 0.02% +182 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: 13,945 shares; 2024Q4: 17,289 shares; 2025Q1: 19,118 shares; 2025Q2: 10,369 shares; 2025Q3: 10,080 shares; 2025Q4: 9,518 shares; 2026Q1: 9,933 shares 9,933 $1.31M 0.02% +415 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,581 shares; 2026Q1: 24,764 shares 24,764 $1.31M 0.02% -817 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 8,068 shares; 2025Q1: 8,296 shares; 2025Q2: 8,306 shares; 2025Q3: 7,360 shares; 2025Q4: 5,166 shares; 2026Q1: 6,891 shares 6,891 $1.31M 0.02% +1,725 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: 4,360 shares; 2024Q4: 4,415 shares; 2025Q1: 4,881 shares; 2025Q2: 5,639 shares; 2025Q3: 5,816 shares; 2025Q4: 5,242 shares; 2026Q1: 5,662 shares 5,662 $1.3M 0.02% +420 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: 11,794 shares; 2024Q4: 12,151 shares; 2025Q1: 12,283 shares; 2025Q2: 11,577 shares; 2025Q3: 11,853 shares; 2025Q4: 9,446 shares; 2026Q1: 10,871 shares 10,871 $1.29M 0.02% +1,425 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: 9,207 shares; 2024Q4: 9,781 shares; 2025Q1: 9,539 shares; 2025Q2: 9,855 shares; 2025Q3: 9,380 shares; 2025Q4: 9,636 shares; 2026Q1: 7,334 shares 7,334 $1.27M 0.02% -2,302 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,116 shares; 2024Q4: 2,639 shares; 2025Q1: 3,704 shares; 2025Q2: 5,143 shares; 2025Q3: 5,771 shares; 2025Q4: 5,751 shares; 2026Q1: 6,100 shares 6,100 $1.27M 0.02% +349 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,074 shares; 2025Q3: 15,897 shares; 2025Q4: 16,229 shares; 2026Q1: 17,412 shares 17,412 $1.27M 0.02% +1,183 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: 20,547 shares; 2024Q4: 21,007 shares; 2025Q1: 19,156 shares; 2025Q2: 19,051 shares; 2025Q3: 17,513 shares; 2025Q4: 14,526 shares; 2026Q1: 14,809 shares 14,809 $1.26M 0.02% +283 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,439 shares; 2026Q1: 13,847 shares 13,847 $1.26M 0.02% +408 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,354 shares; 2025Q1: 4,389 shares; 2025Q2: 4,632 shares; 2025Q3: 4,612 shares; 2025Q4: 4,279 shares; 2026Q1: 4,422 shares 4,422 $1.25M 0.02% +143 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,537 shares; 2024Q4: 49,265 shares; 2025Q1: 49,265 shares; 2025Q2: 49,265 shares; 2025Q3: 49,265 shares; 2025Q4: 49,265 shares; 2026Q1: 49,265 shares 49,265 $1.25M 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: 2,591 shares; 2025Q1: 2,625 shares; 2025Q2: 16,316 shares; 2025Q3: 15,884 shares; 2025Q4: 16,074 shares; 2026Q1: 15,772 shares 15,772 $1.24M 0.02% -302 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: 879 shares; 2025Q3: 898 shares; 2025Q4: 873 shares; 2026Q1: 897 shares 897 $1.24M 0.02% +24 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,667 shares; 2024Q4: 114,920 shares; 2025Q1: 132,485 shares; 2025Q2: 143,695 shares; 2025Q3: 137,094 shares; 2025Q4: 138,878 shares; 2026Q1: 155,690 shares 155,690 $1.24M 0.02% +16,812 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,310 shares; 2024Q4: 19,027 shares; 2025Q1: 19,864 shares; 2025Q2: 13,800 shares; 2025Q3: 12,791 shares; 2025Q4: 12,318 shares; 2026Q1: 12,751 shares 12,751 $1.23M 0.02% +433 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,494 shares; 2026Q1: 10,660 shares 10,660 $1.23M 0.02% -5,834 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: 13,482 shares; 2024Q4: 12,299 shares; 2025Q1: 12,913 shares; 2025Q2: 12,988 shares; 2025Q3: 11,061 shares; 2025Q4: 12,584 shares; 2026Q1: 12,432 shares 12,432 $1.22M 0.02% -152 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: not reported; 2024Q4: 10,563 shares; 2025Q1: 10,563 shares; 2025Q2: not reported; 2025Q3: 10,083 shares; 2025Q4: 8,962 shares; 2026Q1: 39,845 shares 39,845 $1.22M 0.02% +30,883 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,984 shares; 2024Q4: 65,918 shares; 2025Q1: 59,129 shares; 2025Q2: 52,003 shares; 2025Q3: 51,646 shares; 2025Q4: 51,564 shares; 2026Q1: 51,290 shares 51,290 $1.22M 0.02% -274 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: 3,215 shares; 2024Q4: 3,686 shares; 2025Q1: 6,145 shares; 2025Q2: 5,893 shares; 2025Q3: 5,904 shares; 2025Q4: 5,962 shares; 2026Q1: 5,769 shares 5,769 $1.22M 0.02% -193 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: 1,254 shares; 2024Q4: 1,281 shares; 2025Q1: 1,269 shares; 2025Q2: 1,478 shares; 2025Q3: 1,477 shares; 2025Q4: 1,479 shares; 2026Q1: 2,065 shares 2,065 $1.22M 0.02% +586 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,004 shares; 2025Q1: 5,935 shares; 2025Q2: 7,737 shares; 2025Q3: 8,208 shares; 2025Q4: 7,263 shares; 2026Q1: 7,663 shares 7,663 $1.21M 0.02% +400 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,284 shares; 2024Q4: 18,247 shares; 2025Q1: 18,502 shares; 2025Q2: 19,144 shares; 2025Q3: 19,352 shares; 2025Q4: 20,052 shares; 2026Q1: 181,565 shares 181,565 $1.2M 0.02% +161,513 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,048 shares; 2024Q4: 8,151 shares; 2025Q1: 13,038 shares; 2025Q2: 15,550 shares; 2025Q3: 16,642 shares; 2025Q4: 18,872 shares; 2026Q1: 19,630 shares 19,630 $1.2M 0.02% +758 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,579 shares; 2024Q4: 10,758 shares; 2025Q1: 14,207 shares; 2025Q2: 18,149 shares; 2025Q3: 18,779 shares; 2025Q4: 18,198 shares; 2026Q1: 16,966 shares 16,966 $1.2M 0.02% -1,232 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,551 shares; 2024Q4: 10,822 shares; 2025Q1: 11,327 shares; 2025Q2: 20,098 shares; 2025Q3: 20,251 shares; 2025Q4: 20,366 shares; 2026Q1: 25,529 shares 25,529 $1.18M 0.02% +5,163 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: 10,851 shares; 2024Q4: 11,336 shares; 2025Q1: 13,355 shares; 2025Q2: 8,136 shares; 2025Q3: 9,110 shares; 2025Q4: 8,949 shares; 2026Q1: 9,267 shares 9,267 $1.17M 0.02% +318 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: 14,935 shares; 2024Q4: 14,968 shares; 2025Q1: 8,492 shares; 2025Q2: 8,565 shares; 2025Q3: 8,798 shares; 2025Q4: 8,587 shares; 2026Q1: 8,222 shares 8,222 $1.17M 0.02% -365 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: 1,529 shares; 2024Q4: 2,440 shares; 2025Q1: 3,824 shares; 2025Q2: 5,475 shares; 2025Q3: 5,941 shares; 2025Q4: 6,305 shares; 2026Q1: 6,350 shares 6,350 $1.16M 0.02% +45 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: 6,533 shares; 2024Q4: 6,595 shares; 2025Q1: 5,029 shares; 2025Q2: 5,185 shares; 2025Q3: 5,351 shares; 2025Q4: 5,516 shares; 2026Q1: 4,852 shares 4,852 $1.16M 0.02% -664 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,949 shares; 2025Q1: 2,951 shares; 2025Q2: 2,952 shares; 2025Q3: 3,285 shares; 2025Q4: 2,617 shares; 2026Q1: 2,667 shares 2,667 $1.16M 0.02% +50 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 11,057 shares; 2025Q1: 11,322 shares; 2025Q2: 11,559 shares; 2025Q3: 12,095 shares; 2025Q4: 11,740 shares; 2026Q1: 12,343 shares 12,343 $1.15M 0.02% +603 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 11,310 shares; 2025Q1: 11,799 shares; 2025Q2: 12,089 shares; 2025Q3: 11,802 shares; 2025Q4: 8,222 shares; 2026Q1: 12,485 shares 12,485 $1.15M 0.02% +4,263 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 9,479 shares; 2025Q1: 10,884 shares; 2025Q2: 10,365 shares; 2025Q3: 10,277 shares; 2025Q4: 10,271 shares; 2026Q1: 10,245 shares 10,245 $1.15M 0.02% -26 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,393 shares; 2025Q1: 1,396 shares; 2025Q2: 1,582 shares; 2025Q3: 1,633 shares; 2025Q4: 1,587 shares; 2026Q1: 1,663 shares 1,663 $1.13M 0.02% +76 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,570 shares; 2024Q4: 12,483 shares; 2025Q1: 12,483 shares; 2025Q2: 12,483 shares; 2025Q3: 12,248 shares; 2025Q4: 11,551 shares; 2026Q1: 11,545 shares 11,545 $1.12M 0.02% -6 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: 5,058 shares; 2024Q4: 2,846 shares; 2025Q1: 2,833 shares; 2025Q2: 2,869 shares; 2025Q3: 2,784 shares; 2025Q4: 2,840 shares; 2026Q1: 2,859 shares 2,859 $1.12M 0.02% +19 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,541 shares; 2024Q4: 9,856 shares; 2025Q1: 10,699 shares; 2025Q2: 11,703 shares; 2025Q3: 12,031 shares; 2025Q4: 13,577 shares; 2026Q1: 13,569 shares 13,569 $1.11M 0.02% -8 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,191 shares; 2024Q4: 17,150 shares; 2025Q1: 20,206 shares; 2025Q2: 19,741 shares; 2025Q3: 19,486 shares; 2025Q4: 18,145 shares; 2026Q1: 20,090 shares 20,090 $1.11M 0.02% +1,945 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,976 shares; 2024Q4: 21,642 shares; 2025Q1: 20,368 shares; 2025Q2: 20,982 shares; 2025Q3: 21,407 shares; 2025Q4: 20,969 shares; 2026Q1: 21,139 shares 21,139 $1.1M 0.02% +170 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: 5,183 shares; 2024Q4: 4,388 shares; 2025Q1: 4,450 shares; 2025Q2: 14,661 shares; 2025Q3: 15,077 shares; 2025Q4: 5,022 shares; 2026Q1: 9,211 shares 9,211 $1.09M 0.02% +4,189 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 7,876 shares; 2025Q1: 8,583 shares; 2025Q2: 7,859 shares; 2025Q3: 8,191 shares; 2025Q4: 8,391 shares; 2026Q1: 8,046 shares 8,046 $1.09M 0.02% -345 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,810 shares; 2025Q4: 14,810 shares; 2026Q1: 11,810 shares 11,810 $1.08M 0.02% -3,000 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,516 shares 11,516 $1.08M 0.02% new Timeline VBK 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: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,784 shares; 2026Q1: 3,571 shares 3,571 $1.08M 0.02% +787 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,308 shares; 2024Q4: 12,485 shares; 2025Q1: 11,576 shares; 2025Q2: 14,466 shares; 2025Q3: 15,273 shares; 2025Q4: 15,163 shares; 2026Q1: 15,524 shares 15,524 $1.08M 0.01% +361 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,710 shares; 2024Q4: 8,054 shares; 2025Q1: 10,970 shares; 2025Q2: 8,826 shares; 2025Q3: 8,190 shares; 2025Q4: 10,739 shares; 2026Q1: 18,335 shares 18,335 $1.07M 0.01% +7,596 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,174 shares; 2025Q1: 17,783 shares; 2025Q2: 18,201 shares; 2025Q3: 15,956 shares; 2025Q4: 12,051 shares; 2026Q1: 13,322 shares 13,322 $1.07M 0.01% +1,271 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 13,815 shares; 2025Q1: 10,399 shares; 2025Q2: 13,337 shares; 2025Q3: 12,995 shares; 2025Q4: 13,110 shares; 2026Q1: 14,578 shares 14,578 $1.06M 0.01% +1,468 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,767 shares; 2026Q1: 18,596 shares 18,596 $1.06M 0.01% -171 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,250 shares; 2024Q4: 15,604 shares; 2025Q1: 15,961 shares; 2025Q2: 16,340 shares; 2025Q3: 16,363 shares; 2025Q4: 15,813 shares; 2026Q1: 14,582 shares 14,582 $1.06M 0.01% -1,231 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,684 shares; 2024Q4: 15,087 shares; 2025Q1: 18,976 shares; 2025Q2: 20,525 shares; 2025Q3: 22,608 shares; 2025Q4: 14,730 shares; 2026Q1: 18,216 shares 18,216 $1.05M 0.01% +3,486 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,946 shares 11,946 $1.05M 0.01% +846 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,803 shares; 2025Q2: 14,960 shares; 2025Q3: 14,960 shares; 2025Q4: 16,555 shares; 2026Q1: 14,960 shares 14,960 $1.03M 0.01% -1,595 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 22,520 shares; 2025Q1: 22,767 shares; 2025Q2: 24,282 shares; 2025Q3: 24,516 shares; 2025Q4: 24,375 shares; 2026Q1: 22,731 shares 22,731 $1.03M 0.01% -1,644 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: 5,369 shares; 2024Q4: 5,516 shares; 2025Q1: 5,884 shares; 2025Q2: 5,517 shares; 2025Q3: 5,806 shares; 2025Q4: 5,575 shares; 2026Q1: 5,644 shares 5,644 $1.03M 0.01% +69 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,757 shares; 2024Q4: 10,354 shares; 2025Q1: 31,019 shares; 2025Q2: 74,956 shares; 2025Q3: 74,981 shares; 2025Q4: 73,639 shares; 2026Q1: 75,474 shares 75,474 $1.02M 0.01% +1,835 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,177 shares; 2025Q4: 5,710 shares; 2026Q1: 15,866 shares 15,866 $1.02M 0.01% +10,156 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: 50,052 shares; 2024Q4: 49,419 shares; 2025Q1: 39,573 shares; 2025Q2: 51,204 shares; 2025Q3: 39,387 shares; 2025Q4: 25,294 shares; 2026Q1: 35,444 shares 35,444 $1.02M 0.01% +10,150 Timeline IJK 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: 9,976 shares; 2024Q4: 10,290 shares; 2025Q1: 10,290 shares; 2025Q2: 10,260 shares; 2025Q3: 10,260 shares; 2025Q4: 9,976 shares; 2026Q1: 9,976 shares 9,976 $1M 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,083 shares; 2024Q4: 14,863 shares; 2025Q1: 14,907 shares; 2025Q2: 15,130 shares; 2025Q3: 15,306 shares; 2025Q4: 15,564 shares; 2026Q1: 15,125 shares 15,125 $1M 0.01% -439 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,922 shares; 2024Q4: 15,612 shares; 2025Q1: 17,590 shares; 2025Q2: 16,472 shares; 2025Q3: 18,050 shares; 2025Q4: 17,487 shares; 2026Q1: 20,282 shares 20,282 $994K 0.01% +2,795 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: 3,071 shares; 2024Q4: 3,502 shares; 2025Q1: not reported; 2025Q2: 8,264 shares; 2025Q3: 8,352 shares; 2025Q4: 8,283 shares; 2026Q1: 8,360 shares 8,360 $989K 0.01% +77 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 16,712 shares; 2025Q1: 13,733 shares; 2025Q2: 21,235 shares; 2025Q3: 21,156 shares; 2025Q4: 24,214 shares; 2026Q1: 25,381 shares 25,381 $987K 0.01% +1,167 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,752 shares 16,752 $981K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,026 shares; 2024Q4: 9,591 shares; 2025Q1: 9,781 shares; 2025Q2: 10,043 shares; 2025Q3: 6,766 shares; 2025Q4: 5,876 shares; 2026Q1: 5,656 shares 5,656 $976K 0.01% -220 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 6,536 shares; 2025Q3: 7,301 shares; 2025Q4: 7,428 shares; 2026Q1: 7,440 shares 7,440 $975K 0.01% +12 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,381 shares 1,381 $971K 0.01% +214 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: 3,679 shares; 2024Q4: 3,761 shares; 2025Q1: 4,780 shares; 2025Q2: 4,724 shares; 2025Q3: 4,783 shares; 2025Q4: 4,795 shares; 2026Q1: 4,751 shares 4,751 $969K 0.01% -44 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,008 shares; 2024Q4: 34,831 shares; 2025Q1: 38,936 shares; 2025Q2: 38,922 shares; 2025Q3: 33,440 shares; 2025Q4: 36,580 shares; 2026Q1: 45,121 shares 45,121 $968K 0.01% +8,541 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,326 shares; 2024Q4: 16,162 shares; 2025Q1: 16,067 shares; 2025Q2: 14,587 shares; 2025Q3: 14,576 shares; 2025Q4: 16,884 shares; 2026Q1: 17,130 shares 17,130 $965K 0.01% +246 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,230 shares; 2024Q4: 64,070 shares; 2025Q1: 68,603 shares; 2025Q2: 53,456 shares; 2025Q3: 45,274 shares; 2025Q4: 45,319 shares; 2026Q1: 50,148 shares 50,148 $963K 0.01% +4,829 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: 479 shares; 2025Q2: 508 shares; 2025Q3: 509 shares; 2025Q4: 503 shares; 2026Q1: 1,591 shares 1,591 $963K 0.01% +1,088 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,047 shares; 2024Q4: 11,950 shares; 2025Q1: 13,169 shares; 2025Q2: 13,324 shares; 2025Q3: 13,107 shares; 2025Q4: 13,224 shares; 2026Q1: 13,366 shares 13,366 $953K 0.01% +142 Timeline APA APA CORPORATION More: the full row for APA 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: 22,806 shares; 2025Q3: 22,809 shares; 2025Q4: 22,143 shares; 2026Q1: 22,296 shares 22,296 $946K 0.01% +153 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 11,355 shares; 2025Q1: 11,036 shares; 2025Q2: 13,496 shares; 2025Q3: 10,905 shares; 2025Q4: 16,348 shares; 2026Q1: 15,246 shares 15,246 $943K 0.01% -1,102 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: 1,085 shares; 2024Q4: 1,087 shares; 2025Q1: 1,303 shares; 2025Q2: 1,565 shares; 2025Q3: 1,609 shares; 2025Q4: 1,324 shares; 2026Q1: 1,294 shares 1,294 $943K 0.01% -30 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: 8,317 shares; 2024Q4: 8,383 shares; 2025Q1: 7,875 shares; 2025Q2: 5,512 shares; 2025Q3: 5,420 shares; 2025Q4: 4,424 shares; 2026Q1: 4,405 shares 4,405 $930K 0.01% -19 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: 1,062 shares; 2024Q4: 917 shares; 2025Q1: 1,010 shares; 2025Q2: 961 shares; 2025Q3: 1,066 shares; 2025Q4: 1,109 shares; 2026Q1: 1,199 shares 1,199 $926K 0.01% +90 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: 3,529 shares; 2024Q4: 3,653 shares; 2025Q1: 3,607 shares; 2025Q2: 3,582 shares; 2025Q3: 3,579 shares; 2025Q4: 3,543 shares; 2026Q1: 3,692 shares 3,692 $926K 0.01% +149 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,868 shares; 2025Q1: 4,052 shares; 2025Q2: 3,995 shares; 2025Q3: 4,122 shares; 2025Q4: 4,248 shares; 2026Q1: 4,306 shares 4,306 $923K 0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: 23,989 shares; 2025Q2: 18,618 shares; 2025Q3: 18,618 shares; 2025Q4: 18,623 shares; 2026Q1: 18,618 shares 18,618 $919K 0.01% -5 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 5,296 shares; 2025Q1: 5,751 shares; 2025Q2: 4,575 shares; 2025Q3: 4,531 shares; 2025Q4: 4,815 shares; 2026Q1: 4,926 shares 4,926 $919K 0.01% +111 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: 4,782 shares; 2024Q4: 4,907 shares; 2025Q1: 4,975 shares; 2025Q2: 4,324 shares; 2025Q3: 4,291 shares; 2025Q4: 4,357 shares; 2026Q1: 4,388 shares 4,388 $917K 0.01% +31 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: 4,012 shares; 2024Q4: 6,946 shares; 2025Q1: 7,057 shares; 2025Q2: 7,203 shares; 2025Q3: 6,852 shares; 2025Q4: 6,714 shares; 2026Q1: 6,654 shares 6,654 $913K 0.01% -60 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE 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: 32,000 shares 32,000 $911K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,377 shares; 2025Q1: 6,676 shares; 2025Q2: 6,394 shares; 2025Q3: 6,216 shares; 2025Q4: 6,360 shares; 2026Q1: 6,472 shares 6,472 $895K 0.01% +112 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,638 shares; 2024Q4: 24,207 shares; 2025Q1: 21,490 shares; 2025Q2: 21,729 shares; 2025Q3: 21,553 shares; 2025Q4: 20,693 shares; 2026Q1: 16,909 shares 16,909 $893K 0.01% -3,784 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,215 shares; 2024Q4: 7,178 shares; 2025Q1: 6,992 shares; 2025Q2: 7,386 shares; 2025Q3: 7,338 shares; 2025Q4: 7,184 shares; 2026Q1: 7,017 shares 7,017 $893K 0.01% -167 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 10,119 shares; 2025Q1: 10,515 shares; 2025Q2: 10,541 shares; 2025Q3: 9,185 shares; 2025Q4: 9,366 shares; 2026Q1: 9,267 shares 9,267 $890K 0.01% -99 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,748 shares; 2025Q1: 1,758 shares; 2025Q2: 1,680 shares; 2025Q3: 1,688 shares; 2025Q4: 1,676 shares; 2026Q1: 1,632 shares 1,632 $880K 0.01% -44 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,308 shares; 2025Q1: 4,685 shares; 2025Q2: 5,078 shares; 2025Q3: 5,153 shares; 2025Q4: 5,233 shares; 2026Q1: 5,405 shares 5,405 $874K 0.01% +172 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,518 shares; 2024Q4: 28,487 shares; 2025Q1: 49,603 shares; 2025Q2: 54,898 shares; 2025Q3: 57,822 shares; 2025Q4: 52,670 shares; 2026Q1: 54,950 shares 54,950 $874K 0.01% +2,280 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,894 shares; 2025Q3: 2,935 shares; 2025Q4: 3,013 shares; 2026Q1: 3,453 shares 3,453 $865K 0.01% +440 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,493 shares; 2024Q4: 137,574 shares; 2025Q1: 160,999 shares; 2025Q2: 169,625 shares; 2025Q3: 157,470 shares; 2025Q4: 163,649 shares; 2026Q1: 171,959 shares 171,959 $865K 0.01% +8,310 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 944 shares; 2025Q1: 1,260 shares; 2025Q2: 1,658 shares; 2025Q3: 1,657 shares; 2025Q4: 1,330 shares; 2026Q1: 1,760 shares 1,760 $853K 0.01% +430 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,640 shares; 2025Q1: 2,711 shares; 2025Q2: 3,082 shares; 2025Q3: 3,204 shares; 2025Q4: 3,200 shares; 2026Q1: 3,047 shares 3,047 $851K 0.01% -153 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: 5,519 shares; 2024Q4: 5,646 shares; 2025Q1: 5,289 shares; 2025Q2: 6,574 shares; 2025Q3: 6,620 shares; 2025Q4: 6,140 shares; 2026Q1: 6,545 shares 6,545 $850K 0.01% +405 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: 16,561 shares; 2024Q4: 17,150 shares; 2025Q1: 17,131 shares; 2025Q2: 10,625 shares; 2025Q3: 10,848 shares; 2025Q4: 10,880 shares; 2026Q1: 11,293 shares 11,293 $841K 0.01% +413 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,656 shares; 2024Q4: 31,189 shares; 2025Q1: 31,579 shares; 2025Q2: 31,579 shares; 2025Q3: 32,144 shares; 2025Q4: 32,155 shares; 2026Q1: 27,558 shares 27,558 $841K 0.01% -4,597 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 19,048 shares; 2025Q1: 18,986 shares; 2025Q2: 18,989 shares; 2025Q3: 19,268 shares; 2025Q4: 18,613 shares; 2026Q1: 18,300 shares 18,300 $840K 0.01% -313 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 13,216 shares; 2025Q1: 14,336 shares; 2025Q2: 14,062 shares; 2025Q3: 14,021 shares; 2025Q4: 14,114 shares; 2026Q1: 13,400 shares 13,400 $828K 0.01% -714 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: 3,313 shares; 2024Q4: 3,463 shares; 2025Q1: 3,398 shares; 2025Q2: 4,578 shares; 2025Q3: 4,709 shares; 2025Q4: 4,644 shares; 2026Q1: 4,719 shares 4,719 $824K 0.01% +75 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: 11,719 shares; 2024Q4: 11,720 shares; 2025Q1: 11,673 shares; 2025Q2: 11,789 shares; 2025Q3: 12,093 shares; 2025Q4: 12,102 shares; 2026Q1: 12,102 shares 12,102 $823K 0.01% 0 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 17,348 shares; 2025Q1: 15,086 shares; 2025Q2: 31,793 shares; 2025Q3: 20,493 shares; 2025Q4: 21,521 shares; 2026Q1: 22,876 shares 22,876 $819K 0.01% +1,355 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,911 shares; 2025Q1: 6,842 shares; 2025Q2: 9,541 shares; 2025Q3: 8,582 shares; 2025Q4: 7,745 shares; 2026Q1: 11,772 shares 11,772 $817K 0.01% +4,027 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,683 shares; 2024Q4: 10,965 shares; 2025Q1: 9,936 shares; 2025Q2: 11,907 shares; 2025Q3: 13,904 shares; 2025Q4: 15,388 shares; 2026Q1: 15,657 shares 15,657 $810K 0.01% +269 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739 shares; 2025Q4: 1,835 shares; 2026Q1: 2,081 shares 2,081 $808K 0.01% +246 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,567 shares; 2025Q2: 29,060 shares; 2025Q3: 37,991 shares; 2025Q4: 42,542 shares; 2026Q1: 43,434 shares 43,434 $806K 0.01% +892 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,333 shares; 2024Q4: 15,133 shares; 2025Q1: 18,888 shares; 2025Q2: 8,247 shares; 2025Q3: 10,651 shares; 2025Q4: 14,346 shares; 2026Q1: 10,693 shares 10,693 $805K 0.01% -3,653 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: not reported; 2025Q1: 2,009 shares; 2025Q2: 2,044 shares; 2025Q3: 2,058 shares; 2025Q4: 2,098 shares; 2026Q1: 2,117 shares 2,117 $804K 0.01% +19 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,853 shares; 2025Q1: 12,298 shares; 2025Q2: 13,780 shares; 2025Q3: 13,032 shares; 2025Q4: 12,826 shares; 2026Q1: 13,734 shares 13,734 $803K 0.01% +908 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: 7,550 shares; 2024Q4: 7,706 shares; 2025Q1: 10,574 shares; 2025Q2: 9,755 shares; 2025Q3: 9,399 shares; 2025Q4: 9,555 shares; 2026Q1: 9,795 shares 9,795 $800K 0.01% +240 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,677 shares; 2025Q1: 1,782 shares; 2025Q2: 2,055 shares; 2025Q3: 2,024 shares; 2025Q4: 1,954 shares; 2026Q1: 3,563 shares 3,563 $800K 0.01% +1,609 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,278 shares; 2024Q4: 10,050 shares; 2025Q1: 11,654 shares; 2025Q2: 23,916 shares; 2025Q3: 23,011 shares; 2025Q4: 20,715 shares; 2026Q1: 23,124 shares 23,124 $799K 0.01% +2,409 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,876 shares; 2024Q4: 6,203 shares; 2025Q1: 6,623 shares; 2025Q2: 6,039 shares; 2025Q3: 6,085 shares; 2025Q4: 6,677 shares; 2026Q1: 6,887 shares 6,887 $795K 0.01% +210 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,049 shares; 2025Q4: 2,264 shares; 2026Q1: 7,186 shares 7,186 $790K 0.01% +4,922 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: 2,318 shares; 2026Q1: 2,803 shares 2,803 $788K 0.01% +485 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,799 shares; 2025Q1: 7,847 shares; 2025Q2: 8,501 shares; 2025Q3: 8,697 shares; 2025Q4: 8,495 shares; 2026Q1: 8,609 shares 8,609 $781K 0.01% +114 Timeline NOBL 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: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 4,027 shares; 2025Q3: 7,245 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares 7,245 $768K 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: 2,926 shares; 2024Q4: 3,236 shares; 2025Q1: 2,456 shares; 2025Q2: 3,139 shares; 2025Q3: 3,029 shares; 2025Q4: 2,994 shares; 2026Q1: 3,072 shares 3,072 $768K 0.01% +78 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,282 shares; 2024Q4: 3,381 shares; 2025Q1: 3,718 shares; 2025Q2: 5,222 shares; 2025Q3: 4,682 shares; 2025Q4: 4,071 shares; 2026Q1: 3,882 shares 3,882 $764K 0.01% -189 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 8,271 shares; 2025Q1: 8,271 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares; 2025Q4: 7,914 shares; 2026Q1: 7,914 shares 7,914 $762K 0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,273 shares; 2025Q2: 8,085 shares; 2025Q3: 8,085 shares; 2025Q4: 8,085 shares; 2026Q1: 8,085 shares 8,085 $760K 0.01% 0 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: 1,468 shares; 2024Q4: 1,475 shares; 2025Q1: 1,653 shares; 2025Q2: 2,626 shares; 2025Q3: 2,753 shares; 2025Q4: 2,556 shares; 2026Q1: 2,692 shares 2,692 $760K 0.01% +136 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,214 shares; 2025Q1: 1,610 shares; 2025Q2: 1,760 shares; 2025Q3: 2,216 shares; 2025Q4: 1,603 shares; 2026Q1: 3,507 shares 3,507 $760K 0.01% +1,904 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: 5,636 shares; 2024Q4: 5,735 shares; 2025Q1: 6,884 shares; 2025Q2: 7,337 shares; 2025Q3: 8,712 shares; 2025Q4: 7,102 shares; 2026Q1: 7,842 shares 7,842 $757K 0.01% +740 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 18,156 shares; 2025Q3: 18,365 shares; 2025Q4: 18,230 shares; 2026Q1: 18,217 shares 18,217 $751K 0.01% -13 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: 4,256 shares; 2024Q4: 5,788 shares; 2025Q1: 5,548 shares; 2025Q2: 6,003 shares; 2025Q3: 5,588 shares; 2025Q4: 6,460 shares; 2026Q1: 6,622 shares 6,622 $749K 0.01% +162 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,008 shares; 2024Q4: 15,529 shares; 2025Q1: 18,749 shares; 2025Q2: 15,718 shares; 2025Q3: 17,081 shares; 2025Q4: 16,453 shares; 2026Q1: 16,563 shares 16,563 $746K 0.01% +110 Timeline DTD 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: 8,640 shares; 2024Q4: 8,640 shares; 2025Q1: 8,640 shares; 2025Q2: 8,640 shares; 2025Q3: 8,640 shares; 2025Q4: 8,640 shares; 2026Q1: 8,640 shares 8,640 $746K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,539 shares; 2025Q2: 4,723 shares; 2025Q3: 4,319 shares; 2025Q4: 4,238 shares; 2026Q1: 4,306 shares 4,306 $741K 0.01% +68 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,743 shares; 2024Q4: 30,879 shares; 2025Q1: 31,547 shares; 2025Q2: 33,205 shares; 2025Q3: 32,558 shares; 2025Q4: 34,906 shares; 2026Q1: 34,166 shares 34,166 $723K 0.01% -740 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 5,543 shares; 2025Q1: 5,757 shares; 2025Q2: 7,999 shares; 2025Q3: 5,922 shares; 2025Q4: 8,776 shares; 2026Q1: 9,296 shares 9,296 $717K 0.01% +520 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: 16,904 shares; 2024Q4: 19,171 shares; 2025Q1: 20,694 shares; 2025Q2: 23,684 shares; 2025Q3: 17,302 shares; 2025Q4: 17,814 shares; 2026Q1: 18,265 shares 18,265 $712K 0.01% +451 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,358 shares; 2025Q3: 13,360 shares; 2025Q4: 13,307 shares; 2026Q1: 13,307 shares 13,307 $708K 0.01% 0 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: 1,244 shares; 2024Q4: 1,225 shares; 2025Q1: 1,478 shares; 2025Q2: 1,137 shares; 2025Q3: 1,187 shares; 2025Q4: 1,263 shares; 2026Q1: 1,259 shares 1,259 $707K 0.01% -4 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: 2,190 shares; 2024Q4: 2,235 shares; 2025Q1: 2,558 shares; 2025Q2: 3,557 shares; 2025Q3: 3,033 shares; 2025Q4: 2,769 shares; 2026Q1: 4,178 shares 4,178 $707K 0.01% +1,409 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 3,711 shares; 2025Q2: 4,540 shares; 2025Q3: 4,417 shares; 2025Q4: 4,837 shares; 2026Q1: 6,300 shares 6,300 $705K 0.01% +1,463 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: 49,448 shares; 2024Q4: 37,138 shares; 2025Q1: 22,011 shares; 2025Q2: 82,344 shares; 2025Q3: 81,071 shares; 2025Q4: 56,751 shares; 2026Q1: 16,831 shares 16,831 $701K 0.01% -39,920 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,907 shares; 2025Q1: 1,873 shares; 2025Q2: 1,717 shares; 2025Q3: 1,860 shares; 2025Q4: 1,914 shares; 2026Q1: 1,947 shares 1,947 $699K 0.01% +33 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: 6,031 shares; 2024Q4: 6,470 shares; 2025Q1: 6,965 shares; 2025Q2: 6,927 shares; 2025Q3: 6,976 shares; 2025Q4: 7,417 shares; 2026Q1: 7,045 shares 7,045 $698K 0.01% -372 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,502 shares 1,502 $696K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,720 shares; 2025Q1: 1,755 shares; 2025Q2: 1,775 shares; 2025Q3: 1,818 shares; 2025Q4: 1,810 shares; 2026Q1: 4,267 shares 4,267 $693K 0.01% +2,457 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,732 shares; 2024Q4: 58,540 shares; 2025Q1: 84,358 shares; 2025Q2: 101,154 shares; 2025Q3: 68,361 shares; 2025Q4: 77,489 shares; 2026Q1: 85,802 shares 85,802 $690K 0.01% +8,313 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,728 shares; 2025Q1: 5,702 shares; 2025Q2: 5,901 shares; 2025Q3: 5,932 shares; 2025Q4: 5,933 shares; 2026Q1: 5,933 shares 5,933 $687K 0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,063 shares; 2024Q4: 12,784 shares; 2025Q1: 16,174 shares; 2025Q2: 15,956 shares; 2025Q3: 15,743 shares; 2025Q4: 15,695 shares; 2026Q1: 15,110 shares 15,110 $686K 0.01% -585 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 480 shares; 2025Q1: 554 shares; 2025Q2: 526 shares; 2025Q3: 499 shares; 2025Q4: 499 shares; 2026Q1: 543 shares 543 $685K 0.01% +44 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,129 shares; 2024Q4: 15,916 shares; 2025Q1: 16,835 shares; 2025Q2: 16,392 shares; 2025Q3: 16,763 shares; 2025Q4: 17,096 shares; 2026Q1: 17,264 shares 17,264 $678K 0.01% +168 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,306 shares; 2024Q4: 19,785 shares; 2025Q1: 21,111 shares; 2025Q2: 21,939 shares; 2025Q3: 20,310 shares; 2025Q4: 16,090 shares; 2026Q1: 20,457 shares 20,457 $678K 0.01% +4,367 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059 shares 1,059 $673K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 5,559 shares; 2025Q4: 5,202 shares; 2026Q1: 5,233 shares 5,233 $670K 0.01% +31 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,324 shares; 2024Q4: 2,281 shares; 2025Q1: 2,248 shares; 2025Q2: 2,159 shares; 2025Q3: 2,001 shares; 2025Q4: 2,082 shares; 2026Q1: 2,249 shares 2,249 $670K 0.01% +167 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 995 shares; 2025Q1: 873 shares; 2025Q2: 1,254 shares; 2025Q3: 1,264 shares; 2025Q4: 1,288 shares; 2026Q1: 1,364 shares 1,364 $669K 0.01% +76 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 3,170 shares 3,170 $669K 0.01% +1,371 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 5,753 shares; 2025Q1: 6,740 shares; 2025Q2: 8,510 shares; 2025Q3: 9,180 shares; 2025Q4: 8,263 shares; 2026Q1: 9,182 shares 9,182 $667K 0.01% +919 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,412 shares; 2024Q4: 43,755 shares; 2025Q1: 44,144 shares; 2025Q2: 44,282 shares; 2025Q3: 42,598 shares; 2025Q4: 45,164 shares; 2026Q1: 44,397 shares 44,397 $662K 0.01% -767 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: 3,080 shares; 2024Q4: 2,917 shares; 2025Q1: 3,422 shares; 2025Q2: 4,634 shares; 2025Q3: 5,710 shares; 2025Q4: 4,291 shares; 2026Q1: 5,729 shares 5,729 $658K 0.01% +1,438 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,943 shares; 2025Q1: 8,071 shares; 2025Q2: 7,858 shares; 2025Q3: 8,041 shares; 2025Q4: 8,110 shares; 2026Q1: 8,187 shares 8,187 $650K 0.01% +77 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: 6,813 shares; 2024Q4: 6,876 shares; 2025Q1: 8,820 shares; 2025Q2: 9,482 shares; 2025Q3: 10,534 shares; 2025Q4: 9,847 shares; 2026Q1: 9,921 shares 9,921 $649K 0.01% +74 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: 5,541 shares; 2024Q4: 5,526 shares; 2025Q1: 5,554 shares; 2025Q2: 5,640 shares; 2025Q3: 5,551 shares; 2025Q4: 5,307 shares; 2026Q1: 5,354 shares 5,354 $648K 0.01% +47 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 6,547 shares; 2025Q1: 6,074 shares; 2025Q2: 6,982 shares; 2025Q3: 7,892 shares; 2025Q4: 6,952 shares; 2026Q1: 7,652 shares 7,652 $647K 0.01% +700 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: 326 shares; 2024Q4: not reported; 2025Q1: 381 shares; 2025Q2: 531 shares; 2025Q3: 555 shares; 2025Q4: 567 shares; 2026Q1: 588 shares 588 $643K 0.01% +21 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: 2,206 shares; 2024Q4: 2,261 shares; 2025Q1: 1,898 shares; 2025Q2: 1,802 shares; 2025Q3: 1,656 shares; 2025Q4: 1,541 shares; 2026Q1: 1,440 shares 1,440 $640K 0.01% -101 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: 4,672 shares; 2025Q2: 5,113 shares; 2025Q3: 5,300 shares; 2025Q4: 5,359 shares; 2026Q1: 5,348 shares 5,348 $635K 0.01% -11 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: 2,728 shares; 2024Q4: 3,040 shares; 2025Q1: 3,592 shares; 2025Q2: 3,178 shares; 2025Q3: 3,363 shares; 2025Q4: 3,444 shares; 2026Q1: 3,475 shares 3,475 $633K 0.01% +31 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,247 shares; 2025Q1: 2,274 shares; 2025Q2: 2,182 shares; 2025Q3: 2,232 shares; 2025Q4: 1,781 shares; 2026Q1: 1,789 shares 1,789 $628K 0.01% +8 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,056 shares; 2024Q4: 75,144 shares; 2025Q1: 73,260 shares; 2025Q2: 72,883 shares; 2025Q3: 72,301 shares; 2025Q4: 62,330 shares; 2026Q1: 102,380 shares 102,380 $617K 0.01% +40,050 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: 5,079 shares; 2024Q4: 5,267 shares; 2025Q1: 5,344 shares; 2025Q2: 9,149 shares; 2025Q3: 9,276 shares; 2025Q4: 8,989 shares; 2026Q1: 9,271 shares 9,271 $616K 0.01% +282 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,939 shares; 2025Q1: 10,986 shares; 2025Q2: 11,824 shares; 2025Q3: 11,187 shares; 2025Q4: 11,078 shares; 2026Q1: 11,354 shares 11,354 $615K 0.01% +276 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: 1,812 shares; 2024Q4: 1,898 shares; 2025Q1: 1,988 shares; 2025Q2: 1,995 shares; 2025Q3: 1,983 shares; 2025Q4: 2,119 shares; 2026Q1: 1,893 shares 1,893 $611K 0.01% -226 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,454 shares; 2025Q3: 2,584 shares; 2025Q4: 2,462 shares; 2026Q1: 2,556 shares 2,556 $609K 0.01% +94 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: 7,914 shares; 2024Q4: 7,990 shares; 2025Q1: 8,519 shares; 2025Q2: 10,825 shares; 2025Q3: 8,746 shares; 2025Q4: 5,338 shares; 2026Q1: 10,829 shares 10,829 $604K 0.01% +5,491 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,280 shares; 2025Q1: 10,905 shares; 2025Q2: 10,251 shares; 2025Q3: 9,631 shares; 2025Q4: 6,158 shares; 2026Q1: 6,459 shares 6,459 $603K 0.01% +301 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 15,446 shares; 2025Q1: 26,063 shares; 2025Q2: 19,724 shares; 2025Q3: 13,443 shares; 2025Q4: 12,852 shares; 2026Q1: 12,509 shares 12,509 $603K 0.01% -343 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 7,131 shares; 2025Q1: 6,671 shares; 2025Q2: 7,451 shares; 2025Q3: 7,573 shares; 2025Q4: 8,201 shares; 2026Q1: 8,862 shares 8,862 $602K 0.01% +661 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,603 shares; 2025Q4: 6,362 shares; 2026Q1: 6,148 shares 6,148 $602K 0.01% -214 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 6,948 shares; 2025Q1: 6,997 shares; 2025Q2: 4,592 shares; 2025Q3: 2,721 shares; 2025Q4: 2,990 shares; 2026Q1: 8,449 shares 8,449 $601K 0.01% +5,459 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,354 shares; 2025Q1: 3,681 shares; 2025Q2: 3,832 shares; 2025Q3: 3,910 shares; 2025Q4: 3,819 shares; 2026Q1: 3,059 shares 3,059 $600K 0.01% -760 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,781 shares; 2025Q1: 5,388 shares; 2025Q2: 6,889 shares; 2025Q3: 7,160 shares; 2025Q4: 6,556 shares; 2026Q1: 5,843 shares 5,843 $597K 0.01% -713 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 2,103 shares; 2025Q3: 2,126 shares; 2025Q4: 2,081 shares; 2026Q1: 2,115 shares 2,115 $596K 0.01% +34 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,202 shares; 2025Q1: 18,168 shares; 2025Q2: 18,598 shares; 2025Q3: 18,334 shares; 2025Q4: 20,004 shares; 2026Q1: 20,923 shares 20,923 $595K 0.01% +919 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 16,676 shares; 2025Q1: 17,356 shares; 2025Q2: 19,313 shares; 2025Q3: 17,739 shares; 2025Q4: 19,268 shares; 2026Q1: 19,899 shares 19,899 $593K 0.01% +631 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 4,955 shares; 2025Q4: 4,868 shares; 2026Q1: 4,899 shares 4,899 $591K 0.01% +31 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,235 shares; 2024Q4: 26,676 shares; 2025Q1: 19,598 shares; 2025Q2: 19,132 shares; 2025Q3: 32,188 shares; 2025Q4: 32,287 shares; 2026Q1: 23,597 shares 23,597 $587K 0.01% -8,690 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,506 shares; 2025Q1: 6,039 shares; 2025Q2: 6,210 shares; 2025Q3: 5,967 shares; 2025Q4: 5,479 shares; 2026Q1: 5,487 shares 5,487 $586K 0.01% +8 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 18,461 shares; 2025Q1: 18,794 shares; 2025Q2: 23,396 shares; 2025Q3: 21,871 shares; 2025Q4: 16,602 shares; 2026Q1: 16,679 shares 16,679 $586K 0.01% +77 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: 4,214 shares; 2024Q4: 5,657 shares; 2025Q1: 5,934 shares; 2025Q2: 5,602 shares; 2025Q3: 6,865 shares; 2025Q4: 7,261 shares; 2026Q1: 8,415 shares 8,415 $583K 0.01% +1,154 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: 1,588 shares; 2024Q4: 1,638 shares; 2025Q1: 1,630 shares; 2025Q2: 1,578 shares; 2025Q3: 1,614 shares; 2025Q4: 1,624 shares; 2026Q1: 1,625 shares 1,625 $582K 0.01% +1 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 4,186 shares; 2025Q1: 4,195 shares; 2025Q2: 4,077 shares; 2025Q3: 4,086 shares; 2025Q4: 4,197 shares; 2026Q1: 5,441 shares 5,441 $581K 0.01% +1,244 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,514 shares; 2025Q1: 9,635 shares; 2025Q2: 10,210 shares; 2025Q3: 10,179 shares; 2025Q4: 10,312 shares; 2026Q1: 10,240 shares 10,240 $579K 0.01% -72 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,419 shares; 2024Q4: 17,503 shares; 2025Q1: 19,854 shares; 2025Q2: 26,006 shares; 2025Q3: 11,959 shares; 2025Q4: 27,257 shares; 2026Q1: 21,951 shares 21,951 $578K 0.01% -5,306 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: 934 shares; 2024Q4: 1,015 shares; 2025Q1: 896 shares; 2025Q2: 1,164 shares; 2025Q3: 1,116 shares; 2025Q4: 1,102 shares; 2026Q1: 2,120 shares 2,120 $577K 0.01% +1,018 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,147 shares; 2025Q3: 19,410 shares; 2025Q4: 19,011 shares; 2026Q1: 15,531 shares 15,531 $577K 0.01% -3,480 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,864 shares; 2025Q2: 16,518 shares; 2025Q3: 17,688 shares; 2025Q4: 20,330 shares; 2026Q1: 20,942 shares 20,942 $575K 0.01% +612 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: 14,854 shares; 2024Q4: 16,952 shares; 2025Q1: 13,524 shares; 2025Q2: 16,608 shares; 2025Q3: 14,559 shares; 2025Q4: 18,185 shares; 2026Q1: 15,410 shares 15,410 $574K 0.01% -2,775 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,017 shares; 2024Q4: 4,865 shares; 2025Q1: 4,923 shares; 2025Q2: 7,219 shares; 2025Q3: 7,194 shares; 2025Q4: 7,040 shares; 2026Q1: 6,732 shares 6,732 $571K 0.01% -308 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: 3,695 shares; 2024Q4: 4,778 shares; 2025Q1: 4,542 shares; 2025Q2: 4,307 shares; 2025Q3: 4,205 shares; 2025Q4: 3,508 shares; 2026Q1: 3,917 shares 3,917 $566K 0.01% +409 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 2,130 shares; 2025Q1: 2,885 shares; 2025Q2: 2,689 shares; 2025Q3: 2,791 shares; 2025Q4: 2,701 shares; 2026Q1: 2,730 shares 2,730 $564K 0.01% +29 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: 4,332 shares; 2024Q4: 4,705 shares; 2025Q1: 5,596 shares; 2025Q2: 7,332 shares; 2025Q3: 6,711 shares; 2025Q4: 7,872 shares; 2026Q1: 7,783 shares 7,783 $564K 0.01% -89 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 39,000 shares 39,000 $563K 0.01% new Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,860 shares; 2025Q1: 2,607 shares; 2025Q2: 2,062 shares; 2025Q3: 1,915 shares; 2025Q4: 1,666 shares; 2026Q1: 1,659 shares 1,659 $563K 0.01% -7 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 70,862 shares; 2025Q1: 73,338 shares; 2025Q2: 61,361 shares; 2025Q3: 69,134 shares; 2025Q4: 66,479 shares; 2026Q1: 71,318 shares 71,318 $563K 0.01% +4,839 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,395 shares 7,395 $550K 0.01% new 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: 1,808 shares; 2025Q4: 1,831 shares; 2026Q1: 1,846 shares 1,846 $547K 0.01% +15 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: 4,777 shares; 2025Q3: 6,021 shares; 2025Q4: 5,708 shares; 2026Q1: 5,928 shares 5,928 $547K 0.01% +220 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,145 shares; 2025Q1: 2,136 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,108 shares; 2026Q1: 2,115 shares 2,115 $546K 0.01% +7 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: 7,530 shares; 2024Q4: 7,777 shares; 2025Q1: 8,891 shares; 2025Q2: 8,813 shares; 2025Q3: 8,971 shares; 2025Q4: 9,022 shares; 2026Q1: 9,101 shares 9,101 $546K 0.01% +79 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,564 shares; 2024Q4: 2,891 shares; 2025Q1: 3,109 shares; 2025Q2: 2,627 shares; 2025Q3: 2,388 shares; 2025Q4: 3,581 shares; 2026Q1: 3,625 shares 3,625 $544K 0.01% +44 Timeline